Teresha Berry

Role: InvestCloud, Inc.
Location: Charlotte, NC, US
LinkedIn followers: 500 followers

OtherView LinkedIn profile

About Teresha Berry

I am a strong information Technology professional with degrees in both Computer Science…

Experience

InvestCloud, Inc.
Present

Skills

Testing
Quality Assurance
Quality Auditing
Regression Testing
Microsoft Powerpoint
Project Planning
Budgets
Event Planning
Strategic Planning
Vendor Management
Research
Microsoft Word
Team Leadership
Microsoft Excel
Powerpoint
Project Team Management
Test Management
Customer Service
Test Execution
Vendor Relationships
Public Speaking
Microsoft Office
Social Networking
Social Media
Software Quality Assurance
Leadership
Management
Team Building
Compliance
Certification Testing
Building Relationships
Relationship Management

Contact information

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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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