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@advent.com
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2 phones found area 904
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LinkedIn matched
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Bryan D. is listed as Senior Implementation Consultant - Black Diamond at SS&C Advent, a company with 1437 employees, based in Jacksonville, Florida, United States. AeroLeads shows a work email signal at advent.com, phone signal with area code 904, and a matched LinkedIn profile for Bryan D..
Bryan D. previously worked as Senior Investment Advisor at The Mutual Fund Store and President at Nexus Financial Management, Llc. Bryan D. holds Bachelor'S Degree, Finance from University Of Central Florida.
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AeroLeads found 1 current-domain work email signal for Bryan D.. Compare company email patterns before reaching out.
A results-driven and resourceful Financial Services and FinTech professional with 25 years of experience.
Listed skills include Portfolio Management, Investments, Mutual Funds, Financial Analysis, and 15 others.
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A career timeline built from the work history available for this profile.
Jacksonville, Florida Area
Advent Software, Inc. (an independent business unit of SS&C Technologies Holdings, Inc.) is a leading provider of software and services for the global investment management industry. Advent Software has more than 4,300 customers including asset managers, hedge funds, fundadministrators, prime brokers, family offices and wealth management advisory firms.
Tampa/St. Petersburg, Florida Area
The Mutual Fund Store® is the first nationally-branded, independent, Registered Investment Advisor firm in the United States. Founded in 1996, The Mutual Fund Store® organization includes over 70 offices in top markets across the country and more than $5 billion in client assets under management (AUM). The Mutual Fund Store® has over 100 advisors providing.
Jacksonville, Florida Area
Directed all aspects of this fee-only Registered Investment Advisor firm. Interacted extensively with clients to determine short and long-term investment goals; actively managed portfolios using mutual funds, ETFs, stocks, and bonds. Researched and developed strategies specific to client needs; met fiduciary standards. Performed financial analyses in order.
Jacksonville, Florida Area
Built solid career and outstanding reputation for providing sound leadership and innovative solutions while advancing through positions of increased responsibility and authority. Provided sound investment advice and management services in order to expand premier client base with total assets of more than $5B. Served as Subject Matter Expert (SME) for both.
Jacksonville, Florida Area
Offered comprehensive information regarding various investment products; researched and recommended financial services to clients based on specific financial objectives. Communicated frequently with clients to ensure optimal service and satisfaction, retain customer base, and build new business with existing clientele. Provided industry expertise and.
Jacksonville, Florida Area
Held full accountability for coordinating and managing various mutual fund initial offerings; placed offshore mutual fund subscription, redemption, and exchange trades. Generated reports detailing weekly trading statistics and highlights for senior management. Analyzed and resolved trading issues. Delivered comprehensive training sessions to new personnel..
Other employees you can reach at advent.com. View company contacts for 1437 employees →
Kyle Fleming, Cfa
Colleague at Ss&C Advent
Metro Jacksonville, United States
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KW
Kristen Walsh
Colleague at Ss&C Advent
Metro Jacksonville, United States
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JM
John Michael Parpados
Colleague at Ss&C Advent
Metro Manila, National Capital Region, Philippines, Philippines
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CM
Christine May Awayan
Colleague at Ss&C Advent
Quezon City, National Capital Region, Philippines, Philippines
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AP
Armand Paterno
Colleague at Ss&C Advent
Taytay, Calabarzon, Philippines, Philippines
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刘
刘易枫
Colleague at Ss&C Advent
Haidian District, Beijing, China, China
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JA
Justin Aaron
Colleague at Ss&C Advent
San Francisco, California, United States, United States
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JP
John Pai
Colleague at Ss&C Advent
San Francisco Bay Area, United States
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ET
Eric Tyler Owen
Colleague at Ss&C Advent
United States, United States
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CL
Cheryl Lafreniere
Colleague at Ss&C Advent
Greater Chicago Area, United States
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Quick answers generated from the profile data available on this page.
Bryan D. works for SS&C Advent.
Bryan D. is listed as Senior Implementation Consultant - Black Diamond at SS&C Advent.
AeroLeads has found 1 work email signal at @advent.com for Bryan D. at SS&C Advent.
AeroLeads has found 2 phone signal(s) with area code 904 for Bryan D. at SS&C Advent.
Bryan D. is based in Jacksonville, Florida, United States while working with SS&C Advent.
Bryan D. has worked for Ss&C Advent, The Mutual Fund Store, Nexus Financial Management, Llc, Merrill Lynch Financial Advisory Center, and Merrill Lynch Fds.
Bryan D.'s colleagues at SS&C Advent include Kyle Fleming, Cfa, Kristen Walsh, John Michael Parpados, Christine May Awayan, and Armand Paterno.
You can use AeroLeads to view verified contact signals for Bryan D. at SS&C Advent, including work email, phone, and LinkedIn data when available.
Bryan D. holds Bachelor'S Degree, Finance from University Of Central Florida.
Bryan D. is listed with skills including Portfolio Management, Investments, Mutual Funds, Financial Analysis, Financial Services, Management, Equities, and Microsoft Excel.
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