Corie Shea is a member of the Product Management team at SS&C Black Diamond Wealth Solutions, with more than seven years of experience in wealth management technology. With a focus on client experience, she helps develop solutions that support more informed, confident decisions for wealth managers and the investors they serve. Her work includes Cash Flow for Alternatives, a planning tool that helps advisors model capital calls, distributions, and NAV projections across private market portfolios.

Before joining Black Diamond, Corie served as a Product Manager at Morningstar. She holds a degree from the University of Wisconsin-Madison.