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Wealth Management EDGE
May 13 - 16, 2024
The Diplomat Beach ResortHollywood, Florida

Nick Williams
Product Manager at Zephyr
Speaker

Profile

Nick Williams is the Product Manager of the PSN Database. He works closely with PSN users to enhance the PSN database experience for subscribers and contributors.  Nick received a master’s degree in finance from the University of Nevada Reno and has over 10 years of experience in financial software and data analytics.

Nick started his career in finance as a fund of funds analyst running searches and updating due diligence information in PerTrac to find new investments.  Since then, Nick has worked as a Release Manager for PerTrac and enhanced his knowledge of database practices.  He built custom ETL processes for automatically consuming data used to generate factsheets for clients at Kurtosys and wrote hundreds of queries to support the student financial system while working at the University.  He is passionate about using technology to improve the way businesses operate, and he has a deep understanding of the challenges and opportunities in the financial software industry.

Agenda Sessions

  • Investing in SMAs to grow your AUM and personalize your client’s investment journey

    1:10pm