08 October 2024
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
26 December 2023
The Year in Blogs | Unpacking the Best of 2023's Must-Reads
07 September 2023
SS&C Deliver 2023 | Featured Sessions for Financial Advisors
23 March 2023
Growth Story: The 2023 SS&C Advisory Executive Forum
15 December 2022
A Stroll Down Memory Lane: The Most-Read Advisory Blogs of 2022
01 September 2022
Delivering the Future: Thought Leadership for Financial Advisors
22 December 2021
Greatest Hits: The Top 5 Advisory Blogs of 2021
03 February 2021
Embracing Digital in 2021
21 January 2021
Reinventing the Business with Black Diamond
16 September 2020
Cloud-Based From the Beginning
01 April 2020
Leveraging a Proactive and Robust Rebalancer
27 February 2020
The 2020 T3 Advisor Technology Conference
13 November 2019
The Importance of Great Service and Support
17 October 2019
Black Diamond's Expanding Footprint
25 July 2019