Paul David Schaeffer age 55 serves as Director of Epic Bancorp and its subsidiary Tamalpais Bank. Mr. Schaeffer is Managing Director Strategy Innovation at SEI Investments in the firm’s Investment Manager Market Unit. He is responsible for developing overall business strategy product development and thought leadership initiatives that enable SEI to meet the competitive challenges of its investment management clients. Mr. Schaeffer has over twenty years of industry experience in the areas of business strategy investment product distribution operations and process improvement and customer segment competitiveness. Before SEI Mr. Schaeffer was managing partner of Investment Counseling Inc. (IC) and Executive Vice President of Capital Resource Advisors where his clients included investment management organizations mutual fund companies and bank trust departments that targeted the institutional high net worth and retail customer segments. He was the primary author of Competitive Challenges the industry best practices study and is a frequent speaker at industry conferences including ICI ABA AIMR ICAA and U.S. Institute. Prior to IC Mr. Schaeffer was Chief Operating Officer of Harris Bretall Sullivan and Smith a San Francisco-based investment counseling firm. Earlier in his career Mr. Schaeffer was President and Chief Operating Officer of Act III Publishing Chief Financial Officer of Act III Communications and Vice President of Embassy Communications a large diversified entertainment company. Mr. Schaeffer’s background in government and public policy includes senior positions with President Jimmy Carter Senator Edward M. Kennedy and Congressman Les Aspin. |