Former Schwab Institutional executive, Paul Linko, named Vice President of Sales for fast-growing performance reporting and portfolio management technology firm
Jacksonville, FL. June 16, 2009. Black Diamond Performance Reporting announced today that 15-year industry veteran, Paul Linko has joined the firm as Vice President of Sales. Mr. Linko, recently a Key Account Manager at Schwab Institutional of San Francisco, will oversee client relationships and business development for the Eastern part of the US. Prior to joining Schwab, Mr. Linko was an Account Executive at Bridge Information Systems (now part of Reuters).
“We are thrilled to have someone of Paul’s investment management and technology background join us at Black Diamond,” said Reed Colley, President and CEO of Black Diamond Performance Reporting. “With the excellent response from the marketplace to our industry solutions, we are experiencing strong growth and are actively building our staff.”
In today’s rapidly evolving markets, financial advisors need to have timely, accurate and meaningful performance reporting information to better manage relationships and communicate more effectively with clients.
“I’m very excited to be joining a growing firm with an innovative technology platform like Black Diamond,” said Paul Linko. “I’ve witnessed directly the excellent response to Black Diamond’s solutions from independent wealth managers in my former role at Schwab and I’m looking forward to leveraging my experience and knowledge built over a career of financial services and technology roles to help meet advisor needs.”
Mr. Linko will be based in the Philadelphia area and service independent financial advisors and wealth managers on the East Coast of the US. Mr. Linko joins recently added Advent executive, James Alfred, to the growing Sales and Relationship Management team at Black Diamond.
“Investing in experienced industry talent to help our clients navigate the volatile markets is yet another example of our growing mission to transform the industry by inspiring advisors to be great,” concluded Colley.
About Black Diamond Performance Reporting
Founded in 2003, Black Diamond Performance Reporting™ offers a powerful tool for advisors and wealth managers by providing unbiased, outsourced investment performance reporting. The Black Diamond solution is a highly customizable, Web-based performance reporting solution that provides accurate, timely and meaningful data allowing advisors and wealth managers to tell their investment performance story. Using its proprietary reconciliation engine, Black Diamond reconciles its clients’ data on a daily basis so advisors and wealth managers always have the most current reporting information available at their fingertips. Black Diamond Performance Reporting™ is headquartered in Jacksonville, Florida, with offices in San Francisco, Philadelphia and Dallas.
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