Paul Adack Email and Phone Number
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Innovative Senior Business Leader with extensive domestic and global wealth management industry experience. Drives and directs strategic client relationship management, complex sales agendas, investment product development, program management, marketing, vendor management, budget oversight and financial services operations. Possesses a unique ability to coordinate across business functions and segments and has strong organizational development, communication, leadership and team building skills.Broad and deep experience working with Banks, Private Banks, Registered Investment Advisors (RIA), Trust Companies, Family Offices, Broker/Dealers, and other types of wealth advisory firms.Specialties: Wealth Management, Separate & Unified Managed Accounts, Wrap and Managed Account Program and Platform Management, Program Management, Domestic/Global Mutual Funds Product Management and Development, Investment Product Distribution, Business Strategy and Development, Market Assessment, Team Building, Collaboration and Leadership, Sales Process Management, Contract Negotiation, Customer Relationship Management, Client Experience, Stakeholder Relations, Vendor Management, Investment Program Implementations, Investment Platform and Operations Management, Marketing, Digital Experience.
Investcloud, Inc.
View- Website:
- investcloud.com
- Employees:
- 997
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Vice President Of Account Management At InvestcloudInvestcloud, Inc.Phoenixville, Pa, Us
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Managing PartnerWealth Management & Advisory Solutions Llc Feb 2018 - PresentProviding strategic direction to wealth management and services firms regarding investment platforms, products, and services, which drive revenue growth, increase profitability, and improve efficiency.We partner with Bank Trust, Wealth, Registered Investment Advisors, Family Offices, Brokerage, and firms providing services and solutions to wealth management providers.Consulting and Functional Advice Services;Plan Development – Business Planning & Strategy, Marketing, Product, Sales & Revenue, Technology Strategy, Implementation, Domestic & GlobalProgram Management – Discovery, Process Design & Enhancements, Organization Readiness, Change Management, Implementation, Transition, Launch, ServiceProduct & Solutions – Investment Platforms, Operating Platforms, Problem Definition, Gap Analysis, Recommendation & Selection, RFI/RFP Support, Tactical EnhancementsInterim Services – Executive & Operating, Strategy, Solution Planning, Product Management, Relationship Management, Business Development, Service & Operations
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Adjunct FacultyImmaculata University May 2012 - PresentImmaculata, Pa, UsVersatile and experienced adjunct instructor. Sample of courses taught:Budgeting and Finance in Health Care Organizations, Principles of Investments, Strategic Financial Planning, International Finance, and Global Business. -
Vice President Of Account Management At Investcloud (Formerly Tegra118)Investcloud, Inc. Feb 2021 - Dec 2022West Hollywood, Ca, UsInvestCloud is a global company specializing in digital platforms that enable the development of financial solutions, pre-integrated into the Cloud. The company offers on-demand client experiences and intuitive operations solutions using an ever-expanding library of modular apps, resulting in powerful products. Headquartered in Los Angeles, InvestCloud has over 20 global offices including New York, London, Geneva, Singapore and Sydney, supporting trillions in assets across hundreds of diverse clients – from the largest banks in the world to wealth managers, asset managers and asset services companies. For more information, visit InvestCloud.com.
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Vice President Of Account Management At Tegra118 (Formerly Fiserv Investment Services)Tegra118 Feb 2020 - Feb 2021Warren, New Jersey, Us -
Vice President Of Account Management - Fiserv Investment ServicesFiserv Sep 2018 - Feb 2020Milwaukee, Wisconsin, Us -
Vice PresidentInvestedge, Inc. Feb 2011 - Feb 2018Canonsburg, Pennsylvania, UsLeading provider of integrated wealth management platform solutions, to banks, large investment advisory firms, and family offices.Defined and successfully executing the strategy to penetrate new large registered investment advisory and family office market segments. Manage the business development plan for multiple large national banks and reseller/partnership relationships. -
Vice President And Managing Director Global Investment Management SolutionsSei Investments Jan 2005 - Dec 2010Oaks, Pa, UsRepositioned the strategy and delivery of SEI's Investment Management Solutions marketed through banks, bank broker/dealer distribution and other distribution channels throughout the US, Canada, Latin America, UK, Europe, Asia and the Middle East. -
Vice President Global Investment Advisory ServicesSei Investments 2000 - 2005Oaks, Pa, UsLed, designed and implemented strategic custodial solutions for SEI’s European based business unit. Directed the global investment management product and platform development, pricing, customer management, sales support, and new distribution channel implementations. Managed a team of financial services professionals in the US, London, and Dublin.
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Vice President Sei Investment Advisory Group/Sei Private Trust CompanySei Investments Jan 1993 - Dec 2000Oaks, Pa, UsSenior Manager and Officer of the Investment Advisory/SEI Private Trust Company management team, charged with oversight of $80 billion of assets under administration, and 120,000+ registered investment advisory and institutional accounts. Led a Trust Company Middle Office client service team that launched SEI Investments Investment Advisory Distribution business.
Paul Adack Skills
Paul Adack Education Details
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Saint Joseph'S University - Erivan K. Haub School Of BusinessInternational Finance -
Shippensburg University Of PennsylvaniaBusiness Administration - Marketing
Frequently Asked Questions about Paul Adack
What company does Paul Adack work for?
Paul Adack works for Investcloud, Inc.
What is Paul Adack's role at the current company?
Paul Adack's current role is Vice President of Account Management at Investcloud.
What is Paul Adack's email address?
Paul Adack's email address is ad****@****eic.com
What is Paul Adack's direct phone number?
Paul Adack's direct phone number is (610)-983*****
What schools did Paul Adack attend?
Paul Adack attended Saint Joseph's University - Erivan K. Haub School Of Business, Shippensburg University Of Pennsylvania.
What skills is Paul Adack known for?
Paul Adack has skills like Wealth Management, Business Strategy, Investments, Financial Services, Mutual Funds, Sales Management, Crm, Product Development, Asset Management, Strategy, Management, Customer Service.
Who are Paul Adack's colleagues?
Paul Adack's colleagues are Anamika Joshi, Paul Strudley, Sujata Patil, Stephanie Dang, Michael Eskarous, Mick Murphy, Shagalya M.
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