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David Atlee's
email & phone

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Current Position:

Renewal Sales at SS&C Advent

Experience:

15 years

Location:

Jacksonville, Florida

How to contact David Atlee

Last updated:2025-07-11
emaila*****d@advent.com
phone+1-***-***-9895
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Analytics

According to LinkedIn David Atlee started working on 2010, then the employee has changed 4 companies and 7 jobs. On average, David Atlee works for one company for 2 years 2 months. David Atlee has been working as a Renewal Sales for SS&C Advent for 2527 days. If you are interested in this candidate, contact him directly by using contact details provided by SignalHire.

Work Experience

Renewal Sales at SS&C Advent

Oct 2018 - Current

Relationship Manager at SS&C Advent

Jan 2023 - Jul 2024

Associate - Client Onboarding. Loans, ABS, Structured Credit at Deutsche Bank

Jun 2017 - Oct 2018

Financial Advisor at EXCLUSIVE ADVISORS LLC

Aug 2014 - Jun 2017

Analyst - Listed Derivatives at Deutsche Bank

Nov 2012 - Aug 2014

Premium Relationship Associate at Fidelity Investments

Jun 2012 - Nov 2012

Client Services - Trading at Fidelity Investments

Apr 2011 - Jun 2012

Sales / Marketing Associate at JW Outfitters

Feb 2010 - Apr 2011

Education

Harvard Business School Online

Bachelor of Business Administration (B.B.A.) at Auburn University

Current Company Information SS&C Advent

Name: SS&C Advent

Speciality: Portfolio Accounting and Reporting, Trade Order Managment, Software-as-a-Service (SAAS), Partnership Accounting, Client Relationship Managment, Revenue Managment, Compliance, Rebalancing, Data Management, Outsourcing, Fund Order Management, Client Relationship Management, Margin and Finance Management, Reconciliation, Implementation, Workflow Management, Research Management, Revenue Management

Location: San Francisco, CA, United States

Employees: 1000-5000

Description: SS&C Advent, a business unit of SS&C Technologies, is helping over 4,300 investment firms in more than 50 countries—from established global institutions to small start-up practic...

Frequently Asked Questions

How long has David Atlee been working as a Renewal Sales?

David Atlee's total experience in various companies as a Renewal Sales 6 years 11 months.

What is David Atlee's minimum period of employment in the companies?

David Atlee's minimum period of employment in various companies is 5 months.

What is David Atlee's average duration of employment for different companies?

On average, David Atlee works for one company for 1 year 5 months

What industries has David Atlee worked in?

David Atlee works in the Financial Services. Previously, David Atlee worked in the Fishery.

What positions has David Atlee held before?

Previously, David Atlee worked as a Relationship Manager, and Associate - Client Onboarding. Loans, ABS, Structured Credit, and Financial Advisor, and Analyst - Listed Derivatives, and Premium Relationship Associate.

How do I contact David Atlee?

David Atlee's email address is a*****d@advent.com, phone number is +1-***-***-9895. Sign up to get contact details.

Who are David Atlee's peers at other companies?

David Atlee's peers at other companies are Tracy Nygard and Jennifer Warren and Bret Brachman
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David Atlee Namesakes

Name
Company
Position
D
Post closing assistant

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Pricing and Renewals Specialist
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Integration Consultant
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