Technology and Data Services

The Technology and Data Services teams utilize their expansive knowledge of BAM advisor firm operations to develop and implement the tools essential to improving firms’ business processes. Several of these tools are created in-house, and 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, and harvest potential losses year-round.

Business Intelligence

Chris Gluck

Chris Gluck

Business Intelligence Analyst

Brian Daming

Brian Daming

Business Intelligence Developer

Data Services

Chasity Brooks

Chasity Brooks

Data Services Manager

Andy Vollertsen

Andy Vollertsen

Data Services Specialist

Julia Sites

Julia Sites

Data Services Specialist

Chris Rauch

Chris Rauch

Data Services Specialist

Engineering & Quality Assurance

Mark Watkins

Mark Watkins

Software Developer & Analyst

Chris Stephan

Chris Stephan

Software Developer & Analyst

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

Project & Product Management

Lindsay Girard

Lindsay Girard

Product Manager

Doug Brightfield

Doug Brightfield

Business Analyst

Elizabeth Hughes

Elizabeth Hughes

Project Manager

Systems & CRM

Taylor Grizzle

Taylor Grizzle

Systems Administrator

Shane Reinhold

Shane Reinhold

Systems Support Associate

Donoven Dansberry

Donoven Dansberry

CRM Specialist

Brandon Stumbaugh

Brandon Stumbaugh

Systems Administrator

Benjamin Sinclair

Benjamin Sinclair

Product Manager

Chris Mullee

Chris Mullee

CRM Manager

Joe Hopkins

Joe Hopkins

Systems Administrator

Alissa Albinson

Alissa Albinson

Database Administrator

Technology Leadership

John Spyers

John Spyers

Director of Operations

Jamie Davis

Jamie Davis

Director of Technology Operations

See more of our team

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