Karen and her team are responsible for connecting SS&C Advent’s Black Diamond Wealth Platform to the advisory space through all available channels. She makes sure the business development effort is supported by a meticulously planned and artfully executed marketing strategy. Her passion is delivering information on the platform in ways that speak to the needs and aspirations of wealth management firms.
Before joining SS&C Advent, Karen was a senior manager in the marketing strategy group at FIS Global. She also held marketing roles at Atlantic Coast Bank, JP Morgan Chase and HomeBanc Mortgage Corporation. She holds a BS in Business Management from Florida State University.
Karen's Blog Topics
Karen's Latest Insights
03 February 2021
Embracing Digital in 2021
21 January 2021
Reinventing the Business with Black Diamond
16 September 2020
Cloud-Based From the Beginning
13 November 2019
The Importance of Great Service and Support
17 October 2019
Black Diamond's Expanding Footprint
25 July 2019