Envestnet Asset Management
Industry: Company
DescriptionFounded: 1999 Parent organization: Envestnet
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Envestnet Asset Management Employees
Employee
Years
Job
Industry
Fred Diaz Fred Diaz's Envestnet Asset Management Experience November 2007 - Present
Job Associate Vice President, Senior Regional Consultant at Envestnet, Inc
Industry Investment Management
Experience
Envestnet, Inc January 2014 - Present
Envestnet Asset Management November 2007 - Present
Envestnet Asset Management April 2006 - October 2007
JPMorgan Chase April 2005 - April 2006
Skills
Equity Trading, Fixed Income Trading, Trading, Technical Analysis, Project Coordination, Business Relationship..., Portfolio Management, Equities
Education
DePaul University 2002 — 2004
Finance
Roosevelt University 2001 — 2002
Envestnet, Inc January 2014 - Present
Envestnet Asset Management November 2007 - Present
Envestnet Asset Management April 2006 - October 2007
JPMorgan Chase April 2005 - April 2006
Skills
Equity Trading, Fixed Income Trading, Trading, Technical Analysis, Project Coordination, Business Relationship..., Portfolio Management, Equities
Education
DePaul University 2002 — 2004
Finance
Roosevelt University 2001 — 2002
Scott Holloway Scott Holloway's Envestnet Asset Management Experience May 2008 - August 2008
Job Operations and Growth at Instacart
Industry Internet
Experience
Instacart December 2013 - Present
Northern Trust January 2013 - December 2013
Northern Trust September 2011 - January 2013
Northern Trust August 2010 - September 2011
Addus HealthCare, Inc. May 2009 - August 2009
Envestnet Asset Management May 2008 - August 2008
Envestnet Asset Management May 2007 - August 2007
Skills
Financial Modeling, Financial Statement..., Microsoft Excel, Investments, Mobile Technology, Wealth Management, Start-ups, Operations Management, Public Speaking, Market Research, Leadership, Marketing
Education
Indiana University - Kelley School of Business 2006 — 2010
Bachelor of Science (BS), Finance
Instacart December 2013 - Present
Northern Trust January 2013 - December 2013
Northern Trust September 2011 - January 2013
Northern Trust August 2010 - September 2011
Addus HealthCare, Inc. May 2009 - August 2009
Envestnet Asset Management May 2008 - August 2008
Envestnet Asset Management May 2007 - August 2007
Skills
Financial Modeling, Financial Statement..., Microsoft Excel, Investments, Mobile Technology, Wealth Management, Start-ups, Operations Management, Public Speaking, Market Research, Leadership, Marketing
Education
Indiana University - Kelley School of Business 2006 — 2010
Bachelor of Science (BS), Finance
Anthony Nakane Anthony Nakane's Envestnet Asset Management Experience October 2004 - October 2012
Job SVP Operations Management at Envestnet Asset Management
Industry Financial Services
Experience
Envestnet Asset Management October 2004 - October 2012
Scrumptious Press June 2003 - September 2004
Provident Investment Counsel September 1992 - December 2002
American Institute for Executive Education September 1991 - February 1992
Skills
Relationship Management, Operations Management, Operational Risk..., Project Management, Product Development, Strategic Planning, Compliance, Team Leadership, High Performance Teams, Employee Training, Quality Control, Customer Service, Asset Managment, Portfolio Management, Management, Process Improvement, Risk Management, SDLC, Fixed Income, Finance
Education
Pepperdine University, The George L. Graziadio School of Business and Management
Master of Business Administration (MBA), Finance
University of Washington
Bachelor of Arts (B.A.), Psychology & Business
Envestnet Asset Management October 2004 - October 2012
Scrumptious Press June 2003 - September 2004
Provident Investment Counsel September 1992 - December 2002
American Institute for Executive Education September 1991 - February 1992
Skills
Relationship Management, Operations Management, Operational Risk..., Project Management, Product Development, Strategic Planning, Compliance, Team Leadership, High Performance Teams, Employee Training, Quality Control, Customer Service, Asset Managment, Portfolio Management, Management, Process Improvement, Risk Management, SDLC, Fixed Income, Finance
Education
Pepperdine University, The George L. Graziadio School of Business and Management
Master of Business Administration (MBA), Finance
University of Washington
Bachelor of Arts (B.A.), Psychology & Business
Janis Zvingelis, PhD, CFA Janis Zvingelis, PhD, CFA's Envestnet Asset Management Experience July 2014 - Present
Job SVP, Director of Quantitative Research at Envestnet Asset Management
Industry Financial Services
Experience
Envestnet Asset Management July 2014 - Present
Envestnet Asset Management September 2010 - June 2014
Envestnet Asset Management June 2008 - September 2010
Mesirow Financial June 2006 - May 2008
Ibbotson Associates February 2005 - May 2006
Skills
Statistics, Econometrics, Quantitative Finance, Portfolio Optimization, Asset Allocation, Portfolio Management, Mutual Funds, Hedge Funds, Time Series Analysis, Research, Investment Strategies, Stochastic Calculus, Monte Carlo Simulation, Cluster Analysis, Financial Economics, Matlab
Education
University of Chicago
Master of Science (M.S.), Financial Mathematics
University of Iowa - Henry B. Tippie College of Business
Doctor of Philosophy (Ph.D.), Finance
University of Iowa
Master of Science (M.S.), Statistics
University of Iowa
Master of Arts (M.A.), Economics/Econometrics
Georgetown University
Engalitcheff Institute on Comparative Political and Economic Systems
Central College
Bachelor of Arts (B.A.), Economics
Envestnet Asset Management July 2014 - Present
Envestnet Asset Management September 2010 - June 2014
Envestnet Asset Management June 2008 - September 2010
Mesirow Financial June 2006 - May 2008
Ibbotson Associates February 2005 - May 2006
Skills
Statistics, Econometrics, Quantitative Finance, Portfolio Optimization, Asset Allocation, Portfolio Management, Mutual Funds, Hedge Funds, Time Series Analysis, Research, Investment Strategies, Stochastic Calculus, Monte Carlo Simulation, Cluster Analysis, Financial Economics, Matlab
Education
University of Chicago
Master of Science (M.S.), Financial Mathematics
University of Iowa - Henry B. Tippie College of Business
Doctor of Philosophy (Ph.D.), Finance
University of Iowa
Master of Science (M.S.), Statistics
University of Iowa
Master of Arts (M.A.), Economics/Econometrics
Georgetown University
Engalitcheff Institute on Comparative Political and Economic Systems
Central College
Bachelor of Arts (B.A.), Economics
Brett Bennett Brett Bennett's Envestnet Asset Management Experience October 2012 - June 2015
Job Managing Director of Separately Managed Accounts Research
Industry Investment Management
Experience
Charles Schwab June 2015 - Present
Envestnet Asset Management October 2012 - June 2015
Envestnet, Inc July 2007 - September 2012
Envestnet, Inc July 2002 - June 2007
Charles Schwab July 1997 - July 2002
Skills
Alternative Investments, Asset Allocation, Asset Management, Business Analysis, Capital Markets, Equities, Fixed Income, Investment Research, Investments, Mutual Funds, Wealth Management, Investment Management, Investment Banking, Portfolio Management, Series 7, Hedge Funds
Education
University of Colorado Denver 2011 — 2014
Master of Business Administration (M.B.A.)
Bentley University 1990 — 1994
B.S., Finance
Charles Schwab June 2015 - Present
Envestnet Asset Management October 2012 - June 2015
Envestnet, Inc July 2007 - September 2012
Envestnet, Inc July 2002 - June 2007
Charles Schwab July 1997 - July 2002
Skills
Alternative Investments, Asset Allocation, Asset Management, Business Analysis, Capital Markets, Equities, Fixed Income, Investment Research, Investments, Mutual Funds, Wealth Management, Investment Management, Investment Banking, Portfolio Management, Series 7, Hedge Funds
Education
University of Colorado Denver 2011 — 2014
Master of Business Administration (M.B.A.)
Bentley University 1990 — 1994
B.S., Finance
Erin Arnheim Erin Arnheim's Envestnet Asset Management Experience October 2004 - April 2005
Job
Industry Investment Banking
Experience
William Blair & Company January 2014 - Present
William Blair & Company July 2007 - January 2014
William Blair & Company January 2006 - July 2007
Morgan Stanley April 2005 - January 2006
Envestnet Asset Management October 2004 - April 2005
Mintel International April 2004 - October 2004
Morgan Stanley May 2002 - April 2004
Morgan Stanley March 2001 - May 2002
Morgan Stanley Smith Barney August 1999 - March 2001
Skills
Equities, Series 7, Microsoft Excel, Project Management, Financial Analysis, Strategic Planning, Customer Service, Investments, Microsoft Office, Asset Managment, PowerPoint, Outlook, Series 63, Series 65, Series 9, Series 10, Managerial, Investment Banking, Financial Services, Training, Teachers, Sales, Leadership, CRM, Budgets, Analysis, Salesforce.com, Management, Access, Human Resources, Securities, Finance, Corporate Finance, Office Management, Business Strategy, Investment Advisory, Business Planning, Change Management, Options
Education
DePaul University 2008 — 2012
Master of Education (M.Ed.)
St. Edward's University 2000 — 2002
BA
Texas State University 1995 — 1998
William Blair & Company January 2014 - Present
William Blair & Company July 2007 - January 2014
William Blair & Company January 2006 - July 2007
Morgan Stanley April 2005 - January 2006
Envestnet Asset Management October 2004 - April 2005
Mintel International April 2004 - October 2004
Morgan Stanley May 2002 - April 2004
Morgan Stanley March 2001 - May 2002
Morgan Stanley Smith Barney August 1999 - March 2001
Skills
Equities, Series 7, Microsoft Excel, Project Management, Financial Analysis, Strategic Planning, Customer Service, Investments, Microsoft Office, Asset Managment, PowerPoint, Outlook, Series 63, Series 65, Series 9, Series 10, Managerial, Investment Banking, Financial Services, Training, Teachers, Sales, Leadership, CRM, Budgets, Analysis, Salesforce.com, Management, Access, Human Resources, Securities, Finance, Corporate Finance, Office Management, Business Strategy, Investment Advisory, Business Planning, Change Management, Options
Education
DePaul University 2008 — 2012
Master of Education (M.Ed.)
St. Edward's University 2000 — 2002
BA
Texas State University 1995 — 1998
Gabby Contro Gabby Contro's Envestnet Asset Management Experience June 2009 - August 2009
Job Venture Associate at Crosslink Capital
Industry Venture Capital & Private Equity
Experience
Crosslink Capital September 2013 - Present
Ernst & Young August 2012 - June 2013
University of Michigan August 2011 - August 2012
Nuveen Investments June 2011 - August 2011
Ernst & Young June 2010 - August 2010
Envestnet Asset Management June 2009 - August 2009
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2012
M.S., Accounting
Lehigh University - College of Business and Economics 2007 — 2011
B.S., Accounting
Crosslink Capital September 2013 - Present
Ernst & Young August 2012 - June 2013
University of Michigan August 2011 - August 2012
Nuveen Investments June 2011 - August 2011
Ernst & Young June 2010 - August 2010
Envestnet Asset Management June 2009 - August 2009
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2012
M.S., Accounting
Lehigh University - College of Business and Economics 2007 — 2011
B.S., Accounting
Ellen Weiss, SPHR Ellen Weiss, SPHR's Envestnet Asset Management Experience April 2005 - October 2006
Job HR Business Partner at Morningstar
Industry Financial Services
Experience
Morningstar April 2015 - Present
Morningstar January 2014 - Present
Morningstar April 2013 - December 2013
Morningstar January 2008 - March 2013
Morningstar November 2006 - December 2007
Envestnet Asset Management April 2005 - October 2006
Deutsche Asset Management 1999 - 2004
Education
Loyola University Chicago 2005 — 2007
MSHR, Masters in Human Resources
Missouri State University 1995 — 1999
BS, Marketing Management
Morningstar April 2015 - Present
Morningstar January 2014 - Present
Morningstar April 2013 - December 2013
Morningstar January 2008 - March 2013
Morningstar November 2006 - December 2007
Envestnet Asset Management April 2005 - October 2006
Deutsche Asset Management 1999 - 2004
Education
Loyola University Chicago 2005 — 2007
MSHR, Masters in Human Resources
Missouri State University 1995 — 1999
BS, Marketing Management
Dale L. Rottschafer, CFA Dale L. Rottschafer, CFA's Envestnet Asset Management Experience September 2010 - February 2013
Job Trusted Fiduciary
Industry Financial Services
Experience
Envestnet, Inc February 2013 - Present
Envestnet Asset Management September 2010 - February 2013
Metamorphosis Money Management 2006 - August 2010
Envestnet Asset Management 2004 - 2006
US Bank 1993 - 2004
Education
University of Colorado Boulder - Leeds School of Business 1990 — 1993
MBA, Finance and Marketing
University of Colorado Boulder 1985 — 1989
BA, Psychology
Envestnet, Inc February 2013 - Present
Envestnet Asset Management September 2010 - February 2013
Metamorphosis Money Management 2006 - August 2010
Envestnet Asset Management 2004 - 2006
US Bank 1993 - 2004
Education
University of Colorado Boulder - Leeds School of Business 1990 — 1993
MBA, Finance and Marketing
University of Colorado Boulder 1985 — 1989
BA, Psychology
Rupali Bhave's Envestnet Asset Management Experience January 2005 - October 2005
Job Project Manager at Wipro Technologies
Industry Information Technology and Services
Experience
Wipro October 2013 - Present
Charles Schwab January 2006 - May 2012
Wipro Technologies October 2005 - December 2006
Envestnet Asset Management January 2005 - October 2005
Skills
Microsoft Office..., Windows Sharepoint..., Agile Methodologies, Java Enterprise Edition, VSS, Requirements Analysis, Core Java, SharePoint, Troubleshooting, Customer Support, WCF, Microsoft SQL Server, Web Services, Project Management, Business Analysis, Resource Management, Project Estimation, Technical Analysis, Customer Engagement, SharePoint Server, SDLC, C#, Software Project...
Education
Devi Ahilya Vishwavidyalaya 2000 — 2002
Masters, Computers
Wipro October 2013 - Present
Charles Schwab January 2006 - May 2012
Wipro Technologies October 2005 - December 2006
Envestnet Asset Management January 2005 - October 2005
Skills
Microsoft Office..., Windows Sharepoint..., Agile Methodologies, Java Enterprise Edition, VSS, Requirements Analysis, Core Java, SharePoint, Troubleshooting, Customer Support, WCF, Microsoft SQL Server, Web Services, Project Management, Business Analysis, Resource Management, Project Estimation, Technical Analysis, Customer Engagement, SharePoint Server, SDLC, C#, Software Project...
Education
Devi Ahilya Vishwavidyalaya 2000 — 2002
Masters, Computers
Craig Derbenwick's Envestnet Asset Management Experience February 2010 - January 2012
Job Investment Communications Manager at Brookfield Investment Management
Industry Financial Services
Experience
Brookfield Investment Management November 2014 - Present
UBS Global Asset Management January 2012 - October 2014
Taproot Foundation 2008 - June 2012
Envestnet Asset Management February 2010 - January 2012
Fitch Ratings August 2007 - January 2010
TransUnion August 2006 - August 2007
McMaster-Carr 2001 - 2002
Edelman April 2000 - August 2000
Skills
Direct Marketing, Copywriting, Email Marketing, Integrated Marketing, Marketing Communications, Corporate Communications, Content Development, Online Marketing, Marketing Strategy, Management, Web Analytics, B2B, Content Strategy, Marketing Management, Writing, White Papers, Editing, Project Management, Ghostwriting, Strategic Communications, Brochures, Web Content, Alternative Investments, Investments, Asset Management
Education
The University of Chicago 2009 — 2010
Certificate, Integrated Marketing
University of Michigan 2004 — 2006
M.A., English Language and Literature
Northwestern University 1997 — 2001
B.A., English (with honors)
Brookfield Investment Management November 2014 - Present
UBS Global Asset Management January 2012 - October 2014
Taproot Foundation 2008 - June 2012
Envestnet Asset Management February 2010 - January 2012
Fitch Ratings August 2007 - January 2010
TransUnion August 2006 - August 2007
McMaster-Carr 2001 - 2002
Edelman April 2000 - August 2000
Skills
Direct Marketing, Copywriting, Email Marketing, Integrated Marketing, Marketing Communications, Corporate Communications, Content Development, Online Marketing, Marketing Strategy, Management, Web Analytics, B2B, Content Strategy, Marketing Management, Writing, White Papers, Editing, Project Management, Ghostwriting, Strategic Communications, Brochures, Web Content, Alternative Investments, Investments, Asset Management
Education
The University of Chicago 2009 — 2010
Certificate, Integrated Marketing
University of Michigan 2004 — 2006
M.A., English Language and Literature
Northwestern University 1997 — 2001
B.A., English (with honors)
Vincent Wilson Vincent Wilson's Envestnet Asset Management Experience January 2006 - November 2007
Job Financial Advisor, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC May 2013 - Present
BBVA Compass March 2010 - May 2013
1st Global June 2008 - March 2010
Envestnet Asset Management January 2006 - November 2007
OppenheimerFunds January 2000 - January 2006
Financial Network Investment Corporation January 1998 - January 2000
US Bancorp Securities January 1996 - January 1998
Skills
Investments, Mutual Funds, Retirement Planning, Financial Services, New Business Development, Sales Presentations, Insurance, Strategy, Sales, Sales Management, Coaching, Long-term Care, Performance Metrics, Retirement, Series 7, Finance, Investment Strategies, Financial Advisory, Alternative Investments, Series 63, Asset Allocation
Education
University of Idaho 1984 — 1989
BS, Political Science
City University of New York-Hunter College 1986 — 1988
BA Political Science, Policical Science, Business
Wells Fargo Advisors, LLC May 2013 - Present
BBVA Compass March 2010 - May 2013
1st Global June 2008 - March 2010
Envestnet Asset Management January 2006 - November 2007
OppenheimerFunds January 2000 - January 2006
Financial Network Investment Corporation January 1998 - January 2000
US Bancorp Securities January 1996 - January 1998
Skills
Investments, Mutual Funds, Retirement Planning, Financial Services, New Business Development, Sales Presentations, Insurance, Strategy, Sales, Sales Management, Coaching, Long-term Care, Performance Metrics, Retirement, Series 7, Finance, Investment Strategies, Financial Advisory, Alternative Investments, Series 63, Asset Allocation
Education
University of Idaho 1984 — 1989
BS, Political Science
City University of New York-Hunter College 1986 — 1988
BA Political Science, Policical Science, Business
Thomas Masterson Thomas Masterson's Envestnet Asset Management Experience December 2011 - Present
Job Programmer Analyst
Industry Financial Services
Experience
MSPCA-Angell August 2013 - Present
Envestnet Asset Management December 2011 - Present
FundQuest June 2010 - December 2011
FundQuest June 2006 - June 2010
FundQuest January 2002 - June 2006
FundQuest October 2000 - January 2002
Commercial Union (now Aviva Life Insurance Company) June 1974 - October 2000
Skills
Visual Foxpro, T-SQL, C, C#, ASP, JavaScript, VBscript, HTML, XML, Visual Basic, MVS/JCL, TSO, Roscoe, CICS, Life/70, COM+, Microsoft SQL Server, SQL Reporting Services, VSAM, BizTalk, Vision Builder, Vision Journey, FTP, Java, VBScript, Business Analysis, SDLC, SSRS, .NET, Databases, Web Applications, Agile Methodologies, Software Development
Education
Bridgewater State University 1997 — 2001
Computer Science
Massasoit Community College 1980 — 1990
AS, Business
MSPCA-Angell August 2013 - Present
Envestnet Asset Management December 2011 - Present
FundQuest June 2010 - December 2011
FundQuest June 2006 - June 2010
FundQuest January 2002 - June 2006
FundQuest October 2000 - January 2002
Commercial Union (now Aviva Life Insurance Company) June 1974 - October 2000
Skills
Visual Foxpro, T-SQL, C, C#, ASP, JavaScript, VBscript, HTML, XML, Visual Basic, MVS/JCL, TSO, Roscoe, CICS, Life/70, COM+, Microsoft SQL Server, SQL Reporting Services, VSAM, BizTalk, Vision Builder, Vision Journey, FTP, Java, VBScript, Business Analysis, SDLC, SSRS, .NET, Databases, Web Applications, Agile Methodologies, Software Development
Education
Bridgewater State University 1997 — 2001
Computer Science
Massasoit Community College 1980 — 1990
AS, Business
Emily Worley Emily Worley's Envestnet Asset Management Experience July 2008 - February 2010
Job Director of Marketing at Innealta Capital
Industry Investment Management
Experience
Innealta Capital March 2010 - Present
Envestnet Asset Management July 2008 - February 2010
Education
Pepperdine University 2004 — 2008
Bachelor of Science (B.S.), Business Administration
Innealta Capital March 2010 - Present
Envestnet Asset Management July 2008 - February 2010
Education
Pepperdine University 2004 — 2008
Bachelor of Science (B.S.), Business Administration
Sarah Jansen's Envestnet Asset Management Experience February 2009 - January 2013
Job Risk Reporting Consultant at U.S. Bank
Industry Banking
Experience
U.S. Bank August 2015 - Present
BMO Financial Group January 2013 - August 2015
Envestnet Asset Management February 2009 - January 2013
Bank of Scotland June 2004 - May 2008
Skills
Enterprise Risk..., Business Continuity, Change Management, Risk Assessment, Program Management
Education
Stanford University
Strategic Decision & Risk Management Certificate
University of Glasgow
BSc International Business, Finance
U.S. Bank August 2015 - Present
BMO Financial Group January 2013 - August 2015
Envestnet Asset Management February 2009 - January 2013
Bank of Scotland June 2004 - May 2008
Skills
Enterprise Risk..., Business Continuity, Change Management, Risk Assessment, Program Management
Education
Stanford University
Strategic Decision & Risk Management Certificate
University of Glasgow
BSc International Business, Finance
Brady Burkle Brady Burkle's Envestnet Asset Management Experience August 2011 - August 2012
Job Senior Consultant Hedge Fund Services at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation February 2014 - Present
Northern Trust February 2013 - February 2014
Envestnet, Inc August 2012 - February 2013
Envestnet Asset Management August 2011 - August 2012
Wall Street Training November 2010 - November 2010
Adopt-a-School.org August 2007 - March 2008
West Geauga High School August 2004 - May 2006
Skills
Microsoft Office, Sales, Photoshop, Microsoft Excel, Financial Modeling, Investments, Dreamweaver, Banking, Web Design, MS Office Suite, HTML, JavaScript, PIA
Education
The Ohio State University 2006 — 2011
BS, Business Administration
The Ohio State University - The Max M. Fisher College of Business 2006 — 2011
Bachelors of Science, Business Administration
West Geauga High School 2002 — 2006
Northern Trust Corporation February 2014 - Present
Northern Trust February 2013 - February 2014
Envestnet, Inc August 2012 - February 2013
Envestnet Asset Management August 2011 - August 2012
Wall Street Training November 2010 - November 2010
Adopt-a-School.org August 2007 - March 2008
West Geauga High School August 2004 - May 2006
Skills
Microsoft Office, Sales, Photoshop, Microsoft Excel, Financial Modeling, Investments, Dreamweaver, Banking, Web Design, MS Office Suite, HTML, JavaScript, PIA
Education
The Ohio State University 2006 — 2011
BS, Business Administration
The Ohio State University - The Max M. Fisher College of Business 2006 — 2011
Bachelors of Science, Business Administration
West Geauga High School 2002 — 2006
Ryan Patterson, CFA, CFP® Ryan Patterson, CFA, CFP®'s Envestnet Asset Management Experience February 2004 - February 2005
Job Chief Investment Officer at Linscomb & Williams
Industry Financial Services
Experience
Linscomb & Williams January 2012 - Present
UHY Capital Advisors, LLC February 2006 - January 2012
Envestnet Asset Management February 2004 - February 2005
Education
Texas State University-San Marcos 2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance
Linscomb & Williams January 2012 - Present
UHY Capital Advisors, LLC February 2006 - January 2012
Envestnet Asset Management February 2004 - February 2005
Education
Texas State University-San Marcos 2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance
Anju Manian Anju Manian's Envestnet Asset Management Experience August 2005 - January 2007
Job Senior Trade Operations
Industry Investment Management
Experience
Nuveen Investments -- Symphony Asset Management November 2010 - November 2014
EMC Corporation June 2008 - March 2010
Nuveen Investments January 2007 - April 2008
Envestnet Asset Management August 2005 - January 2007
HoneyWell and Warner Brothers January 2001 - August 2004
Skills
Equities, Bloomberg, Fixed Income, Portfolio Management, Investments, Financial Services, Trading, CRM, Investment Strategies, Asset Management, Hedge Funds, Analysis, Mutual Funds, Microsoft Excel, Asset Allocation, Banking, Securities, Investment Management, Management, Enterprise Software, Alternative Investments
Education
San Jose State University 1999 — 2001
Bachelor of Science (BS), Computer Software Engineering
UC Riverside 1997 — 1999
Computer Software Engineering
Nuveen Investments -- Symphony Asset Management November 2010 - November 2014
EMC Corporation June 2008 - March 2010
Nuveen Investments January 2007 - April 2008
Envestnet Asset Management August 2005 - January 2007
HoneyWell and Warner Brothers January 2001 - August 2004
Skills
Equities, Bloomberg, Fixed Income, Portfolio Management, Investments, Financial Services, Trading, CRM, Investment Strategies, Asset Management, Hedge Funds, Analysis, Mutual Funds, Microsoft Excel, Asset Allocation, Banking, Securities, Investment Management, Management, Enterprise Software, Alternative Investments
Education
San Jose State University 1999 — 2001
Bachelor of Science (BS), Computer Software Engineering
UC Riverside 1997 — 1999
Computer Software Engineering
Kurien (Corie) Mathews Kurien (Corie) Mathews's Envestnet Asset Management Experience June 2000 - March 2004
Job Analyst at DiMeo Schneider & Associates
Industry Investment Management
Experience
DiMeo Schneider & Associates July 2005 - September 2011
Envestnet Asset Management June 2000 - March 2004
Hewitt Associates April 1997 - March 2000
Skills
Alternative Investments, Portfolio Management
Education
Loyola University Chicago 1990 — 1995
B.B.A., Economics
DiMeo Schneider & Associates July 2005 - September 2011
Envestnet Asset Management June 2000 - March 2004
Hewitt Associates April 1997 - March 2000
Skills
Alternative Investments, Portfolio Management
Education
Loyola University Chicago 1990 — 1995
B.B.A., Economics
Jennifer Sabin, PHR Jennifer Sabin, PHR's Envestnet Asset Management Experience October 2007 - November 2011
Job Human Resources Manager at Comcast
Industry Telecommunications
Experience
Comcast January 2015 - Present
SeaWorld Parks & Entertainment December 2011 - January 2015
Envestnet Asset Management October 2007 - November 2011
Sikich, LLP September 2006 - September 2007
Old Second Bancorp June 2002 - September 2006
Skills
Employee Relations, Recruiting, Employee Benefits, Policy Analysis, ADP Payroll, Management, ADP, Ultimate Software, Ceridian, Excel, Word, PowerPoint, SAP, DRP, Business Visas, Human Resources, Employee Training, Benefits Administration, Vendor Relations, Policy Writing, FMLA, Leave of Absence...
Education
Aurora University 2003 — 2006
M.B.A, Human Resources
Northern Illinois University 1999 — 2002
B.S, Industrial/Organizational Psychology
Comcast January 2015 - Present
SeaWorld Parks & Entertainment December 2011 - January 2015
Envestnet Asset Management October 2007 - November 2011
Sikich, LLP September 2006 - September 2007
Old Second Bancorp June 2002 - September 2006
Skills
Employee Relations, Recruiting, Employee Benefits, Policy Analysis, ADP Payroll, Management, ADP, Ultimate Software, Ceridian, Excel, Word, PowerPoint, SAP, DRP, Business Visas, Human Resources, Employee Training, Benefits Administration, Vendor Relations, Policy Writing, FMLA, Leave of Absence...
Education
Aurora University 2003 — 2006
M.B.A, Human Resources
Northern Illinois University 1999 — 2002
B.S, Industrial/Organizational Psychology
Ronald Fiske Ronald Fiske's Envestnet Asset Management Experience 2010 - Present
Job Managing Director at Envestnet Asset Management
Industry Financial Services
Experience
Envestnet Asset Management 2010 - Present
Fidelity Investments 2008 - 2010
Pershing 2000 - 2008
Wit SoundView 1999 - 2000
Bankers Trust 1989 - 1999
Citibank 1983 - 1985
Education
Cornell University - Johnson Graduate School of Management 1985 — 1987
MBA, Finance/Accounting
Columbia University in the City of New York 1979 — 1983
BA, History
Envestnet Asset Management 2010 - Present
Fidelity Investments 2008 - 2010
Pershing 2000 - 2008
Wit SoundView 1999 - 2000
Bankers Trust 1989 - 1999
Citibank 1983 - 1985
Education
Cornell University - Johnson Graduate School of Management 1985 — 1987
MBA, Finance/Accounting
Columbia University in the City of New York 1979 — 1983
BA, History
Shannon Bready Shannon Bready's Envestnet Asset Management Experience April 2012 - September 2013
Job VP, Vantage Support at Envestnet Asset Management
Industry Financial Services
Experience
Envestnet, Inc October 2013 - Present
Envestnet Asset Management April 2012 - September 2013
Envestnet Asset Management/B-Ready Outsourcing Solutions, Inc. April 2010 - April 2012
B-Ready Outsourcing Solutions, Inc. March 2006 - April 2010
Siemens Diesel Systems Technology 2001 - 2006
Cisco Systems 2000 - 2001
Pirelli Optical Systems, NA October 1998 - January 2000
McMurray Fabrics, Inc. 1998 - 1999
Skills
Operations Management, Customer Service, Training, Data Aggregation, PortfolioCenter, Logistics Management, Master Scheduling, ByAllAccounts
Education
Clemson University 1989 — 1993
B.S., Textile Management
Envestnet, Inc October 2013 - Present
Envestnet Asset Management April 2012 - September 2013
Envestnet Asset Management/B-Ready Outsourcing Solutions, Inc. April 2010 - April 2012
B-Ready Outsourcing Solutions, Inc. March 2006 - April 2010
Siemens Diesel Systems Technology 2001 - 2006
Cisco Systems 2000 - 2001
Pirelli Optical Systems, NA October 1998 - January 2000
McMurray Fabrics, Inc. 1998 - 1999
Skills
Operations Management, Customer Service, Training, Data Aggregation, PortfolioCenter, Logistics Management, Master Scheduling, ByAllAccounts
Education
Clemson University 1989 — 1993
B.S., Textile Management
Thomas Simutis Thomas Simutis's Envestnet Asset Management Experience July 2002 - August 2014
Job Managing Director, Cedar Capital
Industry Financial Services
Experience
Cedar Capital August 2014 - Present
Envestnet Asset Management July 2002 - August 2014
Nuveen Investments November 2001 - July 2002
Banc One Capital Markets November 1997 - October 2000
Skills
Series 7, ETFs, Mutual Funds, Series 63, Asset Allocation, Wealth Management, Asset Managment, Separately Managed..., Investment Advisory, Series 65, Asset Management, Alternative Investments, Investment Strategies, Investment Management, Bloomberg, Derivatives, Risk Management, Fixed Income, Portfolio Management, Investments, Securities
Education
Northwestern University
Bachelors, Majors: History and Finance
Cedar Capital August 2014 - Present
Envestnet Asset Management July 2002 - August 2014
Nuveen Investments November 2001 - July 2002
Banc One Capital Markets November 1997 - October 2000
Skills
Series 7, ETFs, Mutual Funds, Series 63, Asset Allocation, Wealth Management, Asset Managment, Separately Managed..., Investment Advisory, Series 65, Asset Management, Alternative Investments, Investment Strategies, Investment Management, Bloomberg, Derivatives, Risk Management, Fixed Income, Portfolio Management, Investments, Securities
Education
Northwestern University
Bachelors, Majors: History and Finance
Noelle Rogers Noelle Rogers's Envestnet Asset Management Experience June 2012 - August 2012
Job Audit Associate at KPMG
Industry Accounting
Experience
KPMG October 2015 - Present
Nouveau Elevator May 2014 - August 2014
KPMG US June 2013 - August 2013
Envestnet Asset Management June 2012 - August 2012
Credit Suisse June 2011 - August 2011
View Restaurant May 2010 - August 2010
Education
University of Denver 2014 — 2015
Master's Degree, Accounting
Lehigh University 2010 — 2014
Accounting
University College of London
Political Science
KPMG October 2015 - Present
Nouveau Elevator May 2014 - August 2014
KPMG US June 2013 - August 2013
Envestnet Asset Management June 2012 - August 2012
Credit Suisse June 2011 - August 2011
View Restaurant May 2010 - August 2010
Education
University of Denver 2014 — 2015
Master's Degree, Accounting
Lehigh University 2010 — 2014
Accounting
University College of London
Political Science
Melissa Santas Peterson, CFA Melissa Santas Peterson, CFA's Envestnet Asset Management Experience November 2010 - July 2013
Job Director, MFA Asset Management
Industry Investment Management
Experience
MFA Asset Management, LLC 2013 - Present
Envestnet Asset Management November 2010 - July 2013
John Hancock Financial Services 2007 - 2010
Karpus Investment Management 2003 - 2007
Education
Suffolk University - Sawyer School of Management 2011 — 2014
MBA
The College of Wooster
Bachelors, Business Economics
MFA Asset Management, LLC 2013 - Present
Envestnet Asset Management November 2010 - July 2013
John Hancock Financial Services 2007 - 2010
Karpus Investment Management 2003 - 2007
Education
Suffolk University - Sawyer School of Management 2011 — 2014
MBA
The College of Wooster
Bachelors, Business Economics
Lauren Roberts's Envestnet Asset Management Experience March 2012 - May 2013
Job VP, Enterprise Consultant at Envestnet, Inc
Industry Financial Services
Experience
Envestnet, Inc May 2013 - Present
Envestnet Asset Management March 2012 - May 2013
Envestnet, Inc February 2010 - March 2012
Envestnet, Inc December 2007 - February 2010
Citi October 2006 - December 2007
NOVA Japanese Language School October 2003 - October 2004
Skills
Securities, Mutual Funds, Series 7, Investment Advisory, Series 63, Investments, Wealth Management, FINRA, Financial Services, Asset Allocation, Alternative Investments, Derivatives, Asset Managment, Risk Management, Relationship Management, Options, Portfolio Management, Bloomberg, Investment Strategies, ETFs, Equities, Asset Management
Education
Marquette University 1999 — 2003
Bachelor of Science, International Business & Marketing
Envestnet, Inc May 2013 - Present
Envestnet Asset Management March 2012 - May 2013
Envestnet, Inc February 2010 - March 2012
Envestnet, Inc December 2007 - February 2010
Citi October 2006 - December 2007
NOVA Japanese Language School October 2003 - October 2004
Skills
Securities, Mutual Funds, Series 7, Investment Advisory, Series 63, Investments, Wealth Management, FINRA, Financial Services, Asset Allocation, Alternative Investments, Derivatives, Asset Managment, Risk Management, Relationship Management, Options, Portfolio Management, Bloomberg, Investment Strategies, ETFs, Equities, Asset Management
Education
Marquette University 1999 — 2003
Bachelor of Science, International Business & Marketing
Kimberly Chin Muska, CFP®, CDFA™'s Envestnet Asset Management Experience July 2000 - October 2002
Job Senior Vice President, Wealth Advisor at Key Private Bank
Industry Financial Services
Experience
Key Private Bank February 2015 - Present
City Fruit 2012 - Present
Halbert Hargrove April 2012 - February 2015
RBC Wealth Management April 2009 - October 2009
UBS Financial Services April 2004 - April 2009
Northern Trust Asset Management October 2002 - March 2004
Envestnet Asset Management July 2000 - October 2002
Morgan Stanley May 1997 - July 2000
Education
DePaul University
Certificate Program, Financial Planning
Loyola University Chicago
Bachelor of Business Administration (B.B.A.)
Key Private Bank February 2015 - Present
City Fruit 2012 - Present
Halbert Hargrove April 2012 - February 2015
RBC Wealth Management April 2009 - October 2009
UBS Financial Services April 2004 - April 2009
Northern Trust Asset Management October 2002 - March 2004
Envestnet Asset Management July 2000 - October 2002
Morgan Stanley May 1997 - July 2000
Education
DePaul University
Certificate Program, Financial Planning
Loyola University Chicago
Bachelor of Business Administration (B.B.A.)
Anna Pantoja Anna Pantoja's Envestnet Asset Management Experience October 2010 - April 2012
Job AVP, Supervisor, Institutional Managed Account Services at Envestnet, Inc
Industry Financial Services
Experience
Envestnet, Inc November 2013 - Present
Envestnet, Inc April 2013 - October 2013
Envestnet, Inc April 2012 - April 2013
Envestnet Asset Management October 2010 - April 2012
Envestnet Asset Management October 2009 - October 2010
Envestnet Asset Management March 2008 - October 2009
United States Marine Corps July 2007 - March 2008
United States Marine Corps March 2004 - March 2008
Skills
Bilingual-Spanish, Training, PowerPoint, Outlook, Customer Service, Microsoft Word, Research, Leadership, Management, Risk Management, Microsoft Excel, Process Improvement, Accounting, Strategic Planning
Education
Metropolitan State University of Denver 2011 — 2014
Bachelor's Degree, Finance and Financial Management Services
Central Texas College
Associate Degree, General Studies
United States Marine Corps
Envestnet, Inc November 2013 - Present
Envestnet, Inc April 2013 - October 2013
Envestnet, Inc April 2012 - April 2013
Envestnet Asset Management October 2010 - April 2012
Envestnet Asset Management October 2009 - October 2010
Envestnet Asset Management March 2008 - October 2009
United States Marine Corps July 2007 - March 2008
United States Marine Corps March 2004 - March 2008
Skills
Bilingual-Spanish, Training, PowerPoint, Outlook, Customer Service, Microsoft Word, Research, Leadership, Management, Risk Management, Microsoft Excel, Process Improvement, Accounting, Strategic Planning
Education
Metropolitan State University of Denver 2011 — 2014
Bachelor's Degree, Finance and Financial Management Services
Central Texas College
Associate Degree, General Studies
United States Marine Corps
Chip Buckman Chip Buckman's Envestnet Asset Management Experience 2004 - 2012
Job Managing Director at Buckman, Buckman & Reid Inc.
Industry Financial Services
Experience
Buckman Buckman & Reid Inc September 1993 - Present
Envestnet Asset Management 2004 - 2012
Halpert and Company 1991 - 1994
Skills
Portfolio Management, Financial Analysis, Municipal Bonds, Covered Calls, Exchange Traded Funds, College Savings Plans, Retirement Planning, Retirement Savings, Retirement Plan..., Qualified Retirement..., Team Building, Sales, ETFs, Investments, Financial Advisory, Options, Finance, Series 7, Mutual Funds, Asset Management, Securities, Equities, Wealth Management, Series 63
Education
St. Francis University 1987 — 1991
BS, Business, Management, Marketing, and Related Support Services
Red Bank Catholic 1983 — 1987
Buckman Buckman & Reid Inc September 1993 - Present
Envestnet Asset Management 2004 - 2012
Halpert and Company 1991 - 1994
Skills
Portfolio Management, Financial Analysis, Municipal Bonds, Covered Calls, Exchange Traded Funds, College Savings Plans, Retirement Planning, Retirement Savings, Retirement Plan..., Qualified Retirement..., Team Building, Sales, ETFs, Investments, Financial Advisory, Options, Finance, Series 7, Mutual Funds, Asset Management, Securities, Equities, Wealth Management, Series 63
Education
St. Francis University 1987 — 1991
BS, Business, Management, Marketing, and Related Support Services
Red Bank Catholic 1983 — 1987
Jason Kellogg's Envestnet Asset Management Experience November 2007 - November 2008
Job Partner at McGladrey LLP and Board Member Colorado Leadership Board at ADA
Industry Accounting
Experience
McGladrey November 2008 - Present
American Diabetes Association December 2013 - Present
Envestnet Asset Management November 2007 - November 2008
Deloitte April 2002 - November 2007
Arthur Andersen September 2000 - April 2002
Skills
SEC, Auditing, CPA, Mutual Funds, SEC filings, US GAAP, Financial Services, Fund Of Funds, Private Equity, Accounting, Financial Reporting, Hedge Funds, Assurance, GAAP, Venture Capital, Leadership, Risk Management, External Audit, Financial Audits, Alternative Investments, SEC Filings
Education
Siena College 1995 — 2000
MBA / BBA, Accounting
McGladrey November 2008 - Present
American Diabetes Association December 2013 - Present
Envestnet Asset Management November 2007 - November 2008
Deloitte April 2002 - November 2007
Arthur Andersen September 2000 - April 2002
Skills
SEC, Auditing, CPA, Mutual Funds, SEC filings, US GAAP, Financial Services, Fund Of Funds, Private Equity, Accounting, Financial Reporting, Hedge Funds, Assurance, GAAP, Venture Capital, Leadership, Risk Management, External Audit, Financial Audits, Alternative Investments, SEC Filings
Education
Siena College 1995 — 2000
MBA / BBA, Accounting
Bethany Kanui Bethany Kanui's Envestnet Asset Management Experience 2008 - 2008
Job Sr. Technical Writer, Contract at Azul Systems
Industry Computer Software
Experience
Azul Systems November 2010 - Present
Kanui Communications 1997 - Present
Big Switch Networks July 2012 - May 2014
Nebula July 2012 - November 2012
Nexenta Systems October 2011 - April 2012
Salesforce.com June 2010 - November 2010
Data Domain March 2010 - September 2010
Okta, Inc. February 2010 - July 2010
VMware 2007 - 2009
Envestnet Asset Management 2008 - 2008
Skills
Cloud Computing, Enterprise Software, Virtualization, APIs, Storage, Unix, Linux, Windows, Disaster Recovery, Web Services, Cluster, High Availability, Mac, SDK, FrameMaker, Technical Writing, User Experience, Online Help, DITA, SharePoint, XML, Software Documentation, Technical Documentation, RoboHelp, Wikis, Technical Communication, Structured Authoring, SnagIt, Visio, Manuals, Release Notes, Captivate, Adobe Acrobat, SaaS, HTML, White Papers, Technical Editing, Single Sourcing, Content Management, PaintShop Pro, Scrum, Testing, Dreamweaver, XMetal, Perforce, DITA XML, Online Help Development
Education
University of California, Los Angeles
BA, Biology
San Jose State University
Biology
Azul Systems November 2010 - Present
Kanui Communications 1997 - Present
Big Switch Networks July 2012 - May 2014
Nebula July 2012 - November 2012
Nexenta Systems October 2011 - April 2012
Salesforce.com June 2010 - November 2010
Data Domain March 2010 - September 2010
Okta, Inc. February 2010 - July 2010
VMware 2007 - 2009
Envestnet Asset Management 2008 - 2008
Skills
Cloud Computing, Enterprise Software, Virtualization, APIs, Storage, Unix, Linux, Windows, Disaster Recovery, Web Services, Cluster, High Availability, Mac, SDK, FrameMaker, Technical Writing, User Experience, Online Help, DITA, SharePoint, XML, Software Documentation, Technical Documentation, RoboHelp, Wikis, Technical Communication, Structured Authoring, SnagIt, Visio, Manuals, Release Notes, Captivate, Adobe Acrobat, SaaS, HTML, White Papers, Technical Editing, Single Sourcing, Content Management, PaintShop Pro, Scrum, Testing, Dreamweaver, XMetal, Perforce, DITA XML, Online Help Development
Education
University of California, Los Angeles
BA, Biology
San Jose State University
Biology
Chapman Mitchell Chapman Mitchell's Envestnet Asset Management Experience June 2008 - August 2008
Job Investment Banking Associate at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey September 2014 - Present
SunTrust Robinson Humphrey December 2010 - September 2014
State Bank and Trust Company October 2009 - December 2010
Envestnet Asset Management June 2008 - August 2008
CIBA Vision June 2007 - August 2007
Skills
Financial Modeling, Stress Testing, Financial Analysis, Credit Analysis, Investment Banking, Due Diligence, Financial Structuring
Education
Mercer University 2005 — 2009
Finance, Economics, Accounting
SunTrust Robinson Humphrey September 2014 - Present
SunTrust Robinson Humphrey December 2010 - September 2014
State Bank and Trust Company October 2009 - December 2010
Envestnet Asset Management June 2008 - August 2008
CIBA Vision June 2007 - August 2007
Skills
Financial Modeling, Stress Testing, Financial Analysis, Credit Analysis, Investment Banking, Due Diligence, Financial Structuring
Education
Mercer University 2005 — 2009
Finance, Economics, Accounting
Christie Thebault Christie Thebault's Envestnet Asset Management Experience June 2011 - Present
Job Event Coordinator at Envestnet, Inc
Industry Financial Services
Experience
Envestnet, Inc March 2014 - Present
Envestnet Asset Management June 2011 - Present
HL Group June 2010 - August 2010
Janet Simon Inc. June 2009 - August 2009
Skills
Asset Managment, PowerPoint, Social Media, Microsoft Excel, Microsoft Office, Microsoft Word, Social Media Marketing, Marketing, Salesforce.com, Social Networking
Education
Fairfield University 2007 — 2011
Bachelor of Arts, Communication
Oak Knoll School 2003 — 2007
Envestnet, Inc March 2014 - Present
Envestnet Asset Management June 2011 - Present
HL Group June 2010 - August 2010
Janet Simon Inc. June 2009 - August 2009
Skills
Asset Managment, PowerPoint, Social Media, Microsoft Excel, Microsoft Office, Microsoft Word, Social Media Marketing, Marketing, Salesforce.com, Social Networking
Education
Fairfield University 2007 — 2011
Bachelor of Arts, Communication
Oak Knoll School 2003 — 2007
Lisa Mark's Envestnet Asset Management Experience April 2010 - July 2011
Job Vice President, Product Analyst at Envestnet, Inc
Industry Financial Services
Experience
Envestnet, Inc September 2014 - Present
Envestnet, Inc July 2013 - September 2014
Envestnet, Inc July 2011 - June 2013
Envestnet Asset Management April 2010 - July 2011
Envestnet Asset Management June 2009 - April 2010
Envestnet Asset Management October 2008 - June 2009
Envestnet Asset Management January 2008 - October 2008
Boston.com 2006 - 2007
Skills
Product Development, Project Management, Microsoft Office, Visio, Analytic Problem Solving, Management, Portfolio Management, Customer Service, Business Analysis, Training, Leadership, Financial Analysis, Financial Services, Risk Management, Trading, Process Improvement, Asset Management
Education
Brandeis University 2002 — 2006
BA, Economics, Chemistry
Kaiser High School 1998 — 2002
Envestnet, Inc September 2014 - Present
Envestnet, Inc July 2013 - September 2014
Envestnet, Inc July 2011 - June 2013
Envestnet Asset Management April 2010 - July 2011
Envestnet Asset Management June 2009 - April 2010
Envestnet Asset Management October 2008 - June 2009
Envestnet Asset Management January 2008 - October 2008
Boston.com 2006 - 2007
Skills
Product Development, Project Management, Microsoft Office, Visio, Analytic Problem Solving, Management, Portfolio Management, Customer Service, Business Analysis, Training, Leadership, Financial Analysis, Financial Services, Risk Management, Trading, Process Improvement, Asset Management
Education
Brandeis University 2002 — 2006
BA, Economics, Chemistry
Kaiser High School 1998 — 2002
Stacy Dang Stacy Dang's Envestnet Asset Management Experience June 2007 - June 2011
Job Senior Compliance Associate at Performance Trust Capital Partners, LLC
Industry Financial Services
Experience
Performance Trust Capital Partners June 2011 - Present
Envestnet Asset Management June 2007 - June 2011
S4 Capital LLC May 2003 - June 2007
Education
University of California, San Diego 1992 — 1997
BS, Management Science
Performance Trust Capital Partners June 2011 - Present
Envestnet Asset Management June 2007 - June 2011
S4 Capital LLC May 2003 - June 2007
Education
University of California, San Diego 1992 — 1997
BS, Management Science
John Riecke's Envestnet Asset Management Experience November 2011 - Present
Job Manager Operations Analyst at Envestnet Asset Management
Industry Accounting
Experience
Envestnet Asset Management November 2011 - Present
WealthTouch, Inc. June 2009 - June 2011
WealthTouch, Inc. March 2008 - June 2009
Aurora Loan Services September 2005 - January 2008
Aurora Loan Services January 2005 - September 2005
Skills
Project Management, Customer Service, Process Scheduler, Process Improvement, Microsoft Office, Analysis, Software Documentation, Community Outreach, Training, Management, Problem Solving
Education
Southern Methodist University 2002 — 2004
BA, Political Science
Envestnet Asset Management November 2011 - Present
WealthTouch, Inc. June 2009 - June 2011
WealthTouch, Inc. March 2008 - June 2009
Aurora Loan Services September 2005 - January 2008
Aurora Loan Services January 2005 - September 2005
Skills
Project Management, Customer Service, Process Scheduler, Process Improvement, Microsoft Office, Analysis, Software Documentation, Community Outreach, Training, Management, Problem Solving
Education
Southern Methodist University 2002 — 2004
BA, Political Science
Beau McBride's Envestnet Asset Management Experience December 2011 - Present
Job Regional Director of RIA Sales at Envestnet, Inc
Industry Financial Services
Experience
Envestnet, Inc January 2015 - Present
Envestnet Asset Management December 2011 - Present
Envestnet Asset Management June 2006 - December 2011
National City Bank July 2001 - September 2004
Skills
Portfolio Management, Series 63, Securities, Wealth Management, Financial Services, Financial Advisory, Investments, Finance, Customer Service, Strategic Planning, Series 6, Asset Management, Mutual Funds, Series 7, Microsoft Office, Investment Advisory, Trading, Selling, Relationship Management, Business Analysis, Equities, Asset Allocation, ETFs, Problem Solving, Bloomberg, Asset Managment, Banking, Analysis, Derivatives, Risk Management, Business Development, FINRA, Investment Strategies, Consultative Selling, Customer Relations
Education
Illinois State University 1997 — 2001
Bachelor's degree, Marketing
Envestnet, Inc January 2015 - Present
Envestnet Asset Management December 2011 - Present
Envestnet Asset Management June 2006 - December 2011
National City Bank July 2001 - September 2004
Skills
Portfolio Management, Series 63, Securities, Wealth Management, Financial Services, Financial Advisory, Investments, Finance, Customer Service, Strategic Planning, Series 6, Asset Management, Mutual Funds, Series 7, Microsoft Office, Investment Advisory, Trading, Selling, Relationship Management, Business Analysis, Equities, Asset Allocation, ETFs, Problem Solving, Bloomberg, Asset Managment, Banking, Analysis, Derivatives, Risk Management, Business Development, FINRA, Investment Strategies, Consultative Selling, Customer Relations
Education
Illinois State University 1997 — 2001
Bachelor's degree, Marketing
Luke Vinnola Luke Vinnola's Envestnet Asset Management Experience July 2011 - Present
Job VP, Regional Director
Industry Financial Services
Experience
Envestnet Asset Management July 2011 - Present
Curian Capital May 2005 - July 2011
Skills
Separately Managed..., Managed Accounts, Wholesaling, Series 7, Investment Advisory, ETFs, Mutual Funds, Unified Managed Accounts
Education
University of Colorado at Boulder 2000 — 2005
Economics
Envestnet Asset Management July 2011 - Present
Curian Capital May 2005 - July 2011
Skills
Separately Managed..., Managed Accounts, Wholesaling, Series 7, Investment Advisory, ETFs, Mutual Funds, Unified Managed Accounts
Education
University of Colorado at Boulder 2000 — 2005
Economics
Karen McCue, CFA, AIF® Karen McCue, CFA, AIF®'s Envestnet Asset Management Experience 2009 - 2010
Job CEO and Founder at The Wealth Management Group, LLC
Industry Financial Services
Experience
The Wealth Management Group, LLC September 2010 - Present
CFA Society of Nevada 2010 - 2011
Envestnet Asset Management 2009 - 2010
Envestnet Asset Management April 2004 - September 2009
NetAssetManagement (Envestnet Asset Management) April 2000 - 2004
NWQ Investment Management 1990 - 2000
Drexel Burnham Lambert 1986 - 1990
Skills
Wealth Management, Investment Strategies, Financial Services, Portfolio Management, Asset Managment, Investment Advisory, Investments, Relationship Management, Product Management, Mutual Funds, Management, Asset Management, Marketing, Financial Modeling, Alternative Investments, Business Development, Securities, Business Analysis, Hedge Funds, Asset Allocation, Strategic Financial..., Series 7, Equities, Risk Management, Capital Markets, Investment Banking, Financial Analysis, Investment Management, Fixed Income, Finance, Private Equity
Education
CFA Institute 1983 — 1986
CFA
University of California, Los Angeles 1982 — 1983
Designation in Personal Financial Planning, Financial Planning
University of California, Los Angeles
B.A., English Literature
The Wealth Management Group, LLC September 2010 - Present
CFA Society of Nevada 2010 - 2011
Envestnet Asset Management 2009 - 2010
Envestnet Asset Management April 2004 - September 2009
NetAssetManagement (Envestnet Asset Management) April 2000 - 2004
NWQ Investment Management 1990 - 2000
Drexel Burnham Lambert 1986 - 1990
Skills
Wealth Management, Investment Strategies, Financial Services, Portfolio Management, Asset Managment, Investment Advisory, Investments, Relationship Management, Product Management, Mutual Funds, Management, Asset Management, Marketing, Financial Modeling, Alternative Investments, Business Development, Securities, Business Analysis, Hedge Funds, Asset Allocation, Strategic Financial..., Series 7, Equities, Risk Management, Capital Markets, Investment Banking, Financial Analysis, Investment Management, Fixed Income, Finance, Private Equity
Education
CFA Institute 1983 — 1986
CFA
University of California, Los Angeles 1982 — 1983
Designation in Personal Financial Planning, Financial Planning
University of California, Los Angeles
B.A., English Literature
Ariel (Schutte) Hurd Ariel (Schutte) Hurd's Envestnet Asset Management Experience January 2007 - August 2008
Job Trader at Scharf Investments
Industry Financial Services
Experience
Scharf Investments May 2015 - Present
Scharf Investments May 2015 - Present
Destination Wealth Management November 2009 - May 2015
Charles Schwab, Inc August 2008 - November 2009
Envestnet Asset Management January 2007 - August 2008
Skills
Portfolio Management, Investments, Mutual Funds, Trading, Economics, Wealth Management, Financial Advisory, Analysis, Banking, Equities, Asset Allocation, Asset Management
Education
University of Colorado at Boulder 2005 — 2006
Bachelor of Arts, Economics
Penn State University 2002 — 2004
Statistics
Scharf Investments May 2015 - Present
Scharf Investments May 2015 - Present
Destination Wealth Management November 2009 - May 2015
Charles Schwab, Inc August 2008 - November 2009
Envestnet Asset Management January 2007 - August 2008
Skills
Portfolio Management, Investments, Mutual Funds, Trading, Economics, Wealth Management, Financial Advisory, Analysis, Banking, Equities, Asset Allocation, Asset Management
Education
University of Colorado at Boulder 2005 — 2006
Bachelor of Arts, Economics
Penn State University 2002 — 2004
Statistics
Phillip Keippel Phillip Keippel's Envestnet Asset Management Experience July 2011 - November 2012
Job Mutual Fund Associate
Industry Financial Services
Experience
Northern Trust Asset Management January 2015 - Present
Northern Trust Corporation March 2014 - January 2015
Northern Trust November 2012 - March 2014
Envestnet Asset Management July 2011 - November 2012
Financial Group June 2010 - July 2011
Smartvestments December 2005 - May 2010
Skills
Investments, Finance, Mutual Funds, Derivatives, Wealth Management, Asset Management, Equities, Financial Services, Fixed Income, Portfolio Management, Strategic Financial..., Hedge Funds
Education
Saint Xavier University
BBA, Finance
Saint Viator High School 2001 — 2005
Northern Trust Asset Management January 2015 - Present
Northern Trust Corporation March 2014 - January 2015
Northern Trust November 2012 - March 2014
Envestnet Asset Management July 2011 - November 2012
Financial Group June 2010 - July 2011
Smartvestments December 2005 - May 2010
Skills
Investments, Finance, Mutual Funds, Derivatives, Wealth Management, Asset Management, Equities, Financial Services, Fixed Income, Portfolio Management, Strategic Financial..., Hedge Funds
Education
Saint Xavier University
BBA, Finance
Saint Viator High School 2001 — 2005
Ed Shanahan's Envestnet Asset Management Experience May 2011 - Present
Job Data Conversion at Envestnet
Industry Financial Services
Experience
Envestnet Asset Management May 2011 - Present
Lincoln Trust Company (formerly Fiserv Investment Support Services) March 2005 - April 2010
OppenheimerFunds May 1995 - November 2004
Skills
Process Improvement, Vendor Management, Mutual Funds, Operations Management, Financial Services, Relationship Management, Change Management, Product Management, Management, Business Process, Securities, Leadership, Analysis, Call Centers, Team Building, Strategic Planning, Quality Assurance, Employee Engagement, Software Documentation
Education
Florida State University
BS degree, Business
Envestnet Asset Management May 2011 - Present
Lincoln Trust Company (formerly Fiserv Investment Support Services) March 2005 - April 2010
OppenheimerFunds May 1995 - November 2004
Skills
Process Improvement, Vendor Management, Mutual Funds, Operations Management, Financial Services, Relationship Management, Change Management, Product Management, Management, Business Process, Securities, Leadership, Analysis, Call Centers, Team Building, Strategic Planning, Quality Assurance, Employee Engagement, Software Documentation
Education
Florida State University
BS degree, Business
Linda Bready Linda Bready's Envestnet Asset Management Experience April 2010 - Present
Job Senior VP at Envestnet
Industry Financial Services
Experience
Envestnet Asset Management April 2010 - Present
B-Ready Outsourcing Solutions, Inc. 1999 - Present
Open Finance Network March 2008 - March 2010
Skills
Wealth Management, Portfolio Management, Investment Advisory, Investments, Mutual Funds, Equities, Series 63, Asset Allocation, Asset Management, Securities, Financial Advisory, Series 7, Retirement Planning, Relationship Management, Financial Services, Investment Management, Investment Strategies, Alternative Investments, 401k, Asset Managment, Business Analysis, Fixed Income, Financial Planners, Bloomberg, Strategic Financial..., Hedge Funds, ETFs, Trading
Education
Northwestern University
San Diego State University-California State University
Envestnet Asset Management April 2010 - Present
B-Ready Outsourcing Solutions, Inc. 1999 - Present
Open Finance Network March 2008 - March 2010
Skills
Wealth Management, Portfolio Management, Investment Advisory, Investments, Mutual Funds, Equities, Series 63, Asset Allocation, Asset Management, Securities, Financial Advisory, Series 7, Retirement Planning, Relationship Management, Financial Services, Investment Management, Investment Strategies, Alternative Investments, 401k, Asset Managment, Business Analysis, Fixed Income, Financial Planners, Bloomberg, Strategic Financial..., Hedge Funds, ETFs, Trading
Education
Northwestern University
San Diego State University-California State University
Clint P. George's Envestnet Asset Management Experience June 2004 - November 2006
Job Research Assistant at University of Florida
Industry Computer Software
Experience
University of Florida January 2009 - Present
Robert Bosch August 2012 - December 2012
Tata Consultancy Services November 2006 - July 2008
Envestnet Asset Management June 2004 - November 2006
Skills
Machine Learning, Pattern Recognition, Java, C++, C, Matlab, Data Mining, Eclipse, Python, Statistics, LaTeX, Programming, Unix, R, Computer Science
Education
University of Florida 2011 — 2014
Doctor of Philosophy, Machine learning, applied statistics, statistical inference
University of Florida 2008 — 2010
Master of Science, Computer Science, Machine Learning
College of Engineering, Trivandrum 2000 — 2004
Bachelor of Technology, Computer Science
St. Thomas College, Thrissur 1998 — 2000
Pre-degree, Maths, Physics, Chemistry
University of Florida January 2009 - Present
Robert Bosch August 2012 - December 2012
Tata Consultancy Services November 2006 - July 2008
Envestnet Asset Management June 2004 - November 2006
Skills
Machine Learning, Pattern Recognition, Java, C++, C, Matlab, Data Mining, Eclipse, Python, Statistics, LaTeX, Programming, Unix, R, Computer Science
Education
University of Florida 2011 — 2014
Doctor of Philosophy, Machine learning, applied statistics, statistical inference
University of Florida 2008 — 2010
Master of Science, Computer Science, Machine Learning
College of Engineering, Trivandrum 2000 — 2004
Bachelor of Technology, Computer Science
St. Thomas College, Thrissur 1998 — 2000
Pre-degree, Maths, Physics, Chemistry
Ryan Thomas Darr Ryan Thomas Darr's Envestnet Asset Management Experience December 2011 - Present
Job Vice President, Regional Director at Envestnet Asset Management
Industry Financial Services
Experience
Envestnet Asset Management December 2011 - Present
FundQuest, Incorporated January 2011 - December 2011
FundQuest, Incorporated February 2009 - January 2011
FundQuest, Incorporated October 2005 - February 2009
Good Brothers Auto Group May 2002 - August 2005
Education
Newbury College 2000 — 2005
BS, Graphic Design, Sales and Marketing
Envestnet Asset Management December 2011 - Present
FundQuest, Incorporated January 2011 - December 2011
FundQuest, Incorporated February 2009 - January 2011
FundQuest, Incorporated October 2005 - February 2009
Good Brothers Auto Group May 2002 - August 2005
Education
Newbury College 2000 — 2005
BS, Graphic Design, Sales and Marketing
Steve Ash, CPA's Envestnet Asset Management Experience October 1997 - September 1999
Job VP Financial Services
Industry Financial Services
Experience
Jackson National Life Distributors LLC March 2004 - Present
First Western Trust Bank January 2001 - February 2004
Trust Company of America October 1999 - February 2001
Envestnet Asset Management October 1997 - September 1999
Fortis March 1995 - September 1997
E & Y 1993 - 1995
KPMG 1986 - 1993
Skills
Certified Retirement..., FINRA Series 7 (2012), FINRA Series 99 (2012), Accounting, Finance, Information Technology, Auditing, Financial Analysis
Education
State University of New York College at Fredonia 1977 — 1979
Bachelor of Business Administration (B.B.A.)
Jackson National Life Distributors LLC March 2004 - Present
First Western Trust Bank January 2001 - February 2004
Trust Company of America October 1999 - February 2001
Envestnet Asset Management October 1997 - September 1999
Fortis March 1995 - September 1997
E & Y 1993 - 1995
KPMG 1986 - 1993
Skills
Certified Retirement..., FINRA Series 7 (2012), FINRA Series 99 (2012), Accounting, Finance, Information Technology, Auditing, Financial Analysis
Education
State University of New York College at Fredonia 1977 — 1979
Bachelor of Business Administration (B.B.A.)
Stephan Dimos's Envestnet Asset Management Experience May 2006 - December 2007
Job Endowment Fund Accountant at Jewish United Fund/Jewish Federation of Metropolitan Chicago
Industry Accounting
Experience
Jewish United Fund/Jewish Federation of Metropolitan Chicago July 2011 - Present
Swartz Retson & Co., P.C. March 2011 - May 2011
Liberty Tax Service January 2009 - January 2011
Traders Capital LLC December 2009 - September 2010
Envestnet Asset Management May 2006 - December 2007
Chicago Symphony Orchestra May 2004 - August 2004
Skills
Tax, Trading, Fund Accounting, Financial Operations, Accounting, Financial Reporting, Excel, Quickbooks, Microsoft Office, Compliance, QuickBooks, Microsoft Excel, Investments, Finance, Accounts Receivable, Auditing, Portfolio Management, Account Reconciliation, General Ledger, Equities, Financial Services, Management, Nonprofits, Financial Analysis, Time Management, Asset Management, Mutual Funds
Education
University of Oxford - Said Business School
Diploma in Financial Strategy
Indiana University-Northwest 2010 — 2010
Post Baccalaureate Certificate in Accounting
Indiana University-Northwest 2002 — 2005
B.S., Financial Information Systems
University of Michigan 1999 — 2001
B.M. in Piano Performance - coursework
Jewish United Fund/Jewish Federation of Metropolitan Chicago July 2011 - Present
Swartz Retson & Co., P.C. March 2011 - May 2011
Liberty Tax Service January 2009 - January 2011
Traders Capital LLC December 2009 - September 2010
Envestnet Asset Management May 2006 - December 2007
Chicago Symphony Orchestra May 2004 - August 2004
Skills
Tax, Trading, Fund Accounting, Financial Operations, Accounting, Financial Reporting, Excel, Quickbooks, Microsoft Office, Compliance, QuickBooks, Microsoft Excel, Investments, Finance, Accounts Receivable, Auditing, Portfolio Management, Account Reconciliation, General Ledger, Equities, Financial Services, Management, Nonprofits, Financial Analysis, Time Management, Asset Management, Mutual Funds
Education
University of Oxford - Said Business School
Diploma in Financial Strategy
Indiana University-Northwest 2010 — 2010
Post Baccalaureate Certificate in Accounting
Indiana University-Northwest 2002 — 2005
B.S., Financial Information Systems
University of Michigan 1999 — 2001
B.M. in Piano Performance - coursework
Marie-France St-Pierre, MBA's Envestnet Asset Management Experience November 2010 - May 2014
Job Sr. Test Lead Linguistic Software at SDL plc
Industry Financial Services
Experience
SDL plc July 2015 - Present
SDL International May 2015 - Present
Marie's Furry Buddies, LLC May 2015 - Present
TIAA-CREF May 2014 - March 2015
Envestnet Asset Management November 2010 - May 2014
Envestnet Asset Management July 2006 - November 2010
LPL May 2005 - July 2006
Charles Schwab & Co 2004 - 2005
LPL (Headquarters) December 2000 - May 2003
Skills
Series 7, Mutual Funds, Securities, Asset Allocation, Equities, Series 63, Trading, Fixed Income, Analysis, Investment Advisory, Alternative Investments, Risk Management, Derivatives, Bloomberg, Financial Services, Banking, Investment Strategies
Education
University of Denver 2004 — 2006
MBA, Finance
Université de Montréal 1991 — 1994
B. A., East Asian Studies and Political Sc.
McGill University 1987 — 1991
B. Sc, Microbiology & Immunology
SDL plc July 2015 - Present
SDL International May 2015 - Present
Marie's Furry Buddies, LLC May 2015 - Present
TIAA-CREF May 2014 - March 2015
Envestnet Asset Management November 2010 - May 2014
Envestnet Asset Management July 2006 - November 2010
LPL May 2005 - July 2006
Charles Schwab & Co 2004 - 2005
LPL (Headquarters) December 2000 - May 2003
Skills
Series 7, Mutual Funds, Securities, Asset Allocation, Equities, Series 63, Trading, Fixed Income, Analysis, Investment Advisory, Alternative Investments, Risk Management, Derivatives, Bloomberg, Financial Services, Banking, Investment Strategies
Education
University of Denver 2004 — 2006
MBA, Finance
Université de Montréal 1991 — 1994
B. A., East Asian Studies and Political Sc.
McGill University 1987 — 1991
B. Sc, Microbiology & Immunology
Kelli Douglas Hernandez's Envestnet Asset Management Experience June 2005 - January 2008
Job Associate Broker at Deerwoods Real Estate Management LLC
Industry Real Estate
Experience
Deerwoods Real Estate Management LLC November 2014 - Present
Cascade Financial Management, Inc. January 2008 - May 2014
Envestnet Asset Management June 2005 - January 2008
Charles Schwab March 2000 - May 2005
Skills
Commercial Real Estate, Finance, Investments, Customer Service, Leadership, Management, Project Management, Property Management, Strategic Planning, Real Estate, Financial Services, Microsoft Office, Social Media
Education
University of Alabama
Deerwoods Real Estate Management LLC November 2014 - Present
Cascade Financial Management, Inc. January 2008 - May 2014
Envestnet Asset Management June 2005 - January 2008
Charles Schwab March 2000 - May 2005
Skills
Commercial Real Estate, Finance, Investments, Customer Service, Leadership, Management, Project Management, Property Management, Strategic Planning, Real Estate, Financial Services, Microsoft Office, Social Media
Education
University of Alabama
Sharla Lewis's Envestnet Asset Management Experience August 2004 - April 2011
Job Special Events Coordinator University of Notre Dame Women's Basketball
Industry Education Management
Experience
University of Notre Dame 2011 - Present
Envestnet Asset Management August 2004 - April 2011
Northern Trust Company January 2001 - March 2004
Skills
Access, Accounting, Analysis, Asset Management, Customer Service, Data Analysis, Derivatives, Banking, Budgets, Business Analysis, Capital Markets, Coaching, Equities, Event Planning, Finance, Financial Analysis, Leadership, Mutual Funds, Microsoft Office, Microsoft Excel, Outlook, Nonprofits, Portfolio Management, PowerPoint, Process Improvement, Program Management, Public Speaking, Research, Risk Management, Strategic Planning, Team Building, Wealth Management, Training, Time Management, Team Leadership
Education
Chicago State University 1994 — 1999
Bachelor of Science, Business Management
University of Notre Dame 2011 - Present
Envestnet Asset Management August 2004 - April 2011
Northern Trust Company January 2001 - March 2004
Skills
Access, Accounting, Analysis, Asset Management, Customer Service, Data Analysis, Derivatives, Banking, Budgets, Business Analysis, Capital Markets, Coaching, Equities, Event Planning, Finance, Financial Analysis, Leadership, Mutual Funds, Microsoft Office, Microsoft Excel, Outlook, Nonprofits, Portfolio Management, PowerPoint, Process Improvement, Program Management, Public Speaking, Research, Risk Management, Strategic Planning, Team Building, Wealth Management, Training, Time Management, Team Leadership
Education
Chicago State University 1994 — 1999
Bachelor of Science, Business Management
Jeff Wingo Jeff Wingo's Envestnet Asset Management Experience 2011 - Present
Job VP Product Management for Envestnet
Industry Financial Services
Experience
Envestnet Asset Management 2011 - Present
Envestnet, Inc 2009 - 2011
Envestnet, Inc 2006 - 2009
Charles Schwab 2003 - 2005
Lincoln Trust Company May 2000 - August 2002
Skills
Process Improvement, Business Analysis, Analysis, Customer Service, Project Management, Banking, Mutual Funds, Asset Allocation, Change Management, Investments, Access, Alternative Investments, Trading, Vendor Management, Derivatives, Portfolio Management, Visio, Equities, Data Analysis, Asset Managment, Finance, Program Management, Series 63, Financial Analysis, Insurance, SDLC, Requirements Gathering, Risk Management, Product Management, Series 7, Software Project..., Financial Services, Strategic Planning, Wealth Management, Securities, Relationship Management, User Acceptance Testing, Requirements Analysis, ETFs, Investment Management, Separately Managed...
Education
Millikin University
B.A.
Galesburg High School
Envestnet Asset Management 2011 - Present
Envestnet, Inc 2009 - 2011
Envestnet, Inc 2006 - 2009
Charles Schwab 2003 - 2005
Lincoln Trust Company May 2000 - August 2002
Skills
Process Improvement, Business Analysis, Analysis, Customer Service, Project Management, Banking, Mutual Funds, Asset Allocation, Change Management, Investments, Access, Alternative Investments, Trading, Vendor Management, Derivatives, Portfolio Management, Visio, Equities, Data Analysis, Asset Managment, Finance, Program Management, Series 63, Financial Analysis, Insurance, SDLC, Requirements Gathering, Risk Management, Product Management, Series 7, Software Project..., Financial Services, Strategic Planning, Wealth Management, Securities, Relationship Management, User Acceptance Testing, Requirements Analysis, ETFs, Investment Management, Separately Managed...
Education
Millikin University
B.A.
Galesburg High School
Kristin Allard's Envestnet Asset Management Experience December 2011 - Present
Job Relationship Manager at Envestnet Asset Management
Industry Financial Services
Experience
Envestnet Asset Management December 2011 - Present
FundQuest September 2010 - December 2011
FundQuest June 2009 - September 2010
Fidelity Investments July 2008 - June 2009
Skills
Wealth Management, Investments, Retirement, Financial Advisory, Finance, Portfolio Management, Mutual Funds, Management, Financial Services, Series 63, Investment Advisory, Securities, Equities, Asset Allocation
Education
University of New Hampshire - Whittemore School of Business and Economics 2004 — 2008
Bachelor of Science, Business Administration, Concentration in Finance, Minor in Economics
Budapesti Corvinus Egyetem 2007 — 2007
Study Abroad, Business Concentration
Envestnet Asset Management December 2011 - Present
FundQuest September 2010 - December 2011
FundQuest June 2009 - September 2010
Fidelity Investments July 2008 - June 2009
Skills
Wealth Management, Investments, Retirement, Financial Advisory, Finance, Portfolio Management, Mutual Funds, Management, Financial Services, Series 63, Investment Advisory, Securities, Equities, Asset Allocation
Education
University of New Hampshire - Whittemore School of Business and Economics 2004 — 2008
Bachelor of Science, Business Administration, Concentration in Finance, Minor in Economics
Budapesti Corvinus Egyetem 2007 — 2007
Study Abroad, Business Concentration
Michael Mazzaferro's Envestnet Asset Management Experience March 2010 - July 2012
Job Global Client Transition Associate at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management July 2012 - Present
Envestnet Asset Management March 2010 - July 2012
FundQuest February 2008 - March 2010
State Street (Investors Bank and Trust) August 2006 - February 2008
Skills
Transition Management, Asset Allocation, Equities, Mutual Funds, Portfolio Management, Analysis, Securities, Trading, Investments, Bonds, ETFs, Finance, Bloomberg
Education
Boston University Questrom School of Business 2012 — 2015
MBA, Concentration in Strategy and Business Analysis
Saint Anselm College 2002 — 2006
Bachelor of Arts, Business
MFS Investment Management July 2012 - Present
Envestnet Asset Management March 2010 - July 2012
FundQuest February 2008 - March 2010
State Street (Investors Bank and Trust) August 2006 - February 2008
Skills
Transition Management, Asset Allocation, Equities, Mutual Funds, Portfolio Management, Analysis, Securities, Trading, Investments, Bonds, ETFs, Finance, Bloomberg
Education
Boston University Questrom School of Business 2012 — 2015
MBA, Concentration in Strategy and Business Analysis
Saint Anselm College 2002 — 2006
Bachelor of Arts, Business
Jeremy Friedberg Jeremy Friedberg's Envestnet Asset Management Experience June 2011 - Present
Job VP, Custodian Relationship Manager at Envestnet Asset Management
Industry Investment Management
Experience
Envestnet Asset Management June 2011 - Present
Envestnet Asset Management March 2007 - June 2011
Envestnet Asset Management March 2006 - 2007
Oppenheimer & Co. 2004 - 2006
Banc One Securities Corporation 2003 - 2004
American Express Financial Advisors 2001 - 2003
Skills
Investment Advisory, Management, Investments, Leadership, Analytical Skills, Analytic Thinking, Finance, CRM, Series 7, Asset Allocation, Project Management, Custodial Services, Investment Management, Securities, Mutual Funds, Asset Management
Education
Bradley University 1994 — 1998
Bachelor of Arts, Political Science and Government
Envestnet Asset Management June 2011 - Present
Envestnet Asset Management March 2007 - June 2011
Envestnet Asset Management March 2006 - 2007
Oppenheimer & Co. 2004 - 2006
Banc One Securities Corporation 2003 - 2004
American Express Financial Advisors 2001 - 2003
Skills
Investment Advisory, Management, Investments, Leadership, Analytical Skills, Analytic Thinking, Finance, CRM, Series 7, Asset Allocation, Project Management, Custodial Services, Investment Management, Securities, Mutual Funds, Asset Management
Education
Bradley University 1994 — 1998
Bachelor of Arts, Political Science and Government
Janet Vermillion Janet Vermillion's Envestnet Asset Management Experience September 2013 - Present
Job Associate Product Development at Envestnet Asset Management
Industry Financial Services
Experience
Envestnet Asset Management September 2013 - Present
Goodwill Industries of Upstate/Midlands South Carolina January 2013 - May 2013
Home State Bank, Crystal Lake, IL May 2011 - August 2012
Scottish Widows Investment Partnership January 2012 - May 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Stata, Customer Service, Economics, Microsoft Office, Research
Education
Furman University 2010 — 2013
B.A., Economics
Miami University 2009 — 2010
Envestnet Asset Management September 2013 - Present
Goodwill Industries of Upstate/Midlands South Carolina January 2013 - May 2013
Home State Bank, Crystal Lake, IL May 2011 - August 2012
Scottish Widows Investment Partnership January 2012 - May 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Stata, Customer Service, Economics, Microsoft Office, Research
Education
Furman University 2010 — 2013
B.A., Economics
Miami University 2009 — 2010
James Hamlett James Hamlett's Envestnet Asset Management Experience September 2010 - August 2011
Job Portfolio Accounting at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments July 2012 - Present
Envestnet, Inc June 2012 - July 2012
Envestnet, Inc August 2011 - June 2012
Envestnet Asset Management September 2010 - August 2011
Skills
Asset Management, Municipal Bonds, Equities
Education
Michigan State University 2006 — 2010
Bachelors, Finance
Nuveen Investments July 2012 - Present
Envestnet, Inc June 2012 - July 2012
Envestnet, Inc August 2011 - June 2012
Envestnet Asset Management September 2010 - August 2011
Skills
Asset Management, Municipal Bonds, Equities
Education
Michigan State University 2006 — 2010
Bachelors, Finance
Nick Baglio Nick Baglio's Envestnet Asset Management Experience May 2010 - August 2010
Job Associate Prime Brokerage Account Manager at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America June 2014 - Present
Bank of America Merrill Lynch July 2011 - Present
Envestnet Asset Management May 2010 - August 2010
Estee Lauder Companies Inc June 2009 - August 2009
Skills
Competitive Analysis, Finance
Education
Fairfield University 2007 — 2011
Bachelors, Finance
Bank of America June 2014 - Present
Bank of America Merrill Lynch July 2011 - Present
Envestnet Asset Management May 2010 - August 2010
Estee Lauder Companies Inc June 2009 - August 2009
Skills
Competitive Analysis, Finance
Education
Fairfield University 2007 — 2011
Bachelors, Finance
Margo K. Tracey Margo K. Tracey's Envestnet Asset Management Experience February 1999 - June 2002
Job Executive Assistant at National Association of State Boards of Accountancy (NASBA)
Industry Accounting
Experience
National Association of State Boards of Accountancy (NASBA) December 2010 - Present
Prima Capital April 2004 - September 2007
Ball February 2003 - April 2004
Envestnet Asset Management February 1999 - June 2002
Mercury Medical August 1997 - January 1999
Skills
Microsoft Excel, Program Management, Customer Service, Management
Education
Golden West College 1981 — 1983
AA, Psychology, English
National Association of State Boards of Accountancy (NASBA) December 2010 - Present
Prima Capital April 2004 - September 2007
Ball February 2003 - April 2004
Envestnet Asset Management February 1999 - June 2002
Mercury Medical August 1997 - January 1999
Skills
Microsoft Excel, Program Management, Customer Service, Management
Education
Golden West College 1981 — 1983
AA, Psychology, English
Bob Riggs, MBA Bob Riggs, MBA's Envestnet Asset Management Experience May 2005 - Present
Job AVP, Regional Consultant at Envestnet Asset Management
Industry Financial Services
Experience
Envestnet Asset Management May 2005 - Present
JP Morgan Chase June 2004 - May 2005
Deutsche Bank March 2002 - June 2004
Skills
Series 6, FINRA, Life & Health Insurance..., Series 7, Mutual Funds, Series 63, Asset Allocation, Wealth Management, Investments, Alternative Investments, Portfolio Management, Asset Management, Investment Advisory, Securities, Equities
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2004 — 2007
MBA, Finance
University of Dayton 1997 — 2001
Bachelor of Science in Business Administration, Marketing
St. Francis High School 1994 — 1997
Envestnet Asset Management May 2005 - Present
JP Morgan Chase June 2004 - May 2005
Deutsche Bank March 2002 - June 2004
Skills
Series 6, FINRA, Life & Health Insurance..., Series 7, Mutual Funds, Series 63, Asset Allocation, Wealth Management, Investments, Alternative Investments, Portfolio Management, Asset Management, Investment Advisory, Securities, Equities
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2004 — 2007
MBA, Finance
University of Dayton 1997 — 2001
Bachelor of Science in Business Administration, Marketing
St. Francis High School 1994 — 1997
Debbie Hines's Envestnet Asset Management Experience September 2000 - April 2001
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors November 2009 - Present
Citi Personal Wealth Management December 2001 - November 2009
Envestnet Asset Management September 2000 - April 2001
Nuveen Investments September 1998 - June 2000
Skills
Retirement Planning, Investment Planning, Equities, Investments, Asset Allocation, Life Insurance, 401k, Fixed Income, Mutual Funds, Finance, Financial Advisory, Securities, Series 63, Series 7, Financial Services, Portfolio Management, Wealth Management, Financial Analysis, Retirement, Alternative Investments, Investment Strategies
Education
Indiana University Bloomington 1988 — 1992
BA, Sociology
Wells Fargo Advisors November 2009 - Present
Citi Personal Wealth Management December 2001 - November 2009
Envestnet Asset Management September 2000 - April 2001
Nuveen Investments September 1998 - June 2000
Skills
Retirement Planning, Investment Planning, Equities, Investments, Asset Allocation, Life Insurance, 401k, Fixed Income, Mutual Funds, Finance, Financial Advisory, Securities, Series 63, Series 7, Financial Services, Portfolio Management, Wealth Management, Financial Analysis, Retirement, Alternative Investments, Investment Strategies
Education
Indiana University Bloomington 1988 — 1992
BA, Sociology
Edmund Kelly Edmund Kelly's Envestnet Asset Management Experience September 2011 - Present
Job Associate Vice President Manager, Platform Analysis at Envestnet, Inc.
Industry Financial Services
Experience
Envestnet Asset Management September 2011 - Present
Sladek & Witek, LLP January 2011 - April 2011
Blum Shapiro January 2010 - April 2010
Skills
Financial Modeling, Bloomberg, Financial Analysis
Education
Sacred Heart University 2007 — 2011
BS, Accounting
Envestnet Asset Management September 2011 - Present
Sladek & Witek, LLP January 2011 - April 2011
Blum Shapiro January 2010 - April 2010
Skills
Financial Modeling, Bloomberg, Financial Analysis
Education
Sacred Heart University 2007 — 2011
BS, Accounting
Andrea C Bode's Envestnet Asset Management Experience June 2001 - September 2003
Job Vice President Corporate Accounting at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners April 2015 - Present
Cedar Capital February 2014 - March 2015
Heidrick & Struggles August 2010 - February 2014
DWS Investments, Inc September 2003 - September 2009
Envestnet Asset Management June 2001 - September 2003
Duff & Phelps Investment Management Co. June 1998 - May 2001
Skills
Investments, Asset Management, Financial Reporting, Financial Analysis, Accounting, Financial Modeling, Mergers & Acquisitions, Asset Managment, Corporate Finance, Internal Controls, Finance, Management, Forecasting
Education
Indiana University - Kelley School of Business 1990 — 1994
BS, Accounting
Indiana University Bloomington
Bachelor of Science in Accountancy
Guggenheim Partners April 2015 - Present
Cedar Capital February 2014 - March 2015
Heidrick & Struggles August 2010 - February 2014
DWS Investments, Inc September 2003 - September 2009
Envestnet Asset Management June 2001 - September 2003
Duff & Phelps Investment Management Co. June 1998 - May 2001
Skills
Investments, Asset Management, Financial Reporting, Financial Analysis, Accounting, Financial Modeling, Mergers & Acquisitions, Asset Managment, Corporate Finance, Internal Controls, Finance, Management, Forecasting
Education
Indiana University - Kelley School of Business 1990 — 1994
BS, Accounting
Indiana University Bloomington
Bachelor of Science in Accountancy
Dimpsy Teckchandani's Envestnet Asset Management Experience September 2001 - May 2003
Job
Industry Management Consulting
Experience
PricewaterhouseCoopers January 2004 - Present
Envestnet Asset Management September 2001 - May 2003
The Arcop GroupA June 1997 - July 1999
Skills
Strategy, Leadership, Management, Management Consulting, Business Process..., IT Strategy, Governance, Business Analysis, Business Transformation, Business Intelligence, Program Management, Project Management, Analytics, Business Process, Strategic Planning, Business Strategy, Change Management, Project Delivery, Master Data Management, Business Development, Financial Analysis, Valuation, Risk Management, Business Process Design, Data Warehousing, Business Process..., Project Portfolio..., Business Planning, Process Improvement, Mergers & Acquisitions, Organizational Design, Due Diligence, Consulting
Education
Loyola University of Chicago 2003 — 2003
Certification
Loyola University of Chicago 2000 — 2001
MS
Texas A&M University 1999 — 2000
MS
Sushant School of Art & Architecture 1992 — 1997
B. Arch
PricewaterhouseCoopers January 2004 - Present
Envestnet Asset Management September 2001 - May 2003
The Arcop GroupA June 1997 - July 1999
Skills
Strategy, Leadership, Management, Management Consulting, Business Process..., IT Strategy, Governance, Business Analysis, Business Transformation, Business Intelligence, Program Management, Project Management, Analytics, Business Process, Strategic Planning, Business Strategy, Change Management, Project Delivery, Master Data Management, Business Development, Financial Analysis, Valuation, Risk Management, Business Process Design, Data Warehousing, Business Process..., Project Portfolio..., Business Planning, Process Improvement, Mergers & Acquisitions, Organizational Design, Due Diligence, Consulting
Education
Loyola University of Chicago 2003 — 2003
Certification
Loyola University of Chicago 2000 — 2001
MS
Texas A&M University 1999 — 2000
MS
Sushant School of Art & Architecture 1992 — 1997
B. Arch
Ajay Agrawal's Envestnet Asset Management Experience November 2002 - Present
Job
Industry Financial Services
Experience
Envestnet Retirement Solutions March 2013 - Present
Envestnet Asset Management November 2002 - Present
Solutions Atlantic March 2002 - November 2002
Telcordia Technologies December 2000 - August 2001
D. E. Shaw India Software Private Limited February 1999 - December 2000
D.E. Shaw & Company, New York June 1998 - December 2000
AT&T Bell Labs April 1990 - June 1998
Alcoa Electronic Packaging August 1986 - April 1990
Skills
Product Management, Business Strategy, Product Development, Software Development, Strategic Planning, Start-ups, Program Management, Cloud Computing, Business Analysis, Business Development, Financial Services, Integration
Education
Cornell University
MS
Indian Institute of Technology, Kanpur
B. Tech.
Envestnet Retirement Solutions March 2013 - Present
Envestnet Asset Management November 2002 - Present
Solutions Atlantic March 2002 - November 2002
Telcordia Technologies December 2000 - August 2001
D. E. Shaw India Software Private Limited February 1999 - December 2000
D.E. Shaw & Company, New York June 1998 - December 2000
AT&T Bell Labs April 1990 - June 1998
Alcoa Electronic Packaging August 1986 - April 1990
Skills
Product Management, Business Strategy, Product Development, Software Development, Strategic Planning, Start-ups, Program Management, Cloud Computing, Business Analysis, Business Development, Financial Services, Integration
Education
Cornell University
MS
Indian Institute of Technology, Kanpur
B. Tech.
Mark Schierer's Envestnet Asset Management Experience July 2000 - September 2002
Job Founder at Lateralis Wealth Management
Industry Financial Services
Experience
Lateralis Wealth Management July 2007 - Present
SHG Services January 2004 - January 2006
Envestnet Asset Management July 2000 - September 2002
Ellwood and Associates 1998 - 2000
Skills
Equities, Alternative Investments, Asset Management, Financial Analysis, Investment Advisory, Investments, Mutual Funds, Portfolio Management, Wealth Management
Education
Northern Illinois University - College of Business 2007 — 2008
MBA, Business Administration
DePaul University
Financial Planning Certificate Program, Financial Planning
Northern Illinois University
BS, Finance
Lateralis Wealth Management July 2007 - Present
SHG Services January 2004 - January 2006
Envestnet Asset Management July 2000 - September 2002
Ellwood and Associates 1998 - 2000
Skills
Equities, Alternative Investments, Asset Management, Financial Analysis, Investment Advisory, Investments, Mutual Funds, Portfolio Management, Wealth Management
Education
Northern Illinois University - College of Business 2007 — 2008
MBA, Business Administration
DePaul University
Financial Planning Certificate Program, Financial Planning
Northern Illinois University
BS, Finance
Allen Dionne's Envestnet Asset Management Experience September 2010 - September 2011
Job Implementation Consultant at SS&C Technologies
Industry Investment Management
Experience
SS&C Technologies November 2014 - Present
Scivantage July 2013 - August 2014
Broadridge Financial Solutions January 2012 - June 2013
TIAA-CREF September 2011 - January 2012
Envestnet Asset Management September 2010 - September 2011
Metamorphosis Money Management March 2007 - November 2010
Davis Advisors June 2000 - February 2007
Skills
Trading, Risk Management, Management, Mutual Funds, Wealth Management, Series 7, Asset Managment, Equities, Series 63, Portfolio Management, Alternative Investments, Investments, Asset Allocation, Investment Advisory, Securities, Separately Managed..., Asset Management, Unified Managed Accounts, Compliance, Back Office, Financial Services
Education
University of Arizona 1993 — 1997
SS&C Technologies November 2014 - Present
Scivantage July 2013 - August 2014
Broadridge Financial Solutions January 2012 - June 2013
TIAA-CREF September 2011 - January 2012
Envestnet Asset Management September 2010 - September 2011
Metamorphosis Money Management March 2007 - November 2010
Davis Advisors June 2000 - February 2007
Skills
Trading, Risk Management, Management, Mutual Funds, Wealth Management, Series 7, Asset Managment, Equities, Series 63, Portfolio Management, Alternative Investments, Investments, Asset Allocation, Investment Advisory, Securities, Separately Managed..., Asset Management, Unified Managed Accounts, Compliance, Back Office, Financial Services
Education
University of Arizona 1993 — 1997
Liz Schwab Uhl's Envestnet Asset Management Experience 2000 - 2005
Job CEO at Summit Portfolio Advisors, LLC
Industry Investment Management
Experience
Summit Portfolio Advisors, LLC October 2005 - Present
Envestnet Asset Management 2000 - 2005
Education
University of Colorado Boulder - Leeds School of Business 1995 — 1999
Summit Portfolio Advisors, LLC October 2005 - Present
Envestnet Asset Management 2000 - 2005
Education
University of Colorado Boulder - Leeds School of Business 1995 — 1999
Lee Pierce's Envestnet Asset Management Experience March 2009 - July 2011
Job Regulatory Analyst at FINRA
Industry Legal Services
Experience
Financial Industry Regulatory Authority September 2013 - Present
Financial Industry Regulatory Authority May 2013 - September 2013
Envestnet Asset Management March 2009 - July 2011
Envestnet Asset Management June 2007 - March 2009
Skills
Securities, Equities, Mutual Funds, Investments, Financial Services
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2011 — 2014
Juris Doctor
DePaul University 2001 — 2006
Bachelor of Science, Finance
Financial Industry Regulatory Authority September 2013 - Present
Financial Industry Regulatory Authority May 2013 - September 2013
Envestnet Asset Management March 2009 - July 2011
Envestnet Asset Management June 2007 - March 2009
Skills
Securities, Equities, Mutual Funds, Investments, Financial Services
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2011 — 2014
Juris Doctor
DePaul University 2001 — 2006
Bachelor of Science, Finance
I-Chun Lin's Envestnet Asset Management Experience 2007 - Present
Job
Industry Financial Services
Experience
Envestnet Asset Management 2007 - Present
Sylantro Systems February 2005 - June 2007
CPlane, inc April 2004 - January 2005
Xcarta Corporation September 2002 - August 2003
Tut Systems January 2001 - August 2002
Skills
Cloud Computing, Linux, Project Management, Web Services, Agile Methodologies, XML, Unix, Java, C++, JavaScript, Software Development, Eclipse, Product Management, HTML, Java Enterprise Edition
Education
San Jose State University 1999 — 2001
MS in Engineering
Boston University 1994 — 1996
MA
National Cheng Kung University 1990 — 1994
BS
Envestnet Asset Management 2007 - Present
Sylantro Systems February 2005 - June 2007
CPlane, inc April 2004 - January 2005
Xcarta Corporation September 2002 - August 2003
Tut Systems January 2001 - August 2002
Skills
Cloud Computing, Linux, Project Management, Web Services, Agile Methodologies, XML, Unix, Java, C++, JavaScript, Software Development, Eclipse, Product Management, HTML, Java Enterprise Edition
Education
San Jose State University 1999 — 2001
MS in Engineering
Boston University 1994 — 1996
MA
National Cheng Kung University 1990 — 1994
BS
Janice Carnegie's Envestnet Asset Management Experience April 2012 - January 2013
Job Business Analyst at PNC Mortgage
Industry Financial Services
Experience
PNC Mortgage September 2013 - Present
The Judge Group February 2013 - September 2013
Envestnet Asset Management April 2012 - January 2013
JPMorgan Chase October 2011 - April 2012
The Northern Trust Company March 2011 - October 2011
JP Morgan Chase December 2009 - March 2011
Checkfree Investment Services July 2005 - February 2009
The Northern Trust Company January 2000 - June 2003
The Northern Trust Company 1994 - 2000
The Northern Trust Company 1987 - 1994
Skills
SDLC, Business Analysis, Requirements Gathering, User Acceptance Testing, Visio, Business Requirements, Process Improvement, Requirements Analysis, Software Documentation, Analysis, Training, Project Management, Strategy, Business Process, Business Process..., Vendor Management, SharePoint, MS Project, Access, PMO, Software Project..., Risk Management, Business Intelligence, Resource Management, Systems Analysis, Program Management, Project Portfolio...
Education
Keller Graduate School of Management of DeVry University 2000 — 2002
MBA, Finance
Luther College 1974 — 1978
BA, Liberal Arts
South Shore High School 1970 — 1974
Diploma, College Prep
PNC Mortgage September 2013 - Present
The Judge Group February 2013 - September 2013
Envestnet Asset Management April 2012 - January 2013
JPMorgan Chase October 2011 - April 2012
The Northern Trust Company March 2011 - October 2011
JP Morgan Chase December 2009 - March 2011
Checkfree Investment Services July 2005 - February 2009
The Northern Trust Company January 2000 - June 2003
The Northern Trust Company 1994 - 2000
The Northern Trust Company 1987 - 1994
Skills
SDLC, Business Analysis, Requirements Gathering, User Acceptance Testing, Visio, Business Requirements, Process Improvement, Requirements Analysis, Software Documentation, Analysis, Training, Project Management, Strategy, Business Process, Business Process..., Vendor Management, SharePoint, MS Project, Access, PMO, Software Project..., Risk Management, Business Intelligence, Resource Management, Systems Analysis, Program Management, Project Portfolio...
Education
Keller Graduate School of Management of DeVry University 2000 — 2002
MBA, Finance
Luther College 1974 — 1978
BA, Liberal Arts
South Shore High School 1970 — 1974
Diploma, College Prep
Daniel Cushing's Envestnet Asset Management Experience February 2011 - October 2013
Job Advisory Services Regional Consultant at Envestnet, Inc
Industry Banking
Experience
Envestnet, Inc November 2014 - Present
Portfolio Pathway October 2013 - November 2014
Envestnet Asset Management February 2011 - October 2013
Harris Bank May 2009 - February 2011
Harris Bank January 2007 - May 2009
Mesirow Financial 2005 - 2007
Pershing Advisor Solutions, LLC 2003 - 2005
Pershing 2000 - 2005
Harris Associates 1997 - 2000
Skills
Financial Services, Relationship Management, Series 7
Education
Northern Illinois University 1987 — 1991
Envestnet, Inc November 2014 - Present
Portfolio Pathway October 2013 - November 2014
Envestnet Asset Management February 2011 - October 2013
Harris Bank May 2009 - February 2011
Harris Bank January 2007 - May 2009
Mesirow Financial 2005 - 2007
Pershing Advisor Solutions, LLC 2003 - 2005
Pershing 2000 - 2005
Harris Associates 1997 - 2000
Skills
Financial Services, Relationship Management, Series 7
Education
Northern Illinois University 1987 — 1991
Tanya Vigil Morris's Envestnet Asset Management Experience June 1998 - Present
Job Portfolio Adminstration at Envestnet Asset Management
Industry Financial Services
Experience
Envestnet Asset Management June 1998 - Present
Skills
Securities, PowerPoint, Equities, Microsoft Office, Microsoft Excel, Data Analysis, Investments, Customer Service, Analysis, Finance, Financial Analysis, Risk Management, Banking, Outlook, Wealth Management, Bloomberg
Education
University of Colorado Boulder 1993 — 1997
Envestnet Asset Management June 1998 - Present
Skills
Securities, PowerPoint, Equities, Microsoft Office, Microsoft Excel, Data Analysis, Investments, Customer Service, Analysis, Finance, Financial Analysis, Risk Management, Banking, Outlook, Wealth Management, Bloomberg
Education
University of Colorado Boulder 1993 — 1997
Jason Inglis's Envestnet Asset Management Experience 2003 - 2006
Job Managing Director Angel Oak Capital
Industry Financial Services
Experience
Angel Oak Capital Advisors, LLC September 2013 - Present
Deutsche Asset Management March 2006 - August 2013
Envestnet Asset Management 2003 - 2006
BNY Mellon - Lockwood Financial Services 2001 - 2003
Weir Capital Management 1998 - 2001
Skills
Mutual Funds, Investment Advisory, Asset Managment, Wealth Management, Investments, Separately Managed..., Series 7, ETFs, Securities, Equities, Asset Allocation, Business Development, Hedge Funds, Investment Management, Portfolio Management, Strategic Planning, Financial Services, Marketing, Fixed Income, Investment Strategies, Asset Management, Series 24
Education
The University of Georgia 1989 — 1994
Bachelor's degree, English
Riverwood 1984 — 1989
Darlington 1986 — 1987
Angel Oak Capital Advisors, LLC September 2013 - Present
Deutsche Asset Management March 2006 - August 2013
Envestnet Asset Management 2003 - 2006
BNY Mellon - Lockwood Financial Services 2001 - 2003
Weir Capital Management 1998 - 2001
Skills
Mutual Funds, Investment Advisory, Asset Managment, Wealth Management, Investments, Separately Managed..., Series 7, ETFs, Securities, Equities, Asset Allocation, Business Development, Hedge Funds, Investment Management, Portfolio Management, Strategic Planning, Financial Services, Marketing, Fixed Income, Investment Strategies, Asset Management, Series 24
Education
The University of Georgia 1989 — 1994
Bachelor's degree, English
Riverwood 1984 — 1989
Darlington 1986 — 1987
Adam Kilgus's Envestnet Asset Management Experience January 2006 - June 2011
Job Associate Vice President
Industry Financial Services
Experience
Envestnet, Inc January 2006 - Present
Envestnet Asset Management January 2006 - June 2011
Charles Schwab June 2000 - June 2005
Peak 10 Ventures 2000 - 2000
Skills
Series 63, Series 7
Education
Millikin University 1991 — 1995
BS, Music/Minor Business
Envestnet, Inc January 2006 - Present
Envestnet Asset Management January 2006 - June 2011
Charles Schwab June 2000 - June 2005
Peak 10 Ventures 2000 - 2000
Skills
Series 63, Series 7
Education
Millikin University 1991 — 1995
BS, Music/Minor Business
Amy Langford's Envestnet Asset Management Experience June 2010 - June 2012
Job Institutional Client Services Specialist at Envestnet, Inc
Industry Financial Services
Experience
Envestnet, Inc September 2014 - Present
Envestnet, Inc July 2012 - September 2012
Envestnet Asset Management June 2010 - June 2012
FundQuest December 2004 - June 2010
FundQuest December 2002 - December 2004
FundQuest September 2000 - December 2002
Pioneer Investments June 1999 - September 2000
Skills
Bloomberg, Vendor Management, Disaster Recovery, Business Analysis, Relationship Management, Data Center, Securities, Training, Financial Services
Education
Bridgewater State College 1990 — 1994
Bachelor of Arts (B.A.), Psychology
Bridgewater State College
Envestnet, Inc September 2014 - Present
Envestnet, Inc July 2012 - September 2012
Envestnet Asset Management June 2010 - June 2012
FundQuest December 2004 - June 2010
FundQuest December 2002 - December 2004
FundQuest September 2000 - December 2002
Pioneer Investments June 1999 - September 2000
Skills
Bloomberg, Vendor Management, Disaster Recovery, Business Analysis, Relationship Management, Data Center, Securities, Training, Financial Services
Education
Bridgewater State College 1990 — 1994
Bachelor of Arts (B.A.), Psychology
Bridgewater State College
John McGarry's Envestnet Asset Management Experience April 2012 - Present
Job Product Manager at Envestnet, Inc
Industry Financial Services
Experience
Envestnet, Inc April 2015 - Present
Envestnet Asset Management April 2012 - Present
Prima Capital October 2008 - April 2012
Prima Capital June 2007 - December 2008
Stifel Nicolaus November 2005 - June 2007
McDonald Investments December 2003 - November 2005
Skills
Wealth Management, Mutual Funds, Investments, Alternative Investments, Asset Management, Asset Allocation, Fixed Income, Finance, Investment Strategies, Portfolio Management, Equities
Education
Miami University 1999 — 2003
BS Business Admin., Finance
Envestnet, Inc April 2015 - Present
Envestnet Asset Management April 2012 - Present
Prima Capital October 2008 - April 2012
Prima Capital June 2007 - December 2008
Stifel Nicolaus November 2005 - June 2007
McDonald Investments December 2003 - November 2005
Skills
Wealth Management, Mutual Funds, Investments, Alternative Investments, Asset Management, Asset Allocation, Fixed Income, Finance, Investment Strategies, Portfolio Management, Equities
Education
Miami University 1999 — 2003
BS Business Admin., Finance
Hongyu Boley's Envestnet Asset Management Experience 2000 - 2003
Job Application Developer at Thirdwave, LLC
Industry Information Technology and Services
Experience
ThirdWave LLC March 2008 - Present
TPA July 2006 - March 2008
Envestnet Asset Management 2000 - 2003
EvestnetPMC (Evestnet.com) 2000 - 2003
Skills
Web Development
Education
Loyola University Chicago 1999 — 2002
ThirdWave LLC March 2008 - Present
TPA July 2006 - March 2008
Envestnet Asset Management 2000 - 2003
EvestnetPMC (Evestnet.com) 2000 - 2003
Skills
Web Development
Education
Loyola University Chicago 1999 — 2002
Jessica Leoncini's Envestnet Asset Management Experience December 2009 - July 2014
Job Senior Product Manager Global Fixed Income at Janus Capital Group
Industry Financial Services
Experience
Janus Capital Group July 2014 - Present
Envestnet Asset Management December 2009 - July 2014
Colonial Consulting February 2007 - May 2009
AllianceBernstein December 2005 - February 2007
EACM Advisors June 2004 - December 2005
Skills
Alternative Investments, Equities, Mutual Funds, Asset Allocation, Portfolio Management, Asset Management, Investment Strategies, Hedge Funds, Wealth Management, Investment Management, Fixed Income, Fund Of Funds, Investment Advisory
Education
Pace University 2006 — 2008
MBA, Investment Management
Fairfield University 2000 — 2004
BS, Mathematics
Janus Capital Group July 2014 - Present
Envestnet Asset Management December 2009 - July 2014
Colonial Consulting February 2007 - May 2009
AllianceBernstein December 2005 - February 2007
EACM Advisors June 2004 - December 2005
Skills
Alternative Investments, Equities, Mutual Funds, Asset Allocation, Portfolio Management, Asset Management, Investment Strategies, Hedge Funds, Wealth Management, Investment Management, Fixed Income, Fund Of Funds, Investment Advisory
Education
Pace University 2006 — 2008
MBA, Investment Management
Fairfield University 2000 — 2004
BS, Mathematics
Colleen Earl's Envestnet Asset Management Experience June 2006 - December 2008
Job Sales Product & Systems Supervisor at Comcast Spotlight
Industry Marketing and Advertising
Experience
Comcast Spotlight May 2015 - Present
Comcast Spotlight November 2013 - May 2015
Dish Network August 2011 - November 2013
Envestnet Asset Management June 2006 - December 2008
Bank of America October 2005 - June 2006
AIG American General October 2004 - October 2005
EDUCAUSE July 2003 - July 2004
Skills
Microsoft CRM, Employee Training, Analysis, Process Improvement, Risk Management, Visual Basic, Data Analysis, Financial Analysis, Access, Microsoft Office, Microsoft Excel, Business Analysis, Project Management, Strategic Planning, Visio, Team Building, Team Leadership, Outlook, Training, PowerPoint, Finance, Sales, Research, Customer Service
Education
Western Governors University 2014 — 2014
Master of Business Administration (MBA), Management and Strategy
University of Colorado at Boulder 2000 — 2004
B.A., Economics, minor in History
Comcast Spotlight May 2015 - Present
Comcast Spotlight November 2013 - May 2015
Dish Network August 2011 - November 2013
Envestnet Asset Management June 2006 - December 2008
Bank of America October 2005 - June 2006
AIG American General October 2004 - October 2005
EDUCAUSE July 2003 - July 2004
Skills
Microsoft CRM, Employee Training, Analysis, Process Improvement, Risk Management, Visual Basic, Data Analysis, Financial Analysis, Access, Microsoft Office, Microsoft Excel, Business Analysis, Project Management, Strategic Planning, Visio, Team Building, Team Leadership, Outlook, Training, PowerPoint, Finance, Sales, Research, Customer Service
Education
Western Governors University 2014 — 2014
Master of Business Administration (MBA), Management and Strategy
University of Colorado at Boulder 2000 — 2004
B.A., Economics, minor in History
Arthur Lopes's Envestnet Asset Management Experience February 2005 - February 2007
Job Operations Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2010 - Present
National Planning Corporation June 2009 - March 2010
Harris Financial Advisors May 2008 - May 2009
Wedbush Morgan Securities September 2007 - April 2008
Wachovia Securities February 2007 - September 2007
Envestnet Asset Management February 2005 - February 2007
Charles Schwab 2002 - 2005
Charles Schwab 2000 - 2002
Charles Schwab 1997 - 2000
Education
University of California, Davis 1992 — 1997
Bachelor's degree, Exercise Physiology
Charles Schwab September 2010 - Present
National Planning Corporation June 2009 - March 2010
Harris Financial Advisors May 2008 - May 2009
Wedbush Morgan Securities September 2007 - April 2008
Wachovia Securities February 2007 - September 2007
Envestnet Asset Management February 2005 - February 2007
Charles Schwab 2002 - 2005
Charles Schwab 2000 - 2002
Charles Schwab 1997 - 2000
Education
University of California, Davis 1992 — 1997
Bachelor's degree, Exercise Physiology
Lori Hardwick's Envestnet Asset Management Experience April 2000 - Present
Job Group President, Envestnet Advisor Services
Industry Financial Services
Experience
Envestnet Asset Management April 2000 - Present
Nuveen Investments 1994 - 1999
GKST 1991 - 1994
Skills
Relationship Management, Financial Services, Marketing, Management, Investment Advisory, Asset Managment, Portfolio Management, Investments, Strategic Planning, Series 7, Program Management, Mergers, Financial Modeling, Financial Analysis, Wealth Management
Education
The University of Chicago Booth School of Business 2007 — 2008
1 Year Executive Institute Graduate School of Business Program
The Ohio State University 1987 — 1991
BA, Organizational Communication, Marketing
Envestnet Asset Management April 2000 - Present
Nuveen Investments 1994 - 1999
GKST 1991 - 1994
Skills
Relationship Management, Financial Services, Marketing, Management, Investment Advisory, Asset Managment, Portfolio Management, Investments, Strategic Planning, Series 7, Program Management, Mergers, Financial Modeling, Financial Analysis, Wealth Management
Education
The University of Chicago Booth School of Business 2007 — 2008
1 Year Executive Institute Graduate School of Business Program
The Ohio State University 1987 — 1991
BA, Organizational Communication, Marketing
Janet Lucas's Envestnet Asset Management Experience October 2005 - Present
Job Vice President Operations, Manager, Institutional Client Services at Envestnet Asset Management
Industry Financial Services
Experience
Envestnet Asset Management October 2005 - Present
Envestnet Asset Management October 2005 - December 2010
Charles Schwab 2000 - 2005
Charles Schwab March 2000 - September 2002
Skills
Series 7, Wealth Management, Asset Allocation, Mutual Funds, Securities, Strategic Financial..., Portfolio Management, Financial Services, Series 63, Relationship Management, Capital Markets, Banking, Derivatives, Equities, Financial Advisory, Retirement Planning, Insurance, Fixed Income, Investment Advisory, Finance, FINRA, Investment Strategies, Asset Management, Investment Banking, 401k, Investments, Bloomberg, Investment Management, Financial Planning
Education
Colorado State University 1986 — 1991
BA, Communications
Colorado State University
Envestnet Asset Management October 2005 - Present
Envestnet Asset Management October 2005 - December 2010
Charles Schwab 2000 - 2005
Charles Schwab March 2000 - September 2002
Skills
Series 7, Wealth Management, Asset Allocation, Mutual Funds, Securities, Strategic Financial..., Portfolio Management, Financial Services, Series 63, Relationship Management, Capital Markets, Banking, Derivatives, Equities, Financial Advisory, Retirement Planning, Insurance, Fixed Income, Investment Advisory, Finance, FINRA, Investment Strategies, Asset Management, Investment Banking, 401k, Investments, Bloomberg, Investment Management, Financial Planning
Education
Colorado State University 1986 — 1991
BA, Communications
Colorado State University
Dumonte, Brian's Envestnet Asset Management Experience January 2009 - Present
Job AVP, Regional Consultant at Envestnet Asset Management
Industry Financial Services
Experience
Envestnet Asset Management January 2009 - Present
Envestnet Asset Management February 2008 - January 2009
Envestnet Asset Management May 2005 - February 2008
UniFirst Corporation May 2002 - May 2005
Skills
Series 7, series 66, Uniform Combined State..., FINRA, Asset Allocation, Separately Managed..., Fixed Income, Financial Advisory, Financial Services, Retirement, Mutual Funds, Asset Managment, Capital Markets, Investment Strategies, Alternative Investments, Risk Management, Portfolio Management, Wealth Management, Investments, Investment Management
Education
Ball State University - College of Business 1995 — 2000
BA, Finance
AHS
AHS
AHS
Envestnet Asset Management January 2009 - Present
Envestnet Asset Management February 2008 - January 2009
Envestnet Asset Management May 2005 - February 2008
UniFirst Corporation May 2002 - May 2005
Skills
Series 7, series 66, Uniform Combined State..., FINRA, Asset Allocation, Separately Managed..., Fixed Income, Financial Advisory, Financial Services, Retirement, Mutual Funds, Asset Managment, Capital Markets, Investment Strategies, Alternative Investments, Risk Management, Portfolio Management, Wealth Management, Investments, Investment Management
Education
Ball State University - College of Business 1995 — 2000
BA, Finance
AHS
AHS
AHS
Constance Bush's Envestnet Asset Management Experience April 2010 - May 2011
Job AVP Institutional Client Services Liaison at Envestnet, Inc
Industry Financial Services
Experience
Envestnet, Inc December 2011 - Present
FundQuest May 2011 - July 2012
Envestnet Asset Management April 2010 - May 2011
FundQuest December 2007 - May 2010
FundQuest Inc November 2006 - December 2007
FundQuest July 2004 - November 2006
Distributors Inc November 2003 - July 2004
PFPC Inc January 2000 - August 2002
PFPC January 2000 - August 2002
Skills
Analysis, Access, Equities, Mutual Funds, Management, Risk Management, Trading, Portfolio Management, Process Improvement, CRM
Education
University of Massachusetts, Amherst 1995 — 1997
Fitchburg State University
University of Massachusetts, Amherst
Worcester State University
Envestnet, Inc December 2011 - Present
FundQuest May 2011 - July 2012
Envestnet Asset Management April 2010 - May 2011
FundQuest December 2007 - May 2010
FundQuest Inc November 2006 - December 2007
FundQuest July 2004 - November 2006
Distributors Inc November 2003 - July 2004
PFPC Inc January 2000 - August 2002
PFPC January 2000 - August 2002
Skills
Analysis, Access, Equities, Mutual Funds, Management, Risk Management, Trading, Portfolio Management, Process Improvement, CRM
Education
University of Massachusetts, Amherst 1995 — 1997
Fitchburg State University
University of Massachusetts, Amherst
Worcester State University
Michael Featherman, CFA's Envestnet Asset Management Experience September 2007 - Present
Job Director of Portfolio Strategies at PMC
Industry Financial Services
Experience
Envestnet Asset Management September 2007 - Present
The Haverford Trust Company (formerly The Rittenhouse Trust Company) 2002 - 2006
Skills
Series 7, Asset Allocation, Wealth Management, Investments, Asset Managment, Mutual Funds, Portfolio Management, Series 63, Equities, Alternative Investments, Fixed Income, Investment Advisory, ETFs, Financial Advisory, Investment Strategies, Private Equity
Education
Bowdoin College 1994 — 1997
Biology and Econcomics
The Hill School 1990 — 1993
Envestnet Asset Management September 2007 - Present
The Haverford Trust Company (formerly The Rittenhouse Trust Company) 2002 - 2006
Skills
Series 7, Asset Allocation, Wealth Management, Investments, Asset Managment, Mutual Funds, Portfolio Management, Series 63, Equities, Alternative Investments, Fixed Income, Investment Advisory, ETFs, Financial Advisory, Investment Strategies, Private Equity
Education
Bowdoin College 1994 — 1997
Biology and Econcomics
The Hill School 1990 — 1993
Andrew B. Rose's Envestnet Asset Management Experience June 2007 - August 2010
Job Senior Development Officer at Portsmouth Abbey School
Industry Education Management
Experience
Portsmouth Abbey School July 2013 - Present
Redi2 Technologies April 2011 - January 2013
FWBD Group September 2010 - March 2011
Envestnet Asset Management June 2007 - August 2010
Evare, LLC March 2003 - April 2007
Various Companies July 1986 - February 2002
Skills
Business Development, Strategic Marketing, Strategic Partnerships, Relationship Management, Product Development, Solution Development, Business Strategy, Sales, Solution Segmentation..., Customer Segmentation..., Public Speaking, Business Intelligence, Management, Marketing Strategy
Education
Colgate University 1982 — 1986
Bachelor of Arts (BA), Psychology
Portsmouth Abbey School July 2013 - Present
Redi2 Technologies April 2011 - January 2013
FWBD Group September 2010 - March 2011
Envestnet Asset Management June 2007 - August 2010
Evare, LLC March 2003 - April 2007
Various Companies July 1986 - February 2002
Skills
Business Development, Strategic Marketing, Strategic Partnerships, Relationship Management, Product Development, Solution Development, Business Strategy, Sales, Solution Segmentation..., Customer Segmentation..., Public Speaking, Business Intelligence, Management, Marketing Strategy
Education
Colgate University 1982 — 1986
Bachelor of Arts (BA), Psychology
Karen Lanzetta's Envestnet Asset Management Experience February 2010 - Present
Job Senior Vice President and Director of Market Research at Envestnet
Industry Financial Services
Experience
Envestnet Asset Management February 2010 - Present
Karen Lanzetta Associates 2009 - February 2010
Merrill Lynch April 2008 - April 2009
Financial Institutions Group - Investment Banking February 2002 - April 2008
Merrill Lynch & Co., Inc October 1994 - February 2002
Equity Markets Strategy January 1989 - October 1994
Capital Markets Administration July 1986 - December 1988
Merrill Lynch March 1981 - July 1986
Treasurer's Office November 1977 - March 1981
Skills
Portfolio Management, Competitive Analysis, Strategic Partnerships, Financial Services, Trading, ETFs, Investment Banking, Equities, Strategy, Mergers & Acquisitions, Financial Analysis, Mutual Funds, Business Development, Asset Management, Market Research
Education
New York Institute of Technology-Old Westbury 1978 — 1981
MBA, Finance
New York Institute of Technology 1974 — 1978
BS, Business Administration
Envestnet Asset Management February 2010 - Present
Karen Lanzetta Associates 2009 - February 2010
Merrill Lynch April 2008 - April 2009
Financial Institutions Group - Investment Banking February 2002 - April 2008
Merrill Lynch & Co., Inc October 1994 - February 2002
Equity Markets Strategy January 1989 - October 1994
Capital Markets Administration July 1986 - December 1988
Merrill Lynch March 1981 - July 1986
Treasurer's Office November 1977 - March 1981
Skills
Portfolio Management, Competitive Analysis, Strategic Partnerships, Financial Services, Trading, ETFs, Investment Banking, Equities, Strategy, Mergers & Acquisitions, Financial Analysis, Mutual Funds, Business Development, Asset Management, Market Research
Education
New York Institute of Technology-Old Westbury 1978 — 1981
MBA, Finance
New York Institute of Technology 1974 — 1978
BS, Business Administration
Mark Berroth's Envestnet Asset Management Experience 2009 - 2010
Job Private Client Liaison at U.S. Trust Company
Industry Investment Management
Experience
U.S. Trust Company Sr. Portfolio SpecialistEnvestnet, Inc2009 - 2013
Envestnet Asset Management 2009 - 2010
Fidelity Investments 2005 - 2007
Zurich Scudder Investments 2000 - 2002
Zurich Scudder Investments 1993 - 1999
Scudder Kemper Investments 1993 - 1999
Education
University of California, Santa Barbara 1986 — 1991
U.S. Trust Company Sr. Portfolio SpecialistEnvestnet, Inc2009 - 2013
Envestnet Asset Management 2009 - 2010
Fidelity Investments 2005 - 2007
Zurich Scudder Investments 2000 - 2002
Zurich Scudder Investments 1993 - 1999
Scudder Kemper Investments 1993 - 1999
Education
University of California, Santa Barbara 1986 — 1991
John Schoffman's Envestnet Asset Management Experience June 2000 - Present
Job Vice President at Envestnet
Industry Financial Services
Experience
Envestnet Asset Management June 2000 - Present
Founders Asset Management April 1994 - April 2000
Skills
Financial Analysis, Securities, Series 7, Financial Services, Mutual Funds, Series 6, Series 63, Corporate Finance, Equities, Investments, Portfolio Management, Asset Management, Bloomberg, Risk Management, Financial Modeling, Strategic Financial..., Asset Allocation, Relationship Management, Process Improvement, Retirement Planning, Banking, Finance
Education
Regis University 1998 — 2000
MBA, Finance/Accounting
Texas Christian University 1986 — 1990
BBA, Business Management
Envestnet Asset Management June 2000 - Present
Founders Asset Management April 1994 - April 2000
Skills
Financial Analysis, Securities, Series 7, Financial Services, Mutual Funds, Series 6, Series 63, Corporate Finance, Equities, Investments, Portfolio Management, Asset Management, Bloomberg, Risk Management, Financial Modeling, Strategic Financial..., Asset Allocation, Relationship Management, Process Improvement, Retirement Planning, Banking, Finance
Education
Regis University 1998 — 2000
MBA, Finance/Accounting
Texas Christian University 1986 — 1990
BBA, Business Management
Bill Gaine's Envestnet Asset Management Experience July 2008 - 2011
Job Money Market/Fixed Income Trader, Dreyfus
Industry Financial Services
Experience
Dreyfus October 2013 - Present
FactSet Research Systems January 2012 - October 2013
MF Global September 2011 - November 2011
Envestnet Asset Management July 2008 - 2011
Skills
Bloomberg, Equities, Portfolio Management, Financial Modeling, Fixed Income, Capital Markets, Asset Management, Investments, Hedge Funds, Financial Analysis, Derivatives, Valuation, Financial Markets, Mutual Funds
Education
New York University - Leonard N. Stern School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Boston College 2004 — 2008
Bachelor of Science (BS), Finance
Dreyfus October 2013 - Present
FactSet Research Systems January 2012 - October 2013
MF Global September 2011 - November 2011
Envestnet Asset Management July 2008 - 2011
Skills
Bloomberg, Equities, Portfolio Management, Financial Modeling, Fixed Income, Capital Markets, Asset Management, Investments, Hedge Funds, Financial Analysis, Derivatives, Valuation, Financial Markets, Mutual Funds
Education
New York University - Leonard N. Stern School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Boston College 2004 — 2008
Bachelor of Science (BS), Finance
BINU KASIM's Envestnet Asset Management Experience 2003 - 2005
Job Delivery Director at Cognizant Technology Solutions
Industry Information Technology and Services
Experience
Cognizant Technology Solutions August 2005 - Present
Affiliated Computer Services May 2011 - December 2012
Envestnet Asset Management 2003 - 2005
NeST Technologies 1999 - 2002
Skills
SOA, Requirements Analysis, Software Project..., Agile Methodologies, SDLC, Enterprise Architecture, Software Development, Web Services, Scrum, Program Management, Java Enterprise Edition, PMO, IT Strategy, Management, ITIL, Enterprise Software, Project Delivery, PMP, Solution Architecture, Global Delivery, Requirements Gathering, Pre-sales, Leadership, Business Development, Business Intelligence, Consulting, Business Analysis, Integration, Project Portfolio..., Vendor Management, Outsourcing, Resource Management, Data Warehousing, Business Process, Business Process..., IT Service Management, Agile Project Management, IT Outsourcing, Service Delivery, IT Management, Offshoring, Business Process Design, Business Process..., CMMI, CRM, Business Requirements, Business Transformation, SharePoint
Education
Georgia State University - J. Mack Robinson College of Business 2012 — 2014
Master of Business Administration (MBA)
College of Engineering, Trivandrum
Cognizant Technology Solutions August 2005 - Present
Affiliated Computer Services May 2011 - December 2012
Envestnet Asset Management 2003 - 2005
NeST Technologies 1999 - 2002
Skills
SOA, Requirements Analysis, Software Project..., Agile Methodologies, SDLC, Enterprise Architecture, Software Development, Web Services, Scrum, Program Management, Java Enterprise Edition, PMO, IT Strategy, Management, ITIL, Enterprise Software, Project Delivery, PMP, Solution Architecture, Global Delivery, Requirements Gathering, Pre-sales, Leadership, Business Development, Business Intelligence, Consulting, Business Analysis, Integration, Project Portfolio..., Vendor Management, Outsourcing, Resource Management, Data Warehousing, Business Process, Business Process..., IT Service Management, Agile Project Management, IT Outsourcing, Service Delivery, IT Management, Offshoring, Business Process Design, Business Process..., CMMI, CRM, Business Requirements, Business Transformation, SharePoint
Education
Georgia State University - J. Mack Robinson College of Business 2012 — 2014
Master of Business Administration (MBA)
College of Engineering, Trivandrum
Dana Stillwell's Envestnet Asset Management Experience October 2008 - March 2011
Job Cons Prod Analyst Card Bureau Operations at Bank of America
Industry Financial Services
Experience
Bank of America December 2012 - Present
Bank of America October 2010 - December 2012
Envestnet Asset Management October 2008 - March 2011
Smith Barney / Legg Mason May 2004 - June 2007
CVS Pharmacy August 1999 - November 2002
Skills
SAS programming, Microsoft Office, Unix, SharePoint Designer, Data Transmission, Auditing, Data Analysis, Data Reconciliation, Analysis, Customer Service, Project Management
Education
East Carolina University - College of Business 2007 — 2008
MBA, Economics
University of North Carolina
Bachelor of Arts, Economics
Bank of America December 2012 - Present
Bank of America October 2010 - December 2012
Envestnet Asset Management October 2008 - March 2011
Smith Barney / Legg Mason May 2004 - June 2007
CVS Pharmacy August 1999 - November 2002
Skills
SAS programming, Microsoft Office, Unix, SharePoint Designer, Data Transmission, Auditing, Data Analysis, Data Reconciliation, Analysis, Customer Service, Project Management
Education
East Carolina University - College of Business 2007 — 2008
MBA, Economics
University of North Carolina
Bachelor of Arts, Economics
Clifford Bordeaux's Envestnet Asset Management Experience September 2001 - April 2004
Job Partner at Cohen & Bordeaux, LLP
Industry Law Practice
Experience
Cohen & Bordeaux, LLP July 2014 - Present
Bordeaux Law, P.C. August 2008 - July 2014
Law Offices of James F. Miller April 2004 - August 2008
Envestnet Asset Management September 2001 - April 2004
Skills
Bankruptcy, Small Business, Chapter 7, Chapter 13 Bankruptcy, Consumer Law, Foreclosure Defense, Legal Assistance, Family Law, Courts, Debt Settlement, Creditors' Rights, Chapter 11, Automobile Accidents, Litigation, Mergers & Acquisitions, Arbitration, Administrative Law, Westlaw, Criminal Defense, Trials, Personal Injury..., Real Estate, Wrongful Death, Trial Practice, Hearings, Legal Issues
Education
University of California, Los Angeles - School of Law 1994 — 1997
JD, Law
University of California, Berkeley 1991 — 1993
BA, Political Science
Cohen & Bordeaux, LLP July 2014 - Present
Bordeaux Law, P.C. August 2008 - July 2014
Law Offices of James F. Miller April 2004 - August 2008
Envestnet Asset Management September 2001 - April 2004
Skills
Bankruptcy, Small Business, Chapter 7, Chapter 13 Bankruptcy, Consumer Law, Foreclosure Defense, Legal Assistance, Family Law, Courts, Debt Settlement, Creditors' Rights, Chapter 11, Automobile Accidents, Litigation, Mergers & Acquisitions, Arbitration, Administrative Law, Westlaw, Criminal Defense, Trials, Personal Injury..., Real Estate, Wrongful Death, Trial Practice, Hearings, Legal Issues
Education
University of California, Los Angeles - School of Law 1994 — 1997
JD, Law
University of California, Berkeley 1991 — 1993
BA, Political Science
Carolyn S. Cyr's Envestnet Asset Management Experience June 2011 - November 2012
Job Director, Project Management Office at Columbia Threadneedle Investments
Industry Financial Services
Experience
Columbia Threadneedle Investments November 2012 - Present
Envestnet Asset Management June 2011 - November 2012
Management Consultant 2009 - June 2011
Wells Fargo 2004 - 2008
Wells Fargo 2002 - 2004
KPMG Consulting (BearingPoint) 1997 - 2002
KPMG Peat Marwick 1996 - 1997
Skills
Project Portfolio..., Financial Systems..., Strategy Development, E-commerce, Tactical Planning, Client Interfacing, Product Launch, Product Management, Business Strategy, Business Process..., Process Development, Change Leadership, Competitive Analysis, Project Implementation, Conversions, System Conversion, Management Consulting, Budget Management, Project Accounting, Financial Markets, Asset Management, Retail Brokerage, Client Experience, Customer Satisfaction..., Call Center, Technology Integration, Solution Architecture, client satisfaction..., Client Relationship..., Problem Solving, Strategy, CRM, Change Management, Asset Managment, SDLC, Business Analysis, Financial Services, Risk Management, Process Improvement, Management, Leadership, Integration, Project Management, Analytics, Banking, Business Development, PMO, Project Planning, Mergers & Acquisitions, Cross-functional Team...
Education
Fergus Falls Community College
Associate in Arts
Minnesota State University, Moorhead
Bachelor of Science
Columbia Threadneedle Investments November 2012 - Present
Envestnet Asset Management June 2011 - November 2012
Management Consultant 2009 - June 2011
Wells Fargo 2004 - 2008
Wells Fargo 2002 - 2004
KPMG Consulting (BearingPoint) 1997 - 2002
KPMG Peat Marwick 1996 - 1997
Skills
Project Portfolio..., Financial Systems..., Strategy Development, E-commerce, Tactical Planning, Client Interfacing, Product Launch, Product Management, Business Strategy, Business Process..., Process Development, Change Leadership, Competitive Analysis, Project Implementation, Conversions, System Conversion, Management Consulting, Budget Management, Project Accounting, Financial Markets, Asset Management, Retail Brokerage, Client Experience, Customer Satisfaction..., Call Center, Technology Integration, Solution Architecture, client satisfaction..., Client Relationship..., Problem Solving, Strategy, CRM, Change Management, Asset Managment, SDLC, Business Analysis, Financial Services, Risk Management, Process Improvement, Management, Leadership, Integration, Project Management, Analytics, Banking, Business Development, PMO, Project Planning, Mergers & Acquisitions, Cross-functional Team...
Education
Fergus Falls Community College
Associate in Arts
Minnesota State University, Moorhead
Bachelor of Science
Michael Sowa, CAIA's Envestnet Asset Management Experience December 2007 - Present
Job Senior Investment Analyst at Portfolio Management Consultants
Industry Investment Management
Experience
Envestnet Asset Management December 2007 - Present
National Planning Holdings January 2006 - December 2007
Lipper April 2002 - August 2004
Education
The University of Edinburgh 2004 — 2005
MSc., Finance & Investments
American International College 1995 — 1999
BSc., Psychology & Chemistry
Envestnet Asset Management December 2007 - Present
National Planning Holdings January 2006 - December 2007
Lipper April 2002 - August 2004
Education
The University of Edinburgh 2004 — 2005
MSc., Finance & Investments
American International College 1995 — 1999
BSc., Psychology & Chemistry
Heather Conlan Slate's Envestnet Asset Management Experience April 2007 - March 2010
Job Director of Compliance
Industry Financial Services
Experience
Forward Management August 2015 - Present
Lateef Investment Management February 2011 - August 2015
Envestnet Asset Management April 2007 - March 2010
Thomas Weisel Partners April 2001 - April 2007
Skills
Equities
Education
University of California, Los Angeles
BA
Forward Management August 2015 - Present
Lateef Investment Management February 2011 - August 2015
Envestnet Asset Management April 2007 - March 2010
Thomas Weisel Partners April 2001 - April 2007
Skills
Equities
Education
University of California, Los Angeles
BA
Brooks Friederich's Envestnet Asset Management Experience November 2008 - November 2013
Job Director Fund Strategist Portfolios at Envestnet, Inc
Industry Financial Services
Experience
Envestnet, Inc November 2013 - Present
Envestnet Asset Management November 2008 - November 2013
Pitney Bowes May 2006 - November 2008
ALPS Funds November 2007 - February 2008
Education
University of Colorado Denver 2010 — 2012
MS in Finance, Finance
The University of South Dakota 2002 — 2006
Bachelor of Science in Business Adminstration, Finance
Envestnet, Inc November 2013 - Present
Envestnet Asset Management November 2008 - November 2013
Pitney Bowes May 2006 - November 2008
ALPS Funds November 2007 - February 2008
Education
University of Colorado Denver 2010 — 2012
MS in Finance, Finance
The University of South Dakota 2002 — 2006
Bachelor of Science in Business Adminstration, Finance
William Kip Weese's Envestnet Asset Management Experience 2005 - August 2011
Job Director Advisory Sales / Marketing at Ross Sinclaire & Associates LLC
Industry Financial Services
Experience
Ross Sinclaire & Associates LLC November 2013 - Present
Institutional Manager Resource LLC August 2011 - June 2014
Envestnet Asset Management 2005 - August 2011
AllianceBernstein January 2004 - January 2005
Natixis North America January 1999 - January 2004
Fidelity Investments January 1996 - January 2001
Skills
Asset Management, Series 7, ETFs, Securities, Asset Allocation, Financial Services, Asset Managment, Series 63, Mutual Funds, Wealth Management, Investments, Alternative Investments, Separately Managed..., FINRA, Asset Manager Consulting, RIA Platform Consulting, Investment Advisory, Hedge Funds, Portfolio Management, Equities, Investment Management, Project Coordination, New Business Development, Structured Products, Private Equity, Municipal Bonds, Investment Banking, Acquisitions, Mergers & Acquisitions
Education
University of Maine 1992 — 1994
BA English Edu
Le Moyne College 1991 — 1992
Ross Sinclaire & Associates LLC November 2013 - Present
Institutional Manager Resource LLC August 2011 - June 2014
Envestnet Asset Management 2005 - August 2011
AllianceBernstein January 2004 - January 2005
Natixis North America January 1999 - January 2004
Fidelity Investments January 1996 - January 2001
Skills
Asset Management, Series 7, ETFs, Securities, Asset Allocation, Financial Services, Asset Managment, Series 63, Mutual Funds, Wealth Management, Investments, Alternative Investments, Separately Managed..., FINRA, Asset Manager Consulting, RIA Platform Consulting, Investment Advisory, Hedge Funds, Portfolio Management, Equities, Investment Management, Project Coordination, New Business Development, Structured Products, Private Equity, Municipal Bonds, Investment Banking, Acquisitions, Mergers & Acquisitions
Education
University of Maine 1992 — 1994
BA English Edu
Le Moyne College 1991 — 1992
Kirk Snyder's Envestnet Asset Management Experience August 2001 - December 2008
Job Investment Management Professional
Industry Investment Management
Experience
ALTERNATIVE ASSET MANAGEMENT & ECONOMIC INVESTOR January 2009 - Present
Envestnet Asset Management August 2001 - December 2008
ELECTRONIC TRADING GROUP February 1997 - April 2001
AMERVEST COMPANY January 1995 - October 1996
WESTRIDGE CAPITAL MANAGEMENT November 1990 - June 1994
Education
Lehigh University
BACHELOR OF SCIENCE, INDUSTRIAL ENGINEERING; Computer Modeling and Statistical Analysis
Wharton School, University of Pennsylvania
MASTER OF BUSINESS ADMINISTRATION, FINANCE; Financial Analysis and Investments
ALTERNATIVE ASSET MANAGEMENT & ECONOMIC INVESTOR January 2009 - Present
Envestnet Asset Management August 2001 - December 2008
ELECTRONIC TRADING GROUP February 1997 - April 2001
AMERVEST COMPANY January 1995 - October 1996
WESTRIDGE CAPITAL MANAGEMENT November 1990 - June 1994
Education
Lehigh University
BACHELOR OF SCIENCE, INDUSTRIAL ENGINEERING; Computer Modeling and Statistical Analysis
Wharton School, University of Pennsylvania
MASTER OF BUSINESS ADMINISTRATION, FINANCE; Financial Analysis and Investments
Christian Burns's Envestnet Asset Management Experience September 2007 - February 2008
Job Project Manager at Futrend Technology Inc.
Industry Accounting
Experience
Futrend Technology Inc. December 2011 - Present
Futrend Technology Inc. June 2009 - December 2011
Northern Trust February 2008 - April 2009
Envestnet Asset Management September 2007 - February 2008
Healthcare Services Group May 2007 - September 2007
Skills
Accounting, Mutual Funds, Financial Analysis, Process Improvement, Financial Reporting, Program Management, Budgets, Microsoft Excel, Business Development, Quality Assurance, Microsoft Office, Networking, Customer Service, Data Analysis, Leadership, Finance, Forecasting
Education
Loyola University Chicago 2003 — 2007
BBA, Economics
Futrend Technology Inc. December 2011 - Present
Futrend Technology Inc. June 2009 - December 2011
Northern Trust February 2008 - April 2009
Envestnet Asset Management September 2007 - February 2008
Healthcare Services Group May 2007 - September 2007
Skills
Accounting, Mutual Funds, Financial Analysis, Process Improvement, Financial Reporting, Program Management, Budgets, Microsoft Excel, Business Development, Quality Assurance, Microsoft Office, Networking, Customer Service, Data Analysis, Leadership, Finance, Forecasting
Education
Loyola University Chicago 2003 — 2007
BBA, Economics
Varna Madhusudan Reddy's Envestnet Asset Management Experience May 2009 - December 2009
Job Manager,Business Analysis at Capital One
Industry Financial Services
Experience
Capital One August 2013 - Present
Capital One December 2011 - July 2013
Buttonwood Group Trading, LLC January 2010 - November 2011
Envestnet Asset Management May 2009 - December 2009
INFN May 2006 - July 2006
Skills
Trading, Equities, Stochastic Calculus, Quantitative Finance, Derivatives, Quantitative Analytics, Strategy, Proprietary Trading, Trading Strategies, Financial Modeling, Statistical Modeling, Valuation, Investments, Bloomberg, Fixed Income, Capital Markets, Trading Systems, Equity Derivatives, Equity Research, Financial Markets, Predictive Modeling, Business Analysis, Monte Carlo Simulation, Electronic Trading, Portfolio Management, Time Series Analysis, Quantitative Research, Equity Valuation, Bloomberg Terminal, FX Options, Equity Trading, VBA, Interest Rate..., Portfolio Optimization, Market Risk, Credit Derivatives, Options, Commodity
Education
Illinois Institute of Technology
Masters, Financial Engineering
Indian Institute of Technology, Delhi
Bachelors of Technology, Engineering Physics
Capital One August 2013 - Present
Capital One December 2011 - July 2013
Buttonwood Group Trading, LLC January 2010 - November 2011
Envestnet Asset Management May 2009 - December 2009
INFN May 2006 - July 2006
Skills
Trading, Equities, Stochastic Calculus, Quantitative Finance, Derivatives, Quantitative Analytics, Strategy, Proprietary Trading, Trading Strategies, Financial Modeling, Statistical Modeling, Valuation, Investments, Bloomberg, Fixed Income, Capital Markets, Trading Systems, Equity Derivatives, Equity Research, Financial Markets, Predictive Modeling, Business Analysis, Monte Carlo Simulation, Electronic Trading, Portfolio Management, Time Series Analysis, Quantitative Research, Equity Valuation, Bloomberg Terminal, FX Options, Equity Trading, VBA, Interest Rate..., Portfolio Optimization, Market Risk, Credit Derivatives, Options, Commodity
Education
Illinois Institute of Technology
Masters, Financial Engineering
Indian Institute of Technology, Delhi
Bachelors of Technology, Engineering Physics
John Dehart's Envestnet Asset Management Experience February 1998 - September 2007
Job 2nd Vice President, Investment Solutions Group at Northern Trust Asset Management
Industry Financial Services
Experience
Northern Trust Asset Management July 2012 - Present
United Capital Financial Partners, Inc December 2010 - June 2012
Smith Group Asset Management October 2007 - March 2009
Envestnet Asset Management February 1998 - September 2007
Skills
Mutual Funds, Asset Allocation, Asset Management, Portfolio Management, Securities, Wealth Management, Investments, Financial Advisory, Risk Management, Alternative Investments, Series 7
Education
Northern Illinois University 1994 — 1997
Bachelor of Science (BS), Accounting and Finance
Northern Trust Asset Management July 2012 - Present
United Capital Financial Partners, Inc December 2010 - June 2012
Smith Group Asset Management October 2007 - March 2009
Envestnet Asset Management February 1998 - September 2007
Skills
Mutual Funds, Asset Allocation, Asset Management, Portfolio Management, Securities, Wealth Management, Investments, Financial Advisory, Risk Management, Alternative Investments, Series 7
Education
Northern Illinois University 1994 — 1997
Bachelor of Science (BS), Accounting and Finance
Ryan Tagal's Envestnet Asset Management Experience 2010 - Present
Job Vice President Product Management at Envestnet Asset Management
Industry Financial Services
Experience
Envestnet Asset Management 2010 - Present
Morningstar 2002 - 2009
Cerulli Associates 1996 - 2001
Skills
Investments, Product Management, Product Development, Competitive Analysis, Mutual Funds, Business Analysis, Due Diligence, Financial Services, Portfolio Management, Risk Management, Bloomberg, ETFs, Asset Managment, Hedge Funds, Alternative Investments, Analysis, Business Development, Derivatives, Program Management
Education
The University of Chicago 2001 — 2003
MBA, in Finance, Strategic Management, Economics, and International Business
Massachusetts Institute of Technology 1991 — 1996
B.S, Physics
Envestnet Asset Management 2010 - Present
Morningstar 2002 - 2009
Cerulli Associates 1996 - 2001
Skills
Investments, Product Management, Product Development, Competitive Analysis, Mutual Funds, Business Analysis, Due Diligence, Financial Services, Portfolio Management, Risk Management, Bloomberg, ETFs, Asset Managment, Hedge Funds, Alternative Investments, Analysis, Business Development, Derivatives, Program Management
Education
The University of Chicago 2001 — 2003
MBA, in Finance, Strategic Management, Economics, and International Business
Massachusetts Institute of Technology 1991 — 1996
B.S, Physics
Sagi Abraham's Envestnet Asset Management Experience 2002 - 2003
Job Database Analyst at DTI
Industry Legal Services
Experience
DTI LLC October 2010 - Present
United Natural Foods March 2004 - May 2006
Envestnet Asset Management 2002 - 2003
Kott Software Pvt.Ltd 1999 - 2003
Skills
SQL Server, JavaScript, Visual Basic, HTML, Access, Litigation Support, Microsoft Office, Data Analysis, T-SQL, ASP, Excel, CSS, Business Analysis
Education
University of Calicut 1993 — 1997
B Tech, Mechanical Engineering
SVVB EMHS
DTI LLC October 2010 - Present
United Natural Foods March 2004 - May 2006
Envestnet Asset Management 2002 - 2003
Kott Software Pvt.Ltd 1999 - 2003
Skills
SQL Server, JavaScript, Visual Basic, HTML, Access, Litigation Support, Microsoft Office, Data Analysis, T-SQL, ASP, Excel, CSS, Business Analysis
Education
University of Calicut 1993 — 1997
B Tech, Mechanical Engineering
SVVB EMHS
Josh Mayer's Envestnet Asset Management Experience April 2014 - Present
Job Chief Operating Officer at Envestnet Asset Management
Industry Financial Services
Experience
Envestnet Asset Management April 2014 - Present
Envestnet Asset Management January 2011 - Present
Envestnet Asset Management 2000 - January 2011
BTR Capital Management 1996 - 2000
Camp Dudley YMCA 1985 - 1990
Education
Georgetown University 1992 — 1996
Envestnet Asset Management April 2014 - Present
Envestnet Asset Management January 2011 - Present
Envestnet Asset Management 2000 - January 2011
BTR Capital Management 1996 - 2000
Camp Dudley YMCA 1985 - 1990
Education
Georgetown University 1992 — 1996
Shelli Tillery's Envestnet Asset Management Experience 2012 - Present
Job VP, Data Conversion Manager
Industry Financial Services
Experience
Envestnet Asset Management 2012 - Present
Skills
Mutual Funds, SDLC, Equities, Asset Allocation, Financial Services, Series 7, Series 63, Asset Management, Securities
Education
Metropolitan State University of Denver 1994 — 1996
Bachelor's, Finance
Metropolitan State University of Denver
Bachelor, Finance
Envestnet Asset Management 2012 - Present
Skills
Mutual Funds, SDLC, Equities, Asset Allocation, Financial Services, Series 7, Series 63, Asset Management, Securities
Education
Metropolitan State University of Denver 1994 — 1996
Bachelor's, Finance
Metropolitan State University of Denver
Bachelor, Finance
Gregory Koren's Envestnet Asset Management Experience June 2011 - June 2012
Job Institutional Client Services Specialist at Envestnet, Inc
Industry Financial Services
Experience
Envestnet, Inc January 2013 - Present
Worldwide Industries Enterprises May 2012 - January 2013
Envestnet Asset Management June 2011 - June 2012
Kotler, Turk and Associates May 2010 - December 2010
Visions in Design LLC May 2008 - August 2009
Skills
Microsoft Excel, Financial Analysis, Microsoft Office, PowerPoint, Microsoft Word, Access, Series 7, Accounting, Customer Service, Business Analysis, Outlook
Education
John Carroll University 2007 — 2011
Bacholar of Science in Business Management, Finance
John Carroll University 2007 — 2011
Bachelor of Science, Business Administration; Finance
Regents College
Envestnet, Inc January 2013 - Present
Worldwide Industries Enterprises May 2012 - January 2013
Envestnet Asset Management June 2011 - June 2012
Kotler, Turk and Associates May 2010 - December 2010
Visions in Design LLC May 2008 - August 2009
Skills
Microsoft Excel, Financial Analysis, Microsoft Office, PowerPoint, Microsoft Word, Access, Series 7, Accounting, Customer Service, Business Analysis, Outlook
Education
John Carroll University 2007 — 2011
Bacholar of Science in Business Management, Finance
John Carroll University 2007 — 2011
Bachelor of Science, Business Administration; Finance
Regents College
Christopher Trombino's Envestnet Asset Management Experience May 2010 - August 2010
Job Vice President, Institutional Equity Trading at Strategas Research Partners
Industry Banking
Experience
Strategas Research Partners May 2013 - Present
Strategas Research Partners July 2011 - May 2013
Envestnet Asset Management May 2010 - August 2010
Skills
Hedge Funds, Mutual Funds, Capital Markets, CRM, Investment Banking, Equity Research, Sales, Market Research, Research, Marketing Strategy, Investment Strategies, Valuation, Bloomberg, Alternative Investments, Equity Trading, Financial Services, Investments
Education
Fairfield University 2008 — 2011
Finance
Saint Anthony's High School
Strategas Research Partners May 2013 - Present
Strategas Research Partners July 2011 - May 2013
Envestnet Asset Management May 2010 - August 2010
Skills
Hedge Funds, Mutual Funds, Capital Markets, CRM, Investment Banking, Equity Research, Sales, Market Research, Research, Marketing Strategy, Investment Strategies, Valuation, Bloomberg, Alternative Investments, Equity Trading, Financial Services, Investments
Education
Fairfield University 2008 — 2011
Finance
Saint Anthony's High School
Landry Zimmerman's Envestnet Asset Management Experience October 2008 - November 2010
Job Investment Management Operations Leader
Industry Financial Services
Experience
Envestnet Asset Management October 2008 - November 2010
Envestnet Asset Management June 2005 - October 2008
Net Asset Management June 2002 - June 2005
Skills
Risk Management, Mutual Funds, Asset Allocation, Trading, Hedge Funds, Process Improvement, Start-ups, Data Analysis, Security APL, Portfolio Strategy, Futures, Commodity, Bond Funds, Portfolio Management, Securities, Program Management, Financial Services
Education
University of California, Riverside 1989 — 1994
BA, Economics/Finance
Envestnet Asset Management October 2008 - November 2010
Envestnet Asset Management June 2005 - October 2008
Net Asset Management June 2002 - June 2005
Skills
Risk Management, Mutual Funds, Asset Allocation, Trading, Hedge Funds, Process Improvement, Start-ups, Data Analysis, Security APL, Portfolio Strategy, Futures, Commodity, Bond Funds, Portfolio Management, Securities, Program Management, Financial Services
Education
University of California, Riverside 1989 — 1994
BA, Economics/Finance
Anusha Reddy's Envestnet Asset Management Experience August 2010 - December 2010
Job Consultant at Hitachi Consulting
Industry Management Consulting
Experience
Envestnet Asset Management August 2010 - December 2010
Funambol May 2010 - August 2010
Bridge Global Strategies September 2009 - December 2009
Marcus and Millichap May 2009 - August 2009
AXA Advisors April 2009 - August 2009
Merrill Lynch September 2008 - December 2008
Sierra Atlantic June 2008 - July 2008
Skills
Market Research, Marketing, Blogging, Public Relations, Management, Press Releases, Business Development, Competitive Analysis, Mobile Devices, Databases, Social Media
Education
New York University 2007 — 2011
Bachelor of Arts (B.A.), Economics
New York University 2007 — 2011
Bachelor of Arts (B.A.), Economics and Psychology
Envestnet Asset Management August 2010 - December 2010
Funambol May 2010 - August 2010
Bridge Global Strategies September 2009 - December 2009
Marcus and Millichap May 2009 - August 2009
AXA Advisors April 2009 - August 2009
Merrill Lynch September 2008 - December 2008
Sierra Atlantic June 2008 - July 2008
Skills
Market Research, Marketing, Blogging, Public Relations, Management, Press Releases, Business Development, Competitive Analysis, Mobile Devices, Databases, Social Media
Education
New York University 2007 — 2011
Bachelor of Arts (B.A.), Economics
New York University 2007 — 2011
Bachelor of Arts (B.A.), Economics and Psychology
Lauren Woodman's Envestnet Asset Management Experience November 2011 - Present
Job Associate Regional Consultant at Envestnet, Inc
Industry Financial Services
Experience
Envestnet, Inc February 2015 - Present
Envestnet, Inc July 2014 - Present
Envestnet Asset Management November 2011 - Present
Envestnet Asset Management April 2011 - December 2011
Envestnet Asset Management September 2010 - March 2011
The Gettysburg Hotel February 2010 - May 2010
Skills
Microsoft Office, PowerPoint, Social Media
Education
Gettysburg College 2006 — 2010
BA, Spanish and Management
Gettysburg College 2006 — 2010
Envestnet, Inc February 2015 - Present
Envestnet, Inc July 2014 - Present
Envestnet Asset Management November 2011 - Present
Envestnet Asset Management April 2011 - December 2011
Envestnet Asset Management September 2010 - March 2011
The Gettysburg Hotel February 2010 - May 2010
Skills
Microsoft Office, PowerPoint, Social Media
Education
Gettysburg College 2006 — 2010
BA, Spanish and Management
Gettysburg College 2006 — 2010
Daphne Gu's Envestnet Asset Management Experience January 2012 - April 2012
Job Senior Portfolio Analyst, CFA
Industry Financial Services
Experience
Portfolio Research & Consulting Group, Natixis Global Asset Management April 2012 - Present
Envestnet Asset Management January 2012 - April 2012
FundQuest/BNP Paribas July 2007 - December 2011
Textron Inc May 1998 - July 2007
Skills
Mutual Funds, ETFs, Portfolio Management, Asset Allocation, Equities, Asset Management, Fixed Income, Series 7, Investments, Series 63, Investment Strategies, Hedge Funds, Alternative Investments, Strategy, Investment Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2004 — 2006
MS, Finance
Nanyang Technological University 1998 — 2000
MBA
Shanghai Jiao Tong University
Bachelor's degree, English for Science and Technology
Portfolio Research & Consulting Group, Natixis Global Asset Management April 2012 - Present
Envestnet Asset Management January 2012 - April 2012
FundQuest/BNP Paribas July 2007 - December 2011
Textron Inc May 1998 - July 2007
Skills
Mutual Funds, ETFs, Portfolio Management, Asset Allocation, Equities, Asset Management, Fixed Income, Series 7, Investments, Series 63, Investment Strategies, Hedge Funds, Alternative Investments, Strategy, Investment Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2004 — 2006
MS, Finance
Nanyang Technological University 1998 — 2000
MBA
Shanghai Jiao Tong University
Bachelor's degree, English for Science and Technology
Lowell Beck's Envestnet Asset Management Experience August 2010 - Present
Job Financial Systems Analyst
Industry Financial Services
Experience
Envestnet Asset Management August 2010 - Present
AIG Advisor Group October 2005 - July 2010
Education
Rensselaer Polytechnic Institute 2000 — 2005
B.S., Science, Technology, and Society
Envestnet Asset Management August 2010 - Present
AIG Advisor Group October 2005 - July 2010
Education
Rensselaer Polytechnic Institute 2000 — 2005
B.S., Science, Technology, and Society
Kip Kaehler's Envestnet Asset Management Experience June 2010 - September 2010
Job Software Engineer at Nextdoor.com
Industry Computer Software
Experience
Nextdoor.com July 2011 - Present
Service Objects September 2010 - May 2011
Envestnet Asset Management June 2010 - September 2010
Phone Halo January 2010 - June 2010
Skills
Python, JavaScript, Crime Fighting, Linux, Software Development, Objective-C, PostgreSQL, Matlab, C++
Education
University of California, Santa Barbara 2007 — 2011
Computer Science, Engineering
University of California, Santa Barbara 2007 — 2011
Bachelor of Engineering (BEng), Computer Science
Nextdoor.com July 2011 - Present
Service Objects September 2010 - May 2011
Envestnet Asset Management June 2010 - September 2010
Phone Halo January 2010 - June 2010
Skills
Python, JavaScript, Crime Fighting, Linux, Software Development, Objective-C, PostgreSQL, Matlab, C++
Education
University of California, Santa Barbara 2007 — 2011
Computer Science, Engineering
University of California, Santa Barbara 2007 — 2011
Bachelor of Engineering (BEng), Computer Science
Jianan Du's Envestnet Asset Management Experience June 2012 - May 2013
Job Quantitative Research Analyst at Envestnet, Inc
Industry Financial Services
Experience
Envestnet, Inc June 2013 - Present
Envestnet Asset Management June 2012 - May 2013
Skills
Matlab, Quantitative Finance, C++, Python, Stochastic Calculus, Mathematical Modeling, Bayesian statistics
Education
Illinois Institute of Technology 2011 — 2013
Master of Science (MS), Financial Mathematics
University of Science and Technology of China 2007 — 2010
Bachelor of Science (BS), Mathematics
rdfz
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Envestnet, Inc June 2013 - Present
Envestnet Asset Management June 2012 - May 2013
Skills
Matlab, Quantitative Finance, C++, Python, Stochastic Calculus, Mathematical Modeling, Bayesian statistics
Education
Illinois Institute of Technology 2011 — 2013
Master of Science (MS), Financial Mathematics
University of Science and Technology of China 2007 — 2010
Bachelor of Science (BS), Mathematics
rdfz
rdfz
Julia Van Stone's Envestnet Asset Management Experience May 2010 - December 2012
Job Team Lead, Operations at Envestnet, Inc
Industry Financial Services
Experience
Envestnet, Inc July 2014 - Present
Envestnet December 2012 - July 2014
Envestnet Asset Management May 2010 - December 2012
Mission Control Investment Strategies 2009 - 2010
Joseph Sturniolo and Associates 2008 - 2009
Skills
Series 7, Equities, Investments, Securities, Asset Allocation, Wealth Management, Asset Management, Portfolio Management, Financial Services, ETFs, Trading, Financial Analysis, Mutual Funds
Education
University of Colorado at Boulder 1996 — 2000
BA, English
Smithfield Middle School
Smithfield Middle School
Smithfield Middle School
Smithfield Middle School
Envestnet, Inc July 2014 - Present
Envestnet December 2012 - July 2014
Envestnet Asset Management May 2010 - December 2012
Mission Control Investment Strategies 2009 - 2010
Joseph Sturniolo and Associates 2008 - 2009
Skills
Series 7, Equities, Investments, Securities, Asset Allocation, Wealth Management, Asset Management, Portfolio Management, Financial Services, ETFs, Trading, Financial Analysis, Mutual Funds
Education
University of Colorado at Boulder 1996 — 2000
BA, English
Smithfield Middle School
Smithfield Middle School
Smithfield Middle School
Smithfield Middle School
Aleks Kisielius's Envestnet Asset Management Experience May 2011 - September 2011
Job AVP Attorney
Industry Financial Services
Experience
Envestnet Asset Management, Inc. April 2013 - Present
Envestnet Asset Management May 2011 - September 2011
Johnson Legal Group, LLC May 2009 - May 2011
Northwestern University Feinberg School of Medicine September 2005 - August 2008
Northwestern University, Feinberg School of Medicine June 2003 - August 2008
Education
University of Washington School of Law 2011 — 2012
LLM, Taxation
The John Marshall Law School 2008 — 2011
JD
University of Michigan 1999 — 2003
BA, Political Science
Envestnet Asset Management, Inc. April 2013 - Present
Envestnet Asset Management May 2011 - September 2011
Johnson Legal Group, LLC May 2009 - May 2011
Northwestern University Feinberg School of Medicine September 2005 - August 2008
Northwestern University, Feinberg School of Medicine June 2003 - August 2008
Education
University of Washington School of Law 2011 — 2012
LLM, Taxation
The John Marshall Law School 2008 — 2011
JD
University of Michigan 1999 — 2003
BA, Political Science
Christen Brown's Envestnet Asset Management Experience December 2010 - Present
Job AVP Supervisor at Envestnet, Inc
Industry Financial Services
Experience
Envestnet, Inc August 2012 - Present
Envestnet Asset Management December 2010 - Present
Envestnet Asset Management April 2010 - Present
Envestnet Asset Management May 2001 - Present
Skills
Financial Services, Asset Managment, Business Analysis, Process Improvement, Mutual Funds, Securities, Equities
Education
Colorado State University 1993 — 1998
Bachelor of Science, Applied Human Sciences
Envestnet, Inc August 2012 - Present
Envestnet Asset Management December 2010 - Present
Envestnet Asset Management April 2010 - Present
Envestnet Asset Management May 2001 - Present
Skills
Financial Services, Asset Managment, Business Analysis, Process Improvement, Mutual Funds, Securities, Equities
Education
Colorado State University 1993 — 1998
Bachelor of Science, Applied Human Sciences
Peter Czarnecki's Envestnet Asset Management Experience October 2009 - November 2013
Job Bridge & Launch Coordinator at Envestnet, Inc
Industry Financial Services
Experience
Envestnet, Inc November 2013 - Present
Envestnet Asset Management October 2009 - November 2013
Envestnet Asset Management February 2008 - September 2009
JPMorgan Chase May 2007 - February 2008
Skills
Relationship Management, Portfolio Management, Series 63, Series 6, Series 65, Wealth Management, Investment Advisory, Retirement Planning, Financial Services, Investment Strategies, Bloomberg, Retirement, Derivatives, Process Improvement, Business Analysis, Alternative Investments, Risk Management, Analysis, Securities, Series 7, Equities
Education
Northern Illinois University 2000 — 2002
BA, Psychology
Kishwaukee College 1998 — 2000
Associates, Psychology
Envestnet, Inc November 2013 - Present
Envestnet Asset Management October 2009 - November 2013
Envestnet Asset Management February 2008 - September 2009
JPMorgan Chase May 2007 - February 2008
Skills
Relationship Management, Portfolio Management, Series 63, Series 6, Series 65, Wealth Management, Investment Advisory, Retirement Planning, Financial Services, Investment Strategies, Bloomberg, Retirement, Derivatives, Process Improvement, Business Analysis, Alternative Investments, Risk Management, Analysis, Securities, Series 7, Equities
Education
Northern Illinois University 2000 — 2002
BA, Psychology
Kishwaukee College 1998 — 2000
Associates, Psychology
Stephen Hua's Envestnet Asset Management Experience November 2007 - February 2010
Job Performance Analyst at Oaktree Capital Management
Industry Financial Services
Experience
Oaktree Capital Management December 2013 - Present
BLX Group June 2010 - November 2013
Envestnet Asset Management November 2007 - February 2010
Envestnet Asset Management November 2007 - February 2010
Morgan Stanley March 2004 - December 2005
Skills
Risk Management, Financial Analysis, Finance, Cash Flow, Accounting, Microsoft Excel, Outlook, Microsoft Word, Access, Fixed Income Analysis, Security APL, Bloomberg Terminal, APX, Computer Network...
Education
University of California, Davis 2000 — 2007
Bachelor of Arts (B.A.), Economics
Oaktree Capital Management December 2013 - Present
BLX Group June 2010 - November 2013
Envestnet Asset Management November 2007 - February 2010
Envestnet Asset Management November 2007 - February 2010
Morgan Stanley March 2004 - December 2005
Skills
Risk Management, Financial Analysis, Finance, Cash Flow, Accounting, Microsoft Excel, Outlook, Microsoft Word, Access, Fixed Income Analysis, Security APL, Bloomberg Terminal, APX, Computer Network...
Education
University of California, Davis 2000 — 2007
Bachelor of Arts (B.A.), Economics
Greg Dow's Envestnet Asset Management Experience March 2012 - September 2013
Job Internal Sales Associate at Henderson Global Investors
Industry Financial Services
Experience
Henderson Global Investors September 2013 - Present
Envestnet Asset Management March 2012 - September 2013
John Hancock Life Insurance Company (U.S.A.) June 2011 - March 2012
COUNTRY ® Financial January 2010 - May 2011
Skills
Series 7, Investments, Series 63
Education
Illinois Wesleyan University 2007 — 2011
Bachelor of Arts, Finance
Henderson Global Investors September 2013 - Present
Envestnet Asset Management March 2012 - September 2013
John Hancock Life Insurance Company (U.S.A.) June 2011 - March 2012
COUNTRY ® Financial January 2010 - May 2011
Skills
Series 7, Investments, Series 63
Education
Illinois Wesleyan University 2007 — 2011
Bachelor of Arts, Finance
Jack Carmody's Envestnet Asset Management Experience June 2014 - August 2014
Job Student at Emory University
Industry
Experience
BNP Paribas July 2015 - Present
Envestnet Asset Management June 2014 - August 2014
Education
Emory University 2011 — 2015
Bachelor of Arts (B.A.), Economics/Political Science
The American School in London 2008 — 2011
Loyola Academy 2007 — 2008
BNP Paribas July 2015 - Present
Envestnet Asset Management June 2014 - August 2014
Education
Emory University 2011 — 2015
Bachelor of Arts (B.A.), Economics/Political Science
The American School in London 2008 — 2011
Loyola Academy 2007 — 2008
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY