David A. Sheppard, Mba, Clu, Chfc Email and Phone Number
David A. Sheppard, Mba, Clu, Chfc work email
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David A. Sheppard, Mba, Clu, Chfc personal email
David A. Sheppard, MBA, CLU, ChFC is an experienced sales professional leading organizations in the pursuit of organic sales growth and profitability through restructuring and maximizing existing resources in order to improve performance, enhance revenue, and reduce operating expenses. By creating solutions utilizing TCG Partners' NEXT Generation Technology and Software Services, he benefits his clientele at no cost to them!Dave can be reached via cell at 908-963-4919 or via email at david.sheppard@tcgpartners.com
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PartnerTcg Partners Oct 2019 - PresentNew York City Metropolitan AreaTCG 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% -
Vice PresidentUsi Insurance Services Jun 2014 - Jun 2018300 Executive Drive West Orange, Nj 07052I 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. -
Area Vice PresidentGallagher Bollinger Aug 2012 - Jun 2014101 Jfk Parkway Short Hills, Nj 07078Responsible 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.
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Associate PartnerAonhewitt 2004 - 2012Parsippany, NjEast 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 ManagerMutual Of Omaha 2001 - 2004Regional 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 -
District ManagerAmerican Family Life Insurance Co. (Aflac) 2000 - 2001Northern, NjDirected 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
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Svp & Northeast Middle Market Sales LeaderMarsh & Mclennan Companies, Inc. 1997 - 2000New York CityDirected 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 -
Vp & Northeast Area Head Of Group Commercial Services DivisionSeabury & Smith - A Marsh & Mclennan Company 1993 - 1997Managed 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
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Vice President & Morristown Office HeadMarsh & Mclennan Group Associates 1982 - 1993Morristown, New JerseyOpened 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
David A. Sheppard, Mba, Clu, Chfc Skills
David A. Sheppard, Mba, Clu, Chfc Education Details
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Marketing/Finance -
Insurance/Finance
Frequently Asked Questions about David A. Sheppard, Mba, Clu, Chfc
What company does David A. Sheppard, Mba, Clu, Chfc work for?
David A. Sheppard, Mba, Clu, Chfc works for Tcg Partners
What is David A. Sheppard, Mba, Clu, Chfc's role at the current company?
David A. Sheppard, Mba, Clu, Chfc's current role is Partner at TCG Partners, LLC.
What is David A. Sheppard, Mba, Clu, Chfc's email address?
David A. Sheppard, Mba, Clu, Chfc's email address is da****@****usi.com
What schools did David A. Sheppard, Mba, Clu, Chfc attend?
David A. Sheppard, Mba, Clu, Chfc attended Rutgers Graduate Business School, Rutgers, The State University Of New Jersey-New Brunswick, The American College.
What are some of David A. Sheppard, Mba, Clu, Chfc's interests?
David A. Sheppard, Mba, Clu, Chfc has interest in Family, Relationship Building, Coaching, All Sports, Kinderen, Physical Fitness, Reading, Onderwijs.
What skills is David A. Sheppard, Mba, Clu, Chfc known for?
David A. Sheppard, Mba, Clu, Chfc has skills like Life Insurance, Insurance, Benefits Administration, Workers Compensation, Leadership, Sales, Underwriting, Performance Management, Account Management, New Business Development, Human Resources, Team Building.
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