David A. Sheppard, Mba, Clu, Chfc Email & Phone Number

New York City Metropolitan Area

TCG Partners, LLC assists organizations to improve the efficiency of targeted processes, decrease costs, and create revenue opportunities while improving the level of services in the value chain. In order to accomplish this, we leverage the technology and services provided by our strategic partners at no cost to our clients in the following areas: OPERATING EXPENSE OPTIMIZATION - This technology utilizes a proprietary data base of over $6T of Vendor Data from over 10M organizations, AI, and proprietary algorithms to compare a company's data against "best in class" pricing of similar companies for each category of operating expense. Targeted savings goals are set and negotiations with existing vendors are then conducted in order to realize savings - in some cases in excess of 20-25%.SAME DAY PAY - A company sponsored 3rd party employee benefit that provides hourly employees same day access to 50% of their earned wages allowing them to handle financial needs that may arise between paychecks. Funds are advanced by the third party at no interest to the employee which can result in enhanced recruiting for the employer!VIRTUAL CREDIT CARDS - Streamlines payable operations automating the delivery of each payment via a unique digital credit card number that eliminates fraud, reconciliations, and paper checks and their related costs while generating rebate revenue!SHIPPING/FREIGHT MANAGEMENT - An intelligent multi-carrier shipping platform that completely automates the shipping process. Using an exclusive rate structure, the technology shops rates and "least cost" routing between carriers thereby optimizing the shipping profile for each parcel or LTL shipment. Shipping spend can usually be reduced by 15-40%

300 Executive Drive West Orange, Nj 07052

I am a trusted business partner assisting Human Resources and Risk Management Professionals with their Employee Benefit and Property Casualty organizational concerns. I will help to develop strategies that will mitigate operational risks, minimize cost, and maximize employee engagment - allowing employers to more fully concentrate on core businesses and missions.

101 Jfk Parkway Short Hills, Nj 07078

Responsible for creating new business opportunities, maintaining key client relationships and reatining the business of existing accounts. In addition, responsibilities include referring business opportunities to Bollinger's other divisions, e.g., Commercial and Personal lines.

Parsippany, Nj

East Region Business Development Team member driving organic sales growth. Product practices included Health & Benefits, Retirement, Communication, Compensation, Elective and Executive Benefits, Human Capital Management, and Property/Casualty.- Originated new sales in all practices- Developed strategic partnerships for "all of Aon"- Average production over the past three years exceeded $900,000- In 2009 led the national "Business Development Team" with sales approaching $2,000,000

Regional Manager for Group Insurance Operations for the Greater New York Group Office.As the Producing Manager of Mutual of Omaha's Greater New York Group Office, sales focus was centered on ancillary line products such as Life, Accidental Death & Dismemberment, Short and Long Term Disability, Dental and Voluntary offerings.- Managed personal sales goals, as well as all office production, profitability and service operations- Office consistently ranked among the top producing and profitable offices in the country

Northern, Nj

Directed new sales production, marketing, profitability and growth of AFLAC in Northern and Central New Jersey.- Developed new producing agents and brokers - Recruited new sales associates -Implemented all product lines with all clients

New York City

Directed new sales activities with sales leaders and senior executives within the Northeast Middle Market Practice subsequent to the acquisition of Johnson & Higgins (J&H).- Initiated new product introductions- Organized sales training- Developed client seminar programs- Directed essential liason activities among all practice leaders

Managed the Northeast's Group Commercial Practice consisting of five offices, including personal sales production, budget development, implementation of business plans, and directing the sales and financial management of the practice. Also served on the Seabury & Smith Senior Leadership Committee. Seabury & Smith was the leading employee benefits broker/consulting subsidiary of Marsh & McLennan Companies.- Led overall growth of "Northeast Area" while consistently leading the nation in net operating income profitability- Directed the Area's activities while retaining the previous position of Morristown Office Head- Senior Leadership Committee business planning and oversight activities were instrumental in growing overall Group Commercial Business practice from $35 million to over $50 million- Developed the Area's "Quest for Quality" plans each year

Morristown, New Jersey

Opened and ran the Morristown, New Jersey Office.Directed new sales growth and the profitability of this office.Product lines included Group Life and Health, Individual Life and Disability, Corporately owned Life insurance; Travel Accident/Special Risk offerings; Payroll Deduction and Section 125 programs; as well as Association and Franchise activities.- Originated and developed new sales- Recruited sales and service personnel- Implemented new sales strategies- Budgeted and implemented annual business plansGrew sales from zero to over $3,000,000

Mba, Marketing/Finance

Ba, History

Clu, Chfc, Insurance/Finance