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.
Steve leads our administration, sales, client services, IT, and cloud divisions, while remaining on the front lines of the industry since co-founding MD Solutions in 2004 helping investment management firms by connecting them to the right blend of operational services, technology, applications, software, automation, cloud hosting, and customized solutions to optimize workflows and streamline processes in simple, value-driven ways.
Bill leads MD Solutions consulting, data, custom engineering, outsourcing, and co-sourcing divisions, working closely with our consulting & custom engineering team and collaborating directly with clients to help maximize their systems ROI through conversions, Advent upgrades & hotfixes, cloud, custom report writing, migrations, integrations, custom application & software development, IT, training, and automation, while staying on top of emerging technologies to provide clients with the best solutions and services available.
Jackie leads our co-sourcing and outsourcing divisions managing talented and engaged teams who listen to their customers’ needs in detail to provide them with services tailored around their specific workflows utilizing middle- and back-office operations & managed services best practices, platform knowledge, and industry experience to optimize investment operations, portfolio accounting, billing, reporting, performance, and daily reconciliation & processing, enabling firms to focus on their core competencies.
Dillon leads our sales, business development, and customer success divisions, working directly with our clients to assist with additional service needs and ensuring customer satisfaction, while also leading the conversation with industry prospects to explore their needs in detail and help guide them towards a tailored configuration of financial/advisory technology solutions, operational services, customized solutions, automation, IT, and cloud hosting services to achieve their companies goals.