In this new role, Overgard will be responsible for building and delivering custom solutions and âlast-mileâ integration for Satuit clients. Prior to joining Satuit, Overgard served as senior business analyst and developer for Rothschild Asset Management, where he was responsible for the companyâs CRM system re-engineering, improving the reliability of the companyâs CRM data and reporting capabilities and developing CRM training materials.
âEric has been a trusted partner and advocate for many years, and we are fortunate to have him join our team,â said Karen Maguire, CEO of Satuit Technologies, Inc. âHe has completed several custom integration and development projects with SatuitCRM and has worked to integrate Satuitâs solutions while at his former posts with U.S. Trust and Newgate Asset Management. His impressive professional and extensive project management experience combined with his solid understanding of Satuitâs products, make him an obvious choice to lead our new development services group.â
Prior to Rothschild, Overgard served as consultant and senior business analyst and developer for Newgate Capital Management, LLC, where he was responsible for developing and deploying custom applications for new accounts and account updates to a hosted CRM application. He has also served as vice president and senior business analyst of institutional asset management for U.S. Trust Company of New York/Bank of America, and as a consultant to First Data Corporation and Deutsche Asset Management. Overgard started his professional career at Vision Associates in 1994 where he served in technical operations and infrastructure management, and, as a senior business analyst, developed custom applications. Overgard also founded OnTrack Solutions, LLC, an outsourced technology consulting firm for small businesses.
âI am excited about joining the Satuit team as SatuitCRM is truly an impressive software package thatâs well on its way to becoming the preferred CRM tool for asset management firms globally. I have had nothing but positive experiences working with Satuit in the past,â said Overgard. âThese experiences made my decision fairly easy as they reinforce the fact that I will be working for a company that delivers high quality solutions that are designed specifically to meet the needs of asset management companies. I have seen firsthand the benefits of SatuitCRM, and I look forward to partnering with our clients to offer them a technology solution that will maximize corporate profits through improved customer relations and greater efficiency.â
Overgard earned a bachelorâs degree in computer applications in astrophysics from the University of Colorado at Boulder. He is also certified as a Project Management Professional by the Project Management Institute.