Robert Shepler Email & Phone Number

Phoenix, Arizona Area

Joined Runbeck Election Services as Chief Financial Officer in 2018 to help promote growth and create enterprise value at this full-service election solutions provider serving jurisdictions throughout the country.

Greater Chicago Area

Member of the Board of Directors of Glenview State Bank, a privately held, state-chartered Chicago-area community banking institution, serving on the Executive Committee, the Audit Committee, the Senior Credit Committee, the Trust Committee, and heading the Strategic Planning Committee.

Greater New York City Area

Founding Board member of Bottom Line New York, a non-profit educational organization dedicated to helping low-income, first-generation public school students get into college and graduate with a degree. Board Chair for the first four years during a period of rapid growth. Also served on Bottom Line’s National Board and on that Board’s Finance Committee.

Greater New York City Area

• Formalized a cash management and treasury function for this global risk management and cyber security firm. Selected accomplishments:
• Instrumental in facilitating the firm’s acquisition by Aon Corporation in October 2016.
• Significantly improved cash collections, reducing DSO by more than 15%.
• Ensured compliance with credit agreements and debt covenants, and updated and streamlined banking arrangements.

Greater New York City Area

• Principal duties at this global asset management firm involved directing a team of 200 staff providing accounting/administrative support and vendor management/oversight for over 150 US ’40 Act mutual funds ($200.
• Substantially restructured organization, reducing headcount by 25% and costs by $13 million (22%).
• Led successful outsourcing of fund… Show more Principal duties at this global asset management firm involved directing a team of 200 staff providing accounting/administrative support and vendor management/oversight for.
• Led successful outsourcing of fund administration/transfer agency activities in Australia and Canada.
• Rationalized fund administrators in Ireland and the UK, achieving cost and operational efficiencies.
• Directed execution of 50 US ’40 Act mutual fund mergers in a fifteen-month period following acquisition of Citigroup Asset Management business.

Greater New York City Area

• As head of Corporate Development at Citi's global asset management business, Citigroup Asset Management, created and led a team of five staff in evaluating acquisition and divestiture opportunities and executing.
• Led negotiations, structuring and execution of the transaction creating CitiStreet, a joint-venture company formed by Citigroup and State Street as the second largest employee benefits provider in the US, and served on.
• Led negotiations, structuring and execution of the transaction creating CitiStreet, a joint-venture company formed by Citigroup and State Street as the second largest employee benefits provider in the US, and served on.
• Successfully completed divestitures of local fund businesses in Spain, Germany and Greece.
• Directed pre-transaction due diligence and post-acquisition integration efforts related to Legg Mason’s acquisition of the business (effective December 2005). Show less

Greater New York City Area

• From 1996-1999, member of a team formed by the Vice Chairman & CFO of this global investment banking and financial services firm to work with senior management in developing strategies and executing transactions.
• Guided pre-transaction structuring efforts and due diligence, with particular attention to technical accounting and regulatory requirements.
• Completed transactions include the firm’s transformational mergers with Alex. Brown, Inc. in 1997 ($2 billion stock-for-stock) and… Show more From 1996-1999, member of a team formed by the Vice Chairman & CFO of this.
• Completed transactions include the firm’s transformational mergers with Alex. Brown, Inc. in 1997 ($2 billion stock-for-stock) and Deutsche Bank AG in 1999 ($10 billion cash).In an earlier role (1993-1996), developed.

Greater New York City Area

Directed a team of ten staff at this global investment bank responsible for financial/regulatory reporting for Goldman, Sachs & Co. (broker-dealer) and Goldman Sachs Group (parent).

Master Of Business Administration (Mba), Finance, General

Bachelor Of Arts (B.A.), History