Jeff Louie

Jeff Louie is an accomplished sales leader with extensive experience in the financial services and technology sectors. Currently serving as Senior Sales Director at InvestCloud, Inc. since November 2021, Jeff drives sales strategies for a global SaaS provider that enhances the digital transformation of the financial services industry. Prior to this role, Jeff was the Head of Sales & Service at Investment Trends from 2015 to November 2021, where responsibilities included managing sales cycles and collaborating with major financial institutions. Jeff also held the position of CEO at NowInfinity, offering SaaS solutions tailored to the self-managed superannuation fund market. Earlier career highlights include serving as Publisher at Morningstar Media and Sales Director at InvestorInfo, contributing to the development of influential financial media and insights. Jeff holds a Bachelor of Commerce degree from the University of Newcastle.