Roy Wheeler

Roy Wheeler Email and Phone Number

Integrated Wealth Management, UMA, SMA, Portfolio Management @ InvestCloud, Inc.
Roy Wheeler's Location
New York City Metropolitan Area, United States, United States
Roy Wheeler's Contact Details
About Roy Wheeler

Senior Sales Executive with over 25 years industry experience and 17 years direct FinTech sales.Working closely with Wealth Management C-suite executives and operation teams to deliver complex portfolio management, accounting, data aggregation/reporting and investment data workflow platforms. AI automation solutions and digital transformation through a SaaS platform. Experience:• Portfolio Management: Integrated platform solutions, Reporting, Trading, UMA, SMA • Helping firms align their technology solutions and data requirements to achieve positive outcomes• Using AI/ML to solve complex operational workflow bottlenecks, delivering automation efficiencies• Private Market Data Management (PE, HF) & Data Aggregation, Reporting • Collaborating with Asset Managers and Allocators, Wealth Managers, Family Offices and Trust Companies

Roy Wheeler's Current Company Details
InvestCloud, Inc.

Investcloud, Inc.

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Integrated Wealth Management, UMA, SMA, Portfolio Management
Roy Wheeler Work Experience Details
  • Investcloud, Inc.
    Senior Account Executive
    Investcloud, Inc. Jan 2024 - Present
    West Hollywood, Ca, Us
    InvestCloud is a global provider of digital wealth management solutions pre-integrated into the cloud and serving over 500 global clients. My role is working with new and existing clients of our APL platform, one of the most recognized and trusted names in the industry. APL is the industry-leading platform bringing portfolio management, accounting, and trading capabilities together on one investment platform. We empower asset managers and wealth advisors including 7 of the top 10 broker dealers and 8 of the top 10 global asset managers who rely on APL to scale their business. With 60+ custodians and trading interfaces, over 85% of SMA programs run on APL, providing the largest network of asset managers and sponsors, supporting SMAs, UMAs, RPMs, RPAs, and more.
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  • Alkymi
    Sr. Sales Director
    Alkymi Jan 2021 - Jan 2024
    New York, New York, Us
    Alkymi’s AI solutions deliver investment data workflow automation, transforming operational processes and allowing organizations to scale immediately. Roy’s responsibilities at Alkymi include growing revenue and developing new relationships with wealth managers focused on improving operational efficiencies for alternative investment data using Artificial Intelligence (AI) & Machine Learning (ML).
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  • Private Client Resources
    Sr. Director Sales
    Private Client Resources Jun 2014 - Nov 2020
    Wilton, Ct, Us
    PCR provides private banks, family offices, RIA, OCIO’s and 3rd party vendors a portfolio management/accounting platform focused on data aggregation and reporting to drive wealth management technology innovation.Responsible for driving sales growth across all wealth segments.
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  • Lpl Financial
    Vice President Business Development
    Lpl Financial Dec 2012 - May 2014
    San Diego, Ca, Us
    Resulting from the merger of Concord and Fortigent with LPL, I led all Trust Wealth Management platform sales for LPL.
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  • Lpl Financial
    Senior Vice President Business Development, Concord Wealth (Division Of Lpl)
    Lpl Financial Oct 2006 - Dec 2012
    San Diego, Ca, Us
    Managed Concord's Business Development Strategies and National Sales activities primarily to Bank-Trust, RIA, and Broker Dealer channels. Significantly expanded Concord's market in the trust wealth management channel and established Concord as recognizable brand.
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Roy Wheeler Skills

Wealth Management Portfolio Management Investments Business Development Securities Management Institutional Investments Series 7 Overlay

Roy Wheeler Education Details

  • Ramapo College Of New Jersey
    Ramapo College Of New Jersey

Frequently Asked Questions about Roy Wheeler

What company does Roy Wheeler work for?

Roy Wheeler works for Investcloud, Inc.

What is Roy Wheeler's role at the current company?

Roy Wheeler's current role is Integrated Wealth Management, UMA, SMA, Portfolio Management.

What is Roy Wheeler's email address?

Roy Wheeler's email address is r.****@****ent.com

What is Roy Wheeler's direct phone number?

Roy Wheeler's direct phone number is +120376*****

What schools did Roy Wheeler attend?

Roy Wheeler attended Ramapo College Of New Jersey.

What skills is Roy Wheeler known for?

Roy Wheeler has skills like Wealth Management, Portfolio Management, Investments, Business Development, Securities, Management, Institutional Investments, Series 7, Overlay.

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