CA-INVESTCLOUD
7.2.2024 15:01:28 CET | Business Wire | Press release
InvestCloud, a global provider of wealth and asset management solutions, today announced the appointment of Shawn Donovan as Chief Revenue Officer (“CRO”), responsible for the company’s sales and account management strategy globally with a key focus on enhancing value creation and delivery for clients. This announcement further underscores InvestCloud’s commitment to leading the digital transformation of wealth, strengthening the client experience and accelerating growth, as the company supports more than $6 trillion in assets under management across its platforms.
Mr. Donovan brings extensive experience in the financial services and technology industry to his new role at InvestCloud. He spent more than 30 years in progressive global leadership roles with responsibilities spanning sales and account management, strategy and operations, and general management, while at EDS, Acxiom, Fiserv and Neustar. In addition to serving on various executive management committees and leading large-scale global sales organizations throughout his career, Mr. Donovan’s background includes over five years as the Chief Sales Officer at Fiserv, where he managed teams with more than 400 sales executives and achieved record-setting sales.
“For more than three decades, Shawn has been leading sales and operational teams serving the financial services industry with a focus on driving outstanding sales and revenue growth,” said Jeff Yabuki, Chairman and CEO, InvestCloud. "We are thrilled to welcome Shawn to InvestCloud where we can utilize his deep expertise in building high-performing teams and enhance the value we deliver for our clients and partners.”
Mr. Donovan specializes in business transformation to drive profitable revenue growth and is deeply committed to cultivating talent, developing best-in-class process and achieving consistent strong performance. He has a proven track record in building sales teams and models that deliver results.
“InvestCloud brings a suite of modern, enabling technology solutions to complement the more than $80 trillion in assets expected to pass between generations over the next decade, which we believe will address the changing expectations of a new generation of clients,” said Shawn Donovan. “I’m excited about the tremendous transformation opportunity before us and look forward to working with the team to drive this next generation of growth.”
Prior to Fiserv, Mr. Donovan was Chief Sales Officer at Acxiom, where he led a global sales organization of more than 375 professionals responsible for the expansion of the sales and ongoing support of the Acxiom portfolio of products and services. From Fiserv, Mr. Donovan went on to lead the global sales organization of more than 300 professionals at Neustar, where he was responsible for sales, ongoing support and strategic expansion of the company’s portfolio of products and services.
About InvestCloud
InvestCloud is the global software leader in digital transformation for the wealth management industry, and the US leader for personalization and scale across Advisory programs including unified managed accounts (UMA) and separately managed accounts (SMA). InvestCloud today supports over $6 trillion of assets with over 550 direct clients, including banks and wealth managers, private banks, and asset managers. The company offers digital client and advisor experiences and tools that enable the development of front office wealth management solutions, and UMA/SMA portfolio management, trade execution, accounting, model management and performance investment solutions, resulting in best-in-class experiences and operations for the wealth and asset management industry. Headquartered in Los Angeles, InvestCloud has offices around the world including the United States, Canada, United Kingdom, Switzerland, Italy, Singapore, India, Japan, and Australia.
More information on InvestCloud can be found at www.investcloud.com
To view this piece of content from cts.businesswire.com, please give your consent at the top of this page.
View source version on businesswire.com: https://www.businesswire.com/news/home/20240207814144/en/
About Business Wire
Subscribe to releases from Business Wire
Subscribe to all the latest releases from Business Wire by registering your e-mail address below. You can unsubscribe at any time.
Latest releases from Business Wire
Lattice to Highlight Low Power, Edge-Ready Programmable Solutions at embedded world 202626.2.2026 22:00:00 CET | Press release
Lattice Semiconductor (NASDAQ: LSCC), the low power programmable leader, today announced its exhibition plan for embedded world 2026, where it will demonstrate how its low power, small form factor FPGA innovations help engineers accelerate intelligent, scalable designs from cloud to sensor. At the event, Lattice will participate in expert panel discussions, lead conference sessions, and host an interactive booth experience filled with real-world solutions for the Automotive, Industrial, and Security markets from Lattice and its innovation partners. Who: Lattice Semiconductor What / When: Lattice Booth and Demo Showcase: March 10 – 12, Hall 4, Booth #528 Expert Panel featuring Lattice Chief Strategy and Marketing Officer Esam Elashmawi March 10 at 1:30 p.m. GMT+1, Hall 3, Booth #611 Conference Sessions March 10 at 5 p.m. GMT+1 Safety & Security: “Trusted Resilience Edge – Unified FPGA-TPM for Post-Quantum Cryptography RED & Cyber Resilience Act” March 11 at 10:30 a.m. GMT+1 IoT & Connec
Omani and Jeanie Carson Named Inaugural Departure Day Dove 1 for 2026 Special Olympics Airlift, Donating Aircraft and Crew to Lead Athletes Home26.2.2026 17:00:00 CET | Press release
Textron Aviation Inc., a Textron Inc. (NYSE: TXT) company, today announced that Omani and Jeanie Carson, of Omaha, Nebraska, have been named the inaugural departure day Dove 1 for the 2026 Special Olympics Airlift. The Carsons will donate their aircraft and crew to lead athletes home at the conclusion of the Games, marking the first year this honorary departure day distinction has been established. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260226250477/en/ Omani and Jeanie Carson named inaugural departure day Dove 1 for 2026 Special Olympics Airlift, donating aircraft and crew to lead athletes home (Photo credit: Textron Aviation). As departure day Dove 1, the Carsons will guide the first aircraft lifting off from Minneapolis’ Twin Cities on Saturday, June 27, reuniting athletes with their families, hometowns and communities after a week of competition, determination and unforgettable experiences. This newly established
Loomis Sayles Euro Credit Team Celebrates Five-Year Milestones26.2.2026 17:00:00 CET | Press release
Loomis, Sayles & Company, the century-old investment manager with €363.8 billion in assets under management, celebrates the five-year anniversaries of its Loomis Sayles Euro Credit and Loomis Sayles Euro High Yield strategies. The Loomis Sayles Euro Credit Team, led by Co-Heads and Portfolio Managers Rik den Hartog and Pim van Mourik Broekman, manages €3.5 billion in assets across three strategies. Backed by Loomis Sayles’ industry-leading technology infrastructure and focused investment culture, the Euro Credit team seeks to generate consistent excess return versus the benchmark. The team believes this can be accomplished by using an active, conservative alpha investment process that aims to capitalize on inefficiencies in the euro credit market. Loomis Sayles Euro Credit invests primarily in investment grade, euro-denominated corporate bonds while Loomis Sayles Euro High Yield invests primarily in the BB segment of the euro-denominated high yield corporate bond market. The team’s Loo
Andersen Global udvider sine kompetencer i Canada med tilføjelsen af advokatfirmaet Parlee McLaws26.2.2026 16:21:00 CET | Pressemeddelelse
Andersen Global udvider sin tilstedeværelse i Canada med tilføjelsen af samarbejdsfirmaet Parlee McLaws LLP og styrker dermed sin eksisterende platform i landet med supplerende juridiske kompetencer. Parlee McLaws blev grundlagt i 1883 og tilbyder en bred vifte af juridiske ydelser, herunder selskabs- og erhvervsret, værdipapirret, retssager og tvistløsning, fast ejendom, arbejds- og ansættelsesret, immaterialret, energi, insolvens, forvaltningsret samt online brandbeskyttelse. Med sine i Edmonton og Calgary har firmaet opbygget et solidt ry for at levere praktiske, klientfokuserede løsninger, der er skræddersyet til behovene hos virksomheder og enkeltpersoner på tværs af brancher. "Vores samarbejde med Andersen Global giver vores klienter adgang til et bredere udvalg af globale ressourcer, samtidig med at vi fastholder den personlige service og dybe regionale indsigt, der kendetegner vores firma," udtaler Jerri L. Cairns, som er administrerende direktør i Parlee McLaws. "Vi ser frem t
Sitetracker Closes 2025 with Strong Momentum, Product Expansion, and a Clear Path into 202626.2.2026 15:00:00 CET | Press release
Sitetracker, the global leader in complete Asset Lifecycle Management for critical infrastructure, today announced strong year-end results for 2025, marked by continued customer growth, expansion into new infrastructure markets, and major product innovations across operations, maintenance, and financial management. As infrastructure owners and operators face growing pressure to scale without adding headcount, Sitetracker enters 2026 positioned to help customers operate smarter, move faster, and unlock greater productivity. 2025 Highlights In 2025, Sitetracker delivered another year of growth and execution across its global customer base: Customer growth and market expansion: Sitetracker now serves more than 400 customers globally, supporting organizations across digital infrastructure, renewables, EV charging, utilities, and emerging infrastructure markets including data centers. Enhanced Operations & Maintenance capabilities: Sitetracker now connects field operations and work order ma
In our pressroom you can read all our latest releases, find our press contacts, images, documents and other relevant information about us.
Visit our pressroom