Sandra Perkowitz,
President -- Ms. Perkowitz has been in the computer systems
business since 1965; in the software development since 1970. She
has designed, developed, documented, sold and installed computer
systems for a variety of corporations and financial institutions.
Primary areas of expertise are mutual fund record keeping, investment
accounting and employee benefits plan administration. Prior to
co-founding Phoenix Systems in 1981, Ms. Perkowitz was president
of Computech Financial Services Inc., a subsidiary of the First
Pennsylvania Bank. She was chosen for this position in 1978 due
to her extensive technical skills and communications and managerial
skills, as well as overall business acumen. Ms. Perkowitz is a
recognized expert in applicable law, the regulatory environment,
and GAAP as applied to the world of investments in general --
mutual funds and employee benefits in particular. She is well
known in the mutual fund industry and, on several occasions, spoken
at industry seminars and conferences and has published several
articles in industry trade publications. Ms. Perkowitz is a graduate
of the University of Pennsylvania and has a MA degree from New
York University.
Judy Koch, Vice
President & Secretary -- Ms. Koch has been in the
computer systems business since 1968, much of that in the financial
services industry. She has designed, developed, documented, sold
and installed computer systems for a variety of corporations and
financial institutions; including State Street Bank. Prior to
founding Phoenix Systems, Ms. Koch worked in financial services
and developed systems for market research and market analysis
for The Coca-Cola Company. Ms. Koch is the primary architect of
the FUNDS (tm) Shareholder Recordkeeping Package -- Phoenix Systems'
most successful product. She is knowledgeable about the back office
workings of banks, brokers and mutual funds, in the United States
and the international arena as well. A particular skill of Ms.
Koch's is the ability to integrate and improve the interaction
of these entities with one another. Ms. Koch is a graduate of
the State University of New York.
Alex Monica, Vice
President, Sales and Marketing -- Mr. Monica has been
with Phoenix Systems since 1998 starting as an inside sales rep
and ascending the ranks of the sales and marketing group to eventually
lead it in 2003. Since his appointment as Vice President of Sales
and Marketing he has been responsible for revamping the sales
and marketing strategies of the company resulting in the acquisition
of numerous key clients and producing significant increases in
annual revenue from year to year. He has significant knowledge
about the mutual fund industry along with extensive business and
technical knowledge surrounding transfer agent, portfolio/fund
accounting and NSCC trading systems.
Mr. Monica has a degree
in Business Management, with an emphasis on entrepreneurship,
from Georgia Southern University.
Joanne Koch, Senior
Project Manager -- has been working in the software industry
since 1996. She started her career at Phoenix and worked as a
programmer for 5 years. She then moved to Washington DC for 4
years where she worked as a software project manager for Northrop
Grumman. Since returning to Phoenix in 2005 she has been primarily
in charge of implementing complex client projects involving the
definition of business requirements and the integration of those
requirements into already existing/evolving systems.
Ms. Koch has an undergraduate
degree from Cornell University and an MBA from Georgia State with
a concentration in finance.
