Professional Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline

David Shepard

SMD Consulting
Alexandria,KY
33
years of professional experience

Results-oriented leader with extensive experience in team development and project management. Skilled in enhancing client relationships and implementing process improvements, contributing to increased operational efficiency and team collaboration.

Work History

Consultant

2 Years 10 Months
SMD Consulting | 10.2023 - Current
  • Analyzed client needs to develop tailored consulting strategies.
  • Facilitated Trainings and Staff Meetings to enhance team collaboration and knowledge sharing.
  • Conducted market research to identify opportunities for Patient growth.
  • Facilitated workshops to enhance team collaboration and knowledge sharing.
  • Implemented New Building Operations, Equipment and Reporting
  • Collaborated with cross-functional teams to successfully deliver comprehensive solutions for clients.

Director

27 Years 5 Months
Fidelity Investments Institutional Services | 01.1994 - 06.2021
  • Developed strategic initiatives resulting in improved product offerings and service delivery.
  • Developed strategic initiatives resulting in improved product service delivery.
  • Led cross-functional teams to enhance operational efficiency and client satisfaction.
  • Implemented data-driven decision-making processes to optimize operational efficiencies
  • Represented firm Government agencies, Lobbying organizations and Vendor relations
  • Collaborated with senior leadership to align departmental goals with organizational objectives.
  • Managed large-scale projects from conception through execution, achieving targeted outcomes efficiently.
  • Established a culture of continuous improvement by fostering open communication channels
  • Managed budgets effectively to ensure optimal use of resources while maintaining financial stability.
  • Strengthened internal controls by reviewing existing policies and procedures, ensuring compliance with regulatory requirements.
  • Facilitated cross-functional collaboration for improved decision-making processes within the organization.

Education

No Degree - Business Law

Universtity of Cincinnati | Cincinnati

Skills

Project management
Project leadership
Strategic planning
Continuous improvement
Flexibility and adaptability
Microsoft Office
Team leadership
Issue resolution
Problem-solving
Project oversight
Client presentations
Time management
Written communication
Public speaking
Goal setting
Flexible and Adaptive
Best practices
Staff management

Accomplishments

  • Led start-up sites across multiple job experiences
  • Managed $375M operational spend
  • Recipeint of five National Governament Industry Excellence Awards
  • High School Baseball coach of one of States most successful programs

Timeline

Consultant

SMD Consulting
10.2023 - CurrentRead More

Director

Fidelity Investments Institutional Services
01.1994 - 06.2021Read More

Universtity of Cincinnati

No Degree from Business Law
Read More
David Shepard