Blending Experience with a Commitment to Customer Success

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.

Sean Dean

Co-Founder &
Development Lead

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.

Steve Mars


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.

Bill Navarro

Co-Founder &
Team Solutions Lead

Since its foundation, Bill has led MD Solutions’ outsourcing and co-sourcing divisions, managing talented and engaged teams who listen to customers, provide the best possible solutions, and stay on top of emerging technologies.

Jackie Gazdik

Business Process Outsourcing

Jackie leads our outsourcing team using best practices, platform knowledge and industry experience to optimize investment portfolio operations, enabling firms to focus on their core competencies.

Dillon Massie

Growth Officer
Customer Success

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.