Bill Shepherd Email and Phone Number
Denver, Colorado, United States
Bill Shepherd's Location
Denver, Colorado, United States, United States
Bill Shepherd's Contact Details
Bill Shepherd work email
- Valid
- Valid
Bill Shepherd personal email
n/a
Bill Shepherd phone numbers
About Bill Shepherd
Senior finance executive with strong leadership, operating, and execution skills with extensiveteam building, strategy and transaction experience
Bill Shepherd's Current Company Details
Srs Acquiom
View
Chief Financial Officer at SRS Acquiom
Denver, Colorado, United States
- Website:
- srsacquiom.com
- Employees:
- 281
Bill Shepherd Work Experience Details
-
Srs AcquiomDenver, Colorado, United States
-
Chief Financial OfficerSrs Acquiom Nov 2023 - PresentDenver, Colorado, UsCFO for PE-backed financial services/fintech market leader -
Chief Financial OfficerPolicygenius Inc. Jan 2021 - Jun 2023Topeka, Kansas, UsPrepared this KKR-backed leading fintech company for public company status in six months, including drafting and filing an S-1, moving from AICPA to PCAOB accounting, building out the finance team including FP&A and SEC reporting functions, strengthening controls, and adding automation. Successfully assisted company pivot to raise $125MM in private equity and debt financing, due to market conditions, and then helped sell the company to Zinnia, a life insurance and annuity technology and digital services company backed by Eldridge Industries. -
Head Of Corporate FinanceBridgewater Associates Feb 2016 - Jan 2021Westport, Connecticut, UsHired as part of succession plan for retiring Finance Department Head at the world’s largest hedge fund with more than $170 billion in AUM. Responsibilities included Tax, Shareholder Services, Corporate Finance, Treasury, Risk, and Insurance, with team of 25 direct reports. Heavy focus on structuring compensation and ownership transition (including capital raises) to maintain Bridgewater as a majority employee-owned, employee-controlled company. Led dialogue with Board and Finance Committee on a wide variety of finance topics. -
Managing Director, Chief Financial Officer, Global Wealth And Investment ManagementBank Of America Jun 2010 - Feb 2016Charlotte, Nc, UsCFO for the world’s largest and most profitable wealth management business, an $18 billionpublicly reported segment of Bank of America, which includes Merrill Lynch Global WealthManagement and U.S. Trust. Business had client balances of $2.4 trillion. Responsible for all aspects of finance for the business, supporting the co-COO of Bank of America. Helped business more than double pre-tax earnings in less than three years through cost discipline while increasing investments in future growth. Rebuilt finance management team and lowered finance headcount by 15%. Improved reporting and MIS architecture and strengthened controls. Member of Management and Risk Committees. -
Managing Director/National Director, Private Wealth ManagementJ.P. Morgan Feb 2008 - Jun 2010New York, Ny, UsFormed new business unit within JPMorgan’s Private Wealth Management business focusedon affluent clients ($1-5MM in assets), a predecessor of Chase Private Client. Responsible forall aspects of business, including recruiting management team, advisors, and otheremployees, creating operating model, and forming business strategy. Grew business rapidlythrough seamless transfer of existing clients and organic growth – building team of 300employees and growing to 85,000 clients in eighteen months. Achieved pre-tax income inexcess of $100 million per annum. Member of PWM Operating Committee. -
Managing Director/Chief Financial Officer, Private Wealth ManagementJ.P. Morgan Dec 2006 - Feb 2008New York, Ny, UsCFO of $1.2 billion revenue business focused on managing wealth for high net worth clients,including banking, investment and trust services. Responsible for all aspects of financefunction, including strategy. Led development of new reporting and metrics that significantlydeepened understanding of the business. Helped accelerate business growth and improveprofitability through several initiatives including development of a segmentation strategy,implementation of a deposit sweep, and improved asset-liability management. Member ofthe PWM Operating, Risk, and Asset-Liability Committees, and chaired the CompensationCommittee.
-
Managing Director, Head Of Strategy And DevelopmentJ.P. Morgan Sep 2004 - Dec 2006New York, Ny, UsBuilt and led strategy and development team for this $8 billion revenue asset and wealthmanagement firm with $1.2 trillion under management, working closely with the CEO and CFOof the business. Led highly successful acquisition of Highbridge, a leading hedge fund. Drovestrategic thinking around decision to divest Brown and Co and led execution of the sale for$1.6 billion. Strategy projects included building the compensation plan for the business, doinggroundwork for the India Real Estate Fund, accelerating the mortgage business for high networth clients, and helping to develop JPMorgan’s retirement strategy.
-
Vice President, Mergers & AcquisitionsJ.P. Morgan Oct 1992 - Sep 2004New York, Ny, UsRan execution and client-coverage teams to win and execute mergers and acquisitions andadvisory assignments. Coordinated efforts of client coverage officers, financing groups (debtand equity capital markets, leveraged finance, private equity), and other professional advisors(lawyers, accountants, etc.) retained by clients. Responsible for supervising all aspects ofwork for teams.Broad experience across wide range of industries and companies. Extensive experience withcross-border transactions (especially in Europe and Asia) and legal and tax issues associatedwith highly-structured M&A transactions.
Bill Shepherd Skills
Wealth Management
Investments
Finance
Investment Banking
Mergers And Acquisitions
Strategy
Investment Management
Private Equity
Financial Services
Private Banking
Alternative Investments
Banking
Asset Management
Wealth Management Services
Hedge Funds
Valuation
Corporate Finance
Business Strategy
Corporate Development
Capital Markets
Series 7
Mutual Funds
Financial Advisory
Financial Risk
Financial Structuring
Asset Managment
Series 24
Accounting
Cfos
Series 9/10
Securities
Management
Financial Analysis
Financial Reporting
Leadership
Strategic Planning
Strategic Thinking
Budgeting
Bank Management
Commercial Banking
Investor Relations
Bill Shepherd Education Details
-
Stanford UniversityEconomics & Civil Engineering
Frequently Asked Questions about Bill Shepherd
What company does Bill Shepherd work for?
Bill Shepherd works for Srs Acquiom
What is Bill Shepherd's role at the current company?
Bill Shepherd's current role is Chief Financial Officer at SRS Acquiom.
What is Bill Shepherd's email address?
Bill Shepherd's email address is bi****@****ter.com
What is Bill Shepherd's direct phone number?
Bill Shepherd's direct phone number is +120345*****
What schools did Bill Shepherd attend?
Bill Shepherd attended Stanford University.
What skills is Bill Shepherd known for?
Bill Shepherd has skills like Wealth Management, Investments, Finance, Investment Banking, Mergers And Acquisitions, Strategy, Investment Management, Private Equity, Financial Services, Private Banking, Alternative Investments, Banking.
Who are Bill Shepherd's colleagues?
Bill Shepherd's colleagues are Srinivas Gowda, Ashley Jones, Maurice Kalsbeek, Nick Johnson, Aline (Lynn) C., Dorothy Kester, Natalie Kleffman.
Free Chrome Extension
Find emails, phones & company data instantly
Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial