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SHG has highly skilled teams in both Back Office
Operations and Technology and Systems. Our team
leaders all have over 10 years experience in their
fields.
Team Leaders
Girish Bhagia -
eFinancial Systems Architect
Girish Bhagia is the founder of
WebDev Inc., and a
pioneer in the use of Web Services to create end
user/client customizable based eFinancial Solutions.
Girish is responsible for managing the Reporting and
Portfolio Accounting System development at some of SHG's
largest clients. Previously, Girish was the AVP in
charge of Web Architecture at
Envestment Asset Management.
Prior to
joining Envestnet, Girish was the Web Systems Architect for
Infograte which developed Envestnet's technology platform,
one the industries most
lauded Financial Data Aggregation and Reporting Systems
(Forbes "Best of the Web" 2001). Girish has a
Master of Science Degree in Information Systems
Management from Loyola University in Chicago and a B.S.
in Electrical Engineering from Pune University.
Brett Dugan - Web Services Architect
Brett Dugan is the founder of
Jack Hiller Inc., one of
the web's most innovative design firms. Before
founding Jack Hiller, Brett was the Vice President of Production at
Envestment Asset Management where he
was in charge of all client interfacing applications and services for Envestnet's web reporting system. Before
joining Envestnet, Brett was the Senior Project Manager for
Infograte which developed Envestnet's technology platform,
one the industries most
lauded Financial Data Aggregation and
Reporting Systems (Forbes "Best of the Web" 2001)
Prior to joining InfoGrate, Brett served as Director of Operations for a
Market Research firm. Brett has a BA from Purdue University.
Joann Godbout - Senior
Portfolio Accounting Consultant
With over 20 years experience, Joann has a very rich background in both Investments and International
Banking. She has led the Operations efforts for both Investment Managers and Brokerage Firms. With a focus
on Portfolio Accounting, Separately Managed Accounts and Equity Trading, Joann has been heavily
involved in the definition and refinement of data validation and integrity management processes.
Additionally, Joann has extensive experience in the administration and budget management process
for International Banks. Joann has a BS in Operations Management and Information Systems from
Bradley University and is licensed with the NASD.
Kristi Kamykowski - Data Systems Manager
Kristi
is responsible for managing all Back Office Operations on a daily basis. She is also a
founding partner Harvest Investments. Kristi's background is in institutional custody,
investment operations, investment accounting systems and compliance. She has serviced
both large, multinational portfolios and community banks, as well as high net worth individuals.
Prior to joining SHG Services, Kristi worked at Harvest, Harris Bank, Adams Financial Services,
and First Colonial Bankshares Corporation. Kristi has an MBA from Loyola University and a
BS from Elmhurst College in Management Science and International Business.
Joe Montemayor - Senior Production Consultant
Joe is the
Senior Production Consultant for SHG Services and the
Production Manager for Harvest Investments. Joe's background prior to
SHG Services and Harvest is in
Community Banking, where he held a variety of managerial positions and developed and implemented
staff training programs. Joe was also a systems and procedures conversion specialist for acquired
banks. Joe has serviced financial service needs of both institutional and retail relationships and
his educational background is finance/business.
Sujatha Rajagopal - Senior Portfolio Accounting and Data Systems Consultant
Sujatha has extensive, in depth, experience in nearly every aspect of Operations, including
Portfolio Reconciliation, Data Aggregation and Performance Measurement as well as Database Administration.
She started in the Operations Department of a National Bank, and later moved on to a Chicago based Investments
Management Firm where she was the Accounting and Performance System Manager. Sujatha has an MBA from
the Weatherhead School of Management at Case Western Reserve University, and a BS in Management from
Case Western Reserve University.
Mark Schierer - Senior Investments Consultant
Mark comes to us from
Envestnet Asset Management
where led the reconciliation and quality assurance department
covering multiple portfolio accounting systems on a daily basis. Additionally he led the reporting services
customer support team and managed web services authorization. Before joining Envestnet,
Mark worked for one of Chicago's most well respected Benefits
Consulting Firm as a Research Analyst doing not only Performance
Reporting but also Manager
due diligence and selection. Prior to that Mark worked in the Institutional Banking industry doing research.
Mark is a candidate for his CFP and is working on his CFA. He has a BS in Finance from Northern Illinois
University
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