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Tom Sheppard Expert Information Advisor Information

President

The Sheppard Group

Expert Information

Proformative Expert

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Advisor Information

Proformative Advisor

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• 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.

 

Experience

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]

 

Education

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

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