History
Since 1991, we have provided quality services, solutions and products that make our clients more competitive and successful.
Our name is derived from Unified Application Environments. We are not a technology company with a Financial Services vertical market offering—we are Financial Services professionals who help our clients capitalize on the value of technology.
We work with our clients to maximize the value of their legacy systems by integrating new technology that is being developed every day, by UNAPEN and other software vendors.
UNAPEN, Inc. is a nationally recognized consulting and software development firm that provides software and technical consulting to the:
- Financial Services Industry,
- Educational Institutions,
- Non-Profit Organizations,
- Attorneys
- Healthcare
- Manufacturing
We have developed applications and solutions that will maximize your productivity, improve your services, and give your business the competitive edge.
The Founding Partners
Joseph Walker is a co-founder of UNAPEN and a member of the Board of Directors. He led UNAPEN’s professional services and product development team, directed all UNAPEN engagements involving business strategy, due diligence and industry best practices, and served as a senior advisor for transition management teams charged with the task of guiding post-merger companies into new organizational structures, policies and technologies.
Before co-founding UNAPEN, Joe held senior management and founding partner positions in two other technology firms that focused on the Financial Services Community and provided trade order management, accounting and modeling products and services for money-centered banks, brokerages and individual money managers both in the US and abroad.
Joe’s industry experience began in 1984 at Franklin Companies in Boston where he rose to the position of Senior Vice-President of Operations and played a key role in the firm’s reorganization, rollout of social screening technology and national expansion.
Joe holds a BA in Finance and Comparative Sociology from The University of Puget Sound.
David Gemma, co-founder of UNAPEN and member of the Board of Directors, serves as CEO and Chief Marketing Officer with a focus on driving corporate growth across all UNAPEN products and services.
Over the past 30 years, David has been responsible for new business development and strategic partnerships, designed and developed software, over a decade of managing application development teams, and coordinated complex implementations to meet the demands of domestic and international investment advisers.
These solutions span both custom applications as well as products that include client reporting, management & end-user dashboards, client relationship management, institutional trading & optimization, portfolio management, data bridges, operations management, compliance and decision support.
David holds a BA in Physics from the College of the Holy Cross.
Joan (Eckland) Walker is a co-founder of UNAPEN and a member of the Board of Directors. Her primary positions are Treasurer and liaison to corporate counsel.
Prior to co-founding UNAPEN, Joan served as an independent consultant for Dreyfus, a New York based mutual fund company, reviewing and documenting changes to operational workflows and system enhancements. In 1989 Joan managed the Business Analyst Team for The Shareholder Services Group (TSSG), an affiliate of American Express. The team was responsible for the conversion of three million Dreyfus mutual fund accounts from Bank of New York to TSSG. Prior to joining TSSG, Joan honed her technical skills as EDP Liaison for Colonial Mutual Funds.
Joan began her career at Bank of Boston, rising to the level of Assistant Vice President. She was responsible for coordinating the restructure of the Transfer Agency division into quality teams, following JIT methodology. Specializing in year-end coordination, she oversaw the reporting to more than two million shareholders.
Joan holds a BA in Economics from the College of the Holy Cross.
Unlock The Potential!
Call UNAPEN, Inc. Today
203.269.6111
or
Advent Axys, Advent Portfolio Exchange, and Advent APX are a registered trademarks of SS&C.