Bill Shepherd's Location
New York, NY, US
Bill Shepherd's Work
- Chief Financial Officer @ SRS Acquiom
- Chief Financial Officer @ Policygenius Inc.
- Head of Corporate Finance @ Bridgewater Associates
- Managing Director, Chief Financial Officer, Global Wealth and Investment Management @ Bank of America
- Managing Director/National Director, Private Wealth Management @ J.P. Morgan
- Managing Director, Head of Strategy and Development @ J.P. Morgan
Bill Shepherd's Education
- Stanford University
Bachelor of Science (Economics, Civil Engineering)
1988 - 1992
Bill Shepherd's Skills
- Wealth Management
- Investments
- Investment Banking
- Investment Management
- Private Banking
- Wealth Management Services
- Alternative Investments
- Corporate Development
- Hedge Funds
- Capital Markets
Bill Shepherd's Summary
Bill Shepherd, based in New York, NY, US, is currently a Chief Financial Officer at SRS Acquiom, bringing experience from previous roles at Policygenius Inc., Bridgewater Associates, Bank of America and J.P. Morgan. Bill Shepherd holds a 1988 - 1992 Bachelor of Science in Economics, Civil Engineering @ Stanford University. With a robust skill set that includes Wealth Management, Investments, Investment Banking, Investment Management, Private Banking and more, Bill Shepherd contributes valuable insights to the industry. Bill Shepherd has 2 emails on RocketReach.
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