Paul Adack
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Paul Adack Email & Phone Number

Vice President of Account Management at Investcloud at Investcloud, Inc.
Location: Phoenixville, Pennsylvania, United States 10 work roles 2 schools
1 work email found @investcloud.com 2 phones found area 610 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email p****@investcloud.com
Direct phone (610) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Investcloud, Inc.
Role
Vice President of Account Management at Investcloud
Location
Phoenixville, Pennsylvania, United States
Company size
997 employees

Who is Paul Adack? Overview

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Quick answer

Paul Adack is listed as Vice President of Account Management at Investcloud at Investcloud, Inc., a with 997 employees, based in Phoenixville, Pennsylvania, United States. AeroLeads shows a work email signal at investcloud.com, phone signal with area code 610, and a matched LinkedIn profile for Paul Adack.

Paul Adack previously worked as Managing Partner at Wealth Management & Advisory Solutions Llc and Adjunct Faculty at Immaculata University. Paul Adack holds Mba, International Finance from Saint Joseph'S University - Erivan K. Haub School Of Business.

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Email format at Investcloud, Inc.

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{first_initial}{last}@investcloud.com
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AeroLeads found 1 current-domain work email signal for Paul Adack. Compare company email patterns before reaching out.

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Profile bio

About Paul Adack

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.

Listed skills include Wealth Management, Business Strategy, Investments, Financial Services, and 46 others.

Current workplace

Paul Adack's current company

Company context helps verify the profile and gives searchers a useful next step.

Investcloud, Inc.
Investcloud, Inc.
Vice President of Account Management at Investcloud
Phoenixville, PA, US
Website
investcloud.com
Employees
997
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Company profile
View company profile Email format
10 roles · 27 years

Paul Adack work experience

A career timeline built from the work history available for this profile.

Vice President Of Account Management At Investcloud

Investcloud, Inc.

Phoenixville, Pa, Us

Managing Partner

Current
Wealth Management & Advisory Solutions Llc

Providing 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

Feb 2018 - Present

Adjunct Faculty

Current
Immaculata University

Immaculata, Pa, Us

Versatile 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.

May 2012 - Present

Vice President Of Account Management At Investcloud (Formerly Tegra118)

Investcloud, Inc.

West Hollywood, Ca, Us

InvestCloud 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.

Feb 2021 - Dec 2022

Vice President Of Account Management At Tegra118 (Formerly Fiserv Investment Services)

Tegra118

Warren, New Jersey, Us

Feb 2020 - Feb 2021

Vice President Of Account Management - Fiserv Investment Services

Fiserv

Milwaukee, Wisconsin, Us

Sep 2018 - Feb 2020

Vice President

Investedge, Inc.

Canonsburg, Pennsylvania, Us

Leading 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.

Feb 2011 - Feb 2018

Vice President And Managing Director Global Investment Management Solutions

Sei Investments

Oaks, Pa, Us

Repositioned 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.

Jan 2005 - Dec 2010

Vice President Global Investment Advisory Services

Sei Investments

Oaks, Pa, Us

Led, 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.

2000 - 2005 ~5 yrs

Vice President Sei Investment Advisory Group/Sei Private Trust Company

Sei Investments

Oaks, Pa, Us

Senior 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.

Jan 1993 - Dec 2000
Team & coworkers

Colleagues at Investcloud, Inc.

Other employees you can reach at investcloud.com. View company contacts for 997 employees →

RI Rukhsana I B N Rukhsana I B N Colleague at Investcloud, Inc.Bengaluru, Karnataka, India View → PS Prajwal Sagar Prajwal Sagar Colleague at Investcloud, Inc.Bengaluru, Karnataka, India View → AN Ashley Nowain Ashley Nowain Colleague at Investcloud, Inc.Los Angeles, California, United States View → SD Sreesudha Dharmavaram Sreesudha Dharmavaram Colleague at Investcloud, Inc.Singapore View → AS Amorena Simpson Amorena Simpson Colleague at Investcloud, Inc.New York, United States View → PB Parashar Banerjee Parashar Banerjee Colleague at Investcloud, Inc.Odessa, Florida, United States View → AG Ankur Govil Ankur Govil Colleague at Investcloud, Inc.Singapore View → BZ Beck Z. Beck Z. Colleague at Investcloud, Inc.New York City Metropolitan Area, United States View → KJ Khalid Jalal Khalid Jalal Colleague at Investcloud, Inc.Bahrain View → TC Thomas Chung, Pmp, Pmi-Acp Thomas Chung, Pmp, Pmi-Acp Colleague at Investcloud, Inc.Hong Kong, Hong Kong Sar View →
2 education records

Paul Adack education

Mba, International Finance

Saint Joseph'S University - Erivan K. Haub School Of Business

Bsba, Business Administration - Marketing

Shippensburg University Of Pennsylvania
FAQ

Frequently asked questions about Paul Adack

Quick answers generated from the profile data available on this page.

What company does Paul Adack work for?

Paul Adack works for Investcloud, Inc..

What is Paul Adack's role at Investcloud, Inc.?

Paul Adack is listed as Vice President of Account Management at Investcloud at Investcloud, Inc..

What is Paul Adack's email address?

AeroLeads has found 1 work email signal at @investcloud.com for Paul Adack at Investcloud, Inc..

What is Paul Adack's phone number?

AeroLeads has found 2 phone signal(s) with area code 610 for Paul Adack at Investcloud, Inc..

Where is Paul Adack based?

Paul Adack is based in Phoenixville, Pennsylvania, United States while working with Investcloud, Inc..

What companies has Paul Adack worked for?

Paul Adack has worked for Investcloud, Inc., Wealth Management & Advisory Solutions Llc, Immaculata University, Tegra118, and Fiserv.

Who are Paul Adack's colleagues at Investcloud, Inc.?

Paul Adack's colleagues at Investcloud, Inc. include Rukhsana I B N, Prajwal Sagar, Ashley Nowain, Sreesudha Dharmavaram, and Amorena Simpson.

How can I contact Paul Adack?

You can use AeroLeads to view verified contact signals for Paul Adack at Investcloud, Inc., including work email, phone, and LinkedIn data when available.

What schools did Paul Adack attend?

Paul Adack holds Mba, International Finance from Saint Joseph'S University - Erivan K. Haub School Of Business.

What skills is Paul Adack known for?

Paul Adack is listed with skills including Wealth Management, Business Strategy, Investments, Financial Services, Mutual Funds, Sales Management, Crm, and Product Development.

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