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 custom report writing, software development, and cloud, while working closely with our consulting team to deliver the best customized solutions and hosting services.
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 operational services, technology, applications, and software solutions to resolve challenges in simple, value-driven ways.
Since its foundation, Bill has led MD Solutions’ consulting, trading, data, 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 leads our co-sourcing and outsourcing team using middle- and back-office operations and managed services best practices, platform knowledge, and industry experience to optimize investment operations, reconciliation & processing, and portfolio accounting, enabling firms to focus on their core competencies.