FinTech firm appoints Wall Street veteran as CFO
LOS ANGELES, July 1, 2019 /PRNewswire/ -- Global FinTech firm InvestCloud appoints Rebeca Sanchez Sarmiento as its Chief Financial Officer.
This senior appointment will see Sanchez Sarmiento build on a strong finance and operations team to develop a financial management structure that enables InvestCloud to continue its growth, both domestically and internationally. Sanchez Sarmiento is also tasked with aligning InvestCloud's long term strategic goals with its financial performance.
A Wall Street veteran, Sanchez Sarmiento joins the firm from ATTOM Data Solutions, where she served as CFO and took the lead in building an organization able to capitalize upon private equity funding and major acquisitions. Sanchez Sarmiento has held a variety of senior finance roles within Smart & Final, Deutsche Bank, and Citigroup. Having graduated from the NYU Stern School of Business, Sanchez Sarmiento holds an MBA from the University of Chicago, Booth School of Business.
Sanchez Sarmiento comments: "I started my career in the financial industry and spent 12 years working within it. I'm excited to be returning to my roots – but to also go beyond. It was InvestCloud's dedication to innovation and technology in financial services that attracted me to this role, along with its strong commitment to using data and analytics to shape business decisions.
"John Wise and the senior team have a strong track record of building successful technology companies. This reputation says a lot about their expertise and instils great confidence about our long-term journey at InvestCloud."
John Wise, Co-Founder, CEO and Chairman of InvestCloud, said: "The rapid global growth we have seen over the past year means we have needed to make strategic investments in InvestCloud's leadership team. Our goal is to IPO the company during the coming years, and Rebeca is the perfect fit as she brings extensive financial industry expertise, data-savviness and analytical acumen to InvestCloud.
"These skills are incredibly important to us – this is why we are confident Rebeca will make a great addition to our senior leadership team. We are looking forward to welcoming her to the Pacific Design Center."
Sanchez Sarmiento will be based at InvestCloud's Los Angeles office, in West Hollywood's Pacific Design Center.
About InvestCloud Inc.
Headquartered in Los Angeles with a global presence – including offices in New York and London – InvestCloud is a Digital Platform to enable the development of first-class, financial digital solutions, pre-integrated into the cloud. By empowering investors and managers with a single version of the integrated truth through its unique digital platform, InvestCloud creates beautifully designed client experiences and intuitive operations solutions using an ever-expanding library of digital modular apps. The result? Powerful products for individual investors and institutions alike, assembled on-demand to meet clients' specific needs.
Today the InvestCloud platform supports some of the largest banks in the world with substantial assets. In addition, for managers under $50 billion, InvestCloud supports over $1.7 trillion of assets across 700 diverse clients – from wealth managers, institutional investors & institutional asset managers to family offices, asset services companies, financial platforms & banks.
For more information, visit investcloud.com.