Lindsey Slingerland

Director, Sales Engineering at InvestCloud

Role: Director, Sales Engineering at InvestCloud, Inc.
Location: Austin, TX, US
LinkedIn followers: 500 followers

Sales & Business DevelopmentView LinkedIn profile

Experience

Director, Sales Engineering
InvestCloud, Inc.
Sep 2024 — Present · Austin, TX, US

Education

High Point University
B.S. Business Administration; B.S. Psychology, Marketing Minor
2008 — 2012

Skills

Social Media
Microsoft Office
Sales
Salesforce.com
Financial Services
Crm
Customer Service
Social Networking
Account Management
Social Media Marketing
Powerpoint
Microsoft Excel
Public Relations
Leadership
Management
Microsoft Word
Team Leadership
Teamwork
Marketing
Advertising
Time Management
Marketing Communications

Contact information

Verified work emails, personal emails, and direct dials — unlocked in one click.

Work email
•••••@investcloud.com
Personal email
•••••@•••••.com
Direct dial
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Current company

InvestCloud, Inc.

Financial Services · 956 employees · West Hollywood, California, United States

InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), the company is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum. In 2024, InvestCloud was named a CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world.

investcloud.com

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Experience

Director, Sales Engineering

Education

High Point University

Skills

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