Bill Shepherd

Bill Shepherd is an accomplished financial leader with extensive experience in the fintech and financial services sectors. Currently serving as Chief Financial Officer at SRS Acquiom since November 2023, Bill previously held the CFO position at Policygenius Inc., where significant achievements included preparing the company for public status and facilitating a major sale to Zinnia. Prior to Policygenius, Bill was the Head of Corporate Finance at Bridgewater Associates, overseeing various critical functions at the world's largest hedge fund. Bill's tenure at Bank of America as CFO for Global Wealth and Investment Management and at J.P. Morgan in multiple managing director roles further underscores an impressive career dedicated to financial strategy, management, and development. Bill holds an AB/BS degree in Economics and Civil Engineering from Stanford University.