Bill Shepherd Email & Phone Number
Chief Financial Officer @ SRS Acquiom
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Bill Shepherd Location
- Denver, CO, US
Bill Shepherd Work
- 2023 - now Chief Financial Officer @
- 2021 - 2023 Chief Financial Officer @
- 2016 - 2021 Head of Corporate Finance @
- 2010 - 2016 Managing Director, Chief Financial Officer, Global Wealth and Investment Management @
- 2008 - 2010 Managing Director and National Director, Private Wealth Management @
- 2006 - 2008 Managing Director and Chief Financial Officer, Private Wealth Management @
- 2004 - 2006 Managing Director, Head of Strategy and Development @
- 1992 - 2004 Vice President, Mergers and Acquisitions @
Bill Shepherd Education
- Stanford University
Bachelor of Science (Economics, Civil Engineering)
1988 - 1992
Bill Shepherd Skills
- Executive Management
- Strategic Financial Management
- Wealth Management
- Investments
- Investment Banking
- Investment Management
- Private Banking
- Wealth Management Services
- Alternative Investments
- Corporate Development
- Hedge Funds
- Capital Markets
- Series 7
- Asset Managment
- Valuation
- Private Equity
- Mergers & Acquisitions
- Financial Services
- Finance
- Strategy
- Series 24
- Accounting
- CFOs
- Series 9/10
- Banking
- Mutual Funds
- Financial Advisory
- Financial Risk
- Securities
- Financial Structuring
- Corporate Finance
- Business Strategy
- Asset Management
- Management
- Financial Analysis
- Financial Reporting
- Leadership
- Strategic Planning
- Strategic Thinking
- Budgeting
- Bank Management
- Investor Relations
- Financial Modeling
- Analytical Skills
- Structured Finance
- Tax
- Team Building
- Growth Capital
- Funding
- Cross-border Transactions
- Customer Service
- Research
- Mergers and Acquisitions
- Commercial Banking
Bill Shepherd Summary
- Bill Shepherd, based in Denver, CO, US, is currently a Chief Financial Officer at SRS Acquiom. Bill Shepherd brings 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 Executive Management, Strategic Financial Management, Wealth Management, Investments, Investment Banking and more. Bill Shepherd has 2 emails and 2 mobile phone numbers on RocketReach.
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Top SRS Acquiom Employees
Nicole Callahan
Chief Marketing Officer
Denver, CO, US
Tom Hutchins
Board Member
Manhattan Beach, CA, US
Uzo Akotaobi
Managing Director of Human Resources
Denver, CO, US
Bill Shepherd
Chief Financial Officer
Denver, CO, US
Sam Riffe
Managing Director
Denver, CO, US
Bill Lau
Chief Operating Officer
Lafayette, CA, US
Paul Koenig
Founder and CEO
Denver, CO, US
Jessica Glaser
Executive Director, Head of Product
Denver, CO, US
Paula You
Head of Corporate Development
New York, NY, US
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