Join us for an insightful episode where SVPs and Co-General Managers of SS&C Advent discuss the latest industry developments, including the rise of direct indexing, and their predictions on key topics and strategies for firms in 2024.
Tune in to hear their insights and learn about exciting tech innovations we are spearheading to advance our clients’ experience in the complex investment market.
Speakers
Karen Geiger
Guest Speaker | SVP and Co-General Manager, SS&C Advent
Karen Geiger is a Senior Vice President and Co-General Manager of SS&C Advent, a business unit within SS&C Technologies. In this role she is responsible for delivering SS&C Advent's world-class solutions and services to the global asset management and alternatives markets.
Karen has held many leadership roles during her 20 years with the firm. Prior to her current role she was SS&C Advent's Chief Development Officer, where she led the software development team responsible the firm's award-winning accounting, reporting, and order management product suite.
Karen holds a B.S. in Operations and Management Information Systems from Santa Clara University.
Steve Leivent
Guest Speaker | SVP and Co-General Manager, SS&C Advent
Steve Leivent is the SVP and Co-General Manager of SS&C Advent’s Advisory business. In this role he is responsible for the business development of Black Diamond, a leading wealth platform and solution set for advisors, as well as SS&C’s Advent Outsourcing Services business which provides cloud delivery of its award-winning portfolio accounting, reporting and order management products. He joined the firm in 2000, and has held various leadership roles during his tenure.
Steve holds a B.S. in Economics from Rowan University.
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.