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Dan Bjerke — President, Digital Wealth · InvestCloud CRM · San Francisco Bay Area.
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About
I build and transform enterprise software businesses. Throughout my career, I’ve partnered with executive teams, boards, and investors to accelerate growth, modernize technology platforms, build high-performing organizations, and create sustainable competitive advantage. I thrive in environments where strategy, innovation, and operational excellence come together to create lasting enterprise value. Over the past 30+ years, I’ve led software, fintech, payments, and wealth technology businesses through periods of growth, transformation, and innovation. My passion is helping organizations simplify complexity, accelerate execution, develop exceptional leaders, and create sustainable competitive advantage. Today, I serve as President of Digital Wealth at InvestCloud, reporting directly to the Chairman and CEO. I lead strategy, product management, engineering, operations, and commercial execution for one of the industry’s leading digital wealth platforms. Working closely with our leadership team and private equity sponsors, we’re transforming the business through AI-enabled productivity, SaaS modernization, operational excellence, strategic partnerships, and disciplined execution to accelerate growth and create long-term enterprise value. Previously, I spent more than 15 years at Fiserv, most recently serving as Global Head of Clover. During that time, I helped scale Clover into one of the world’s leading SMB commerce and payments platforms, serving more than 800,000 merchants and generating over $3 billion in annual revenue. I led global product strategy, engineering, commercial execution, strategic partnerships, and international expansion while helping establish Clover as a market leader. My leadership philosophy is simple: great companies are built when strategy, people, execution, and culture are aligned around a common purpose. Sustainable growth comes from creating clarity, empowering great leaders, removing unnecessary complexity, and maintaining an unwavering focus on clients. I believe one of a leader’s most important responsibilities is developing people who can grow beyond their current roles and create lasting impact. I also believe AI represents one of the greatest opportunities of our generation. Organizations that thoughtfully combine exceptional talent with AI will redefine how products are built, how businesses operate, and how clients are served. Helping companies navigate that transformation is one of the most rewarding aspects of leadership.
Experience
President | Digital WealthCurrent
InvestCloud, Inc. · New York City Metropolitan Area
Feb 2025 – Present
Lead InvestCloud’s Digital Wealth business, reporting directly to the Chairman and CEO. Partner with the Board and executive leadership team to transform the business, modernize the operating model, accelerate AI-driven innovation, strengthen client outcomes, and position InvestCloud for its next phase of growth. • Define and execute the business strategy for Digital Wealth, aligning product, engineering, operations, client delivery, and commercial execution to accelerate growth, improve operating performance, and enhance client outcomes. • Lead enterprise transformation initiatives focused on AI adoption, platform modernization, organizational effectiveness, and simplified operating models that improve execution and elevate the client experience. • Advance InvestCloud’s wealth technology platform by delivering innovative solutions for banks, wealth managers, RIAs, asset managers, and other financial institutions. • Develop strategic partnerships and distribution relationships that expand market reach, strengthen the platform ecosystem, and accelerate growth. • Build and lead global organizations spanning product, engineering, operations, client delivery, and commercial functions while developing high-performing leaders and a culture of accountability, innovation, and continuous improvement.
SVP & Global Head of Clover
Fiserv · Sunnyvale, CA
Aug 2019 – Aug 2024
As a member of Fiserv’s executive leadership team, led Clover’s global product organization while partnering across the business to shape strategy, expand distribution, build high-performing organizations, and help scale one of the world’s leading commerce and payments businesses serving more than 800,000 merchants and generating over $3 billion in annual revenue. • Defined Clover’s long-term product and business strategy, driving innovation across software, payments, embedded finance, and value-added services. • Built and led global organizations spanning product, engineering, direct sales, strategic partnerships, and operations, creating an integrated operating model that accelerated innovation, improved execution, and supported rapid business growth. • Defined and executed Clover’s multi-channel distribution strategy across financial institutions, direct sales, ISOs, agents, developers, and strategic technology partners, expanding market reach and driving customer acquisition, expanding market reach, and accelerating revenue growth. • Built and led Clover’s direct sales organization, establishing online, inside, and field sales capabilities that complemented Fiserv’s partner-led distribution model. • Expanded Clover’s ecosystem through strategic partnerships with financial institutions, ISVs, developers, and technology partners, increasing adoption and strengthening competitive differentiation.
Education
Skills
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