About us
Ryan Kerry
Mr. Kerry has been able to combine years of experience in fixed income trading, Advent software consulting and installation, and team management to create Accusource. He is responsible for the sales, operations, and strategic vision of the company. Prior to the founding of Accusource, Mr. Kerry managed the Advent support and implementation team at SEI. Leading up to that role, he spent 8 years at Advent Software, Inc. in various management and consulting roles. Mr. Kerry is a graduate of Grove City College, holding a Bachelor of Science degree in Finance.
June George Scanlon
Ms. Scanlon has extensive experience in back office operations in the financial services industry. Prior to joining Accusource, she was the Manager of Accounting Systems for a family office in Boston, MA. She has also served as Chief Compliance Officer and Director of Operations for an investment adviser in the Philadelphia area. In addition to ensuring the firm’s compliance with SEC regulations, her responsibilities there included management of all daily operations including trading, daily account reconciliation and client reporting. Ms. Scanlon is a graduate of Shippensburg University, holding a Bachelor of Science degree in Business Administration.
Wayne Luztker
Mr. Lutzker has over 25 years experience of back office operations, client service, training and implementation experience in the financial services industry. Prior to Advent, he was AVP of client service and implementations at SunGard, as well as operations manager at Ashland Management.
Lucian Smith
Mr. Smith brings 15 years of industry experience providing, designing and implementing both technical and operational business solutions to asset managers, broker dealers and other buy-side organizations. Most recently, Mr. Smith managed the implementation teams at SEI and Albridge Solutions. Prior to those positions provided consulting services to some of the largest financial services companies in the country. Mr. Smith is a graduate of Temple University, holding a Bachelor of Science degree and has obtained multiple professional certifications.
Thomas Jameson
Mr. Jameson with over 12 years experience in the financial services industry including equity & fixed income trading, trust accounting, back office operations and corporate action processing. His primary responsibilities include the daily processing of multi-currency transaction through Rex, positions reconciliation, monthly and quarterly client reporting. Mr. Jameson is a graduate of St. John Fisher College and completed his MBA at the Bittner School of Business.
Advantages
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Knowledge
- Ability to scale to the biggest client.
- Expertise in complex workflows (i.e. adding Rex, Moxy, or building custom interfaces).
- Resources average over 10 years experience (ACD specialist, operations manager, data conversion specialist, former Axys engineer).
- Get clients up and running faster than building a back office team.
- Augments existing staff.
- Eliminates difficulty in retaining high quality back-office employees.
- High level of personal contact.
- All work done domestically.
- Cost effective; allows clients to easily predict operations costs.
- Data never leaves client environment
Performance
Efficiency