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
SES Launches Cash Tender Offer11.3.2026 13:25:00 CET | Press release
THIS ANNOUNCEMENT RELATES TO THE DISCLOSURE OF INFORMATION THAT QUALIFIED OR MAY HAVE QUALIFIED AS INSIDE INFORMATION WITHIN THE MEANING OF ARTICLE 7(1) OF THE MARKET ABUSE REGULATION (EU) 596/2014. NOT FOR RELEASE, PUBLICATION OR DISTRIBUTION IN OR INTO OR TO ANY PERSON LOCATED OR RESIDENT IN, OR AT ANY ADDRESS IN, THE UNITED STATES OF AMERICA, ITS TERRITORIES AND POSSESSIONS (INCLUDING PUERTO RICO, THE U.S. VIRGIN ISLANDS, GUAM, AMERICAN SAMOA, WAKE ISLAND AND THE NORTHERN MARIANA ISLANDS), ANY STATE OF THE UNITED STATES OF AMERICA OR THE DISTRICT OF COLUMBIA (THE UNITED STATES) OR TO ANY U.S. PERSON (AS DEFINED IN REGULATION S OF THE UNITED STATES SECURITIES ACT OF 1933, AS AMENDED (THE SECURITIES ACT)) OR IN OR INTO ANY JURISDICTION WHERE IT IS UNLAWFUL TO RELEASE, PUBLISH OR DISTRIBUTE THIS ANNOUNCEMENT (SEE “OFFER AND DISTRIBUTION RESTRICTIONS” BELOW). SES (the “Offeror”) announces today that it is inviting holders of its outstanding €625,000,000 Deeply Subordinated Fixed Rate Re
Thredd and Cross River to Accelerate Expansion into the US Market for Global Fintechs11.3.2026 13:01:00 CET | Press release
B4B Payments scales U.S. operations through collaboration Thredd, the AI-first issuer processing platform, today announced a strategic alliance with Cross River Bank (“Cross River”), a technology infrastructure provider that offers embedded financial solutions. The relationship is designed to accelerate the entry of international fintechs into the United States. This collaboration leverages Thredd’s global expertise and technology stack with Cross River’s proprietary core infrastructure, established market leadership and regulatory expertise, creating a seamless pathway for innovative payment solutions to launch and scale in the U.S. As part of this agreement, Thredd becomes one of Cross River’s select strategic processing partners outside of the bank’s own stack. The arrangement enables Thredd to introduce a curated pipeline of high-potential fintech clients from various geographic regions*.1 In turn, Thredd’s clients benefit from Cross River’s proven ability to deliver compliant, sca
SLB Provides Update on Middle East Operations and First Quarter Outlook11.3.2026 13:00:00 CET | Press release
SLB (NYSE: SLB) continues to closely monitor the unfolding situation in the Middle East and adapt its operations. The safety and security of SLB’s employees is the highest priority, and the company has activated local and regional crisis response teams that are meeting daily. Travel to and transit through the region have been suspended, and the company has begun to demobilize operations in a few countries in response to customer actions to safeguard personnel and facilities. These measures will continue as long as necessary until the environment in the region has stabilized. SLB is working closely with local authorities and its customers to monitor the situation and will begin a phased resumption of full activity as conditions allow. SLB revenue for the first quarter will be lower than expected, and the company expects to incur additional costs resulting in an impact of approximately 6-9 cents of earnings per diluted share for the first quarter. Given the dynamic nature of the environm
IQM Delivers Fourth Quantum Computer in Finland, Operational at Aalto University11.3.2026 11:32:00 CET | Press release
This is the fourth quantum computer deployed by IQM to customers in Finland to boost research and education in a growing ecosystem. The system named Aalto Q20 quantum computer is online at Aalto University and will enable students and scientists a unique first-hand access to a world-class quantum computer. The university will use the quantum computer to perform scientific experiments on advanced level and to support national and European quantum research activities. IQM Quantum Computers, the global leader in deployed on-premises, full-stack superconducting quantum computers, today announced the launch of Aalto Q20 quantum computer in Finland, reinforcing its commercial leadership in the quantum industry. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260311215316/en/ Ribbon cutting of the Aalto Q20 quantum computer delivered by IQM. The 20-qubit system, which is operational at Aalto University, is the fourth quantum compute
Chiesi and Bespak Partner to Advance Carbon Minimal Inhaler Production With UK Manufacturing Site11.3.2026 11:00:00 CET | Press release
Highlights Agreement builds on existing Chiesi-Bespak collaboration, reinforcing a trusted relationship as Chiesi works to evolve a portfolio of extrafine formulation Carbon Minimal Inhalers1, ensuring patients retain continuity of care while reducing carbon emissionsBespak’s leadership in low-GWP propellant inhaler manufacturing along with significant expansion at its Holmes Chapel site strengthens Chiesi’s global supply chain resiliencePartnership aligns with the science-based climate commitments of both companies Chiesi Group ("Chiesi"), the international research focused biopharmaceutical company and a certified B Corp, and Bespak, the specialist inhalation CDMO focused on pulmonary and nasal drug delivery, today announced an expansion of their long-standing partnership, increasing pressurized metered dose inhaler (pMDI) manufacturing capacity at Bespak’s Holmes Chapel site to support the next phase of Chiesi’s Carbon Minimal Inhaler (CMI) program. This press release features multi
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