Roy Wheeler is an experienced sales professional with a robust background in wealth management technology and investment data automation. Currently serving as a Senior Account Executive at InvestCloud, Inc., Wheeler works with clients of the APL platform, a leader in digital wealth management solutions. Previously, as Sr. Sales Director at Alkymi, Wheeler focused on revenue growth and relationship development with wealth managers utilizing AI and ML for operational efficiencies in alternative investments. Earlier roles include Sr. Director of Sales at Private Client Resources, where Wheeler drove sales growth across various wealth segments, and Vice President of Business Development at LPL Financial, where extensive contributions were made to Trust Wealth Management platform sales and the development of business strategies for Concord Wealth. Wheeler holds a degree from Ramapo College of New Jersey.
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