Brent Mcdermott
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Brent Mcdermott Email & Phone Number

Fintech Consulting at Ulrich Investment Consultants
Location: Jacksonville, Florida, United States 13 work roles 1 school
1 work email found @practifi.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 86%

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Work email b****@practifi.com
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Role
Fintech Consulting
Location
Jacksonville, Florida, United States
Company size

Who is Brent Mcdermott? Overview

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Quick answer

Brent Mcdermott is listed as Fintech Consulting at Ulrich Investment Consultants, a with 8 employees, based in Jacksonville, Florida, United States. AeroLeads shows a work email signal at practifi.com and a matched LinkedIn profile for Brent Mcdermott.

Brent Mcdermott previously worked as Director of Investment Operations at Ulrich Investment Consultants and Implementation Consultant at Practifi. Brent Mcdermott studied at University Of North Florida.

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Email format at Ulrich Investment Consultants

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{first}.{last}@practifi.com
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Profile bio

About Brent Mcdermott

Brent Mcdermott is a Fintech Consulting at Ulrich Investment Consultants.

Current workplace

Brent Mcdermott's current company

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Ulrich Investment Consultants
Ulrich Investment Consultants
Fintech Consulting
albuquerque, new mexico, united states
Website
Employees
8
AeroLeads page
13 roles · 20 years

Brent Mcdermott work experience

A career timeline built from the work history available for this profile.

Implementation Consultant

Aug 2022 - Jun 2023

Alternative Investment Technical Consultant

- Implemented clients onto Black Diamonds Alternative Investments platform - Develop end-to-end project and training plans allowing clients to successfully track their alternative investments on Black Diamond - Developing an internal and external AI certification program to meet the growing needs to learning on demand-Onboarded thousands of Alternative investment accounts valuedat over $4.5 Billion across 15 different clients-Developed project and training plans that resulted in 80% ofclients only needing a single onboarding review

Aug 2020 - Aug 2022

Senior Training And Development Specialist

Jacksonville, Florida Area

- Developed and managed onboarding and training process for new employees - Provide custom training solutions to assist firms with managing internal knowledge transfer - Lead technical resource for the Service and Implementation teams in Business Intelligence, Alternative Investments, Composite Reporting, GIPs Auditing, Data Manipulation, and Integrations

Nov 2018 - Aug 2022

Product Consultant

- Managed backlog and service queues for both Business Intelligence and Integrations product teams - Responsible for converting firms from existing web services to new API - Proactively worked with and prioritized partner’s priorities with data integrations to ensure our timelines for enhancements aligned - Coordinated meetings with clients to understand current workflows and ensure the product would fulfill their needs.

Jan 2018 - Nov 2018

Manager, Platform Support

Jacksonville, Florida Area

- Managed 10-15 people on an agile support team that consisted of Product Managers, QA’s, and Developers responsible for managing the backlog of bugs - Implemented bug process improvements that resulted in 80% fewer returned cases and 60% fewer duplicate cases - Successfully rolled out a “Release When Ready” process so we could release code to fix issues when it was ready instead of waiting on a release process, resulting in considerable gains in turnaround times

Mar 2017 - Dec 2017

Client Operations Manager

Jacksonville, Florida, United States

- Developed the structure and workflows for the new Client Operations Manager model - Used wireframe software to build an internal ticketing system to better assist client-facing teams get all needed info from clients- Designed and implemented a new QA testing document to assist clients in testing functionality on the site- Responsible for the vision and execution of my clients’ operational roadmap

Feb 2016 - Mar 2017

Client Advocate Team Lead

- Managed a team of 10 people consisting of Client Advocates, Associate Client Advocates & Operation Analysts - Increased client's likelihood to recommend Black Diamond (Net Promoter Scores) from the team’s clients by 20% while posting the highest renewal rate of any of the BD service teams - Creation and implementation of process improvement practices that reduced the quarterly reporting process by 60%- Work directly with the product development team to enhance the client's experience

Feb 2012 - Jan 2016

Client Advocate

- Supported a book of financial firms on the Black Diamond platform- Trained client and employees on how to utilize new system enhancements- Identified solutions to accomplish complex client needs

Nov 2010 - Feb 2012

Board Of Directors

Trinity Fitness

Trinity Fitness was founded to provide an atmosphere that inspires people to get in the best spiritual and physical shape of their lives with no financial obligation to the individual.On the board of directors I act as consultant to the facility director to ensure that we are operating as efficiently as possible.

Feb 2013 - Jun 2015
Team & coworkers

Colleagues at Ulrich Investment Consultants

Other employees you can reach at ulrichcg.com. View company contacts for 8 employees →

1 education record

Brent Mcdermott education

FAQ

Frequently asked questions about Brent Mcdermott

Quick answers generated from the profile data available on this page.

What company does Brent Mcdermott work for?

Brent Mcdermott works for Ulrich Investment Consultants.

What is Brent Mcdermott's role at Ulrich Investment Consultants?

Brent Mcdermott is listed as Fintech Consulting at Ulrich Investment Consultants.

What is Brent Mcdermott's email address?

AeroLeads has found 1 work email signal at @practifi.com for Brent Mcdermott at Ulrich Investment Consultants.

Where is Brent Mcdermott based?

Brent Mcdermott is based in Jacksonville, Florida, United States while working with Ulrich Investment Consultants.

What companies has Brent Mcdermott worked for?

Brent Mcdermott has worked for Ulrich Investment Consultants, Practifi, Ss&C Advent, Beeline, and Trinity Fitness.

Who are Brent Mcdermott's colleagues at Ulrich Investment Consultants?

Brent Mcdermott's colleagues at Ulrich Investment Consultants include John Ulrich , Cfp ®, Evan Gerald, Lori Neel, Joann Fernandez-Lapington, and Becky Crowder.

How can I contact Brent Mcdermott?

You can use AeroLeads to view verified contact signals for Brent Mcdermott at Ulrich Investment Consultants, including work email, phone, and LinkedIn data when available.

What schools did Brent Mcdermott attend?

Brent Mcdermott studied at University Of North Florida.

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