Cheryl Wheeler

About Cheryl Wheeler

SS & C Technologies and SS & C Registered Funds Services ensure that Asset Managers stay ahead of, and capitalize on, continually shifting market, regulatory, and investor requirements. We help companies discover, design and deliver unique solutions that enhance the customer experience, increase process excellence and drive improved business outcomes: •Research, Strategy and Consulting •Analytics and Digital Solutions •Risk and Compliance Intelligence •Intelligent Operations As product manager of Alternative Investments Solutions at SS & C ALPS, I help alternative investment managers bring new products to market, grow market share, stay ahead of regulations and scale operations as investors are added.

Experience

1. Client Relations Manager, Alternative Investments

   Dst Systems

   Jun 2014 — Present · Kansas City, MO, US

   I help asset managers identify and implement solutions that support retail-distribution of Alternative Investment products, such as Continuously-offered Interval Funds, Reg.D/rule 506(b) funds, Non-traded REITs and Business Development Companies,as well as traditional mutual funds and institutional funds seeking retail exposure.

Skills

• Call Centers
• Business Development
• Wealth Management
• Business Requirements
• Asset Allocation
• Mutual Funds
• Risk Management
• 401k
• Requirements Analysis
• Investment Management
• Back Office Operations
• Alternative Investments
• Business Relationship Management
• Corporate Actions
• Analysis
• Asset Managment
• Investments
• Back Office
• Process Improvement
• Requirements Gathering
• Securities
• Customer Relationship Management (Crm)
• Business Process Improvement
• Financial Services
• Crm
• Relationship Management
• Sdlc
• Retirement
• Business Analysis
• Asset Management
• Financial Markets
• Client Services