Alan David Smith

Alan David Smith is an accomplished executive with extensive experience in business development and wealth management across prominent financial institutions. Currently serving as the Executive Vice President of Business Development at InvestCloud, Inc. since January 2022, Alan previously held senior leadership roles at Citi, where responsibilities included Global Head of Investments and LATAM Head of CitiGold, CPC, and Investments from June 2014 to January 2022. Prior to that, Alan was the Head of Global FX and Structured Products and the Head of Global Wealth Products at HSBC from August 2010 to May 2014. Alan also led International Wealth Management at HSBC Bank International Ltd from September 2004 to August 2010, overseeing investment and regulated activities across multiple global offices. Alan holds certificates from The Wharton School in Sales Leadership and Client Relationship Maximization, completed in 2018 and 2016, respectively.