Trisha Sandoz
Founder & CEO
Patricia Sandoz, CEO, founded Investment Management Support Solutions, LLC (IMSS) in 2017, and in 2020 launched Data-Centrix, a proprietary automation tool for consultant database reporting. With over 28 years in the industry and an extensive background in all phases of institutional sales and marketing, she has a deep understanding of consultant database structures, reporting requirements and the related RFP/DDQ completion process. She brings a vast amount of in-depth experience and knowledge in supporting investment management firms of all sizes in their efforts of data reporting, building manager profiles to completion rates of 90-100%, increasing visibility to search activity and bringing consistency across all platforms. In addition, her background includes extensive work with creating and updating pitchbooks and factsheets for clients. Patricia has worked across a multitude of assets classes in both Domestic and International markets servicing SMA's, Mutual Funds, CIT’s, Hedge Funds, Hedge FOF’s, UCIT’s, CTA’s and other alternative strategies. In her long career with Greg Reid Associates, LLC as a Product Manager (1996-2007) and Pursuit Capital Marketing, LLC as a Partner (2007-2017), she was instrumental in assisting both firms in raising over $20 billion in combined revenue on the sales and marketing side for their Institutional Money Manager clients.
Maureen Cassidy joined IMSS as a Senior Client Relation-ship Manager. Maureen is a dedicated point of contact for several client’s supporting their data reporting efforts and other requests. Her main responsibilities include monthly & quarterly data oversight and management prior to database uploads, review of client database content on a continual basis, new database/new strategy onboarding and specialized client related projects. Maureen comes to IMSS with over 20 years of experience in the finance industry, most recently with Aberdeen Asset Management, where she supported the database and client service efforts for products across the firm. Prior to that, Maureen spent over 8 years as a Client Service & Relationship Manager for one of the industry’s largest database & analytics firms, reporting data for over 1,900 product profiles to consultant databases across all asset classes through automation. She has an extensive background and in-depth understanding of the consultant databases process and her a detail-oriented approach to data is essential to providing our clients the best in management and reporting.
Maureen Cassidy
Senior Client Relationship Manager
Pamela
O'Donnell
Administrative Coordinator
Pamela O’Donnell joined IMSS as an Administrative Coordinator. Pam supports our CRM’s and daily administrative functions of client onboarding, office management, scheduling, billing, and facilitation of client requests. Pam’s background includes a broad range of experience in an administrative role across varying types of firms, including the financial industry. Her skillset is highly diversified bringing a high level of organization, focus on detail, and client service. Pam’s self-starter attitude is essential to the future growth initiatives of IMSS.
Carolanne Taylor brings 15 years of marketing and communications experience to the IMSS team. Throughout her career, she has demonstrated a strong ability to lead, innovate and drive results. Her specialties include social media marketing, content writing, and digital marketing. In addition to her professional achievements, Carolanne volunteers her time to various organizations that support women and children.
​
Carolanne Taylor
Marketing & Communications Manager
Interested in joining the IMSS? Contact us for available career opportunities.
Zee
Full Stack Software Developer
Zee comes to IMSS as a highly-skilled, Full Stack Developer, with over a decade of experience in building high-quality applications. His strong, creative vision and deep knowledge has been instrumental in the continued growth of our Data-Centrix automation application and enhancing the overall client experience. His extensive level of experience is evident by his history of successful outcomes of projects he’s managed across various industries with a focus on the financial segment.
Zee is a motivated and competent developer, whose career has led to the development of large-scale web-based applications in multiple programming languages. He is driven by new challenges, continuing education opportunities, and delivering projects on time under tight timelines. His hands-on experience is extensive and spans across a wide range of technology platforms.