Family Office
Trust-accounting tech appoints client-firm liaison

Veteran IT maven matches institutional client needs to Innovest's solutions. Trust-accounting technology provider Innovest has named former U.S. Trust executive Jodi Sabin as its manager of business analysis -- a role that makes her responsible for monitoring the needs of the firm's institutional clients and providing tactical and strategic products and services to meet their needs.
Operations
"Innovest is committed to attracting and retaining the best talent to ensure that we are providing our clients with the finest service," says William Thomas, Innovest's CEO. "Jodi has a proven record of success in the industry and we look forward to the project management skills and subject matter expertise that she'll bring to the Innovest team."
A technology and operations manager with 18 years of experience, Sabin has worked in investment banking, wealth management, brokerage, and insurance. At U.S. Trust, she played role in transitioning the firm from Charles Schwab to Bank of America in 2007. She has also worked as a consultant, designing and engineering distributed enterprise-wide reporting and data storage systems for Prudential, Datek Online (now part of TDAmeritrade) and U.S. Trust.
New York-based Innovest provides real-time trust and
multi-currency
accounting and reporting. Among its clients are Schwab, SunTrust
Banks, Fiserv, Fifth Third Bank and West Coast Bancorp. Among its
competitors are Metavante, Northern Trust, SEI, SunGard,
AccuTech, and HWA International.
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