Rick Shepherd Email & Phone Number

San Francisco Bay Area

Epos helps businesses and building owners save money by providing customized lighting, energy and water savings solutions based on strategic analysis of use, equipment retrofits and modifications, tax strategies and incentive rebates. In addition to realizing significant savings and ROI, operational efficiencies are frequently gained through the.

San Francisco Bay Area

• Provide senior level management consulting to early-stage consumer, clean tech and technology companies, and asset management firms. Most engagements included financial modeling, corporate strategy, fundraising.
• Trusted adviser and board member for early-stage companies across multiple industries.
• Ability to easily collaborate with existing teams and positively impact results.

Greater San Diego Area

Provide executive leadership to the company at the Board level and on the Executive Team. Raised the seed capital and managed investor relations. Responsibilities included the strategic initiatives, partnerships, e-commerce and social media.

San Francisco Bay Area

• Managed corporate finance, all aspects of customer & dealer finance, and the electric bus subsidiary – oversight included strategy, capital raising, partnerships & corporate governance.
• Managed the bridge financing and initial equity capital raise.
• Managed the structuring and build-out of BCA Clean Energy Bus (Asia) Ltd, a wholly owned Hong Kong, subsidiary, and established and managed a representative office for BCA in Shanghai, China.
• Established an inter-country line of credit to fund the manufacturing and shipment of buses.

San Francisco Bay Area

• Managed asset management operations, supporting all aspects of business including compliance, accounting, tax, back-office infrastructure and marketing/fundraising. Transformed operations and processes to effectively.
• Integral member of the team; contributing both quantitative inputs and risk parameters to the quantitative model.
• Managed fundraising and marketing efforts for both the equity investment in the management company and the seed commitment in the fund.
• Managed partner selection and relations, including prime brokers, executing brokers, auditors, administrators and lawyers.
• Negotiated Investment Management Agreement with seed investor and their team of attorneys.

Dallas/Fort Worth Area

• Provided strong executive leadership to the company at the Board level, on the Executive Team, and in managing the Strategic Initiatives and fundraising.
• Successfully raised over $20 million in seed, Series A & bridge financing. Accomplished this without the use of an investment banker.
• Oversaw management transition from original founders to new management team.
• Orchestrated reorganization of operations and cost-cutting prior to sale.
• Managed sale of the company to Salem Communications – including due diligence process.

Dallas/Fort Worth Area

San Francisco Bay Area

• Launched and managed long/short US Equities Fund. Built institutional quality team and infrastructure.
• Managed a diversified equity and options portfolio.
• Built and managed marketing, research, trading and an institutional quality back-office infrastructure.

San Francisco Bay Area

Integral part of the team that grew assets from $200 million to over $1 billion. As a Portfolio Manager, generated outsized returns with effective risk management in an extremely volatile market.

San Francisco Bay Area

San Francisco Bay Area