As a Senior Account Executive at InvestCloud, Inc., Roy Wheeler leverages over 25 years of industry experience, including 17 years of direct FinTech sales, to drive transformative solutions in the wealth management sector. His expertise lies in collaborating with C-suite executives and operational teams to...
As a Senior Account Executive at InvestCloud, Inc., Roy Wheeler leverages over 25 years of industry experience, including 17 years of direct FinTech sales, to drive transformative solutions in the wealth management sector. His expertise lies in collaborating with C-suite executives and operational teams to implement sophisticated portfolio management and accounting systems, as well as data aggregation and reporting tools. Roy plays a pivotal role in enhancing the investment data workflow through InvestCloud's advanced SaaS platform, which is designed to streamline processes and improve client outcomes.
At InvestCloud, Roy focuses on both existing clients and new users of the APL platform, which is renowned for its robust capabilities in digital wealth management. His commitment to delivering AI automation solutions and facilitating digital transformation has made him a trusted partner for financial institutions seeking to innovate and optimize their operations. With a deep understanding of the complexities involved in institutional investments, Roy excels in business development, utilizing his skills in portfolio management and overlay strategies to meet the diverse needs of his clients.
Roy's proficiency in navigating the intricacies of wealth management, combined with his Series 7 certification, positions him as a key player in the industry. His ability to foster strong relationships and provide tailored solutions has not only contributed to the growth of InvestCloud's client base but has also solidified his reputation as a leader in the FinTech space. As the industry continues to evolve, Roy remains at the forefront, dedicated to empowering financial professionals with the tools they need to succeed in an increasingly digital landscape.
