Technology and Data Aggregation

The Technology and Data Aggregation team utilizes its expansive knowledge of BAM advisor firm operations to develop and implement the proprietary, non-commercial tools essential to improving firms’ business processes. These tools, which are created in-house, are designed and updated to address the specific needs of BAM advisors. BAM Advisor Services’ technology is customized to serve you, and will provide your firm with the means to identify portfolios that are out of balance, assist in trading, harvest potential losses year-round and deliver access to images of completed paperwork.

Business Intelligence

Julie Lucas

Julie Lucas

Business Intelligence Developer

Chris Gluck

Chris Gluck

Business Intelligence Analyst

Brian Daming

Brian Daming

Business Intelligence Developer

Client Relationship Management Software

Donoven Dansberry

Donoven Dansberry

CRM Specialist

Chris Mullee

Chris Mullee

CRM Manager

Data Operations

Chasity Brooks

Chasity Brooks

Client Data Operations Manager

Andy Vollertsen

Andy Vollertsen

Client Data Operations Associate

Julia Sites

Julia Sites

Client Data Operations Associate

Chris Rauch

Chris Rauch

Client Data Operations Associate

Brett Callies

Brett Callies

Client Data Operations Associate

Antonio Clair

Antonio Clair

Client Data Operations Associate

Audrey Reynolds

Audrey Reynolds

Client Data Operations Associate

Project Management

Elizabeth Hughes

Elizabeth Hughes

Project Manager

Systems Team

John Spyers

John Spyers

Director of CORE Operations

Shane Reinhold

Shane Reinhold

Systems Support Associate

Brandon Stumbaugh

Brandon Stumbaugh

Systems Support Associate

Joe Hopkins

Joe Hopkins

Systems Administrator

Jamie Davis

Jamie Davis

Director of Technology Infrastructure

Alissa Albinson

Alissa Albinson

Database Administrator

Jon Roethig

Jon Roethig

Systems Administrator

Web Development

Michelle Marcus

Michelle Marcus

Software Developer & Analyst

Mark Watkins

Mark Watkins

Software Developer & Analyst

Brandon Stolle

Brandon Stolle

Software Developer & Analyst

Chris Stephan

Chris Stephan

Software Developer & Analyst

Benjamin Sinclair

Benjamin Sinclair

Product Manager

Roy Muenks

Roy Muenks

QA Analyst

Scott McGilvery

Scott McGilvery

Software Developer & Analyst

Martin Griggs

Martin Griggs

QA Analyst

Alan Fick

Alan Fick

Software Developer & Analyst

Kevin Endrijaitis

Kevin Endrijaitis

Software Developer & Analyst

Web Services

Doug Brightfield

Doug Brightfield

Web Services Specialist

Tyler Hunter

Tyler Hunter

Web Services Specialist

Christina Krupp

Christina Krupp

Web Services Specialist

Sean Hejna

Sean Hejna

Director of Service Operations

Daniel Grubbs

Daniel Grubbs

Data Analyst

See more of our team

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