Brent Mcdermott

Brent Mcdermott Email and Phone Number

Fintech Consulting @ Ulrich Investment Consultants
albuquerque, new mexico, united states
Brent Mcdermott's Location
Jacksonville, Florida, United States, United States
Brent Mcdermott's Contact Details

Brent Mcdermott work email

Brent Mcdermott personal email

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About Brent Mcdermott

Brent Mcdermott is a Fintech Consulting at Ulrich Investment Consultants.

Brent Mcdermott's Current Company Details
Ulrich Investment Consultants

Ulrich Investment Consultants

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Fintech Consulting
albuquerque, new mexico, united states
Website:
ulrichcg.com
Employees:
8
Brent Mcdermott Work Experience Details
  • Ulrich Investment Consultants
    Director Of Investment Operations
    Ulrich Investment Consultants Jun 2023 - Present
    Jacksonville, Florida, United States
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  • Practifi
    Implementation Consultant
    Practifi Aug 2022 - Jun 2023
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  • Ss&C Advent
    Alternative Investment Technical Consultant
    Ss&C Advent Aug 2020 - Aug 2022
    - 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
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  • Ss&C Advent
    Senior Training And Development Specialist
    Ss&C Advent Nov 2018 - Aug 2022
    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
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  • Ss&C Advent
    Product Consultant
    Ss&C Advent Jan 2018 - Nov 2018
    - 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.
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  • Ss&C Advent
    Manager, Platform Support
    Ss&C Advent Mar 2017 - Dec 2017
    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
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  • Beeline
    Client Operations Manager
    Beeline Feb 2016 - Mar 2017
    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
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  • Ss&C Advent
    Client Advocate Team Lead
    Ss&C Advent Feb 2012 - Jan 2016
    - 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
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  • Ss&C Advent
    Client Advocate
    Ss&C Advent Nov 2010 - Feb 2012
    - 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
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  • Trinity Fitness
    Board Of Directors
    Trinity Fitness Feb 2013 - Jun 2015
    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.
  • Beaches Habitat For Humanity
    Advisory Board
    Beaches Habitat For Humanity Jan 2011 - Sep 2013
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  • Fidelity Investments
    Private Client Group
    Fidelity Investments 2007 - 2010
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  • The Scotts Miracle-Gro Company
    Associate
    The Scotts Miracle-Gro Company 2008 - 2009
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Brent Mcdermott Education Details

Frequently Asked Questions about Brent Mcdermott

What company does Brent Mcdermott work for?

Brent Mcdermott works for Ulrich Investment Consultants

What is Brent Mcdermott's role at the current company?

Brent Mcdermott's current role is Fintech Consulting.

What is Brent Mcdermott's email address?

Brent Mcdermott's email address is br****@****ifi.com

What schools did Brent Mcdermott attend?

Brent Mcdermott attended University Of North Florida.

Who are Brent Mcdermott's colleagues?

Brent Mcdermott's colleagues are Patti Tisdale, Cpa, Joann Fernandez-Lapington, Rebecca Crowder, Cws®, Csop, Aaron Schalk, Doug Lippmann, Jacky Phan, Matt U..

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