Blake Shepard Email & Phone Number

Rapid City, South Dakota, United States

Brea, California

Richardson, Texas

Rotation-Worked as Product Owner/Project Manager on Strategy & Transformation team.- Discovered and developed 9 automation use cases related to lending (e.g. payment, advance, and rollover automation). The use cases are currently being implemented but will lead to $1.2 million in annual savings (78% higher than initial ‘best case’).- Worked with lead Product Manager of CashPro (online lending platform) on feature enhancement strategy, quantified projected savings for each prospective feature based upon historical and forecasted client adoption.- Led 7 automation and 3 tech enhancement projects concurrently, all of which were presented weekly to 3 down to CEO.- Strategy lead for iCon (workflow tool) email automation project resulting in the creation of 9 separate email workbaskets which receive 550 emails per day on average. The automation auto-cases and auto-routes the requests using rules based logic.

Dallas/Fort Worth Area

Rotation/Int-Process Design Consultant dealing with internal and external customer service processes/procedures.- Co-led the Regulatory Complaints & Social Media Servicing (RCSMS) Metric Review project which gathered summary statistics and qualitative information for all 68 metrics across RCSMS. Final recommendations helped satisfy a self-identified audit issue and resulted in 6 separate remediation plans involving 14 metrics.- Led an end-to-end redesign of the bank’sregulatory complaint handling process focusing on strategies to reduce complaints by identifying and remediating the root causes of customer dissatisfaction.

Charlotte, North Carolina

- Designed, implemented, and produced control, exception, and predictive reports used by Flood Operations.- Led cross-functional team of executives to develop analytical reporting dashboard used for governmental compliance.

Greater Denver Area

At 26, was the youngest financial advisor associate hired to the local MSSB office by a 6 year marginGrossed over $35,000 in revenue and handled more than $4,000,000 for my clients as an independent advisor during 12 months of production (not including 6 months of training/licensing) -Specialized in the design, installation, maintenance, and administration of retirement plans for small to mid-sized companies -Primarily worked with and prospected decision makers such as doctors and business owners through cold calling, email/mail campaigns and networking-Took full discretion as a portfolio manager focusing on high yielding dividend growth securities for specific clients

Taught formal, colloquial, and business English to over 20 professionals from various backgrounds Primarily worked with employees of South America's biggest company (Petrobras, ticker: PZE)Also recruited and taught over a dozen students and professionals independently

Master Of Business Administration (Mba)-International, Logistics, Materials, And Supply Chain Management, Marketing, Data Analytics, 3.83

Activities and Societies: Member of Data Analytics Club, Marketing Club, Consulting Club

Business Administration, Finance, Business Management

Education record