Stephen Guerra Email and Phone Number
Stephen Guerra work email
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Stephen Guerra personal email
I am a Head of Professional Services at SS&C Technologies, a global leader in fintech solutions for investment management. I have over 15 years of experience in delivering strategic, innovative, and end-to-end technology solutions for the front, middle, and back office of global asset managers, owners, and investment organizations.I lead the global consulting and professional services practice for SS&C's technologies including its comprehensive Genesis solutions and cutting-edge technology suite that integrates order management, fund accounting, investment accounting, performance, compliance, reconciliation and client reporting. My mission is to enable and empower our clients to achieve their business objectives and digital transformation goals, by providing strategic guidance, program leadership, and subject matter expertise across all SS&C and industry technologies and outsourcing providers. I have successfully delivered complex and large-scale projects, enhancing customer satisfaction and retention. I have also built and managed high-performing teams of senior business analysts, consultants, and engineers, fostering a culture of collaboration, innovation, and excellence.
Ss&C Technologies
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Head Of Professional Services North America And EmeaSs&C Technologies Mar 2024 - PresentWindsor, Ct, UsLead Global Consultancy, Program Management and Implementation Organization across SSC's Front Middle and Back Office technology solutions (OMS, Compliance, IBOR, ABOR, Recon, Performance, Reporting) including SSC's ALOHA technology offering for single data model Front to Back solutions.
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Professional Services Global Practice Head Ss&C Global Aloha And Ibor TechnologySs&C Technologies Nov 2022 - Mar 2024Windsor, Ct, UsGlobal Consulting and Professional Services Practice Head leading all ALOHA implementations on the FINTECH industry's only end to end current stack technology suite of OMS IBOR ABOR Performance, Recon, Compliance and Reporting technology. Provide Program Leadership, Management and Subject Matter Expertise across all SS&C and Industry technologies (Eagle, Portia, PACER, HiPort, CAMRA, GWP, Singularity, PAM, Simcorp, FIS,Clearwater) and outsourcing providers.
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Practice Head , Director Solution Design And Delivery, Strategic ConsultingBny Mellon | Eagle Investment Systems Jul 2012 - Nov 2022Wellesley, Ma, UsFintech Practice Director and Strategic Technology Program Consultant for Global Investment Asset Managers, Asset owners and Investment organizations implementing technology and Data and Analytics solutions for front middle and back office technologies including: Strategy, Data and Architecture for Accounting, Performance, Data Management and Information Delivery/Reporting solutions. Responsible for C-level engagements, business development, P&L, Revenue of $5Million in consulting services annually and delivering successful global implementations for Investment Accounting, Performance, Data and Organizational Transformation and Operational Change and Workflow Optimization Programs. -
Vice President, Head Of Technology Accounting Implementation And Account Data ControlBrown Brothers Harriman Oct 2007 - Jul 2012New York, Ny, UsHead of the Accounting Implementation Team and Eagle STAR Control Team, comprised of 17 Senior Business Analysts which implemented all global fund accounting implementation programs for global clients from BBH Legacy Systems and all new global client implementations from industry accounting systems for all BBH clients representing industry leading Investment Managers. Client management consultative executive providing senior level business implementation and conversion,business strategy and organizational change consultation. -
Head Of Investment Management Operations And Front Office TradingFiduciary Trust Company Oct 2001 - Sep 2007Boston, Massachusetts, UsDepartment Head of Investment Operations and TradingHead of Securities Operations and Buy-Side Trading Departments (Technology, Trading Desk, custody, corporate actions, trade settlement, FX, subcustodian network management, wealth management accounting and mutual fund processing) for a major wealth management institution, servicing $100B in assets covering various global asset classes (e.g. derivatives, commodities and private equity relationships). Implemented systemic and workflow solutions Using ITG and Sungard solutions to drive change across all operational processes throughout key operational trust department and trading functions. Negotiated all broker vendor, and auditor contracts including technology and trading agreements. -
Director, Fund Accounting And CustodyInvestors Bank & Trust (State Street Bank) Dec 1998 - Sep 2001Director, Custody and Fund AccountingLead Insurance Accounting and Mutual Fund Accounting and Custody operation and implementation for IBT's largest insurance fund accounting client (MassMutual) including program level implementation and outsourcing of custody, fund accounting, corporate actions processing, security lending, and pricing for 400 investment products and 1100 NAV's.
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Assistant Vice President Fund Accounting And Custody Group ManagerState Street Jan 1997 - Dec 1998Boston, Massachusetts, UsAssistant Vice President, Custody and Fund Accounting• Responsible for managing six client operations including 30 employees and management staff.• Handled the daily custody, accounting, settlement and reporting on 114 domestic and international mutual funds.• Maintained client level and departmental budgets monitoring expenses and revenue projections to achieve company-wide goals.• Negotiated fee schedules and contracts with new and existing clients handling multiple aspects of the RFP process -
Director, Fund Accounting Fund AdministrationFirst Data Corporation 1995 - 1997Brookfield, Wisc., UsDirector, Fund Accounting and Fund Administration• Key relationship manager for FDISG's largest client including 70 domestic and international portfolios.• Managed 68 member staff responsible for fund accounting, budgeting and expense analysis, income projections, and financial reporting.• Coordinated 37 fund mergers and common trust mergers as client assets grew from $4 billion to $20 billion from acquisitions.
Stephen Guerra Skills
Stephen Guerra Education Details
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Boston CollegeGeneral -
Bentley University - Mccallum Graduate School Of BusinessGeneral
Frequently Asked Questions about Stephen Guerra
What company does Stephen Guerra work for?
Stephen Guerra works for Ss&c Technologies
What is Stephen Guerra's role at the current company?
Stephen Guerra's current role is Head of Professional Services North America EMEA Investment Management Technology @ SS&C | Global Consulting Leader.
What is Stephen Guerra's email address?
Stephen Guerra's email address is sg****@****sys.com
What schools did Stephen Guerra attend?
Stephen Guerra attended Boston College, Bentley University - Mccallum Graduate School Of Business.
What are some of Stephen Guerra's interests?
Stephen Guerra has interest in Golf, Nysca Baseball Coach, Travel, Tennis.
What skills is Stephen Guerra known for?
Stephen Guerra has skills like Financial Services, Mutual Funds, Securities, Fund Accounting, Derivatives, Investments, Fixed Income, Equities, Corporate Actions, Bloomberg, Risk Management, Alternative Investments.
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