Andy specializes in client engagement, focusing on CRM and Trust services within SS&C Black Diamond Wealth Solutions. He partners with firms to drive product adoption, retention, and long-term growth by helping them maximize value from their technology. By uncovering opportunities for cross-sell and integration, Andy ensures that clients strengthen both their relationship management and trust operations. With a passion for collaboration and connection, he ensures that clients feel confident, supported, and empowered to grow with the solutions they rely on every day.
Before Innovest's acquisition by SS&C in 2020, Andy served as Director of Marketing at the firm. Andy holds a Bachelor of Fine Arts degree in Visual Communications from the University of Texas at Arlington.
