William Shepherd

William Shepherd Email and Phone Number

Director, Investment Strategy Group @ Choreo
Midlothian, VA, US
William Shepherd's Location
Midlothian, Virginia, United States, United States
William Shepherd's Contact Details
About William Shepherd

William Shepherd is a Director, Investment Strategy Group at Choreo. They possess expertise in budgets, finance, management, strategy, insurance and 20 more skills.

William Shepherd's Current Company Details
Choreo

Choreo

View
Director, Investment Strategy Group
Midlothian, VA, US
Employees:
255
William Shepherd Work Experience Details
  • Choreo
    Director, Investment Strategy Group
    Choreo
    Midlothian, Va, Us
  • Choreo
    Director, Technology Platform
    Choreo Jan 2023 - Present
  • Cherry Bekaert Wealth Management Llc
    Investment Operations Manager
    Cherry Bekaert Wealth Management Llc Oct 2018 - Dec 2022
    Richmond, Virginia Area
  • Federal Reserve Bank Of New York
    Treasury Markets Associate
    Federal Reserve Bank Of New York Oct 2013 - Sep 2018
    Chicago, Illinois
    • Responsible for the execution of over $100 billion in purchases of treasury and mortgage backed securities to implement domestic monetary policy on behalf of the FOMC• Oversee the issuance of new and reopened treasury securities in partnership with the United States Treasury Department• Managing a team providing exemplary commentary on trading activity in primary and secondary treasury markets to the Federal Reserve Board of Governors and the United States Treasury’s Office of Debt Management• Oversee the preparation and presentation of quarterly treasury auction performance reports to the Office of Debt Management and the Secretary of the United States Treasury• Maintain continuous communication with Primary Dealers and market participants to build and maintain relationships for market commentary and understanding of the impact of monetary policy on open markets • Responsible for creating and maintaining operational and analytical modeling tools using both VBA, SQL, Tableau, SpotFire and Microsoft Excel• Trade execution of US Treasury securities via Bloomberg and TradeWeb• In-depth understanding of the Treasury and MBS securities settlement process through FICC, Bank of New York and JPMorgan, including the margin requirements and process for TBA trades
  • Federal Reserve Bank Of New York
    Central Bank Operations Analyst
    Federal Reserve Bank Of New York Nov 2010 - Oct 2013
    Richmond, Virginia Area
    • Worked closely with primary dealers to settle trades from the Fed’s daily Securities Lending of the System Open Markets Account(SOMA) portfolio, ensuring accurate and timely receipt of securities for both parties• Provided regular analysis of daily holdings and volume changes of international customer accounts to the managers of the SOMA portfolio• Reported holdings and volume changes for Foreign and International Monetary Accounts(FIMA) customer accounts to the Federal Reserve Board of Governors• Successfully led a team to implement the settlements process for the Fed’s Overnight Reverse Repo Operation• Created multiple tools using Microsoft Excel and SpotFire to provide data visualizations and models to present to management within CBIAS and the Markets Group of the Federal Reserve
  • Wells Fargo Financial
    Credit Manager
    Wells Fargo Financial Nov 2009 - Oct 2010
    Charlottesville, Virginia Area
    • Facilitated selling of consumer lending products and services to prospective customers• Conducted analysis and evaluation to assess customer needs• Worked directly with customers providing excellent customer service as well as the information necessary to make the best financial decisions• Assisted customers with all consumer loan applications and processing• Led the Charlottesville branch in sales for 2nd quarter 2010, while the branch led the Mid-Atlantic region in sales

William Shepherd Skills

Budgets Finance Management Strategy Insurance Financial Analysis Data Analysis Banking Risk Management Financial Modeling Access Microsoft Excel Financial Reporting Strategic Planning Microsoft Access Sas Sql Visual Basic For Applications Financial Statement Analysis Internal Financial Reporting Trading Bloomberg Customer Service Python Matlab

William Shepherd Education Details

Frequently Asked Questions about William Shepherd

What company does William Shepherd work for?

William Shepherd works for Choreo

What is William Shepherd's role at the current company?

William Shepherd's current role is Director, Investment Strategy Group.

What is William Shepherd's email address?

William Shepherd's email address is ws****@****cbh.com

What schools did William Shepherd attend?

William Shepherd attended Quinlan School Of Business, Loyola University Chicago, Randolph-Macon College, Macquarie University.

What skills is William Shepherd known for?

William Shepherd has skills like Budgets, Finance, Management, Strategy, Insurance, Financial Analysis, Data Analysis, Banking, Risk Management, Financial Modeling, Access, Microsoft Excel.

Not the William Shepherd you were looking for?

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.