Ryan Kerry has been able to combine years of experience in fixed income trading, Advent software consulting and installation, and team management to create Accusource. Ryan is responsible for the sales and strategic vision of the company. Prior to the founding of Accusource, Ryan 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. Ryan is a graduate of Grove City College, holding a Bachelor of Science degree in Finance. Ryan lives with his wife and two daughters in Phoenixville, PA. He spends his free time riding and working on his many bicycles and anything involving his girls.
June Scanlon has extensive experience in back office operations in the financial services industry. Prior to joining Accusource, June was the Manager of Accounting Systems for a family office in Boston, MA. June 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, as well as general office administration. Since joining Accusource, June has done a variety of work, including process and automation development, as well as developing custom report packages for clients. June is a graduate of Shippensburg University, holding a Bachelor of Science degree in Business Administration. Outside of work, she enjoys cross stitch, photography and exploring the great outdoors with her family. She currently resides in Media, PA with her husband and their four daughters.
Belinda Micu joined Accusource with 18 years of experience in the financial industry and is responsible for the firm’s business architecture. Prior to Accusource, Belinda was a Managing Director at a Boston-based investment advisory firm heading the Analytics department and also served as a co-chair of the Technology, Analytics and Operations Committee, overseeing execution of the company’s operations and technology initiatives. Previously, she held a number of roles at Advent Software leading product development and application engineering teams and managing software implementations for investment management firms. Belinda graduated magna cum laude with a Bachelor’s degree in Anthropology from The University of Pennsylvania and holds a Master’s degree in Finance from Harvard University. Belinda enjoys playing tennis and cross-country skiing and lives outside the Philadelphia area with her husband and daughter.
Kent Lawson joined Accusource as Director of Business Development. Prior to joining the Accusource team, Kent has spent the last 10 years managing the investment operations for a large single family office. Kent has run his own outsourcing firm that provided operational management and consulting for RIA’s, trust companies, family offices and other investment based companies. For the past 25 years, Kent has served the wealth management community in various roles including independent consulting for SEC Compliance, the Depository Trust Company Corporation trade activities, GIPS Performance Measurement Standards, and as a Senior Consultant and Business Analyst for Advent Software. Beyond work, Kent has a passion for his family and for music, especially playing jazz saxophone.
Amit Rihal has over 12 years of experience working in Operations and Trading at various hedge funds and asset managers. Currently, Amit oversees various aspects of Business Development for Accusource including Marketing and Sales. In his spare time he enjoys playing golf, traveling and reading. Amit graduated cum laude from Northeastern University with a major in Finance.
Jim Corrao has over 27 years experience with institutional, retail, and family office wealth and investment management, trading, back office, and related offices and systems, including application development, implementation, configuration, and data conversion and optimization. Spending 11 years at Advent Software, Jim served as senior consulting, top tier support, and training development as well as management capacities and thereafter as a partnering agent within various operational management roles. His particular areas of interest and expertise includes performance measurement, theory and practice, fixed income investment, derivatives, and cross-currency investment accounting. In his personal time, Jim enjoys composing, playing, and singing music, bothering his wife, family, and friends, discussing and debating world, economic, and other issues, playing and watching ice hockey, running, rollerblading, viewing football, concerts and theatre, volunteer work, and various other offerings of social living in southern California.
Missy Stalnaker joins Accusource with over 17 years’ experience in operations. Prior to joining Accusource, Missy was the Director of Investment Operations at Trust Company in Lancaster, PA, with her primary focus on client portfolio accounting, client reporting, performance measurement and investment systems. Missy spent ten years with a technology consulting firm where she provided outsourced investment operations services to multiple clients throughout the mid-Atlantic region. Missy resides in Northern Lancaster County where she is involved with her church and civic activities. She enjoys watching her daughter play sports and plays softball in her spare time. Missy is a graduate of ICM School of Business, holding an Associate’s Degree in Business Administration.
Nino Sani has worked over 12 years in the industry. He first started at Advent Software as an Axys Support Representative, troubleshooting installations, automation, and software/reporting errors. Nino’s most recent experience was at Credit Suisse in Private Banking USA Operations where he processed Axys data and developed custom reporting for branches nationwide. Performance, fixed income, and multicurrency reporting are among his strengths. Nino is a graduate of California Polytechnic State University, San Luis Obispo and has a Master’s degree from University College London. Outside of work, Nino is a member of a masters swim team and practices regularly. Nino enjoys taking extended urban walks exploring the neighborhoods of NYC, and enjoys challenging hiking days outside of the city whenever an opportunity presents itself. Other interests include reading, cooking, traveling and anything to do with a map.
Kyle Marsden co-heads leadership of the reconciliation team, which focuses on transaction processing and data quality for Accusource’s clients. With 7 years of industry experience, Kyle oversees and manages execution of client operations, develops and coaches staff, and maintains relationships with key customers. Kyle received a Bachelor of Business degree in Finance from Penn State University. When not at work you can find Kyle playing golf all around the greater Philadelphia area.
Jared Kettler has extensive experience in back office operations in the financial services industry. Prior to joining Accusource, Jared served in a portfolio accounting role for an investment management firm in Anchorage, AK. His responsibilities there included periodic and monthly account reconciliation and client reporting. Jared is a graduate of the University of Alaska, Anchorage, holding a Bachelor of Arts degree in Business Administration and a Bachelor of Science degree in Aviation Technology. Jared earned an MBA in Finance from Chapman University in Orange, California. Jared and his wife live in Anchorage, Alaska with their two goldfish. In Jared’s spare time he enjoys traveling, snowboarding, hiking, surfing and watching college football or college basketball.
Tom Plaut has 6 years’ experience in the financial services industry serving various roles. Tom has worked at a top FX retail market maker, a global hedge fund reporting firm and recently in back office operations for RIAs and asset managers. Tom is a graduate of the University of Massachusetts, Amherst where he studied Economics and Finance. When Tom is not helping clients run their Advent back office, you will probably find him catching a live music show with friends, or playing Ultimate Frisbee in the park. Tom also enjoys trout fishing in Valley Forge National Park and has recently taken up fly fishing.
Brett Skalski joined the Accusource team after graduating with honors in Finance from Manhattanville College, where he was a three year Academic All American Captain of the ice hockey team. Brett first gained experience in this industry as a Financial Representative intern at Northwestern Mutual. When Brett is not processing data for Accusource, you can usually find him working out at the gym or at the ice rink.
Prior to joining Accusource, Kevin Minh worked at Advent Software in Axys & Moxy Support as well as Enterprise Management. Kevin brings experience in financial operations and analysis for custom solutions. Kevin has recently been involved in heading teams for outsourcing software quality assurance and development. Current, Kevin holds a BA degree from Binghamton University and a MBA from the University of Hawaii at Manoa. In Kevin’s spare time, he enjoys spending time with his family which includes playing soccer and bicycling with his daughter, playing the guitar and doing volunteer work for HASV girl’s foster home.
Linh Lopez has over 15 years of experience in the financial services industry. Prior to joining Accusource, Linh worked at Bank of America, Merrill Lynch, Advent Software, and Morgan Stanley in various roles including Investment Associate, Sr. Custom Reports Engineer, and Financial Advisor. At Advent Software, Linh developed complex performance, appraisal, management fee/billing, fixed income, and other investment reports and reporting packages, in addition to data extraction / interface tools to third party systems. During her time there she lead mission-critical projects that have helped to automate and reduce manual processes resulting in greater efficiencies in the daily workflow of numerous Investment Advisors, Broker/Dealers, and Fortune 500 Financial Institutions. Linh is also experienced in securities trading and portfolio analysis. A graduate of the University of Hawaii at Manoa, she holds a BA in Finance. Linh lives with her husband and two children in Honolulu, Hawaii. Outside of work, she enjoys spending time with her family at the beach, playing golf, volunteering with Meals on Wheels, and just watching in amazement as her children learn and grow.
Krishna Chauhan brings 7 years’ experience as a Reconciliation Analyst for Advent AXYS to Accusource. Prior to joining Accusource, Krishna worked for SEI, managing various clients using AXYS and Trust Applications. Prior to SEI, she worked at GMAX Mortgage and EDS Co. as a Quality Assurance using APEX Application. Krishna is certified in SAP Finance and Control as well as Testing Certified from Villanova University. Krishna graduated from Temple University with a Bachelor in Graphic Arts and Design and does Freelance Design on the side. Krishna lives with her family in Hatfield, Pennsylvania where she enjoys painting and any activity that involves her two kids.
Michael Blair comes to Accusource with over 12 years of investment banking operations experience. Most recently he worked for Bank of New York Mellon as a senior fund accountant. Before BNY, he was an AVP Future & Options Supervisor with JPMorgan for 8 years where he specialized in back office operations and audits. Michael graduated from Widener University with a Bachelors in Business Administration, specializing in Finance. Michael currently lives in Downingtown, PA with his wife and son. In his free time he enjoys playin golf, horseshoes, and watching NFL.
Mandy Angelis comes to Accusource after 18 years with SEI Investments. As such, she brings with her 18 years of experience in Back Office Operations, Reconciliation, Data Mining and Integration. In her spare time, Mandy enjoys spending time with her family, reading and hiking.
John Kinuthia comes to Accusource with experience in Operations and Reconciliation from his work with SEI. John is a graduate of Kenyatta University, Kenya where he holds a Bachelor of Educative Arts in Business and Math. Outside of work, John tutors students in Math and enjoys running, futbol and relaxing with his family.
Reese DiFrancesco joined the Accusource team fresh from West Chester University, where he earned his Bachelor’s degree in Professional Studies, with a special focus on Computer Science and Business Geographic Information Systems. Prior to working at Accusource, Reese built the foundation of his industry knowledge processing financial data for cases at a major shareholder litigation firm. In his spare time, Reese enjoys tinkering with computers, reading science fiction novels and playing any and all kinds of games with his friends.
Kristen Kilty comes to Accusource with over 6 years of experience in the financial service industry as an Operations Specialist. Previous, she worked at Archer, performing daily reconciliation, client requests and trade processing. Kristen graduated from West Chester University with a Bachelor of Science degree in Finance. Outside of work, Kristen enjoys spending time with her family, going to the beach and working out.
Julia Ringgold brings over 12 years’ experience in the business field to Accusource, where she has owned and operated various businesses. Prior to joining Accusource, Julia owned her own power washing company, managed a privately owned window supply company and was the events coordinator for an international project management firm. In Julia’s spare time she loves spending time with her family, enjoys going for long walks, doing yoga or boating down at the shore with her family and friends.
Chelsea Rhodes comes to Accusource after 7 years of working in the media industry where she was a Research Analyst for Kantar Media Intelligence. Here she was responsible for identifying issues that impacted productivity and accuracy for her team. Chelsea brought her analytical and organizational skills to Accusource. Chelsea has a loving husband and 3 children. In her spare time, she enjoys painting, crafts, as well as good food and music.
Benjamin Sallade comes to Accusource fresh from Penn State University, graduating with a Bachelor of Science degree in Economics with a minor in Kinesiology. Benjamin brings his energetic and passionate attitude to Accusource and the financial service industry. Outside of work, Benjamin enjoys playing pickup hoops, going to the beach and anything to do with Penn State athletics.
Matthew Baldantoni studied finance at West Chester University where he obtained a Bachelor’s Degree. Throughout the years, Matthew has gained valuable experience in the financial services industry and has been an active investor in the stock market. In Matt’s spare time, he likes to stay fit and healthy by working out, eating well, and hanging out with friends.