Paul Shusted
Solutions Architect at Ducere Wealth Management
- Role
- Solutions Architect at Ducere Wealth Management
- Location
- Irvine, CA, US
- LinkedIn followers
- 500 followers
Experience
Solutions Architect
Jul 2025 — Present
As a technology leader in wealth management, I design and implement scalable, secure architectures that align with business goals. I oversee systems integration, ensuring seamless data flow between platforms like CRM, trading, and portfolio management systems. I manage vendor relationships to enhance internal capabilities and lead cross-functional initiatives to optimize operations through automation and process improvement. I also provide technical leadership across project lifecycles and ensure all solutions adhere to regulatory, security, and compliance standards.
Education
San Diego State University
B.A.
2007 — 2011
Skills
- Management
- Microsoft Access
- Sql Server Reporting Services (Ssrs)
- Financial Analysis
- Banking
- Customer Relations
- Finance
- Credit
- Financial Modeling
- Financial Operations
- Customer Service
- Transact-Sql (T-Sql)
- Powerpoint
- Microsoft Excel
- Economics
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