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Tom Sheppard Expert Information Advisor Information


The Sheppard Group

Expert Information

Proformative Expert

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Advisor Information

Proformative Advisor

Proformative Advisors are experts, not only on the topic areas noted, but are also expert users of Proformative, and provide advice and feedback that helps us improve the Proformative site for corporate finance, accounting and treasury professionals.

• Proven ability in evaluating complex issues; developing comprehensive, integrated and workable solutions and building the teams and relationships needed to succeed. • Demonstrated capability in building methodologies and processes to pursue previously underdeveloped ideas. • Strengths in problem solving, managing challenging issues and getting things done. • A leader, coach and mentor for ideas, decisions and projects to drive needed change. • Experience in project and general management, corporate and market strategy, financial management, supply chain, distribution channels, IT strategy and more. • Industry experience in software, electronics, internet & cloud businesses, wine, packaged goods, distribution, consumer electronics, industrial products and more.



President : The Sheppard Group - [2001-01 to Current]
A strong business expert who accels at determining how things work, uncovering the barriers and building the solutions; to help companies build, grow and improve their business. A strategist who works with clients to improve their business alignment; anticipate and respond to changes in their business and enter new businesses, markets and channels. An advisor to senior executives on evaluating, defining and driving their strategic business decisions; developing and refining their business processes; leveraging their value chain and managing their customer, supply chain and partner relationships.

National Director, Digital Marketplaces : Answerthink - [2000-06 to 2000-11]
Leader of the company's initiative to develop internet based marketplaces. Managed cross-functional team of senior professionals from the firm's Custom Software, Oracle, I2, Integrated Marketing, Business Strategy & Transformation practices.

National Leader, Strategic Business Serv : KPMG LLP - [1998-01 to 2000-05]
Founder of Strategic Business Services Group. National group created to deliver real business knowledge & expertise to all KPMG practices in Assurance & Consulting. Worked across all functional & industry practices on such issues as strategy & planning, business model & plan development, strategic partnerships, customer & channel manangement, supply chain, value chains, anticipating & adjusting to a change and problem solving.

Interim CFO : Photospin - [1997-03 to 1997-12]
Developed initial business plan for this company in the professional digital imaging market. Lead them through 2 rounds of funding; established initial budgets & forecasts, bank & lease lines; discussions with strategic partners and acquisition proposal by the industry leader.

Interim CFO : Mirror Interactive - [1996-02 to 1996-08]
Developed initial business plan for this company in the professional animation software market. Involved in discussions for funding, partnerships and identifying & hiring a new CTO.

President : The Sheppard Group - [1994-03 to 1997-12]

Vice President, Director of Research : Bank of America Capital Management - [1991-09 to 1993-12]
Co-managed $5 billion in core-equity investments for large pension and other tax exempt funds. Directed research activity by portfilio and research staff and mentored new analysts. Provided primary coverage and recommendations in the Technology & Financial Services sectors as well as other sectors as needed.

Vice President : Security Pacific Investment Managers - [1988-07 to 1991-09]
Acquired by Bank of America

Institutional Sales : Martin Simpson & Company - [1986-07 to 1988-06]
Established West Coast client base for this technology & healthcare equity research boutique, marketing to largest equity investment fund managers.

Senior Technology Industry Analyst : Dean Witter Reynolds Securities - [1983-06 to 1984-12]

Investment Research Officer : The Central Trust Company - [1981-07 to 1983-06]
Co-managed aggressive growth equity fund. Responsible for research, recommendations and investments in the Technology Sector.

Trust Investments : Society National Bank - [1978-07 to 1980-12]



B.S. Business Administration, Finance : Miami University-Oxford - [ to 1978]

MBA, Advanced Business Economics : Xavier University - [ to 1981]