Paul Flaskamp, MBA

Paul Flaskamp, MBA has extensive experience in the financial services industry. From 2007 to 2016, they worked at Checkfree/Fiserv Investment Services as the Manager of Customer Operations, overseeing internal operations for the Client Interfaces Daily team. Paul managed a team of direct reports and a $450K budget, and was responsible for custodial interface processing, account openings, reconciliation, and implementations. Paul was also involved in client service support.

From 2016 to 2020, Flaskamp worked at Fiserv Investment Services as the Manager of Client Service Management. In this role, they focused on key account management and new business development within the wealth management industry. Paul worked with account managers and executives to ensure continued account growth, and managed a team of client service management associates. Paul analyzed critical business processes and implemented improvements to achieve cost-effective solutions and meet SLAs.

Since 2020, Flaskamp has been working at InvestCloud Financial Supermarket™ (formerly Tegra118) as a Manager of Client Service Management. Paul continues to oversee client service management and plays a key role in ensuring customer satisfaction and account growth.

Overall, Flaskamp has a proven track record of successfully managing client services, driving account growth, and implementing operational improvements in the financial services industry.

Paul Flaskamp, MBA, holds a Master of Business Administration degree in General Management from Elmhurst University. Paul completed their MBA program from 2009 to 2012. Prior to that, they pursued their Bachelor of Science degree in Economics from Northern Illinois University, where they studied from 1992 to 1995.