Decision Makers
| Name (plus bio) |
Position |
| Normand A. Boulanger |
President, Chief Operating Officer |
| John R Sharpe |
Senior Vice President, Chief Information Officer |
| Patrick Pedonti |
Senior Vice President, Chief Financial Officer |
| Steve H Kremidas |
Senior Vice President, Chief Development Officer |
| Alex Marasco |
Senior Vice President, Sscnet and Service |
| John Kiley |
Senior Vice President, Ss&C's Alternative Investment Products |
| Richard Shalowitz |
Senior Vice President |
| Stephen Whitman |
Senior Vice President, General Counsel |
| Suresh Thekkenmar |
Senior Vice President, Professional Services |
| Ward McGraw |
Senior Vice President |
| Allen Claxton |
Zoologic's Vice President of Operations and Developments |
| Jay Pila |
Vice President, Financial Institutions |
| Laura Friedman |
Vice President of Learning Services At Zoologic |
| Rahul Kanwar |
Vice President |
| Robert Montgomery |
Vice President of Sales |
| Stephanie Hodnett |
Vice President of Content Development At Zoologic |
| Colleen Nelsen |
Senior Vice President, General Manager, Financial Institutions |
| James R. Colvin |
Senior Vice President, General Manager |
| Thomas McMackin |
Senior Vice President, General Manager |
| Dave Meyercord |
|
| John Clinton |
Managing Partner, Ccp Equity Partners |
Board of Directors
John Sharpe joined SS&C as Senior Vice President of Information Technology and was later promoted to the position of Chief Information Officer in 2004. Mr. Sharpe directs all domestic and international technology infrastructure development and strategy. Mr. Sharpe brings 37 years experience in information technology to SS&C. Prior to joining SS&C, he held several positions with Conseco, Inc., including Senior Vice President and CIO where he participated in 18 acquisitions and was responsible for integrating acquired companies into the corporate data center. During his career at Conseco, Mr. Sharpe also held the positions of President of Conseco Health, and President of Codelinks, LLC, a division of Conseco, Inc.
| Organization |
Position |
Status |
| Zoologic, Inc. |
Senior Vice President, Chief Information Officer |
Current |
Steve Kremidas is Senior Vice President and Chief Development Officer responsible for managing software development across a host of financial products on both a domestic and international basis. Mr. Kremidas has full accountability for strategic functional and technical direction and utilizes a disciplined software development methodology to produce commercial grade software to the financial industry.
| Organization |
Position |
Status |
| Zoologic, Inc. |
Senior Vice President, Chief Development Officer |
Current |
Alex Marasco joined SS&C in 2007 and oversees the SSCNet and SVC businesses. He is responsible for integrating these industry-leading services for securities valuation and trade matching with the vertical portfolio accounting systems within SS&C delivering to the marketplace a seamless, integrated solution. Mr. Marasco comes to SS&C from CheckFree Investment Services, where from 2002 to 2006, he held the position of Executive Vice President & General Manager. Prior to CheckFree, Mr. Marasco was President and CEO of internet start-up Click4.com and prior to that spent twenty of leadership positions in technology and marketing with RH Donnelley and Dun & Bradstreet.
| Organization |
Position |
Status |
| Zoologic, Inc. |
Senior Vice President, Sscnet and Service |
Current |
| Organization |
Position |
Status |
| Zoologic, Inc. |
Senior Vice President, Ss&C's Alternative Investment Products |
Current |
Richard Shalowitz serves as Senior Vice President and General Manager of DBC and Zoologic. He joined SS&C in 2002 when the company acquired the DBC municipal finance business from Thomson Financial. Mr. Shalowitz has been part of the DBC organization for over 11 years, maintaining a leadership role through two separate acquisitions. He held senior level positions when DBC was a private company, including Chief Operating Officer. In 2000, Thomson Financial purchased DBC and Mr. Shalowitz became an Executive Vice President of a Thomson division with expanded responsibility for four additional businesses. Before joining DBC, Mr. Shalowitz spent several years as a municipal bond broker, and prior to that held senior level positions in the health care industry. Mr. Shalowitz has an undergraduate degree from Beloit College and an MBA from the University of California, Irvine.
| Organization |
Position |
Status |
| SS&C Technologies, Inc. |
Senior Vice President |
Current |
| Skyline Corporation |
Senior Vice President |
Current |
| Zoologic, Inc. |
Senior Vice President |
Current |
| Zoologic, Inc. |
General Manager |
Current |
| Dbc, Inc. |
Senior Vice President |
Former |
| Dbc, Inc. |
General Manager |
Former |
| Skyline Corporation |
General Manager |
Former |
| University of California, Irvine |
MBA |
Former |
| Beloit College |
undergraduate degree |
Former |
| Organization |
Position |
Status |
| Zoologic, Inc. |
Senior Vice President, General Counsel |
Current |
| SS&C Technologies, Inc. |
General Counsel & Senior Vice President |
Current |
| Whitman Real Estate, Ltd. |
Construction Consultant |
Current |
| Cbainc |
Director |
Current |
| SSC Corporation |
Senior Vice President |
Former |
| SS&C Technologies, Inc. |
General Counsel |
Former |
| PA Consulting Group |
Attorney |
Former |
| SS&C Technologies, Inc. |
Board of Directors |
Former |
| University of Virginia School of Law |
Jd |
Former |
| Harvard University |
Ba |
Former |
| SSC Corporation |
member |
Former |
Suresh Thekkenmar is responsible for SS&C's support services for all Institutional and Hedge products including implementations, consulting, training and on-going support for CAMRA, Antares, D&D, LMS, AdvisorWare, Total Return and FundRunner. Mr. Thekkenmar has been with SS&C since 1992, and prior to his current role, was the Director of Consulting Services - EMEA, based in London. Mr. Thekkenmar has a BS in Physics from the University of Calicut and an MBA in Finance and a MIS from the University of Hartford.
| Organization |
Position |
Status |
| Zoologic, Inc. |
Senior Vice President, Professional Services |
Current |
| Organization |
Position |
Status |
| Zoologic, Inc. |
Zoologic's Vice President of Operations and Developments |
Current |
| ITT Corporation |
|
Former |
| Brunel University |
BS in electronic engineering |
Former |
| Organization |
Position |
Status |
| Zoologic, Inc. |
Vice President, Financial Institutions |
Current |
| Organization |
Position |
Status |
| Zoologic, Inc. |
Vice President of Learning Services At Zoologic |
Current |
| Organization |
Position |
Status |
| Zoologic, Inc. |
Vice President of Sales |
Current |
| Iir |
|
Former |
| Rutgers University |
BA in Economics |
Former |
| Organization |
Position |
Status |
| Zoologic, Inc. |
Vice President of Content Development At Zoologic |
Current |
| McGill University |
BA |
Former |
Colleen Nelsen joined SS&C in 2000, and is a Senior Vice President and General Manager of SS&C's Financial Institutions business unit. As head of the business unit, Ms. Nelsen oversees a broad line of products and services all targeting financial institutions. Ms. Nelsen was a key player in SS&C's successful acquisitions of the DVI division of Netzee, Inc., Real-Time USA and the OMR division of ADP. She has over 24 years experience in the financial services industry, and has held various senior management positions at SunGard, Warrington Associates, Inc., and Real-Time Engineering Systems, Inc. She is a member of the International Association of Business Communicators, Who's Who Registry of Global Business Leaders, Financial Markets Association, and the National Association of Female Executives. Ms. Nelsen has an AS in Computer Science from Thornton College and a BS degree in Business Administration from Cardinal Stritch University.
| Organization |
Position |
Status |
| Zoologic, Inc. |
Senior Vice President, General Manager, Financial Institutions |
Current |
| SS&C Technologies, Inc. |
Senior Vice President & General Manager, Finance Institutions |
Current |
| SSC Corporation |
General Manager |
Former |
| Cardinal Stritch University |
BS Degree In Business Administration |
Former |
David Meyercord brings an eclectic mix of public service and corporate leadership to his role as Headway's Chief Operating Officer. Mr. Meyercord has more than 10 years of business development experience providing leadership, coordination, management, and vision to effectively streamline and grow the organization's operations. Before joining Headway, Mr. Meyercord was employed at Irwin Financial Corporation, a 130-year old bank holding company. Rising from Corporate Development Officer to President of the Irwin's Shared Services organization, Mr. Meyercord was heavily involved in business development strategies that increased growth and efficiency while cutting costs. Mr. Meyercord attended Wake Forest University for his undergraduate studies. He subsequently earned his Master of Arts at the University of Florida and his MBA at the University of Virginia.
| Organization |
Position |
Status |
| CCP Equity Partners |
Managing Partner |
Current |
| Farmington Capital Management, LLC. |
Managing Partner |
Current |
| Paradigm Holdings, Inc. |
Managing Partner, Ccp Equity Partners |
Current |
| Zoologic, Inc. |
Managing Partner, Ccp Equity Partners |
Current |
| Infoglide Software Corporation |
Board of Directors |
Current |
| Paradigm Holdings, Inc. |
Board of Directors |
Current |
| Zoologic, Inc. |
Board of Directors |
Current |
| Dillon Read |
vice president |
Former |
| National American Insurance Company |
Vice President |
Former |
| Concord Partners, LLC |
Partner |
Former |
| CCP Equity Partners |
Owner |
Former |
| CCP Equity Partners |
specializes in financial services and insurance |
Former |
| PAULA Financial |
Board Member |
Former |
| SS&C Technologies, Inc. |
Board Member |
Former |
| Home Financial Network, Inc. |
Board Member |
Former |
| Connecticut Venture Group |
Board of Directors |
Former |
| NYU Stern School of Business |
MBA |
Former |
| New York University |
Mba |
Former |
| Amherst College |
BA In Economics |
Former |
| National American Insurance Company |
Member |
Former |
Diane joined CCP Equity Partners in 2000 and specializes in healthcare services, specialty managed care, disease management, healthcare information technologies and related outsourcing services. Diane has several years of healthcare services operating experience in addition to private equity investing experience with GE Capital and Signal Capital. She is a past President of the Hartford Chapter of the Connecticut Venture Group and sat on its statewide board from 1998 - 2005. Diane holds a BA degree in Economics from Lehigh University and an MBA from the Amos Tuck School at Dartmouth College.
| Organization |
Position |
Status |
| CCP Equity Partners |
Partner |
Current |
| General Electric Capital Corporation |
|
Current |
| Zoologic, Inc. |
Board Member |
Current |
| RelayHealth Corporation |
Board Member |
Current |
| Cogent Health Care, Inc. |
Board of Directors |
Current |
| Connecticut Venture Group |
President |
Former |
| Connecticut Venture Group |
Vc Committee Co-Chair |
Former |
| Tuck School of Business at Dartmouth |
MBA |
Former |
| Lehigh University |
Ba Degree In Economics |
Former |