Bryan joined SS&C Black Diamond Wealth Solutions in 2019, building on his firsthand experience as a financial advisor with Fidelity and TD Ameritrade. As Product Manager, he drives innovative enhancements to the platform’s financial planning capabilities, refining and reimagining tools such as net worth, insurance, and required minimum distribution (RMD). Bryan excels at collaborating across teams to develop technology that addresses complex client challenges and empowers advisors to turn clients’ financial plans into real-world results.

A CERTIFIED FINANCIAL PLANNER™ professional, Bryan holds a Master’s degree in Finance from Boston University and a Bachelor’s degree in Business from Texas Tech University.