David Shepherd Email & Phone Number

Toronto, On, Ca

Toronto, Ontario, Canada

· Creating next-generation product strategy leveraging proprietary health data assets and generative AI technologies to enhance patient outcomes, optimize health coach productivity, and drive platform value.· Guiding the transformation of existing health coaching platform through integration of advanced AI capabilities and intelligent automation

Toronto, Ontario, Canada

• Co-founded a startup that is creating a peer-to-peer marketplace platform for the rental and resale of clothing and accessories.• Created a proprietary AI fit-based algorithm to match renters and lenders allowing renters to find local lenders with a similar body type and fit.

Toronto, Ontario, Canada

Providing technology strategy consulting and fractional CTO services.

Toronto, Ontario, Canada

Toronto, Ontario, Canada

Lorica Cybersecurity develops highly secure products and solutions based on their proprietary and patented technology that allows Fully Homomorphic Encryption operations to be performed at a transaction rate and scale that support production workloads in the financial services, government and defense sectors. This allows the creation of very secure solutions where the data is never decrypted, even for processing internally in the CPU. Technical Advisory Board Feb 2020-PresentAdvising the CEO, senior technology leadership, and board members on a wide range of subjects related to product vision & direction, the Fintech market, and growing and scaling a development team. Product Strategy and Pricing Aug 2020-PresentProviding consulting services through White Space Shepherds to assist Lorica Cybersecurity in the development of their pricing model and refining the products and their collateral for specific target markets and solutions.

Toronto, Ontario, Canada

• Led the development of a GenAI-centric Data Modernization Platform using LLMs, which streamlined transitions from legacy systems to modern data and processing platforms, enhancing data accuracy and operational efficiency through RAG, knowledge graphs, model fine-tuning, and local or remote models.• Guided engineering teams by providing technology strategy, design and direction resulting in a more scalable and secure enterprise solution.

Toronto, Ontario, Canada

• Led the technology and product development for FinTech startup building a consumer mortgage marketplace for the Canadian residential housing mortgage market, improving market accessibility.• Directed the development of a mobile-friendly online platform using AI, presenting home buyers with competitive mortgage offers from multiple lenders tailored to their financial situation and the home they are buying, which enhanced user journey and increased engagement.• Implemented an LLM Chatbot allowing users to ask mortgage-related questions, receive customized best rates based, and seamless agent referrals, improving lead conversion.

Responsible for establishing and leading the execution of NexJ Systems’ technology vision to enable disruptive innovation that changes the way financial institutions understand and service their clients. Provided the leadership that was instrumental in NexJ securing and maintaining relationships with some of the world’s largest financial institutions, leading to rapid growth. NexJ ranked as Canada’s fastest-growing company by PROFIT Magazine in 2012 for growing 15,000% in 5 years, and was recognized by Deloitte as one of the 5 fastest growing Canadian technology companies in the Fast 50™ Program for 2010, 2011, and 2012.Lead a talented team in delivering intelligent customer management systems that leverage Big Data, Artificial Intelligence, advanced modeling technology and the cloud to help bankers and advisors work faster, better, and smarter. • Grew the technology, product management and solution architecture teams from 0 to over 100+ staff while we implemented three of the largest CRM implementations in financial services at Wells Fargo Advisors, Morgan Stanley and American Family Insurance.• Developed future-proof, enterprise-first technology platform that enables financial services firms to better understand and service their customers with applications of advanced modeling, integration, and AI technology. • Created an Enterprise Customer Management solution on the platform for the financial services markets and oversaw the deployment to some of the biggest institutions in the world.• Lead the creation and development of the Connected Wellness Platform (https://www.connectedwellness.com) a patient facing population management SAS platform for patient engagement and chronic disease management. The product and technology were spun off to a new company NexJ Health in 2016.• Oversaw the technology and product aspects related to the acquisition of 2 companies – one in health care, and one in financial services analytics.

Toronto, Canada Area

• Delivered venture capital and strategic management services, helping technology companies raise funds, develop strategic plans, and achieve successful exits, resulting in increased market valuation.• Advised and directed product and technology strategy, enhancing product development processes and aligning technology initiatives with business goals, leading to improved product-market fit. • Mentored and guided technology and product executives, fostering leadership skills and improving team performance, which resulted in higher team productivity,

Toronto, Canada Area

• Reported directly to the CTO. overseeing technology initiatives and strategic planning• Integrated Janna Technology into the Siebel 7 product, leading to the development of Siebel OnDemand using Janna web technology, primarily developed by the Toronto-based Janna team • Evaluated companies for acquisition as a member of the internal Siebel M&A team, developing technology integration strategies to ensure seamless transitions and maximize value

Toronto, Canada Area

• Developed Janna Contact Enterprise, a scalable enterprise CRM solution, enabling clients to tailor the system to their business needs. Clients included all major Wall Street investment banks• Built and led the Development, Product Management, and Solution Architecture teams, growing the technology team and the business to over 300 people, and including 150+ developers • Acted as Executive Sponsor for all major client implementations to ensure successful deployment and customer success.• Oversaw technology and product aspects of acquiring two companies, integrating their solutions into Janna’s product portfolio.• Was part of the executive team responsible for the IPO in 1997 and the sale to Siebel Systems in 2000 for $1.76 billion.Company Achievements: • 1993 Microsoft Solution Provider winner for Canada • 1998 Deloitte Technology Fast 50 • 1998 Winner Branham 200 award: Relentless Innovation • 1999 Deloitte Technology Fast 50 • 1999 Winner Branham 100 award: Anatomy of Success • 1999 Profit 100 #65 fastest growing company in Canada • 2000 Deloitte Technology Fast 50• Sold to Siebel Systems in 2000 for $1.76B CDN (the largest transaction in Canadian Software history at the time.)

Toronto, Canada Area

Systems Consultant specializing in AI and Expert Systems. Projects included:• Expert system for calculating prison sentences and generating an English language explanation of the sentence for the Ontario Ministry of Correctional Services,• POC of expert systems for fraud detection for GST avoidance for the Canadian Revenue Agency• Developed and taught internal introductory AI training course.• Developed security module and workflow system for Ontario Ministry of Consumer and Corporate Relations to support the move of the agency from Toronto to Thunder Bay

Bachelor Of Applied Science (B.A.Sc.), Engineering Science, Aerospace Engineering

Education record