Braintree, MA – October 17, 2017 – Satuit Technologies exhibited at the AIMSE Fall Conference in New York City on October 11-12, 2017 at the Princeton Club. This sold-out event drew investment industry professionals from across North America, many of them Satuit clients. The theme for this year’s conference was “Ahead of the Curve”. Matt Daniels, AVP – Sales, and Tegan Folsom, Senior Marketing Manager, from Satuit were on hand to meet with clients and network with attendees. We had a great event and appreciate all who came by to talk SatuitCRM, SatuitCRA, and Investor Portal.
James (Jamie) Plassmann is the SVP-General Manager at Satuit Technologies, bringing over 20 years of experience within the buy-side community — including 16 years with Satuit and 4 years with Cutter Associates. An experienced software professional, Jamie leverages a diverse background spanning product management, research, project management, consulting, software implementation, client service, account management, report creation, staff development, product demonstrations, and training. This breadth of experience allows him to excel as a multi-faceted leader capable of anticipating and responding to the full range of challenges that investment management firms face. Known for his deep ties to the asset management industry and his belief that technology should deliver focused, meaningful value, Jamie is committed to helping clients not just adopt software, but truly make it work for their business. Outside of work, he enjoys sailing and volunteers his time supporting his children’s sports and activities.
