Our team’s commitment to customer success is matched only by its considerable experience and talent. For each of our customers, we combine the right selection of our team members to support their unique needs, blending expertise, industry best practices, technology knowledge, and dedication to operational excellence.
Steven 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, streamline processes, and improve efficiencies in simple, value-driven ways.
Bill leads our custom engineering, consulting, project management, data, technology, and outsourcing divisions, working closely with our technology and strategy consulting teams and collaborating directly with clients to help streamline their investment operations, optimize their technology, and future-proof their business through migrations, custom report writing, automation, Advent upgrades, cloud hosting, IT, conversions, digital transformation, custom application and software development, onboarding, training, implementations, and integrations.
Jackie leads our co-sourcing, outsourcing & professional services divisions, managing talented and engaged teams who listen to their clients’ needs in detail to provide them with services and solutions that are tailored around their specific workflows and processes utilizing middle- and back-office operations best practices, platform knowledge, & industry experience to optimize investment operations, data, reconciliation & processing, portfolio accounting, performance, and reporting, 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 and solution needs and to ensure 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 and advisor technology solutions, operational services, customized solutions, automation, cloud, IT, and hosting services to achieve their companies goals.