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Policygenius Hires Shepherd as Chief Financial Officer

Policygenius Hires Shepherd as Chief Financial Officer
February 19, 2021
Policygenius has hired Bill Shepherd as the company’s chief financial officer.
In this role, Shepherd will oversee all of the company’s finance-related functions including accounting, corporate finance, corporate and business development, financial planning and analysis, taxes and investor relations.
Shepherd brings nearly 30 years of financial services experience to Policygenius. Most recently, he was the head of corporate finance at Bridgewater Associates, where he was responsible for corporate finance, tax and shareholder services and worked on matters including the evolution of Bridgewater’s ownership.
Prior to that, Shepherd served as chief financial officer for the Global Wealth and Investment Management business at Bank of America, where he was responsible for all aspects of finance for the business, supporting the co-chief operating officer ....

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Policygenius Welcomes Bill Shepherd as Chief Financial Officer

Policygenius Welcomes Bill Shepherd as Chief Financial Officer
Shepherd brings experience from Bridgewater Associates, J.P. Morgan, Bank of America to Policygenius leadership team
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NEW YORK, Feb. 17, 2021 /PRNewswire/ Financial services leader
Policygenius announced today the hiring of Bill Shepherd as the company s Chief Financial Officer. Shepherd will oversee all the company s finance-related functions including accounting, corporate finance, corporate and business development, financial planning and analysis, taxes and investor relations.
Shepherd brings nearly 30 years of financial services experience to Policygenius. Most recently, Shepherd was the Head of Corporate Finance at Bridgewater Associates, where he was responsible for corporate finance, tax, and shareholder services and worked on matters including the evolution of Bridgewater s ownership. Prior to that, Shepherd served as Chief Financial Officer for th ....

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