Just as technology solutions must evolve to meet investment managers’ changing needs, so must their developers. It’s imperative that firms find technology partners who understand the evolving financial industry and are well-positioned to embrace this next wave of innovation.
As a new generation of developers comes online, they are driving substantial digital growth across financial services and will serve as the foundation for investment managers’ success. SS&C Advent's development team takes a pragmatic approach to innovation, developing solutions with creativity and curiosity while applying lessons learned through rigorous testing and organic evolution. With a long tradition of deep resources, vast networks, strong partnerships, and open mindsets, we apply our experience to identify and solve real problems.
Alison Dooher, Head of Digital Advisor Services at Schwab, and Rita Chiu, VP of Product Management at SS&C Advent, discuss the culture, diversity, partnerships, and deep domain knowledge that’s behind the product development foundation of the digital transformation era.
Speakers
Alison Dooher
Guest Speaker | Managing Director, Digital Advisor Solutions, Schwab
Alison Dooher leads the Digital Advisor Solutions team, which oversees the suite of technology platforms that help the Registered Investment Advisors (RIAs) that custody assets with Schwab serve their clients and increase the scale and efficiency of their business. This group is a core component of the Digital Services team responsible for defining and developing strategy, offers and experiences to drive growth and loyalty across all Schwab client groups, reporting to Schwab’s Chief Digital Officer. It also plays a key role in advancing the overall custody, trading and support services Schwab provides to independent investment advisors.
Since joining the firm in 1999, Dooher has enjoyed a long career with Schwab serving clients across a breadth of roles. Most recently, Dooher has been responsible for leading the teams building industry-leading digital onboarding and account servicing experiences for advisors. This role followed her time as one of the leaders responsible for launching Schwab’s robo-advisor, Schwab Intelligent Portfolios. Prior roles also include directly supporting new advisors launching their RIA businesses as well as institutional trading.
Dooher earned her bachelor's degree at Wake Forest University. She lives in Denver, CO with her husband Nicholas.
Rita Chiu
Guest Speaker | Managing Director of Product Management, SS&C Advent
Rita Chiu is the Managing Director of Product Management at SS&C Advent. Rita started at Advent in 2012 as a product manager for Geneva and in 2015 became part of the starting team for Genesis, the firm’s cloud-native portfolio construction and order creation solution.
Today Rita leads a team of product managers responsible for the front and middle office solutions at Advent and the Genesis platform. Before Advent, Rita held similar roles at Fidelity Investments and BlackRock.
Rita has a Bachelor of Science in Business Administration from Boston University’s Questrom School of Business.
Jasmin Conner
Host | Sales Engineer, Black Diamond, SS&C Advent
Jasmin Conner is a Sales Engineer for Black Diamond, an SS&C Advent company. She has an extensive background in working with wealth management to understand their unique business and technology needs and provide tailored solutions and services to meet those needs.
Based out of the great city of Jacksonville, FL, Jasmin enjoys spending quality time with her family, volunteering in her community, and exploring her interests in economics, history, and art.
Trent Berry
Host | SS&C Advent
Informally known as ”The Voice of University,” Trent Berry joined SS&C Advent at the turn of the century in 2000, having previously worked in Support and Consulting before occupying his current long standing role as Advent’s Senior Instructional Designer As such, he is responsible for client and employee training for products such as APX, Axys, and Geneva. In his spare time when not working or perfecting French cooking techniques in his kitchen,
Trent owns and operates Dreamrack Studios, a professional recording studio in San Francisco where he can be found producing and engineering music for various artists.