Position
President
Company
InvestCloud
West HollywoodInformation TechnologyFinancial ServicesFinanceFintechBankingDescription
InvestCloud, the global software-as-a-service leader in digital transformation for the wealth management industry, today announced the appointment of Heather Bellini as President and Chief Financial Officer, leading finance, legal, HR and business operations.","Ms. Bellini has served on InvestCloud’s Board of Directors as Chair of the Audit Committee since May 2022 and brings extensive experience in the technology and financial services sectors to her new role. She served as a Partner and Managing Director at Goldman Sachs for nearly 10 years before joining cybersecurity software company Deep Instinct as CFO in 2021
Quick answer
InvestCloud Appoints Industry Veteran Heather Bellini as President and CFO (July 11, 2023). InvestCloud is based in West Hollywood, California, United States.
- Who is the new President at InvestCloud?
- InvestCloud named Heather Bellini President, announced July 11, 2023.
- What did InvestCloud announce on July 11, 2023?
- InvestCloud, the global software-as-a-service leader in digital transformation for the wealth management industry, today announced the appointment of Heather Bellini as President and Chief Financial Officer, leading finance, legal, HR and business operations.","Ms. Bellini has served on InvestCloud’s Board of Directors as Chair of the Audit Committee since May 2022 and brings extensive experience in the technology...
- What does InvestCloud do?
- InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future.
- Where is InvestCloud based?
- InvestCloud is based in West Hollywood, California, United States.
- Which similar companies made leadership changes around the same time?
- Discover (July 12, 2023), OppenheimerFunds (July 18, 2023), UniCredit S.p.A (July 4, 2023) and Andersen Corporation (July 21, 2023) also announced leadership changes within 45 days of InvestCloud.
Source: Fundz verified event record.
Other recent leadership changes in Financial Services and Finance
Executive moves at companies in the same sectors within 45 days, from Fundz verified event records.
- Jason Strle Joins Discover as Chief Information Officer (July 12, 2023)
- Oppenheimer Appoints Manuel Rodriguez As Head of Latin America Investment Banking Group (July 18, 2023)
- UniCredit Appoints Gianfranco Bisagni as Group Chief Operating Officer - MarketWatch (July 4, 2023)
- Andersen Corporation Appoints Andrea Nordaune Senior Vice President, Chief Legal Officer and Corporate Secretary (July 21, 2023)
- Marc Cadieux Appointed President of Silicon Valley Bank Commercial (June 8, 2023)
- First Citizens Bank Names Jim Hudak as President of CIT Commercial Finance (June 5, 2023)
Who to call at InvestCloud, and when
A new leader at InvestCloud brings new priorities and often new vendors. The first weeks are when they listen.
- An alert the day InvestCloud raises, hires an executive or expands, scored against what you sell
- The decision-makers there, with verified emails
- Who you already know at InvestCloud, from your own LinkedIn network
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