In a market where the demand for investor due diligence is rapidly rising, staying competitive requires more than just keeping up - it calls for amplifying operations at every level. The team is constantly working to deliver strategic enhancements to the platform, designed to help clients stay ahead of the curve.
In this episode, join our hosts as they sit down with Eddie Russo and David Peck for a front-row seat as we plug into the April release of SS&C Advent’s Geneva®.
Speakers
Jasmin Conner
Host | Sales Engineer, Black Diamond, SS&C Advent
Jasmin Conner is a Sales Engineer for Black Diamond, an SS&C Advent company. She has an extensive background in working with wealth management to understand their unique business and technology needs and provide tailored solutions and services to meet those needs.
Based out of the great city of Jacksonville, FL, Jasmin enjoys spending quality time with her family, volunteering in her community, and exploring her interests in economics, history, and art.
Trent Berry
Host | SS&C Advent
Informally known as ”The Voice of University,” Trent Berry joined SS&C Advent at the turn of the century in 2000, having previously worked in Support and Consulting before occupying his current long standing role as Advent’s Senior Instructional Designer As such, he is responsible for client and employee training for products such as APX, Axys, and Geneva. In his spare time when not working or perfecting French cooking techniques in his kitchen, Trent owns and operates Dreamrack Studios, a professional recording studio in San Francisco where he can be found producing and engineering music for various artists.
Eddie Russo
Sr. Director, Product Management, SS&C Advent
Highly qualified, results driven professional with over 19 years’ experience in the financial services and technology markets working with the some of the largest and most complex hedge funds, asset managers and fund administrators across the globe. Strong product manager with extensive experience building portfolio management, fund accounting and operations workflow solutions. Proficient in financial services software and day-to-day operations with a heavy focus on the NAV strike process. Well versed in the understanding of front to back-office functions including investment accounting, asset servicing, reconciliation, compliance, pricing, and investor management.
David Peck
Relationship Manager, SS&C Advent
A relationship manager and business development executive with 18+ years of experience cultivating clients and opportunities, implementing solution-based sales strategies, and collaborating with high performance teams to improve sales and client experiences.