New York, NY (PRWEB) December 05, 2013
Salentica® Inc., a Gold Certified for Microsoft Dynamics CRM partner and a market leader in providing innovative Client Relationship Management (CRM) technology solutions for Wealth Management firms, announced today the appointment of Terry Steeves to the position of Vice President of Operations and Delivery. Terry has over 25 years of experience in delivering and supporting software solutions for the wealth management industry and also holds a professional designation in accounting.
Terry was responsible for the development, delivery and support of a leading North American portfolio management solution. Terry also possesses an impressive knowledge of the managed account segment in wealth management, including SMA, UMA and Mutual Fund/ETF platforms. “I look forward to working with the Salentica team who are all dedicated to excellent client service and the only partner with the depth of integration to industry solutions for wealth managers. This is an exciting time to be involved in their platform of leading edge software development for CRM.” says Terry Steeves, Vice President of Operations and Delivery, Salentica.
“We are pleased to have Terry Steeves join Salentica as our Vice President of Operations and Delivery. Terry’s strong background with US based wealth managers and his expertise in portfolio management systems and managed account platforms will help Salentica address the needs of our clients,” says Bill Rourke President, Salentica. Find out more about Salentica, and this new appointment at http://www.salentica.com/leadership/.
About Salentica Inc.:
Salentica is the leading CRM solution on the Microsoft Dynamics platform providing innovative integrated Client Relationship Management (CRM) and document management solutions for independent investment advisors. We have a successful track record of over 25 years in developing and implementing financial software. Built on the Microsoft® Dynamics CRM foundation, Salentica solutions seamlessly integrate with various portfolio systems providing clients with a full range of benefits. Salentica is a Gold Certified Microsoft Dynamics CRM partner.
Salentica® CRM, is the property of Salentica Inc.
245 Park Avenue, 39th Floor
New York, New York, 10167-0002
p: (212) 672-1777 f: (212) 792-4001
121 King Street West, #840
Toronto, Ontario, M5H 3T9
p: (416) 366-3456 f: (416) 366-7690