Cheryl Nash Email and Phone Number
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As President, APL at InvestCloud, an established and trusted leader in wealth technology, I drive the strategic vision for our award-winning wealth tech solutions. I 'grew up' in this industry and have held roles in nearly every business functional area, giving me true insight and appreciation for the contributions of the talented individuals I now lead. I deeply value the enduring relationships I've cultivated over the years and am committed to pushing the boundaries of what's expected in wealth management with future-forward technology innovation. As a passionate advocate of diversity and inclusion, I am dedicated to doing my part to drive positive change by educating, empowering and championing others.My ‘proud’ moments include receiving numerous awards for my contributions, advocacy and achievements including Money Management Institute’s Pioneer Award (2009); Stevie® Gold Award for Women in Business (2016); Family Wealth Report’s Women in Wealth Management—Individual Contributor award (2017); MMI/Barron’s Industry award to Envestnet Institute on Campus in the ‘Doing Good’ category, a program for which Cheryl Nash was a key contributor (2017, 2018); InvestmentNews Women to Watch honoree (2017); the FTF News 2018 Editor’s Choice Award; ThinkAdvisor’s 2019 Top Women in WealthTech; Savvy Ladies 2019 Change Maker of the Year; Stevie® 2020 Bronze Award for Women-Run Workplace of the Year; Markets Choice Awards Women in Finance 2020 CEO of the Year; and 2023 Women in Wealth Management Award for Career Excellence.Specialties: Leadership, Product Management, Client Relationships, Strategic Planning; 3-5 year planning, managed account products and solutions, mergers and acquisitions, Marketing, Client Management, P&L, Business Development, Diversity and Inclusion, Thought Leadership, Women in Wealth Management
Investcloud, Inc.
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President, AplInvestcloud, Inc. Oct 2024 - PresentWest Hollywood, Ca, Us
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Chief Customer ExecutiveInvestcloud, Inc. May 2023 - PresentWest Hollywood, Ca, Us
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Ceo Financial Supermarkets DivisionInvestcloud, Inc. Feb 2021 - Jun 2023West Hollywood, Ca, Us
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CeoTegra118 Feb 2020 - Feb 2021Warren, New Jersey, UsAt Tegra118, we're driven by a single purpose: to build the future of wealth technology. As an industry leader for over three decades, we partner closely with our clients to deliver solutions that are relevant to their needs, today and tomorrow. Our unique perspective is informed by both deep industry expertise and a broader view of the fintech space and this inspires us to be relentless in our pursuit to advance the wealth and asset management. The foundation of all that we do lies in our proven, flexible technology, which grows with our clients as their needs change, to transform the way people interact with, manage, and grow their wealth. Tegra118 …building the future of wealth technology, together. -
PresidentFiserv Investment Services Nov 2011 - Feb 2020Milwaukee, Wisconsin, Us -
Senior Vice President Product Strategy, Business Development, Product Management, Product MarketingFiserv Investment Services Jun 1983 - 2012Milwaukee, Wisconsin, Us-Responsible for Business Development, Product Strategy and Product Marketing at Investment Services group at Fiserv-Responsible for team who developed 3-5 year strategic plan and Core Strategic Vision-Executive business lead on Product and Solutions Business Team-Responsible for Product Management across core products and platforms Investment Services supports-Responsible for Product Marketing for all core products and platforms Investment Services supports-Participates in Marketing work to build brand and positioning-Member of Investment Service's group at Fiserv Leadership team-Co-chair of MMI Technology and Operations Committee
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Svp Strategic Marketing And Business DevelopmentFiserv Investment Services Jun 1983 - Nov 2011Milwaukee, Wisconsin, Us
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Broker Dealer Business Unit LeaderCheckfree Investment Services Jun 1983 - Jan 2004Us-Build a business unit that supports the Broker Dealer clients-Understand product strategy against specific client base-Build products to support client base-Lead account management, business analysis, sales, development supporting client base-Build business from the ground up - new clients, new customers, new processes to support client base-Responsible for sales and sales pipeline-Responsible for customer sat-Build a team from the ground up-Exceeded annual sales and account targets for 4 years in the position
Cheryl Nash Skills
Cheryl Nash Education Details
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Eastern Illinois UniversityCommunication
Frequently Asked Questions about Cheryl Nash
What company does Cheryl Nash work for?
Cheryl Nash works for Investcloud, Inc.
What is Cheryl Nash's role at the current company?
Cheryl Nash's current role is Super excited to be back leading APL! We have the best people, best clients and best products in the industry! #ICProud.
What is Cheryl Nash's email address?
Cheryl Nash's email address is ch****@****erv.com
What is Cheryl Nash's direct phone number?
Cheryl Nash's direct phone number is +190889*****
What schools did Cheryl Nash attend?
Cheryl Nash attended Eastern Illinois University.
What skills is Cheryl Nash known for?
Cheryl Nash has skills like Product Management, Strategy, Business Development, Business Analysis, Leadership, Crm, Strategic Planning, Product Marketing, Financial Services, Vendor Management, Management, Marketing.
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