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.

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.

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.

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.

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.

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..

Mba, Marketing/Finance

Ba, History

Clu, Chfc, Insurance/Finance