Envestnet Asset Management
Industry: Company
DescriptionFounded: 1999 Parent organization: Envestnet
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Envestnet Asset Management Employees
Employee
Years
Job
Industry
Dianna (Sweet) Heideman Dianna (Sweet) Heideman's Envestnet Asset Management Experience June 2007 - Present
Job
Industry Financial Services
Experience
Envestnet Asset Management June 2007 - Present
Hoopis Financial Group 2006 - 2007
Skills
Investments, Asset Managment, Financial Services, Portfolio Management, Mutual Funds, Securities, Relationship Management, Series 63, Wealth Management, Asset Allocation, Investment Advisory, Equities, Alternative Investments, Risk Management, Banking, Analysis, Financial Advisory, Business Analysis, Asset Management
Education
University of Southern California 1998 — 2003
BA, International Relations (Global Finance)
Envestnet Asset Management June 2007 - Present
Hoopis Financial Group 2006 - 2007
Skills
Investments, Asset Managment, Financial Services, Portfolio Management, Mutual Funds, Securities, Relationship Management, Series 63, Wealth Management, Asset Allocation, Investment Advisory, Equities, Alternative Investments, Risk Management, Banking, Analysis, Financial Advisory, Business Analysis, Asset Management
Education
University of Southern California 1998 — 2003
BA, International Relations (Global Finance)
Joanne Hartung Joanne Hartung's Envestnet Asset Management Experience April 2010 - Present
Job V.P. Product Development at Envestnet Asset Management
Industry Financial Services
Experience
Envestnet Asset Management April 2010 - Present
FundQuest January 2009 - January 2011
FundQuest January 2008 - January 2009
FundQuest January 2002 - January 2008
FundQuest April 1998 - January 2002
The Marshall Plan- Investment Management Firm April 1994 - April 1998
Pershing January 1988 - April 1994
Boston Stock Exchange September 1987 - January 1988
Education
University of Maine 1983 — 1987
BS, Marketing/Management
Envestnet Asset Management April 2010 - Present
FundQuest January 2009 - January 2011
FundQuest January 2008 - January 2009
FundQuest January 2002 - January 2008
FundQuest April 1998 - January 2002
The Marshall Plan- Investment Management Firm April 1994 - April 1998
Pershing January 1988 - April 1994
Boston Stock Exchange September 1987 - January 1988
Education
University of Maine 1983 — 1987
BS, Marketing/Management
Jim Rosenberger Jim Rosenberger's Envestnet Asset Management Experience 2000 - 2003
Job Controller at Catholic Theological Union, Chicago
Industry Accounting
Experience
Catholic Theological Union, Chicago August 2015 - Present
Interim CFO / Controller / Consultant 2010 - 2015
Novarra (acquired by Nokia) 2009 - 2010
Intellext (recapitalized as Media River) 2006 - 2008
Man Investments 2003 - 2005
Envestnet Asset Management 2000 - 2003
Duff & Phelps Investment Management 1998 - 2000
UBS 1994 - 1998
Goss Graphic Systems (Division of Rockwell International) 1987 - 1994
Deloitte & Touche 1986 - 1987
Skills
Finance, Analysis, Healthcare, Financial Analysis, Strategic Financial..., Financial Reporting, Mergers & Acquisitions, Financial Modeling, Accounting, Process Improvement, Management, New Business Development, Forecasting, Due Diligence, Activity based, Product profitability, Cost Accounting, Project Planning, Data Analysis, QuickBooks, General Ledger, Annual Budgets, Internal Controls, Auditing, Financial Accounting, US GAAP, Budgets, Accounts Receivable, Accounts Payable, Project Management, Data Migration, Quality Auditing, Financial Planning, Acquisition Integration, Strategic Planning, Consulting
Education
University of Illinois at Urbana-Champaign 1981 — 1985
Bachelor of Science - Accountancy
IES Abroad (Insititute for European Studies) - Vienna, Austria 1983 — 1984
Internatiional Business Curriculum
CPA, Sate of Illinois
Catholic Theological Union, Chicago August 2015 - Present
Interim CFO / Controller / Consultant 2010 - 2015
Novarra (acquired by Nokia) 2009 - 2010
Intellext (recapitalized as Media River) 2006 - 2008
Man Investments 2003 - 2005
Envestnet Asset Management 2000 - 2003
Duff & Phelps Investment Management 1998 - 2000
UBS 1994 - 1998
Goss Graphic Systems (Division of Rockwell International) 1987 - 1994
Deloitte & Touche 1986 - 1987
Skills
Finance, Analysis, Healthcare, Financial Analysis, Strategic Financial..., Financial Reporting, Mergers & Acquisitions, Financial Modeling, Accounting, Process Improvement, Management, New Business Development, Forecasting, Due Diligence, Activity based, Product profitability, Cost Accounting, Project Planning, Data Analysis, QuickBooks, General Ledger, Annual Budgets, Internal Controls, Auditing, Financial Accounting, US GAAP, Budgets, Accounts Receivable, Accounts Payable, Project Management, Data Migration, Quality Auditing, Financial Planning, Acquisition Integration, Strategic Planning, Consulting
Education
University of Illinois at Urbana-Champaign 1981 — 1985
Bachelor of Science - Accountancy
IES Abroad (Insititute for European Studies) - Vienna, Austria 1983 — 1984
Internatiional Business Curriculum
CPA, Sate of Illinois
John MacIlwaine John MacIlwaine's Envestnet Asset Management Experience 2002 - 2003
Job Chief Technology Officer at Lending Club
Industry Financial Services
Experience
Lending Club Corporation July 2012 - Present
Green Dot December 2011 - July 2012
Visa April 2007 - November 2011
SunGard 2003 - 2007
Envestnet Asset Management 2002 - 2003
MyHomeKey.com Inc. 2000 - 2002
Morgan Stanley 1995 - 2000
Skills
Enterprise Architecture, Financial Services, Agile Methodologies, Software Development, SOA, IT Strategy, Integration, Business Intelligence, Strategy, Data Warehousing, Unix, CRM, Web Services, Management, Vendor Management, Leadership, Scrum, Information Technology, E-commerce, Distributed Systems, Cloud Computing, Product Management, Analytics, Quality Assurance, Enterprise Software, XML, Java Enterprise Edition, PMO, Mobile Applications, Executive Management, IT Management, Agile Project Management, Architecture, Business Analysis, Project Portfolio..., SaaS, Program Management, Software Project..., Requirements Analysis, Scalability, Solution Architecture, Software Engineering, System Architecture, Databases, SQL, Data Center, REST, Web Applications, Linux, Architectures
Education
University of Michigan 1987 — 1991
BSE, Computer Engineering
Oakwood High School 1984 — 1987
Lending Club Corporation July 2012 - Present
Green Dot December 2011 - July 2012
Visa April 2007 - November 2011
SunGard 2003 - 2007
Envestnet Asset Management 2002 - 2003
MyHomeKey.com Inc. 2000 - 2002
Morgan Stanley 1995 - 2000
Skills
Enterprise Architecture, Financial Services, Agile Methodologies, Software Development, SOA, IT Strategy, Integration, Business Intelligence, Strategy, Data Warehousing, Unix, CRM, Web Services, Management, Vendor Management, Leadership, Scrum, Information Technology, E-commerce, Distributed Systems, Cloud Computing, Product Management, Analytics, Quality Assurance, Enterprise Software, XML, Java Enterprise Edition, PMO, Mobile Applications, Executive Management, IT Management, Agile Project Management, Architecture, Business Analysis, Project Portfolio..., SaaS, Program Management, Software Project..., Requirements Analysis, Scalability, Solution Architecture, Software Engineering, System Architecture, Databases, SQL, Data Center, REST, Web Applications, Linux, Architectures
Education
University of Michigan 1987 — 1991
BSE, Computer Engineering
Oakwood High School 1984 — 1987
Jessica Menius Jessica Menius's Envestnet Asset Management Experience March 2010 - January 2012
Job Principal Coordinator, Recruiting at Capital One
Industry Human Resources
Experience
Capital One August 2014 - Present
Disys January 2014 - August 2014
Randstad Human Resources August 2013 - October 2013
CORESTAFF Services July 2012 - July 2013
Stafflogix April 2012 - July 2012
Envestnet Asset Management March 2010 - January 2012
City Staffing November 2009 - February 2010
First National Bank of St. Louis July 2006 - June 2009
Skills
Banking, Outlook, Word, Customer Service, Excel, PowerPoint, Microsoft Office, Microsoft Excel, Human Resources, Recruiting, Microsoft Word, Payroll, Account Management, Interviews, Accounts Payable, Budgets, Process Improvement, Accounting, Personnel Management, Temporary Staffing, Management, Time Management, Employee Relations, Retail, Performance Management, Analysis, Training
Education
Webster University 2007 — 2008
MBA, 3.49
University of Missouri-Columbia 2003 — 2006
BSBA, Finance and Banking, 3.09
Nerinx Hall 1998 — 2002
HS
Capital One August 2014 - Present
Disys January 2014 - August 2014
Randstad Human Resources August 2013 - October 2013
CORESTAFF Services July 2012 - July 2013
Stafflogix April 2012 - July 2012
Envestnet Asset Management March 2010 - January 2012
City Staffing November 2009 - February 2010
First National Bank of St. Louis July 2006 - June 2009
Skills
Banking, Outlook, Word, Customer Service, Excel, PowerPoint, Microsoft Office, Microsoft Excel, Human Resources, Recruiting, Microsoft Word, Payroll, Account Management, Interviews, Accounts Payable, Budgets, Process Improvement, Accounting, Personnel Management, Temporary Staffing, Management, Time Management, Employee Relations, Retail, Performance Management, Analysis, Training
Education
Webster University 2007 — 2008
MBA, 3.49
University of Missouri-Columbia 2003 — 2006
BSBA, Finance and Banking, 3.09
Nerinx Hall 1998 — 2002
HS
Blaise McEwen Blaise McEwen's Envestnet Asset Management Experience February 2011 - September 2011
Job Senior Accountant at Family Tree Corporation
Industry Accounting
Experience
Family Tree Corporation May 2014 - Present
Stoneham Drilling Inc. January 2013 - January 2014
Rivet Software September 2011 - June 2012
Envestnet Asset Management February 2011 - September 2011
Beecher Carlson June 2009 - October 2010
University of Denver October 2008 - August 2009
Skills
Accounting, Account Reconciliation, Customer Service, Accounts Receivable, GAAP, Financial Statements, Microsoft Excel, Invoicing, Financial Analysis, Journal Entries, XBRL, US GAAP, Financial Reporting, General Ledger, Microsoft Office, Financial Accounting, Accounts Payable
Education
University of Colorado Denver 2008 — 2010
B.S.B.A., Accounting
Family Tree Corporation May 2014 - Present
Stoneham Drilling Inc. January 2013 - January 2014
Rivet Software September 2011 - June 2012
Envestnet Asset Management February 2011 - September 2011
Beecher Carlson June 2009 - October 2010
University of Denver October 2008 - August 2009
Skills
Accounting, Account Reconciliation, Customer Service, Accounts Receivable, GAAP, Financial Statements, Microsoft Excel, Invoicing, Financial Analysis, Journal Entries, XBRL, US GAAP, Financial Reporting, General Ledger, Microsoft Office, Financial Accounting, Accounts Payable
Education
University of Colorado Denver 2008 — 2010
B.S.B.A., Accounting
Eric Halverson Eric Halverson's Envestnet Asset Management Experience February 2011 - May 2014
Job Investment Analyst at Envestnet, Inc
Industry Financial Services
Experience
Envestnet, Inc June 2015 - Present
Envestnet, Inc June 2014 - Present
Envestnet Asset Management February 2011 - May 2014
Vail Resorts October 2009 - February 2011
Northwestern Mutual May 2008 - September 2008
Education
University of Colorado at Denver 2012 — 2015
Master of Science (M.S.), Finance, Financial Analysis and Management Specialization
University of Wisconsin-Whitewater 2004 — 2008
BBA, Finance
Envestnet, Inc June 2015 - Present
Envestnet, Inc June 2014 - Present
Envestnet Asset Management February 2011 - May 2014
Vail Resorts October 2009 - February 2011
Northwestern Mutual May 2008 - September 2008
Education
University of Colorado at Denver 2012 — 2015
Master of Science (M.S.), Finance, Financial Analysis and Management Specialization
University of Wisconsin-Whitewater 2004 — 2008
BBA, Finance
Steven McGowan Steven McGowan's Envestnet Asset Management Experience March 2012 - December 2013
Job Institutional Equity Sales at Cantor Fitzgerald
Industry Financial Services
Experience
Cantor Fitzgerald December 2013 - Present
Envestnet Asset Management March 2012 - December 2013
Standard Bank & Trust Co. May 2010 - August 2010
Raymond James Financial Inc. May 2010 - May 2010
Standard Bank & Trust Co. May 2009 - August 2009
FC Stone, CME Group May 2008 - August 2008
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2011
BBA, Finance
Saint Rita of Cascia High School 2003 — 2007
John Cabot University
Cantor Fitzgerald December 2013 - Present
Envestnet Asset Management March 2012 - December 2013
Standard Bank & Trust Co. May 2010 - August 2010
Raymond James Financial Inc. May 2010 - May 2010
Standard Bank & Trust Co. May 2009 - August 2009
FC Stone, CME Group May 2008 - August 2008
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2011
BBA, Finance
Saint Rita of Cascia High School 2003 — 2007
John Cabot University
Sarah Villa Sarah Villa's Envestnet Asset Management Experience 2002 - 2004
Job Financial Services at American Tower Corporation
Industry Consumer Services
Experience
American Tower Corporation 2015 - Present
Philips Lifeline 2008 - 2014
Royal Bank of Canada 2004 - 2006
Envestnet Asset Management 2002 - 2004
Fidelity Investments 1999 - 2001
Skills
Process Improvement, Financial Services, Leadership, Business Analysis, Program Management, Vendor Management, Analysis, Change Management, Financial Reporting, Finance, Cross-functional Team..., Business Development, Strategic Planning, Financial Analysis, CRM, Business Process..., Sales, Management, SDLC, Salesforce.com, Account Management, Healthcare, Product Management, Business Intelligence, Forecasting, Call Centers, Strategy
Education
University of Rhode Island 1994 — 1999
BA
Holliston High School
National Personal Training Institute
American Tower Corporation 2015 - Present
Philips Lifeline 2008 - 2014
Royal Bank of Canada 2004 - 2006
Envestnet Asset Management 2002 - 2004
Fidelity Investments 1999 - 2001
Skills
Process Improvement, Financial Services, Leadership, Business Analysis, Program Management, Vendor Management, Analysis, Change Management, Financial Reporting, Finance, Cross-functional Team..., Business Development, Strategic Planning, Financial Analysis, CRM, Business Process..., Sales, Management, SDLC, Salesforce.com, Account Management, Healthcare, Product Management, Business Intelligence, Forecasting, Call Centers, Strategy
Education
University of Rhode Island 1994 — 1999
BA
Holliston High School
National Personal Training Institute
Steve Hipp's Envestnet Asset Management Experience July 2000 - Present
Job Director of Software Development (Envestnet Asset Management)
Industry Computer Software
Experience
Envestnet Asset Management July 2000 - Present
Oberon Financial Technology 2000 - 2004
Computer Associates June 1999 - July 2000
Platinum Technology June 1995 - June 1999
Trinzic Corporation June 1992 - June 1995
Aion Corporation October 1989 - June 1992
Education
University of Notre Dame
BS, Mathematics
Envestnet Asset Management July 2000 - Present
Oberon Financial Technology 2000 - 2004
Computer Associates June 1999 - July 2000
Platinum Technology June 1995 - June 1999
Trinzic Corporation June 1992 - June 1995
Aion Corporation October 1989 - June 1992
Education
University of Notre Dame
BS, Mathematics
Forde, Patrick's Envestnet Asset Management Experience January 2012 - Present
Job Regional Consultant at Envestnet Asset Management
Industry Financial Services
Experience
Envestnet Asset Management January 2012 - Present
Education
University of Massachusetts Boston 1991 — 1995
Envestnet Asset Management January 2012 - Present
Education
University of Massachusetts Boston 1991 — 1995
Ashok Shinde's Envestnet Asset Management Experience August 2002 - September 2006
Job Mobile Tech Enthusiast
Industry Financial Services
Experience
Ibis Software Corporation, Inc. 2006 - Present
Envestnet Asset Management August 2002 - September 2006
Deloitte & Touche Tax Technologies August 2000 - August 2002
Panther Software August 1999 - August 2000
SAFER Systems, Inc. April 1995 - August 1999
Skills
SDLC, Integration, Product Development, Agile Methodologies, Software Development, SOA, Software Project..., Web Services, Business Analysis, Requirements Analysis, Scrum, .NET, Business Intelligence, WCF, Enterprise Architecture, Management, Software Engineering, Testing, Visio, Project Management
Education
University of Southern California
Master of Science (MS), Chemical Engineering
UDCT, Mumbai, India
Bachelor of Science (BS), Chemical Engineering
Ibis Software Corporation, Inc. 2006 - Present
Envestnet Asset Management August 2002 - September 2006
Deloitte & Touche Tax Technologies August 2000 - August 2002
Panther Software August 1999 - August 2000
SAFER Systems, Inc. April 1995 - August 1999
Skills
SDLC, Integration, Product Development, Agile Methodologies, Software Development, SOA, Software Project..., Web Services, Business Analysis, Requirements Analysis, Scrum, .NET, Business Intelligence, WCF, Enterprise Architecture, Management, Software Engineering, Testing, Visio, Project Management
Education
University of Southern California
Master of Science (MS), Chemical Engineering
UDCT, Mumbai, India
Bachelor of Science (BS), Chemical Engineering
Tom Waisnor's Envestnet Asset Management Experience 2000 - 2002
Job Director of Investments & Planning at Northwestern Mutual and Public Address Announcer for Lynnfield Pioneers Football
Industry Financial Services
Experience
Northwestern Mutual October 2011 - Present
John Hancock Mutual Funds January 2011 - July 2011
Fidelity Investments 2006 - 2008
Northwestern Mutual Investment Services, LLC 2001 - 2007
Envestnet Asset Management 2000 - 2002
United Asset Management 1995 - 2001
Fidelity Investments 1990 - 1995
Skills
Economics, Mutual Funds, Financial Advisory, Fidelity, Investments, Portfolio Management, Customer Relations, 401k, Insurance, Customer Service, Asset Management, Series 7, Coaching, Practice Management, Direct Sales, LinkedIn, Siebel, CRM software, Series 6, Series 63, Series 65, Retirement Planning, Retirement Income..., Capital Markets, Traditional IRA, Roth IRA, 529 Plans, 401k Rollovers, Income for Life, Rollovers, Investment Advisory, Retirement, Wealth Management, Financial Services
Education
University of Massachusetts, Amherst 1983 — 1987
B.A., Economics
Wakefield High School 1979 — 1983
Northwestern Mutual October 2011 - Present
John Hancock Mutual Funds January 2011 - July 2011
Fidelity Investments 2006 - 2008
Northwestern Mutual Investment Services, LLC 2001 - 2007
Envestnet Asset Management 2000 - 2002
United Asset Management 1995 - 2001
Fidelity Investments 1990 - 1995
Skills
Economics, Mutual Funds, Financial Advisory, Fidelity, Investments, Portfolio Management, Customer Relations, 401k, Insurance, Customer Service, Asset Management, Series 7, Coaching, Practice Management, Direct Sales, LinkedIn, Siebel, CRM software, Series 6, Series 63, Series 65, Retirement Planning, Retirement Income..., Capital Markets, Traditional IRA, Roth IRA, 529 Plans, 401k Rollovers, Income for Life, Rollovers, Investment Advisory, Retirement, Wealth Management, Financial Services
Education
University of Massachusetts, Amherst 1983 — 1987
B.A., Economics
Wakefield High School 1979 — 1983
Phillip Schoenecke's Envestnet Asset Management Experience September 2003 - September 2015
Job Sales Executive
Industry Investment Management
Experience
Envestnet Asset Management September 2003 - September 2015
Education
University of North Carolina at Charlotte - Belk College of Business 1995 — 2000
Bachelor's degree, Business Administration and Management, General
Envestnet Asset Management September 2003 - September 2015
Education
University of North Carolina at Charlotte - Belk College of Business 1995 — 2000
Bachelor's degree, Business Administration and Management, General
Christiana McDonald's Envestnet Asset Management Experience July 2013 - Present
Job Associate Project Manager at Envestnet Asset Management
Industry Financial Services
Experience
Envestnet Asset Management July 2013 - Present
Envestnet Asset Management November 2010 - July 2013
Envestnet Asset Management November 2008 - November 2010
Envestnet Asset Management November 2003 - November 2008
Skills
Securities, Equities, Wealth Management
Education
University of Illinois at Urbana-Champaign - College of Business 1995 — 1999
B.S., Finance
Envestnet Asset Management July 2013 - Present
Envestnet Asset Management November 2010 - July 2013
Envestnet Asset Management November 2008 - November 2010
Envestnet Asset Management November 2003 - November 2008
Skills
Securities, Equities, Wealth Management
Education
University of Illinois at Urbana-Champaign - College of Business 1995 — 1999
B.S., Finance
Kelly Weaver, MBA, PMP's Envestnet Asset Management Experience November 2009 - January 2012
Job Vice President, Client Billing Manager at Envestnet, Inc
Industry Financial Services
Experience
Envestnet, Inc January 2012 - Present
Envestnet Asset Management November 2009 - January 2012
Envestnet Asset Management August 2005 - November 2009
Envestnet Asset Management August 2001 - August 2005
Envestnet Asset Management April 2000 - August 2001
Skills
CRM, Project Management, Financial Services, Relationship Management, Public Speaking, Process Improvement, Business Analysis
Education
University of Denver - Daniels College of Business 2007 — 2009
MBA
University of Denver 1987 — 1991
BSBA, Finance/Marketing
Envestnet, Inc January 2012 - Present
Envestnet Asset Management November 2009 - January 2012
Envestnet Asset Management August 2005 - November 2009
Envestnet Asset Management August 2001 - August 2005
Envestnet Asset Management April 2000 - August 2001
Skills
CRM, Project Management, Financial Services, Relationship Management, Public Speaking, Process Improvement, Business Analysis
Education
University of Denver - Daniels College of Business 2007 — 2009
MBA
University of Denver 1987 — 1991
BSBA, Finance/Marketing
Jill Darnill's Envestnet Asset Management Experience
Job VP Controller of Financial Operations at Envestnet Asset Management
Industry Financial Services
Experience
Envestnet Asset Management
Education
University of Colorado Denver 1996 — 1999
MBA, Accounting
University of Iowa
Bachelor of Business Administration (B.B.A.)
Envestnet Asset Management
Education
University of Colorado Denver 1996 — 1999
MBA, Accounting
University of Iowa
Bachelor of Business Administration (B.B.A.)
Jennifer Appelbaum's Envestnet Asset Management Experience October 2005 - June 2010
Job Vice President, Product Marketing at Envestnet Asset Management
Industry Financial Services
Experience
Envestnet Asset Management October 2005 - June 2010
Nuveen Investments 1999 - 2005
Rittenhouse Financial October 1995 - June 1999
Education
University of Delaware 1990 — 1995
University of Delaware 1990 — 1995
Envestnet Asset Management October 2005 - June 2010
Nuveen Investments 1999 - 2005
Rittenhouse Financial October 1995 - June 1999
Education
University of Delaware 1990 — 1995
University of Delaware 1990 — 1995
Emily Biancalana's Envestnet Asset Management Experience October 2010 - December 2011
Job Business System Analyst at Envestnet, Inc
Industry Financial Services
Experience
Envestnet, Inc July 2015 - Present
CorePower Yoga February 2010 - Present
Envestnet, Inc September 2012 - July 2015
Envestnet, Inc October 2012 - March 2014
University of Illinois at Chicago September 2010 - March 2013
Envestnet, Inc December 2011 - October 2012
Envestnet Asset Management October 2010 - December 2011
Envestnet Asset Management January 2010 - October 2010
Skills
Research, Training, Microsoft Office, Customer Service, Time Management, Public Speaking, Yoga, Analysis, Teaching, Coaching, Spanish, Outlook, Management
Education
University of Illinois at Chicago 2003 — 2008
BS, Bioengineering
Core Power Yoga Teacher Training 2009 — 2009
Level 1 Yoga Alliance teacher, Vinyasa Yoga
West Chicago High School 1999 — 2003
Envestnet, Inc July 2015 - Present
CorePower Yoga February 2010 - Present
Envestnet, Inc September 2012 - July 2015
Envestnet, Inc October 2012 - March 2014
University of Illinois at Chicago September 2010 - March 2013
Envestnet, Inc December 2011 - October 2012
Envestnet Asset Management October 2010 - December 2011
Envestnet Asset Management January 2010 - October 2010
Skills
Research, Training, Microsoft Office, Customer Service, Time Management, Public Speaking, Yoga, Analysis, Teaching, Coaching, Spanish, Outlook, Management
Education
University of Illinois at Chicago 2003 — 2008
BS, Bioengineering
Core Power Yoga Teacher Training 2009 — 2009
Level 1 Yoga Alliance teacher, Vinyasa Yoga
West Chicago High School 1999 — 2003
David Auten's Envestnet Asset Management Experience November 2005 - December 2006
Job Sr. Business Systems Analyst at Industry Leading Retirement Services Provider
Industry Financial Services
Experience
Industry Leading Retirement Services Provider June 2014 - Present
The Debt Free Guys 2013 - 2015
The Debt Free Guys 2013 - 2015
The Debt Free Guys 2013 - 2015
Fortune 500 Financial Services Firm August 2010 - May 2014
Fortune 500 Investment Services Firm December 2006 - August 2010
Envestnet Asset Management November 2005 - December 2006
American Century Investments May 1996 - May 2005
American Cenutry 1996 - 2005
American Century 1996 - 2005
Skills
Series 7, Series 63, Trading, Securities, Equities, Fixed Income, Asset Allocation, Mutual Funds, Business Analysis, Microsoft Excel, Microsoft Office, Call Center, Analysis, Business Requirements, Visio, Requirements Gathering, Customer Service, PowerPoint, Series 6, Requirements Analysis, Team Leadership, Outlook, Product Management, Process Improvement, SharePoint, Financial Services, Call Centers
Education
IIL 2009 — 2010
University of Colorado Denver 1999 — 2003
BS, International Business
Industry Leading Retirement Services Provider June 2014 - Present
The Debt Free Guys 2013 - 2015
The Debt Free Guys 2013 - 2015
The Debt Free Guys 2013 - 2015
Fortune 500 Financial Services Firm August 2010 - May 2014
Fortune 500 Investment Services Firm December 2006 - August 2010
Envestnet Asset Management November 2005 - December 2006
American Century Investments May 1996 - May 2005
American Cenutry 1996 - 2005
American Century 1996 - 2005
Skills
Series 7, Series 63, Trading, Securities, Equities, Fixed Income, Asset Allocation, Mutual Funds, Business Analysis, Microsoft Excel, Microsoft Office, Call Center, Analysis, Business Requirements, Visio, Requirements Gathering, Customer Service, PowerPoint, Series 6, Requirements Analysis, Team Leadership, Outlook, Product Management, Process Improvement, SharePoint, Financial Services, Call Centers
Education
IIL 2009 — 2010
University of Colorado Denver 1999 — 2003
BS, International Business
Claire Montana's Envestnet Asset Management Experience September 2011 - August 2013
Job Regional Consultant at Envestnet, Inc
Industry Financial Services
Experience
Envestnet, Inc August 2013 - Present
Envestnet Asset Management September 2011 - August 2013
Envestnet Asset Management March 2009 - September 2011
Skills
Training, Investments, Series 7, Portfolio Management, Mutual Funds, Equities, Series 63, Asset Management, Asset Allocation, Wealth Management, Bloomberg, Financial Services, Fixed Income, Analysis, Financial Analysis, Alternative Investments, Data Analysis, Microsoft Excel, Investment Advisory
Education
University of Michigan 2004 — 2008
BA, Economics
Envestnet, Inc August 2013 - Present
Envestnet Asset Management September 2011 - August 2013
Envestnet Asset Management March 2009 - September 2011
Skills
Training, Investments, Series 7, Portfolio Management, Mutual Funds, Equities, Series 63, Asset Management, Asset Allocation, Wealth Management, Bloomberg, Financial Services, Fixed Income, Analysis, Financial Analysis, Alternative Investments, Data Analysis, Microsoft Excel, Investment Advisory
Education
University of Michigan 2004 — 2008
BA, Economics
Courtney Robertiello's Envestnet Asset Management Experience January 2009 - Present
Job Relationship Manager at Envestnet Asset Management
Industry Financial Services
Experience
Envestnet Asset Management January 2009 - Present
Envestnet Asset Management February 2003 - January 2009
Education
University of Rhode Island - College of Business Administration 1995 — 1999
BS, Marketing and Finance
Envestnet Asset Management January 2009 - Present
Envestnet Asset Management February 2003 - January 2009
Education
University of Rhode Island - College of Business Administration 1995 — 1999
BS, Marketing and Finance
Mark Gerard's Envestnet Asset Management Experience April 1999 - August 2013
Job Independent Branch Leader & Financial Consultant at Charles Schwab & Co., Inc.
Industry Financial Services
Experience
Charles Schwab August 2013 - Present
Envestnet Asset Management April 1999 - August 2013
Scudder Investments July 1997 - April 1999
Gerard Asset Management May 1995 - July 1997
Education
University of Illinois at Urbana-Champaign 1992 — 1997
Bachelor of Science
Charles Schwab August 2013 - Present
Envestnet Asset Management April 1999 - August 2013
Scudder Investments July 1997 - April 1999
Gerard Asset Management May 1995 - July 1997
Education
University of Illinois at Urbana-Champaign 1992 — 1997
Bachelor of Science
Sharmi Chakraborty's Envestnet Asset Management Experience September 2002 - July 2004
Job Vice President/ Chief Operations Officer at Charles Fish Investments, Inc
Industry Financial Services
Experience
Charles Fish Investments, Inc January 2014 - Present
Charles Fish Investments, Inc. 2012 - 2013
Financial Information Network October 2011 - October 2012
BNY Mellon July 2004 - February 2011
BANK OF NEW YORK MELLON FINANCIAL July 2004 - August 2009
BANK OF NEW YORK MELLON FINANCIAL July 2004 - August 2009
Envestnet Asset Management September 2002 - July 2004
Envestnet Asset Management September 2002 - July 2004
Envestnet Asset Management 2002 - 2004
CAPITAL GUARDIAN TRUST CO January 2001 - January 2002
Skills
Portfolio Management, Fixed Income, Risk Management, Business Analysis, Equities, Investments, Requirements Gathering, SDLC, Cross-functional Team..., Insurance, Analysis
Education
University of Phoenix 2001 — 2003
MBA, Global Management
California State University
B.A, Accounting
California State University
B.A, Accounting
University Of Phoenix
M.B.A, Global Management
University of Phoenix
M.B.A, Global Management
Charles Fish Investments, Inc January 2014 - Present
Charles Fish Investments, Inc. 2012 - 2013
Financial Information Network October 2011 - October 2012
BNY Mellon July 2004 - February 2011
BANK OF NEW YORK MELLON FINANCIAL July 2004 - August 2009
BANK OF NEW YORK MELLON FINANCIAL July 2004 - August 2009
Envestnet Asset Management September 2002 - July 2004
Envestnet Asset Management September 2002 - July 2004
Envestnet Asset Management 2002 - 2004
CAPITAL GUARDIAN TRUST CO January 2001 - January 2002
Skills
Portfolio Management, Fixed Income, Risk Management, Business Analysis, Equities, Investments, Requirements Gathering, SDLC, Cross-functional Team..., Insurance, Analysis
Education
University of Phoenix 2001 — 2003
MBA, Global Management
California State University
B.A, Accounting
California State University
B.A, Accounting
University Of Phoenix
M.B.A, Global Management
University of Phoenix
M.B.A, Global Management
Dmitry Grinvald's Envestnet Asset Management Experience April 2010 - Present
Job Sr. Software Engineer at Envestnet Asset Management
Industry Financial Services
Experience
Envestnet Asset Management April 2010 - Present
FundQuest May 2002 - April 2010
HeathDrive Medical and Dental Practices November 1999 - May 2002
Education
University of Massachusetts Boston
Envestnet Asset Management April 2010 - Present
FundQuest May 2002 - April 2010
HeathDrive Medical and Dental Practices November 1999 - May 2002
Education
University of Massachusetts Boston
Sally David's Envestnet Asset Management Experience January 1998 - January 2013
Job Reconciliation Supervisor at Envestnet Asset Management
Industry Financial Services
Experience
Envestnet Asset Management January 1998 - January 2013
City & County of Denver - Assesment Division March 1980 - August 1996
Skills
Investments, Financial Services, Security APL, Asset Allocation, Bloomberg, Valuation, Internal Audit, Separately Managed..., Data Analysis, Account Reconciliation, Process Improvement, Analysis
Education
University of Northern Colorado 1974 — 1979
BS, Accounting
Envestnet Asset Management January 1998 - January 2013
City & County of Denver - Assesment Division March 1980 - August 1996
Skills
Investments, Financial Services, Security APL, Asset Allocation, Bloomberg, Valuation, Internal Audit, Separately Managed..., Data Analysis, Account Reconciliation, Process Improvement, Analysis
Education
University of Northern Colorado 1974 — 1979
BS, Accounting
Patrick Krulik, CFA's Envestnet Asset Management Experience March 2012 - Present
Job VP, Investment Strategy Consultant at Envestnet Asset Management
Industry Financial Services
Experience
Envestnet Asset Management March 2012 - Present
Envestnet Asset Management September 2007 - March 2012
Mount Yale Capital Group 2005 - 2007
Skills
Investments, Mutual Funds, Asset Allocation, Separately Managed..., Investment Management, Alternative Investments, ETFs, Asset Managment, Equities, Hedge Funds, Fund Of Funds, Bloomberg
Education
University of Colorado Boulder - Leeds School of Business 2001 — 2005
BSBA, Finance
Envestnet Asset Management March 2012 - Present
Envestnet Asset Management September 2007 - March 2012
Mount Yale Capital Group 2005 - 2007
Skills
Investments, Mutual Funds, Asset Allocation, Separately Managed..., Investment Management, Alternative Investments, ETFs, Asset Managment, Equities, Hedge Funds, Fund Of Funds, Bloomberg
Education
University of Colorado Boulder - Leeds School of Business 2001 — 2005
BSBA, Finance
AJ Wallner's Envestnet Asset Management Experience April 2010 - May 2012
Job Product Analyst at Symetra
Industry Insurance
Experience
Symetra Financial September 2012 - Present
Envestnet Asset Management April 2010 - May 2012
Envestnet Asset Management January 2008 - April 2010
University of Idaho, College of Science April 2005 - August 2007
Education
University of Idaho 2003 — 2007
Bachelor of Science (BS)
Symetra Financial September 2012 - Present
Envestnet Asset Management April 2010 - May 2012
Envestnet Asset Management January 2008 - April 2010
University of Idaho, College of Science April 2005 - August 2007
Education
University of Idaho 2003 — 2007
Bachelor of Science (BS)
Chuck Tennant's Envestnet Asset Management Experience September 2007 - August 2011
Job Operations Officer at DST Brokerage Solutions
Industry Financial Services
Experience
DST Brokerage Solutions November 2013 - Present
Cetera Financial Group April 2013 - September 2013
Envestnet Asset Management September 2007 - August 2011
Ameriprise Financial July 1996 - August 2007
CIGNA Insurance May 1993 - June 1996
Skills
Series 7, Series 24, Series 63, Fixed Income, Mutual Funds, Equities, Investments, Wealth Management, Securities, Business Analysis, Options, Financial Services, Trading, Analysis, Mergers & Acquisitions, Process Improvement
Education
University of South Florida 1988 — 1992
Bachelor of Science, Management Information Systems, 3.84
DST Brokerage Solutions November 2013 - Present
Cetera Financial Group April 2013 - September 2013
Envestnet Asset Management September 2007 - August 2011
Ameriprise Financial July 1996 - August 2007
CIGNA Insurance May 1993 - June 1996
Skills
Series 7, Series 24, Series 63, Fixed Income, Mutual Funds, Equities, Investments, Wealth Management, Securities, Business Analysis, Options, Financial Services, Trading, Analysis, Mergers & Acquisitions, Process Improvement
Education
University of South Florida 1988 — 1992
Bachelor of Science, Management Information Systems, 3.84
Chris Wassell's Envestnet Asset Management Experience October 2010 - June 2013
Job Internal Auditor at Xcel Energy
Industry Financial Services
Experience
Xcel Energy August 2014 - Present
Xcel Energy June 2013 - July 2014
Envestnet Asset Management October 2010 - June 2013
Global Telecom & Technology January 2009 - September 2010
Skills
Portfolio Management, Technology Solu, Equities, Asset Management, Mutual Funds, Series 7, Financial Analysis, Management, Securities, Financial Services, Investments, Series 63, Finance, Wealth Management, Asset Allocation, Investment Strategies, Bloomberg
Education
University of Colorado at Denver 2003 — 2007
Bachelor of Science, Finance
University of Colorado Denver 2003 — 2007
Bachelor of Science Business Administration concentration Finance, Finance
Xcel Energy August 2014 - Present
Xcel Energy June 2013 - July 2014
Envestnet Asset Management October 2010 - June 2013
Global Telecom & Technology January 2009 - September 2010
Skills
Portfolio Management, Technology Solu, Equities, Asset Management, Mutual Funds, Series 7, Financial Analysis, Management, Securities, Financial Services, Investments, Series 63, Finance, Wealth Management, Asset Allocation, Investment Strategies, Bloomberg
Education
University of Colorado at Denver 2003 — 2007
Bachelor of Science, Finance
University of Colorado Denver 2003 — 2007
Bachelor of Science Business Administration concentration Finance, Finance
Kevin Beirich's Envestnet Asset Management Experience May 2011 - July 2012
Job Financial Analyst at Northern Trust Hedge Fund Services
Industry Financial Services
Experience
Northern Trust July 2012 - Present
Envestnet Asset Management May 2011 - July 2012
Education
University of Missouri-Columbia 2007 — 2011
Northern Trust July 2012 - Present
Envestnet Asset Management May 2011 - July 2012
Education
University of Missouri-Columbia 2007 — 2011
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY