Our team’s commitment to customer success is matched only by its considerable experience. For each of our customers, we combine the right selection of our team members to support their unique needs, blending expertise, industry know-how, technology understanding, and dedication to success.
From the beginning of MD Solutions, Sean has collaborated with our clients to maximize their systems’ ROI through thoughtful integration and customization, while working closely with consulting and services to deliver the best solutions.
Since co-founding MD Solutions in 2004, Steve has remained on the front lines of the industry, helping investment management firms by connecting them to the right blend of services, consulting, and software solutions to resolve challenges in simple, value-driven ways.
Dillon leads the conversation with industry prospects to explore needs in detail and guide companies towards the ideal blend of financial/advisory technology services and solutions to help them achieve their goals.