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
Data Services
Patrick Higgins
Robyn Snodgrass
Chasity Brooks
Andy Vollertsen
Katie Moore
Engineering & Quality Assurance
Mark Watkins
Chris Stephan
Roy Muenks
Scott McGilvery
Martin Griggs
Alan Fick
Project & Product Management
Lindsay Girard
Doug Brightfield
Letizia Zihlmann
Chris Rauch
Elizabeth Hughes
DJ Pratt
Systems & CRM
Taylor Grizzle
Shane Reinhold
Donoven Dansberry
Brandon Stumbaugh
Benjamin Sinclair
Chris Mullee
Joe Hopkins
Alissa Albinson
Eric Gilbert
Technology Leadership
John Spyers
Jamie Davis