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Financial Software Consultant

Fort Myers, Florida, United States
September 10, 2018

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MD Solutions LLC, Fort Myers, Florida 2013 - 2018

Education Consultant

• Trained over 300 clients and new employees on SS&C Advent Axys and SS&C Advent Portfolio Exchange either in office, on clients’ site, or over the internet.

• Worked closely with stakeholders and subject matter expers to create and deliver a new class on Custom SQL Reports in SS&C Advent Portfolio Exchange. Created accompanying manuals and exercises.

• Analyzed client business and created manuals on their worflow.

• Created manuals on software functionality and job aides used daily.

• Developed new tests and quizzes.

• Processed data daily for multiple clients, reconciled portfolios, updated performance periodically. Gibson Capital, LLC, Wexford, Pennsylvania 2010 - 2013 Operations Manager

• Supervised the investment support functions including portfolio accounting, performance reporting, and client account maintenance.

• Delivered highly customized support to investment advisors and management in a client-centric model.

• Served on the Advisors and Management Committees. Keats, Connelly and Associates, LLC, Phoenix, Arizona 2003-2010 Director of Operations

• Applied investment strategies to client portfolios and oversaw trade settlement. Provided support to clients concerning investment, performance, and risk management.

• Maintained portfolio management system - SS&C Advent Axys. Produced quarterly reports for clients and internal reports for management.

• Implemented and maintained trade order management system - SS&C Advent Moxy.

• Researched and implemented a new trade order management system - Tamarac, Inc. Advisor.

• Assisted in the design and implementation of a training course for planning professionals. Produced audio/visual training materials. Served on the Investment and Compliance Committees. SS&C Advent, Athens, Greece 2002-2003

Implemenation Manager

• Prepared and managed the implementation of SS&C Advent products locally.

• Served as the clients’ ambassador within the company. Coordinated resources to ensure high quality of delivery and customer satisfaction.

• Reported projects’ status to clients and internally on a periodic basis.

• Monitored team members’ performance in projects, training, and internal work. SS&C Advent, San Francisco, California 2001-2002


• Conducted introductory and advanced training to clients.

• Trained Advent’s employees on SS&C Advent’s products through field experience as a consultant and technical support representative.

• Developed and maintained course materials and peripherals, conducted needs assessments, research, and wrote training materials on functionality, database configuration, hands-on migration, uploads, new features, and fixes.

• Implemented SS&C Advent’s products for clients by providing business analysis, software installation, setup, and automation.

Ziegler Lotsoff Capital Management, Chicago, Illinois 1996-2001 Financial/ Systems Analyst

• Designed, developed and maintained systems for equity trading and client reporting in Visual Basic for Applications.

• Integrated the accounting system into trading, operations, client services, and sales.

• Provided support for Microsoft Office programs.

• Built financial functions to provide measure for investment decisions. ZDRAVKO M. DASKALOV

• Supported portfolio managers in the implementation of investment decisions.

• Prepared and presented reports on current market data.

• Created and maintained analytical spreadsheets for portfolios of interest-sensitive securities (bonds and derivatives), equity securities, and foreign exchange derivatives. EDUCATION

University of Chicago, Booth School of Business, Chicago, Illinois 1997-2001 Master of Business Administration

Concentrations in Finance and Strategic Management

• Selected as one of the forty-three college juniors from throughout the United States to attend the Graduate School of Business. Member of the eBusiness and Technology Group. St. John’s College, Annapolis, Maryland 1992-1995

Bachelor of Arts in Liberal Arts

• Participated in a unique program based on the Great Books of the Western Civilization. Studied four years of mathematics, ancient and modern languages, philosophy and literature, three years of laboratory science, and two years of music.

• Analyzed source texts in the sciences and humanities. Wrote extensive essays, presented problems and projects, and passed rigorous examinations.


Languages: Fluent in Bulgarian. Reading knowledge of Russian & French Proficiency: SS&C Advent Advent Office, Tamarac, Inc. Advisor, Microsoft Excel, Visual Basic for Applications, Junxure

Certfication: Completed Level I of CFA Institute’s Certificate in Investment Performance Measurement (CIPM)



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