Jonathan Shepard Email & Phone Number

Los Angeles, California, United States

Lead project manager for a successful LOS installation (year plus) at a prominent national bank.Lead program manager building a national digital bank and insurance company from scratch.

Los Angeles, California, United States

Results and Attributions for a fixed income trading platform at a large west coast asset management firm.Chief of Staff to VP over Securitization Operations in a ‘start-up’ joint venture between Fannie Mae and Freddie Mac. PMO for third party integration to platform, including US Bank, DTCC and eMBS. Responsible for go-live enterprise readiness planning support and reporting, including development for End to End, Tri-Party and Parallel project phase readiness requirements. Supported the GSEs’ Single and Multi-Class bond administration legacy deal tie-outs. Project lead for LOS (Empower) technology and organizational assessment of a west coast regional bank. Gathered and presented data from multiple sources. Focused client attention on actual vs. perceived causes process latency. Bank separation project manager. One of two affiliated US based banks, both owned by a foreign bank entity, was being carved out for sale in an IPO. Both banks needed to identify and resolve various interdependencies to support a future state with each bank operating as an independent entity.

Manhattan Beach

Helped a fast-growing SF-based FinTech lending organization decide best way to replace their in-house loan origination and servicing platforms. Performed build vs. buy analysis and vendor selection for both functions concurrently.

New York City

Structured Finance Advisory Services (Business Advisory Group)Securitization of receivables for commercial paper. Assessed cash collections, treasury, P&L, cash flows, billing and processing, invoice aging, credit risk and delinquent account collection procedures, and special purpose vehicles. Reports were reviewed by investing institutions on reliability of receivables. Spanned multiple industries, including: manufacturing, distribution, television production, advertising, agriculture and financial services.Anti-Money Laundering (AML)Led multiple projects in AML policy development, implementation, evaluation and revision. Basel II - Financial Reporting, Capital RequirementsProvided large asset management firm with consolidated reporting from diverse business lines on aggregated financial exposures. Established consistent KPI-based financial reporting. Led a workstream for an international bank to assess capital requirements for structured finance products held in their portfolio.

Philadelphia

Corporate Finance, Strategy and Management, Channel and Customer GroupConducted product analysis and profitability projections to a Government contracting company that was entering into private practice after developing new technology in plastic welding. Provided geographic, customer and competition evaluations, partnership feasibility as well as six projections of future market share based on initial investment in the product’s development.

Mba

Activities and Societies: President of Consulting Society, Winner Finance Stock Pick Competition, Placed in Key Bank Strategy Competition.

Bs, Finance, Journalism, Marketing

Activities and Societies: Dean's List, Honors Program, Phi Eta Sigma (honors society), Delta Kappa Epsilon, Debate Team, Semester.

High School

Activities and Societies: President of the Debate Team, Eagle Scout, Dean's List