Katie is responsible for various aspects of the client experience for SS&C Black Diamond Wealth Solutions, overseeing all stages of client onboarding, from initial implementation to the client-facing product experience teams. Tailoring the process to each firm's unique needs and timelines, Katie and her team enable clients to experience the platform's benefits from day one. This group's unwavering dedication to client service consistently helps them exceed expectations and deliver an unparalleled experience.

Equipped with an MBA from the University of Florida and a Bachelor's in Business Administration from the University of North Florida, Katie began her journey at SS&C in 2011 and has since held various leadership roles.