About
Phoenix Corporate Headquarters
5550 Triangle Parkway, Suite 300
Peachtree Corners, Georgia 30092
Since 1981 Phoenix Systems has developed software applications for the global financial services industry.
Phoenix customers include investment funds, third party transfer agents, banks, insurance companies, investment advisers and brokers, virtually any company that administers investment funds and their associated accounts.
Phoenix applications process thousands of investment funds and millions of customer accounts representing nearly half a trillion in assets for our clients worldwide!
Management
JUDY KOCH
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
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 creating a global product sales strategy increasing international sales to approximately half of total revenue. In 2007 he became a partner and expanded his responsibilities to include strategic product design. He has significant knowledge about the mutual fund industry along with extensive business and technical knowledge surrounding transfer agency, sub-accounting, and global trading platforms.
Mr. Monica has a degree in Business Management, with an emphasis on entrepreneurship, from Georgia Southern University.
JOANNE GARTON
Mrs. Garton has been working in the software industry since 1996. She started her career at Phoenix Systems as a Programmer. She then moved to Washington DC for 4 years where she worked as a Software Project Manager for Northrop Grumman. Mrs. Garton returned to Phoenix Systems in 2005 in the role of Senior Project Manager. Due to her ability to understand both the needs of our clients and the changes in the industry, Joanne has been able to lead some of our most important projects to successful implementations. She now has the title of Senior Vice President of Development managing the team that supports the transfer agent and sub-accounting software solutions.
Mrs. Garton has an undergraduate degree from Cornell University and an MBA from Georgia State University with a concentration in Finance.
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