Alex Dowell
Consultant
Previous Experience
- Oakbrook Solutions (clients: FIS, Trustmark National Bank, Reliance Trust, SEI Wealth Platform, SEI Archways Earnest Partners)
Expertise
Mass Conversion, Operations and Project Management, Investment Operations Management, Family Wealth Accounting, Accounting Software Experience in Trust 3000, Addvantage, Geneva, Archways ATweb, SEI Wealth Platform aka SWP
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