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#11: Powered by Purpose: Full Speed Ahead

Purpose-driven growth and innovation are the backbones of SS&C Advent.

In the latest episode of Tech It Up podcast, SVP and Co-General Managers of SS&C Advent, Karen Geiger and Steve Leivent, discuss the challenges they foresee investment and advisory firms facing in 2023 and how technology providers like Advent can solve those challenges with purpose-driven innovation. Karen and Steve cover everything from the growing demand for cloud-based technology and managed services, to fostering a dynamic corporate culture, to managing personal career growth.


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Karen Geiger

Guest Speaker | SVP and Co-General Manager, SS&C Advent

Karen Geiger is a Senior Vice President and Co-General Manager of SS&C Advent, a business unit within SS&C Technologies. In this role she is responsible for delivering SS&C Advent's world-class solutions and services to the global asset management and alternatives markets.

Karen has held many leadership roles during her 20 years with the firm. Prior to her current role she was SS&C Advent's Chief Development Officer, where she led the software development team responsible the firm's award-winning accounting, reporting, and order management product suite.

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Steve Leivent

Guest Speaker | SVP and Co-General Manager, SS&C Advent

Steve Leivent is the SVP and Co-General Manager of SS&C Advent’s Advisory business. In this role he is responsible for the business development of Black Diamond, a leading wealth platform and solution set for advisors, as well as SS&C’s Advent Outsourcing Services business which provides cloud delivery of its award-winning portfolio accounting, reporting and order management products. He joined the firm in 2000, and has held various leadership roles during his tenure.

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Jasmin Conner

Host | Associate Solutions Consultant, Black Diamond, SS&C Advent

Jasmin Conner is an Associate Solutions Consultant for Black Diamond, an SS&C Advent company. She takes a great deal of pride in working with SS&C clients and prospects to understand their unique needs, tailor specific solutions around those needs and educate firms on the award-winning Black Diamond offerings to help firms successfully grow their business.

In her spare time she most enjoys spending time with her family, gardening/collecting plants, volunteering within her community, and boxing. A New Jersey native, now based out of the great city of Jacksonville, Florida Jasmin also supports her family’s business.

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Trent Berry

Host | SS&C Advent

Informally known as ”The Voice of University,” Trent Berry joined SS&C Advent at the turn of the century in 2000, having previously worked in Support and Consulting before occupying his current long standing role as Advent’s Senior Instructional Designer As such, he is responsible for client and employee training for products such as APX, Axys, and Geneva. In his spare time when not working or perfecting French cooking techniques in his kitchen,

Trent owns and operates Dreamrack Studios, a professional recording studio in San Francisco where he can be found producing and engineering music for various artists.