Manager, Bd Link Data Operations And Technical Solutions
Ss&C Black Diamond Wealth Solutions
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Dan Payton Email & Phone Number
Manager, BD Link Data Operations and Technical Solutions
at
SS&C Black Diamond Wealth Solutions
2 work emails found
@advent.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Manager, BD Link Data Operations and Technical Solutions
Location
Metro Jacksonville, United States, United States
Who is Dan Payton? Overview
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Quick answer
Dan Payton is listed as Manager, BD Link Data Operations and Technical Solutions at SS&C Black Diamond Wealth Solutions, based in Metro Jacksonville, United States, United States. AeroLeads shows a work email signal at advent.com and a matched LinkedIn profile for Dan Payton.
Dan Payton previously worked as Manager, BD Link Data Operations & Technical Solutions at Ss&C Advent and Team Lead, BD Link Operations at Ss&C Advent. Dan Payton holds Associate Of Arts (Aa), Accounting from Seminole State College Of Florida.
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Email format at SS&C Black Diamond Wealth Solutions
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{first_initial}{last}@advent.com
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AeroLeads found 2 current-domain work email signals for Dan Payton. Compare company email patterns before reaching out.
Profile bio
About Dan Payton
Accomplished FinTech Operations leader with a robust background in financial services and technical solutions, bringing over a decade of experience on high-performing teams, optimizing operational workflows, and driving strategic initiatives. Expertise extends to developing and implementing innovative solutions, such as the first-of-its-kind multi-currency and alternative assets synchronization for the Black Diamond platform.I am passionate about leveraging technology to solve complex problems and enhance service delivery. With a collaborative approach and a commitment to excellence, I am dedicated to driving operational success and delivering value to clients and stakeholders alike.
Listed skills include Financial Services, Investments, Financial Analysis, Portfolio Management, and 6 others.
Current workplace
Dan Payton's current company
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Ss&C Black Diamond Wealth Solutions
AeroLeads page
11 roles · 22 years
Dan Payton work experience
A career timeline built from the work history available for this profile.
Manager, Bd Link Data Operations & Technical Solutions
Current- Manage team of Operations Analysts & Technical Solutions Analysts, responsible for daily reconciliation of >215k accounts for BD Link clients and installation and maintenance of data extracts in local installations of.
- Established operational workflows and enhancements, seeing BD Link product from betta phase to 70+ active clients, accounting for $6.5mm in direct ARR.
- Ensure all SLAs are met, both in daily processing and Case Management response time.
- Provide first-line product support for BD Link by comparing proprietary.rep/ACD files to Black Diamond, often utilizing SQL, leveraging internal business partners when necessary.
- Work with Product and Development teams to strategize platform enhancement priorities.
- Establish Business Requirements for Black Diamond platform and BD Link extract enhancements, including for Multi-currency sync and Alternative Assets sync; both first of their kind for the Black Diamond platform.
Apr 2024 - Present
Team Lead, Bd Link Operations
Oct 2021 - Apr 2024
Senior Data Analyst, Bd Link
Apr 2019 - Oct 2021
Data Analyst, Bd Link
Apr 2018 - Apr 2019
Associate Data Analyst, Bd Link
Apr 2017 - Apr 2018
Officer; Sr. Operations Analyst, Product Development
Merrill Lynch
2014 - 2017
~3 yrs
Officer; Sr. Operations Analyst, Regulatory Services
Merrill Lynch
2013 - 2014
~1 yr
Sr. Operations Representative, Hedge Fund Trading
Work as a trading intermediary between branch offices and fund managers while reporting and executing hedge fund subscriptions and redemption orders. Duties include providing monthly trading volumes to internal and external business partners, execution of purchase and redemption orders received from branch offices, reporting ERISA percentages to maintain.
2008 - 2013
~5 yrs
Office Administrator
Southeast Regional Center For Financial Training
Worked in a small business environment providing support to financial services professionals gaining continuing education. Duties included creation and distribution of invoices, updating Accounts Receivable and Deposit reports on a monthly basis, and communication with instructors and students, along with distribution of course schedules and textbooks..
2007 - 2008
~1 yr
Accounting Intern
Held permanent internship position while continuing studies toward degree in accounting. Duties included monthly balancing of checking accounts, totaling $2.5 million across 2,000 checks and tracking of company bond and equities investments totaling $40+ million. Was also a team member of company newsletter, Cheetah Express. Special projects included.
2004 - 2007
~3 yrs
2 education records
Dan Payton education
Associate Of Arts (Aa), Accounting
Finance - Investments
FAQ
Frequently asked questions about Dan Payton
Quick answers generated from the profile data available on this page.
What company does Dan Payton work for?
Dan Payton works for SS&C Black Diamond Wealth Solutions.
What is Dan Payton's role at SS&C Black Diamond Wealth Solutions?
Dan Payton is listed as Manager, BD Link Data Operations and Technical Solutions at SS&C Black Diamond Wealth Solutions.
What is Dan Payton's email address?
AeroLeads has found 2 work email signals at @advent.com for Dan Payton at SS&C Black Diamond Wealth Solutions.
Where is Dan Payton based?
Dan Payton is based in Metro Jacksonville, United States, United States while working with SS&C Black Diamond Wealth Solutions.
What companies has Dan Payton worked for?
Dan Payton has worked for Ss&C Black Diamond Wealth Solutions, Ss&C Advent, Merrill Lynch, Southeast Regional Center For Financial Training, and Brown & Brown.
How can I contact Dan Payton?
You can use AeroLeads to view verified contact signals for Dan Payton at SS&C Black Diamond Wealth Solutions, including work email, phone, and LinkedIn data when available.
What schools did Dan Payton attend?
Dan Payton holds Associate Of Arts (Aa), Accounting from Seminole State College Of Florida.
What skills is Dan Payton known for?
Dan Payton is listed with skills including Financial Services, Investments, Financial Analysis, Portfolio Management, Access, Accounting, Hedge Funds, and Microsoft Excel.
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