Pete Shepherd Email and Phone Number
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Seasoned leader with over 20 years of Cash Management / Treasury Services experience at both money center and regional banks. Deep and broad understanding of the business, strong managerial and analytical skills complimented by the ability to drive consensus and deliver results in cross-functional team environments. Has succeeded in a large variety of positions including Sales, Sales Management, Product Management, Revenue Management, Pricing and Sales Performance Management. Strong communicator who has managed teams both large and small while growing revenues.Specialties: Treasury Services sales, sales management, product management, product and bid pricing, sales performance management, account analysis and earnings credit rates, revenue growth programs, product profitability, sales incentive plans, metrics and MIS development, Sales Force Dot Com
Santander Bank, N.A.
View- Website:
- santanderbank.com
- Employees:
- 11664
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Svp, Liquidity Product Management And Revenue AnalyticsSantander Bank, N.A. Jan 2019 - PresentFlorham Park, New Jersey, United States
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Svp, Director, Treasury Solutions Revenue ManagementRbs Citizens Financial Group Mar 2009 - Jan 2019Jersey City, New JerseyLead team responsible for revenue-related disciplines within the Cash Management, Commercial Card and Trade Finance businesses. Primary objectives are to:• Drive revenue growth and profitability through targeted pricing programs• Design and manage sales incentive plans to support business objectives• Improve understanding of the performance of the business, break down key drivers, analyze internal and external trends, leverage data to develop specific targets for performance improvement• Establish key control and review routines for product pricing and rates, exception approvals and deal review -
Performance Management Executive, Mass Affluent Phone ChannelBank Of America Apr 2008 - Mar 2009New York, New YorkResponsible for creation of measurement program for newly created business within Global Wealth & Investment Management. Responsible for leading development of “shadow P&L” financial reporting, sales production reporting, leadership scorecard methodologies, as well as broader coordination of all ongoing measurement for the channel. -
Senior Vice President, Business Planning And PerformanceBank Of America Nov 2007 - Apr 2008New York, New YorkResponsible for the creation and implementation of strategic vision for the Treasury Services intranet infrastructure domestically. Project goals were to ensure consistent messaging throughout the division, simplify navigation needed to locate product information, and provide robust self-service models for bank clients.
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Senior Vice President, Sales Performance ManagementBank Of America Jun 2007 - Nov 2007New York, New YorkResponsible for development of strategic and tactical plans as well as marketing initiatives to drive success against sales objectives for the Northeast region ($550MM in annual revenues). Expected to grow revenue and deepen client relationships by prioritizing, organizing and inspecting sales initiatives.
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Senior Vice President, Global PricingBank Of America Jan 2007 - Jun 2007New York, New YorkLed team responsible for pricing and account analysis globally.
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Senior Vice President, Product Pricing And PerformanceBank Of America 2005 - 2006New York, New YorkLed team of 51 FTE responsible for domestic pricing and account analysis, product financial metrics and profitability, business ownership of core MIS platform.
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Director, Product ManagementBank Of America 2003 - 2005New York, New YorkManaged product team responsible for strategic planning and performance of a suite of cash management products, with annual revenues of $665MM.• Product responsibility included Liquidity / Investment Sweeps, Demand Deposit Accounts, Cash Letter / Check deposits, Escrow Management, Account Analysis, Branch Services as well as MIS functions for the division
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Senior Vice President, Business ManagmenetBank Of America 1999 - 2003New York, New YorkResponsible for creating the Business Management function and implementing financial and business disciplines to promote revenue growth in the Cash Management division.
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Senior Vice President, Product ManagementBank Of America 1997 - 1999New York, New YorkManaged product team responsible for the strategic planning and development of a variety of cash management services. Product set included Demand Deposit Accounting, Cash Vault, Branch Services, Cash Letter, Liquidity Management and Account Analysis.
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Vice President, Product Manager For Global Deposit ServicesJpmorgan Chase 1994 - 1997New York, New YorkLed the product team responsible for the effective P&L management and strategic planning of the global deposit business with $60MM in annual revenues. Product set included Cash Vault, Cash Letter and Branch Services. -
Vice President, Manager, Chicago Sales OfficeJpmorgan Chase 1992 - 1994Chicago, IllinoisManaged Cash Management Sales and Sales Associates teams responsible for Midwest corporate clients.
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Assistant Vice President, Cash Management Sales OfficerJpmorgan Chase 1986 - 1992Responsible for selling Cash Management services to bank clients.• Successfully covered a variety of markets (Fortune 100, energy majors and independents, Wall Street) while consistently meeting or exceeding sales goals
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Operating Services Management TraineeJpmorgan Chase 1983 - 1986New York, New YorkRotational program designed to expose participants to a variety of positions within the bank. Assignments included computer risk management, stock transfer and network hardware planning.
Pete Shepherd Skills
Pete Shepherd Education Details
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Finance, General -
Economics
Frequently Asked Questions about Pete Shepherd
What company does Pete Shepherd work for?
Pete Shepherd works for Santander Bank, N.a.
What is Pete Shepherd's role at the current company?
Pete Shepherd's current role is SVP, Liquidity Product Management and Revenue Analytics at Santander Bank, N.A..
What is Pete Shepherd's email address?
Pete Shepherd's email address is pe****@****ank.com
What is Pete Shepherd's direct phone number?
Pete Shepherd's direct phone number is (866) 607*****
What schools did Pete Shepherd attend?
Pete Shepherd attended New York University, Vanderbilt University.
What skills is Pete Shepherd known for?
Pete Shepherd has skills like Six Sigma Greenbelt, Strategy, Leadership, Crm, Six Sigma, Cross Functional Team Leadership, Product Management, Business Planning, Management, Analysis, Risk Management, Banking.
Who are Pete Shepherd's colleagues?
Pete Shepherd's colleagues are Jaroline Martinez, Lisa Distasio, Linda Spavento, Nelson Raposo De Moraes Junior, Suraya Sultana, Joseph Armstrong, Alison Berman.
Not the Pete Shepherd you were looking for?
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A.P. (Pete) Shepherd
Professor Emeritus At University Of Texas Health Science Center At San AntonioBoerne, Tx2uthscsa.edu, uthscsa.edu3 +121069XXXXX
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3hotmail.com, cintas.com, cintas.com1 +165031XXXXX
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Pete Shepherd
New York, Ny3gmail.com, govplace.com, vistawatt.com
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