Our Team

Executive Management

Susan McDermott

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Susan McDermott is Chief Operating Officer of Rockit Solutions, LLC. Sue has been responsible for relationship management, business development, and system usage of Rockit®Command.

Prior to joining Rockit in 2002, Sue worked in the financial services industry as a Project and Business Manager bringing technology to the forefront to solve her client's business challenges.

Sue holds a B.A. in Economics from Susquehanna University.

David R. Bauman

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David R. Bauman is Senior Vice President of Research & Development at Rockit Solutions, LLC, and has been responsible for the development of the Rockit®Command and Portfolio View™, platforms.

Prior to joining Rockit in 2001, he was a Senior Vice President at Enterprise Technology Corporation. David has over 30 years of experience in the development of custom financial systems.

David holds a B.S. in Electrical Engineering from Polytechnic University and an M.S. in Computer Science from Hofstra University.

Daniel Berg

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Daniel Berg is Chief Technology Officer at Rockit Solutions, LLC. He leads the Company’s Information Technology team, and is responsible for all IT initiatives, infrastructure, and strategic technology relationships for Rockit® Solutions.

Prior to joining Rockit in 2007, Dan led IT and technology development efforts at Foundation Source Philanthropic Services. He has served as Chief Information Officer at First Reserve Corporation, and has held senior technology management roles at Eastman Software / Wang Software (now OpenText), and MaxManager Corporation. Dan began his career in technology roles at AT&T, The Boston Consulting Group, and Andersen Consulting (now Accenture.)

Dan holds a B.S. in Cognitive Science from the University of Rochester, and an M.S. in Computer Science from New York University.

Patricia Carroll

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Patricia Carroll is Senior Vice President of Partnership Accounting and Tax Service at Rockit Solutions, LLC. Pat has been instrumental in automating financial and tax closing processes, as well as integrating new reporting requirements within our financial reporting systems.

Pat began her career at Deloitte and Touche as a staff accountant. Prior to joining Rockit in 2009, she worked in the financial services industry as the Co-Chief Financial Officer of Bridgewater Associates and Chief Financial Officer for Dailey Capital Management, LP.

Pat holds a B.S. in Business Accounting from Stonehill College and an MBA from Sacred Heart University.

Departmental Leadership

Melissa Zwickel

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Melissa Zwickel is Director of Operations at Rockit Solutions, LLC. Melissa oversees daily operations including securities processing, reconciliation, valuation and privately held assets.

Prior to joining Rockit in 2006, Melissa worked in mutual fund accounting as a Corporate Actions Manager.

Melissa holds a B.S. in Finance and Management from The University of Delaware.

Alan Perl

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Alan Perl is the Director of Client Service and Implementations at Rockit Solutions, LLC. Alan has been responsible for relationship management, onboarding of new clients, and training of Rockit®Command.

Prior to joining Rockit in 2007, Alan worked in the banking and trust industry focusing on client service and delivery.

Alan holds a B.S. in Public Finance from Indiana University.

Stephen Dreyer

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Stephen Dreyer is Manager of Partnership Accounting at Rockit Solutions, LLC. Steve is responsible for the daily operations of the partnership accounting department, servicing investment funds and separate client accounts.

Steve began his career in public accounting. Prior to joining Rockit in 2015, he worked in the financial services industry as the Assistant Vice President-Accounting Operations Manager of Northern Trust Global Advisors, Inc. and Accounting Manager of Commonfund Capital Inc.

Steve holds a B.S. in Accounting and a Minor in Business Administration from Sacred Heart University.