As a Senior Sales Engineer, Levi is a product expert on SS&C Technologies’ Eze order management, execution management, compliance, and accounting systems. In this role, Levi educates users on SS&C's range of Eze technical solutions and how the technology could support their operations' quest for alpha. He creates in-depth product demonstrations and customized proof of concepts tailored to the needs of each investment firm. In addition, Levi oversees the creation and management of the technical demonstration environments showcasing the features and functionality of the range of Eze investment technology. Levi joined SS&C in June 2018 as an Associate Solutions Analyst for Eze client service. In 2022, he joined the Sales Engineering team supporting Eze clients in their search for new solutions and training new team members. Levi earned a Bachelor of Arts in economics from Bates College and received the Chartered Financial Analyst (CFA) designation in April 2023.
