Julie oversees client onboarding for SS&C Black Diamond Wealth Solutions, guiding firms through the implementation process and ensuring a seamless transition tailored to each client’s unique needs. Her team’s focus on delivering a personalized and efficient onboarding experience helps clients quickly realize the value of the platform.

She joined SS&C in 2019, bringing a strong background in wealth management from her previous roles at Bank of America Merrill Lynch.

Julie holds a Bachelor of Science in Finance from the University of Central Florida.