Sam Small Email and Phone Number
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As a Senior Consultant at SS&C Advent, I am a seasoned professional with extensive experience in Wealth Management and Advisory. My ability to understand the complexities of the industry and its nuances have enabled me to provide exceptional guidance to clients seeking to optimize their investment strategies.My expertise in Wealth Investment is matched by my passion for delivering results. I take a strategic approach to each engagement, leveraging my knowledge and experience to create tailored solutions that help clients achieve their goals. I am adept at building and maintaining relationships with clients, as well as collaborating with teams across the organization to ensure seamless project delivery.Throughout my career, I have consistently demonstrated a commitment to excellence. I have a track record of success in providing comprehensive solutions that exceed client expectations. My ability to think critically and creatively, combined with my strong communication skills, allows me to effectively convey complex ideas to clients and team members alike.As a Senior Consultant at SS&C Advent, I am proud to work with a team of dedicated professionals who share my passion for delivering exceptional results. Together, we are committed to providing the highest level of service to our clients, and to continuously improving our knowledge and skills to stay ahead of industry trends.If you are seeking a trusted advisor with extensive experience in Wealth Investment, please do not hesitate to reach out. I would be honored to help you achieve your goals.
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Associate PrincipalSs&C Advent Apr 2023 - PresentSan Francisco, Ca, Us -
Senior ConsultantSs&C Advent Nov 2021 - Apr 2023San Francisco, Ca, UsAs a Senior Consultant at SS&C Advent, I have had the opportunity to work with a diverse range of clients in the financial services industry. My role has focused primarily on providing strategic guidance to clients seeking to optimize their investment strategies and operations.My experience in Wealth Investment has been invaluable in this role. I have a deep understanding of the complexities of the industry and have been able to use this knowledge to provide tailored solutions to each of our clients. This has included working on complex projects such as system conversions, upgrades, and process optimization reviews.My responsibilities have been varied, but have included solution definition, requirements analysis, system configuration and customization, scope analysis, workflow consulting, data mapping, detailed project documentation, issue resolution, testing, customer training/education, solution deployment and implementation, and transitory post-implementation support. I have also had the opportunity to work closely with other functional groups, including marketing/sales, applications analysis, and development teams, to introduce and support new product functionality and/or additional product and/or service offerings.Throughout my time at SS&C Advent, I have demonstrated a commitment to excellence in everything I do. I am passionate about delivering results and have a track record of success in providing comprehensive solutions that exceed client expectations. I have also had the opportunity to mentor and train colleagues, which has been a rewarding experience.Overall, my time as a Senior Consultant at SS&C Advent has been both challenging and rewarding. I look forward to continuing to work with our clients and helping them achieve their goals. -
ConsultantSs&C Advent Dec 2017 - Oct 2021San Francisco, Ca, Us -
Senior Client Support SpecialistSs&C Advent Apr 2016 - Nov 2017San Francisco, Ca, Us -
Client Support SpecialistSs&C Advent Apr 2015 - Apr 2016San Francisco, Ca, Us•I received the 2015 Support Excellence Award - Jacksonville Office•Continuing to develop core knowledge of Advent's product suite and building product expertise•Creating an avenue to cross collaborate with other teams and departments in an effort to resolve client issues and increase client satisfaction•Tasked to be more vocal in addressing needs of the team as well as training new hires•Continuing to build strong troubleshooting skills and effective issue analysis•Build documentation skills and increase knowledge sharing with clients and the Knowledge Group team•Intermediate SQL skills; Able to write more complex query statements*Stronger understanding of Performance and Fixed Income Reporting -
Client Support RepresentativeSs&C Advent Mar 2014 - Apr 2015San Francisco, Ca, UsJob Responsibilities •Provide high level and in depth technical support by resolving inquiries by phone, e-mail and web, in a manner and time frame consistent with department and team service levels and goals.•Work collaboratively with clients, team members, implementation consultants, and resources across the company to achieve desired results.•Continue internal education, training and certifications to stay ahead of an evolving financial industry landscape, learn new product releases, and increase your value to the company and the client base.•Own and address client needs and product issues from inception to resolution.•Interpret and validate technical issues, test solutions, follow-up and escalate when necessary.•Maintain and create detailed documentation through logging of support cases, e-mail and knowledge base articles for client and internal use.
Sam Small Skills
Sam Small Education Details
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Florida Atlantic UniversityGeneral
Frequently Asked Questions about Sam Small
What company does Sam Small work for?
Sam Small works for Ss&c Advent
What is Sam Small's role at the current company?
Sam Small's current role is Associate Principal @ SS&C Advent | Wealth Investment.
What is Sam Small's email address?
Sam Small's email address is sa****@****ail.com
What is Sam Small's direct phone number?
Sam Small's direct phone number is +190430*****
What schools did Sam Small attend?
Sam Small attended Florida Atlantic University.
What skills is Sam Small known for?
Sam Small has skills like Leadership, Finance, Microsoft Excel, Customer Service, Powerpoint, Public Speaking, Team Building, Time Management, Office Administration, Team Management, Advent Portfolio Exchange, Management.
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