Dan Bjerke
Global Digital Wealth at InvestCloud, Inc. | San Francisco Bay Area
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Dan Bjerke is a highly accomplished technology executive with over three decades of experience driving innovation within the software, payments, and fintech sectors. Currently serving as the President of Digital Wealth at InvestCloud, Inc., he oversees the company’s global Digital Wealth division, where he spearheads the development and delivery of cutting-edge wealth management solutions designed to empower financial advisors and enhance client engagement. Under his leadership, InvestCloud’s Digital Wealth platform has evolved into a comprehensive, cloud-based ecosystem that integrates portfolio management, client onboarding, reporting, and compliance tools, enabling advisors to deliver personalized, scalable, and efficient services.
Dan’s expertise in strategic planning and product development has been instrumental in shaping InvestCloud’s vision for digital transformation within the wealth management industry. He emphasizes leveraging innovative technologies such as automation, data analytics, and API-driven architectures to streamline workflows and improve client experiences. His deep understanding of the Software Development Life Cycle (SDLC) and enterprise software allows him to lead cross-functional teams through complex change management initiatives, ensuring seamless deployment of new solutions.
Throughout his career, Dan has demonstrated a strong commitment to fostering collaborative environments that drive continuous improvement and operational excellence. His leadership in managing large-scale software development projects and implementing strategic initiatives has positioned InvestCloud as a leader in digital wealth management. With a focus on innovation, Dan Bjerke continues to shape the future of financial technology, helping advisors adapt to evolving client needs and regulatory landscapes while maintaining a competitive edge in the digital age.
Global Digital Wealth at InvestCloud, Inc. in February 2025 to Present
Clover at Fiserv in January 2019 to January 2024
Digital Banking & Payments at Fiserv in January 2010 to January 2019
CRM & Data Analytics at Metavante in January 2002 to January 2009
CRM & Data Analytics Consultant at Keane and Hunter Business Group in January 1998 to January 2002
Global Payments at FIS in January 1991 to January 1998
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University of Wisconsin-Madison, Executive Studies, August 2026
University of Wisconsin-Milwaukee, August 1998
University of Wisconsin-Whitewater, Bachelor of Business Administration, August 1992
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P&L Management
Strategy
Digital Transformation
FinTech
Strategic Planning
Change Management
Business Analysis
Vendor Management
Integration
Analytics
Process Improvement
Professional Services
Product Development
Customer Relationship Management (CRM)
Project Management
Business Process Improvement
Mergers & Acquisitions (M&A)
Business Process
Management Consulting
Software Development Life Cycle (SDLC)
Business Strategy
Software Development
Business Management
Business Development
Program Management
Digital Strategy
SaaS
Enterprise Software
Leadership
Cross-functional Team Leadership
Management
Executive Management
Strategic Leadership
Team Leadership
Strategic Thinking
Team Management
Thought Leadership
Operational Execution
Business Administration
Executive Team
Digital
Corporate Development
Growth Initiatives
Strategic Initiatives
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Discover more about InvestCloud, Inc.What is Dan Bjerke email address?
Email Dan Bjerke at [email protected] and [email protected]. This email is the most updated Dan Bjerke's email found in 2026.
How to contact Dan Bjerke?
To contact Dan Bjerke send an email to [email protected] or [email protected]. (updated on April 25, 2025)
What company does Dan Bjerke work for?
Dan Bjerke works for InvestCloud, Inc.
What is Dan Bjerke's role at InvestCloud, Inc.?
Dan Bjerke is Global Digital Wealth
What is Dan Bjerke's Phone Number?
Dan Bjerke's phone (**) *** *** 133
What industry does Dan Bjerke work in?
Dan Bjerke works in the Information Technology & Services industry.
Dan Bjerke Email Addresses
Dan Bjerke Phone Numbers
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