The Implementation and Solutions team at Portfolio BI is responsible for seamlessly deploying and integrating the Transcend platform into client operations. This team ensures that customer-specific requirements are met through tailored solutions, facilitates user training, and provides ongoing support to optimize system performance. By leveraging their technical expertise, they empower financial services firms to efficiently harness data and automate processes, ultimately enhancing operational efficiency and decision-making.
Aleksandar Miljanić
IT Project and Program Managem...
Arcangelo Petretta
Senior Implementation Engineer
Caleb Mitchell
Senior Implementation Engineer
Cullen Johnson
Senior Implementation Engineer
Jake Willoughby
Cloud Solutions Lead
Michael Lee
Head of EDM Implementation
Ryan Wade
Project Manager
Sara Franklin
Senior Implementation Engineer
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