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Executive Biographies
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Chairman of the Board, Chief Executive Officer
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Bill Stone founded SS&C Technologies, Inc. in 1986 and serves as Chief Executive
Officer. Mr. Stone took the company public in 1996 and successfully guided SS&C
through the acquisition of 27 software firms since 1995. Mr. Stone has grown
SS&C to more than 1,100 people with offices in Europe, Asia, Australia, and
throughout North America. In November, 2005 the company was acquired by
entities affiliated with The Carlyle Group and was taken private. Mr. Stone's
primary focus is to position SS&C in a global environment. Mr. Stone is a
graduate of Marquette University. He holds or has held National Association of
Securities Dealers (NASD) securities series licenses 6, 7, 8 and 22, was a New
York Stock Exchange and Municipal Securities Rulemaking Board Principal and an
Associated Person with the Commodity Futures Trading Commission. Mr. Stone is a
past member of the Board of Advisors of the University of Connecticut 's School
of Business.
Video: Bill Stone featured on Interesting People
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President, Chief Operating Officer
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Norm Boulanger was named President and Chief Operating Officer of SS&C in
October 2004. Mr. Boulanger is responsible for all enterprise-wide activities
relating to day-to-day operations and plays a pivotal role leading the
management team. Mr. Boulanger started at SS&C ten years ago and has been a
driving force behind many of SS&C's growth initiatives. In 1996 he became
Vice President of Professional Services, and in 1999, took over the outsourcing
activities of SS&C. In 2000, Mr. Boulanger was promoted to Senior Vice
President of Institutional overseeing SS&C's sales and service
organizations. In 2001, Mr. Boulanger was promoted to Executive Vice President
and Chief Operating Officer. Mr. Boulanger began his career as an investment
operations executive at Travelers. He has an MS in Economics from Trinity
College.
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Senior Vice President, Chief Financial Officer
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Patrick Pedonti has served as Senior Vice President and Chief Financial Officer
since 2002. Mr. Pedonti's responsibilities include financial reporting and
controls, and operational and cost improvements. Mr. Pedonti plays a major role
in acquisitions. Mr. Pedonti directed the successful June 2004 secondary
offering. Prior to joining SS&C in 1999 as Vice President and Treasurer,
Mr. Pedonti held the position of Vice President and Chief Financial Officer of
Accent Color Sciences. He has a BS in Accounting from Merrimack College.
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Senior Vice President, General Counsel
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Steve Whitman has served as a Senior Vice President and SS&C's General
Counsel since June 2002. He has responsibility for and oversees all legal
matters. He serves on SS&C's executive officer/disclosure committee and is
an integral member of SS&C's management team. He is particularly active in
the company's contracting and acquisitions. Prior to joining SS&C, Mr.
Whitman served as Senior Vice President and General Counsel of Hagler Bailly,
Inc., a publicly traded international consulting company to the energy and
network industries, and as an attorney for Hagler Bailly's acquiror, PA
Consulting Group, an international management consulting company. Mr. Whitman
spent more than 16 years in private law practice in New York, Washington D.C.
and Miami. He holds a BA from Harvard University and a JD from the University
of Virginia Law School.
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Senior Vice President, Chief Development Officer
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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.
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Senior Vice President & General Manager
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Alex Marasco has served as Senior Vice President, Asset Management Division
since 2008. Alex joined SS&C in early 2007 as Senior Vice President with
responsibility for the SSCNet and SVC businesses. Alex came 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, Alex was
President and CEO of internet start-up Click4.com and prior to that spent
twenty years in various leadership positions in technology and marketing with
RH Donnelley and Dun & Bradstreet.
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Senior Vice President & General Manager
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Colleen Nelsen joined SS&C in 2000, and is a Senior Vice President and
General Manager of SS&C's Treasury, Banks & Credit Unions 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.
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Senior Vice President & General Manager
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Mr. John Petschauer joined SS&C in 2008 when the company acquired Micro Design
Services, LLC (MDS). Mr. Petschauer joined MDS in 2004 as CEO where he was
responsible for day-to-day operations, as well as for future growth and
direction of the firm. Mr. Petschauer has over seventeen years of experience in
providing innovative technical solutions to the financial industry. Prior to
joining MDS, Mr. Petschauer served at the New York Stock Exchange, and its
technology subsidiary SIAC, where he led the development of exchange trading
systems. He was a co-founder and CEO of Gateway Financial Technologies, LLC,
where he developed a unique electronic trading gateway known as FixChange. More
recently, he held the position of CTO at The Griswold Company, a leading
independent brokerage firm, where he built and help run their OTC trading
operations. Mr. Petschauer received a B.S. in Electrical Engineering and an
M.S. in Management from the Polytechnic University in New York, and has earned
NASD Series 7, 63, and 24 registrations.
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Senior Vice President & General Manager
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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 12 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.
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Senior Vice President & General Manager
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Sean Egan joined SS&C as Senior Vice President, Real Estate in 2008. Mr. Egan is
based at the company's headquarters in Windsor, Connecticut, and focuses on
developing profitable growth strategies for our real estate business which
includes, SKYLINE™, SamTrak™ and LMS™ solutions. During his
accounting career at KPMG LLP, Mr. Egan was managing director of the firm's
Hartford, New York and Boston offices. His most recent role was as Audit
Partner for KPMG's Real Estate Practice in New York and New England. He is a
licensed certified public accountant and a member of the American Institute of
Certified Public Accountants and the Connecticut Society of Certified Public
Accountants.
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Senior Vice President & General Manager
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Suresh Thekkenmar is responsible for SS&C's Institutional division including
sales, implementations, consulting, training and on-going support for CAMRA,
SS&C Direct, 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.
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Senior Vice President & General Manager
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Tom McMackin joined SS&C in 2005 when the company acquired Open Information
Systems (OIS), where he was Chairman and CEO. Mr. McMackin founded OIS in 1994
after holding several senior positions at Citibank in the World Wide Securities
Services and Financial Institutions groups. At OIS, Mr. McMackin established
the company as a leader in providing technology based products to the world's
leading financial institutions, and achieved over 75% market share in a $200
billion average daily business. Mr. McMackin holds an undergraduate degree from
Boston College and an MBA from Columbia University with a dual major in Finance
and Operations Research.
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