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.