Envestnet, Inc
Industry: Financial services company
DescriptionEnvestnet provides unified wealth management technology and products to financial advisors and institutions.Their flagship product is an advisory platform that offers the services and software that financial advisors need so they don't have to spend time and money doing it themselves. Headquarters: Chicago, IL Revenue: 683.7 million USD (2017) Subsidiaries: Yodlee, Tamarac, Inc., Folio Dynamics Inc., Founders: William C. Crager, Jud Bergman
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Envestnet, Inc Employees
Employee
Years
Job
Industry
Conrad Jackson Conrad Jackson's Envestnet, Inc Experience May 2013 - August 2013
Job Private Banking Summer Analyst at Credit Suisse
Industry Financial Services
Experience
Credit Suisse January 2015 - Present
Investment Banking & Capital Markets Workshop August 2014 - Present
Phi Sigma Kappa Fraternity March 2014 - Present
Campus Protein March 2013 - Present
Harris + Hoole May 2014 - August 2014
Envestnet, Inc May 2013 - August 2013
Skills
Team Leadership, Data Analysis, Time Management, Microsoft Excel, Fundraising, Microsoft Office, Teamwork, Bloomberg Terminal, Leadership, Valuation, PowerPoint, Microsoft Word
Education
Indiana University Bloomington 2012 — 2016
Finance & Accounting, Junior
New Trier High School 2008 — 2012
Credit Suisse January 2015 - Present
Investment Banking & Capital Markets Workshop August 2014 - Present
Phi Sigma Kappa Fraternity March 2014 - Present
Campus Protein March 2013 - Present
Harris + Hoole May 2014 - August 2014
Envestnet, Inc May 2013 - August 2013
Skills
Team Leadership, Data Analysis, Time Management, Microsoft Excel, Fundraising, Microsoft Office, Teamwork, Bloomberg Terminal, Leadership, Valuation, PowerPoint, Microsoft Word
Education
Indiana University Bloomington 2012 — 2016
Finance & Accounting, Junior
New Trier High School 2008 — 2012
John Austin Johanneson John Austin Johanneson's Envestnet, Inc Experience June 2013 - August 2013
Job Senior Analyst, Fund Administration Hedge Fund Services at Northern Trust Corporation
Industry Accounting
Experience
Northern Trust Corporation July 2014 - Present
Velocity Consulting LLC (Carthage College) September 2012 - May 2014
VITA (Volunteer Income Tax Assistance) January 2012 - May 2014
Carthage College September 2010 - May 2014
Envestnet, Inc June 2013 - August 2013
K12 June 2012 - August 2012
Study Abroad December 2011 - February 2012
Skills
Microsoft Excel, Accounting, PowerPoint, Microsoft Office, Hedge Funds, Hedge Accounting, Management, Finance, Leadership, Teamwork, Forecasting, Team Leadership, Time Management, Research, Team Building, Analysis, Project Planning, Financial Analysis, Program Management, New Business Development, Budgets, Software, Mergers & Acquisitions, Social Media, Sales, Marketing, Statistics, TaxWise Software, Easy Projects..., proCube and Oracle..., HedgeTek Software, Microsoft Word, IRIS Software
Education
Carthage College 2010 — 2014
Bachelors in Accounting and Bachelor inFinance
Glenbard West
Northern Trust Corporation July 2014 - Present
Velocity Consulting LLC (Carthage College) September 2012 - May 2014
VITA (Volunteer Income Tax Assistance) January 2012 - May 2014
Carthage College September 2010 - May 2014
Envestnet, Inc June 2013 - August 2013
K12 June 2012 - August 2012
Study Abroad December 2011 - February 2012
Skills
Microsoft Excel, Accounting, PowerPoint, Microsoft Office, Hedge Funds, Hedge Accounting, Management, Finance, Leadership, Teamwork, Forecasting, Team Leadership, Time Management, Research, Team Building, Analysis, Project Planning, Financial Analysis, Program Management, New Business Development, Budgets, Software, Mergers & Acquisitions, Social Media, Sales, Marketing, Statistics, TaxWise Software, Easy Projects..., proCube and Oracle..., HedgeTek Software, Microsoft Word, IRIS Software
Education
Carthage College 2010 — 2014
Bachelors in Accounting and Bachelor inFinance
Glenbard West
Timothy Throckmorton Timothy Throckmorton's Envestnet, Inc Experience December 2014 - Present
Job Client Service Associate at Envestnet, Inc
Industry Financial Services
Experience
Envestnet, Inc December 2014 - Present
Envestnet, Inc December 2013 - December 2014
Gonzaga University September 2012 - June 2013
Merrill Lynch January 2012 - May 2012
Alaska Marine Lines May 2009 - August 2011
Gonzaga University School of Law September 2009 - May 2010
Skills
Microsoft Office, PowerPoint, Word, Research, Excel, Investments, Communication, Financial Analysis, Business Analysis, Data Analysis, Microsoft Word, Microsoft Excel, Statistics, Valuation, Economics, Real Estate Financing, Real Estate Transactions, Leadership, Analysis
Education
Gonzaga University - Graduate School of Business 2012 — 2013
Masters, Business Administration, Finance
Gonzaga University - School of Business Administration 2008 — 2012
Bachelor of Business Administration (B.B.A.), Economics and International Business
Envestnet, Inc December 2014 - Present
Envestnet, Inc December 2013 - December 2014
Gonzaga University September 2012 - June 2013
Merrill Lynch January 2012 - May 2012
Alaska Marine Lines May 2009 - August 2011
Gonzaga University School of Law September 2009 - May 2010
Skills
Microsoft Office, PowerPoint, Word, Research, Excel, Investments, Communication, Financial Analysis, Business Analysis, Data Analysis, Microsoft Word, Microsoft Excel, Statistics, Valuation, Economics, Real Estate Financing, Real Estate Transactions, Leadership, Analysis
Education
Gonzaga University - Graduate School of Business 2012 — 2013
Masters, Business Administration, Finance
Gonzaga University - School of Business Administration 2008 — 2012
Bachelor of Business Administration (B.B.A.), Economics and International Business
Viraaj Kumar Viraaj Kumar's Envestnet, Inc Experience August 2005 - November 2006
Job Director, Relationship Management at AdvisoryWorld Financial Technology
Industry Investment Management
Experience
AdvisoryWorld Financial Technology September 2014 - Present
Altegris Investments January 2014 - September 2014
Nuveen Investments November 2006 - March 2012
Envestnet, Inc August 2005 - November 2006
Skills
Equities, Alternative Investments, Mutual Funds, Asset Allocation, Asset Management, Securities, Portfolio Management, Investments, Hedge Funds, Fixed Income, Bloomberg, Investment Strategies, Trading, Investment Management, Financial Analysis, Customer Retention, Client Relations
Education
Cornell University - Johnson Graduate School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
UC Irvine
Bachelor's degree, Economics, Political Science, Management Minor
AdvisoryWorld Financial Technology September 2014 - Present
Altegris Investments January 2014 - September 2014
Nuveen Investments November 2006 - March 2012
Envestnet, Inc August 2005 - November 2006
Skills
Equities, Alternative Investments, Mutual Funds, Asset Allocation, Asset Management, Securities, Portfolio Management, Investments, Hedge Funds, Fixed Income, Bloomberg, Investment Strategies, Trading, Investment Management, Financial Analysis, Customer Retention, Client Relations
Education
Cornell University - Johnson Graduate School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
UC Irvine
Bachelor's degree, Economics, Political Science, Management Minor
Elliot Obregon Elliot Obregon's Envestnet, Inc Experience June 2015 - Present
Job Advisor Services at Envestnet, Inc
Industry Financial Services
Experience
Envestnet, Inc June 2015 - Present
K12 Teachers Alliance January 2014 - June 2015
Photogenic May 2011 - June 2013
Universidad Popular October 2012 - December 2012
Jamba Juice April 2007 - September 2010
Skills
Customer Service, Sales, Microsoft Office, PowerPoint, Microsoft Word, Social Media, Event Planning, Social Media Marketing, Public Speaking, Outlook, Social Networking, Photoshop, Facebook, Research, Time Management, Data Entry, Spanish, Editing, Teamwork, Microsoft Excel, Blogging, Event Management, Public Relations
Education
DePaul University
Bachelor of Science (B.S.), Finance
Envestnet, Inc June 2015 - Present
K12 Teachers Alliance January 2014 - June 2015
Photogenic May 2011 - June 2013
Universidad Popular October 2012 - December 2012
Jamba Juice April 2007 - September 2010
Skills
Customer Service, Sales, Microsoft Office, PowerPoint, Microsoft Word, Social Media, Event Planning, Social Media Marketing, Public Speaking, Outlook, Social Networking, Photoshop, Facebook, Research, Time Management, Data Entry, Spanish, Editing, Teamwork, Microsoft Excel, Blogging, Event Management, Public Relations
Education
DePaul University
Bachelor of Science (B.S.), Finance
Haley Hughes's Envestnet, Inc Experience May 2014 - February 2015
Job Senior Sales Planner at Make It Better Media
Industry Marketing and Advertising
Experience
Make It Better Media February 2015 - Present
Envestnet, Inc May 2014 - February 2015
City of Milwaukee September 2013 - December 2013
Leo Burnett Interactive June 2013 - August 2013
Skills
Communication, Advertising, Waitressing, Psychology, Account Management, Research, PowerPoint, Public Speaking, Newsletters, Microsoft Word, Microsoft Excel, Event Planning, Cpr Certified, Customer Service, Childcare, Management, Time Management, Social Media, First Aid
Education
Marquette University 2012 — 2014
The American University of Rome 2013 — 2013
University of Iowa 2010 — 2012
Make It Better Media February 2015 - Present
Envestnet, Inc May 2014 - February 2015
City of Milwaukee September 2013 - December 2013
Leo Burnett Interactive June 2013 - August 2013
Skills
Communication, Advertising, Waitressing, Psychology, Account Management, Research, PowerPoint, Public Speaking, Newsletters, Microsoft Word, Microsoft Excel, Event Planning, Cpr Certified, Customer Service, Childcare, Management, Time Management, Social Media, First Aid
Education
Marquette University 2012 — 2014
The American University of Rome 2013 — 2013
University of Iowa 2010 — 2012
Nancy Trinko Nancy Trinko's Envestnet, Inc Experience September 2014 - Present
Job Financial Services Support
Industry Financial Services
Experience
Envestnet, Inc September 2014 - Present
Travelex Currency Services August 2013 - May 2014
United States Coast Guard 2012 - 2013
St. Mary's Catholic School October 2011 - May 2012
Shaprio Capital Managment November 2000 - June 2010
The Staubach Company June 1998 - November 2000
New America Financial/Harbour Financial August 1996 - June 1998
Skills
Administrative..., Health Education, Physical Education, Microsoft Office, Human Resources, Public Relations, Office Administration, Time Management, Data Entry, Administration, Customer Service, Research, Finance, Retail, Banking, Team Leadership, Sales, Team Building
Education
University of Phoenix 2013 — 2014
Graduate Certificate, Human Resources Management/Personnel Administration, General, 3.87
East Carolina University 1988 — 1993
Bachelor's degree, Health and Physical Education/Fitness
Envestnet, Inc September 2014 - Present
Travelex Currency Services August 2013 - May 2014
United States Coast Guard 2012 - 2013
St. Mary's Catholic School October 2011 - May 2012
Shaprio Capital Managment November 2000 - June 2010
The Staubach Company June 1998 - November 2000
New America Financial/Harbour Financial August 1996 - June 1998
Skills
Administrative..., Health Education, Physical Education, Microsoft Office, Human Resources, Public Relations, Office Administration, Time Management, Data Entry, Administration, Customer Service, Research, Finance, Retail, Banking, Team Leadership, Sales, Team Building
Education
University of Phoenix 2013 — 2014
Graduate Certificate, Human Resources Management/Personnel Administration, General, 3.87
East Carolina University 1988 — 1993
Bachelor's degree, Health and Physical Education/Fitness
Alexander Staley's Envestnet, Inc Experience April 2014 - Present
Job AVP, Regional Consultant at Envestnet, Inc
Industry Financial Services
Experience
Envestnet, Inc April 2014 - Present
Envestnet, Inc February 2013 - Present
Envestnet, Inc July 2011 - February 2013
Echo Global Logistics December 2010 - June 2011
Echo Global Logistics November 2009 - December 2010
Skills
Management, Sales, Salesforce.com, Account Management, Cold Calling, Microsoft Office, Microsoft Excel, Customer Service, Business Development, Financial Analysis
Education
Indiana University Bloomington 2005 — 2009
Public Affairs, Management
Hinsdale South High School
Envestnet, Inc April 2014 - Present
Envestnet, Inc February 2013 - Present
Envestnet, Inc July 2011 - February 2013
Echo Global Logistics December 2010 - June 2011
Echo Global Logistics November 2009 - December 2010
Skills
Management, Sales, Salesforce.com, Account Management, Cold Calling, Microsoft Office, Microsoft Excel, Customer Service, Business Development, Financial Analysis
Education
Indiana University Bloomington 2005 — 2009
Public Affairs, Management
Hinsdale South High School
Garikai Masawi Garikai Masawi's Envestnet, Inc Experience January 2013 - September 2013
Job Staff Accountant at Zayo Group
Industry Accounting
Experience
Zayo Group October 2013 - Present
Envestnet, Inc January 2013 - September 2013
Noble Casing, Inc. May 2012 - December 2012
Education
Colorado State University 2007 — 2011
Colorado State University
Bachelor of Science, business Administration Accounting
Zayo Group October 2013 - Present
Envestnet, Inc January 2013 - September 2013
Noble Casing, Inc. May 2012 - December 2012
Education
Colorado State University 2007 — 2011
Colorado State University
Bachelor of Science, business Administration Accounting
Scott Tumang's Envestnet, Inc Experience November 2014 - Present
Job Platform Consultant at Envestnet, Inc
Industry Financial Services
Experience
Envestnet, Inc November 2014 - Present
J.P. Morgan Chase Bank, N.A. November 2013 - November 2014
J.P. Morgan Chase Bank, N.A. May 2013 - November 2013
J.P. Morgan Chase Bank, N.A. May 2011 - May 2013
Seasons Hospice February 2010 - May 2011
Education
Eastern Illinois University 2005 — 2009
Bachelor's degree, Finance
Envestnet, Inc November 2014 - Present
J.P. Morgan Chase Bank, N.A. November 2013 - November 2014
J.P. Morgan Chase Bank, N.A. May 2013 - November 2013
J.P. Morgan Chase Bank, N.A. May 2011 - May 2013
Seasons Hospice February 2010 - May 2011
Education
Eastern Illinois University 2005 — 2009
Bachelor's degree, Finance
Keith McDaniels's Envestnet, Inc Experience July 2013 - Present
Job Reconciliation Support Specialist at Envestnet, Inc
Industry Banking
Experience
Envestnet, Inc July 2013 - Present
State Street December 2012 - July 2013
Bank of America February 2007 - April 2012
Algebra Project Inc May 2005 - January 2007
Skills
Microsoft Office, Bloomberg Terminal, Morningstar, Security APL, FBSI, GIM2000, PACE, Reuters data scope, Interactive Data Center, Open Bloomberg, Microsoft Excel, EPW, UMP
Education
Cambridge College
Finance, General
Envestnet, Inc July 2013 - Present
State Street December 2012 - July 2013
Bank of America February 2007 - April 2012
Algebra Project Inc May 2005 - January 2007
Skills
Microsoft Office, Bloomberg Terminal, Morningstar, Security APL, FBSI, GIM2000, PACE, Reuters data scope, Interactive Data Center, Open Bloomberg, Microsoft Excel, EPW, UMP
Education
Cambridge College
Finance, General
Alicia Malik Alicia Malik's Envestnet, Inc Experience June 2015 - Present
Job AVP Attorney at Envestnet
Industry Legal Services
Experience
Envestnet, Inc June 2015 - Present
PatientPoint® June 2014 - June 2015
Raymond James August 2009 - June 2014
Smith Barney January 2006 - August 2009
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2011 — 2014
Doctor of Law (J.D.), Business Law Certificate
Loyola University Chicago 2004 — 2008
BBA, Finance & International Business
Envestnet, Inc June 2015 - Present
PatientPoint® June 2014 - June 2015
Raymond James August 2009 - June 2014
Smith Barney January 2006 - August 2009
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2011 — 2014
Doctor of Law (J.D.), Business Law Certificate
Loyola University Chicago 2004 — 2008
BBA, Finance & International Business
Brett Bennett Brett Bennett's Envestnet, Inc Experience July 2007 - September 2012
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
Justin Liu Justin Liu's Envestnet, Inc Experience February 2015 - July 2015
Job Director of Marketing at Presdo
Industry Financial Services
Experience
Presdo August 2015 - Present
Envestnet, Inc February 2015 - July 2015
Upside Financial March 2014 - February 2015
IBM August 2011 - March 2014
IBM August 2011 - February 2014
Blizzard Entertainment, World of Warcraft January 2008 - February 2011
VLSI Services September 2008 - December 2010
IBM developerWorks June 2010 - August 2010
Steve and Barry's, LLC July 2007 - July 2008
Skills
Strategy, Cross-functional Team..., Management, Strategic Planning, Leadership, Analysis, Market Research, Marketing Management, Team Management, Sales, Social Media, Spanish, Japanese, Mandarin, Marketing, Business Strategy, Digital Marketing, Lead Generation, Mandarin Chinese, Data Analysis, Analytics, Recruiting, Business Analytics, A/B Testing, Conversion Optimization, SEM, Financial Analysis
Education
University of Notre Dame - Mendoza College of Business 2009 — 2011
MBA, Business Administration
Brown University 2003 — 2007
B. Sc, Applied Mathematics - Economics
Yamasa Institute 2006 — 2006
Certificate of Achievement, Japanese
Presdo August 2015 - Present
Envestnet, Inc February 2015 - July 2015
Upside Financial March 2014 - February 2015
IBM August 2011 - March 2014
IBM August 2011 - February 2014
Blizzard Entertainment, World of Warcraft January 2008 - February 2011
VLSI Services September 2008 - December 2010
IBM developerWorks June 2010 - August 2010
Steve and Barry's, LLC July 2007 - July 2008
Skills
Strategy, Cross-functional Team..., Management, Strategic Planning, Leadership, Analysis, Market Research, Marketing Management, Team Management, Sales, Social Media, Spanish, Japanese, Mandarin, Marketing, Business Strategy, Digital Marketing, Lead Generation, Mandarin Chinese, Data Analysis, Analytics, Recruiting, Business Analytics, A/B Testing, Conversion Optimization, SEM, Financial Analysis
Education
University of Notre Dame - Mendoza College of Business 2009 — 2011
MBA, Business Administration
Brown University 2003 — 2007
B. Sc, Applied Mathematics - Economics
Yamasa Institute 2006 — 2006
Certificate of Achievement, Japanese
Natasha Kraynova's Envestnet, Inc Experience July 2013 - Present
Job VP, Consulting Director at Envestnet, Inc
Industry Financial Services
Experience
Envestnet, Inc July 2013 - Present
Prudential Financial January 2009 - June 2013
Prudential Investments January 2005 - December 2008
Prudential Investments January 2003 - December 2004
Prudential Securities, PSI April 2000 - December 2002
Prudential Securities, PSI June 1998 - April 2000
MetLife October 1996 - June 1998
Skills
COBOL, JCL, VSAM, DB2/SQL, Syncsort, Fileaid, Intertest, Xpediter, Autosys, Jobtrac Scheduling Tool, Microsoft Office, Business Analysis, Technical Specs, SDF2, Platinum, SPUFI, CICS, TSO, IT Management, Systems Analysis, Requirements Analysis, Requirements Gathering, Visio, FTP, Change Management, Project management,..., Strong Management..., SDLC, JIL, Data Modeling, DB2, Business Requirements, Software Project...
Education
ASA Institute of Business and Computer Technology 1995 — 1996
MVS Cobol Programming with CICS and Database, GPA 3.7
Ukrains'ka Akademija Drukarstva, Lviv 1987 — 1992
Bachelor of Science in Engineering Technology
Envestnet, Inc July 2013 - Present
Prudential Financial January 2009 - June 2013
Prudential Investments January 2005 - December 2008
Prudential Investments January 2003 - December 2004
Prudential Securities, PSI April 2000 - December 2002
Prudential Securities, PSI June 1998 - April 2000
MetLife October 1996 - June 1998
Skills
COBOL, JCL, VSAM, DB2/SQL, Syncsort, Fileaid, Intertest, Xpediter, Autosys, Jobtrac Scheduling Tool, Microsoft Office, Business Analysis, Technical Specs, SDF2, Platinum, SPUFI, CICS, TSO, IT Management, Systems Analysis, Requirements Analysis, Requirements Gathering, Visio, FTP, Change Management, Project management,..., Strong Management..., SDLC, JIL, Data Modeling, DB2, Business Requirements, Software Project...
Education
ASA Institute of Business and Computer Technology 1995 — 1996
MVS Cobol Programming with CICS and Database, GPA 3.7
Ukrains'ka Akademija Drukarstva, Lviv 1987 — 1992
Bachelor of Science in Engineering Technology
Jeenu Mathew John Jeenu Mathew John's Envestnet, Inc Experience August 2005 - June 2008
Job Assistant Consultant at Tata Consultancy Services , Client United Airlines
Industry Information Technology and Services
Experience
Tata Consultancy Services August 2013 - Present
Tata Consultancy Services October 2008 - July 2013
Envestnet, Inc August 2005 - June 2008
Skills
C#, ASP.NET MVC, ASP.NET Web API, KnockoutJS, jQuery, ASP.NET, JavaScript, Object Oriented Design, Algorithms, WCF Services, Service Oriented..., VB.NET, Windows Services, Dependency Injection, Design Patterns, Entity Framework
Education
Rajiv Gandhi Institute Of Technology 2001 — 2005
B-Tech, Computer Science
Tata Consultancy Services August 2013 - Present
Tata Consultancy Services October 2008 - July 2013
Envestnet, Inc August 2005 - June 2008
Skills
C#, ASP.NET MVC, ASP.NET Web API, KnockoutJS, jQuery, ASP.NET, JavaScript, Object Oriented Design, Algorithms, WCF Services, Service Oriented..., VB.NET, Windows Services, Dependency Injection, Design Patterns, Entity Framework
Education
Rajiv Gandhi Institute Of Technology 2001 — 2005
B-Tech, Computer Science
Jon Slenker Jon Slenker's Envestnet, Inc Experience January 2014 - Present
Job Finance
Industry Financial Services
Experience
Envestnet, Inc January 2014 - Present
Braggtown Baptist Church November 2010 - January 2013
Titan Protection and Consulting October 2008 - July 2010
State Street Bank January 2008 - September 2008
Commerce Bank & Trust January 2006 - December 2007
Skills
Preaching, Discipleship, Theology, Event Planning, Youth Ministry, Non-profits, Teaching, Biblical Studies, Public Speaking
Education
Southeastern Baptist Theological Seminary 2010 — 2013
MDiv, International Relations and Affairs
Liberty University 2005 — 2008
Bachelor's degree, Business Finance, 3.3
Envestnet, Inc January 2014 - Present
Braggtown Baptist Church November 2010 - January 2013
Titan Protection and Consulting October 2008 - July 2010
State Street Bank January 2008 - September 2008
Commerce Bank & Trust January 2006 - December 2007
Skills
Preaching, Discipleship, Theology, Event Planning, Youth Ministry, Non-profits, Teaching, Biblical Studies, Public Speaking
Education
Southeastern Baptist Theological Seminary 2010 — 2013
MDiv, International Relations and Affairs
Liberty University 2005 — 2008
Bachelor's degree, Business Finance, 3.3
Matthew Hull Matthew Hull's Envestnet, Inc Experience July 2011 - August 2011
Job US Retail Sales at BlackRock
Industry Financial Services
Experience
BlackRock August 2013 - Present
Envestnet, Inc July 2011 - August 2011
Skills
Mutual Funds, Financial Services, Investments, Series 7, Portfolio Management, Asset Management, Equities, Fixed Income, Relationship Management, Hedge Funds, Marketing, Salesforce.com, Wealth Management, Securities, ETFs, Asset Allocation
Education
Fairfield University 2009 — 2013
Bachelor of Arts (B.A.), Communication
Chaminade High School 2005 — 2009
BlackRock August 2013 - Present
Envestnet, Inc July 2011 - August 2011
Skills
Mutual Funds, Financial Services, Investments, Series 7, Portfolio Management, Asset Management, Equities, Fixed Income, Relationship Management, Hedge Funds, Marketing, Salesforce.com, Wealth Management, Securities, ETFs, Asset Allocation
Education
Fairfield University 2009 — 2013
Bachelor of Arts (B.A.), Communication
Chaminade High School 2005 — 2009
Jessica Lyn Zall Jessica Lyn Zall's Envestnet, Inc Experience December 2011 - May 2013
Job Vice President, Investor Services Marketing, J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2013 - Present
Envestnet, Inc December 2011 - May 2013
FundQuest, a BNP Paribas Investment Partner (acquired by Envestnet in December 2011) August 2010 - December 2011
Reval March 2008 - August 2010
Misys July 2007 - March 2008
Fidelity Investments August 1999 - August 2004
Skills
Salesforce.com, Lead Generation, Marketing Strategy, Copywriting, SharePoint, Thought Leadership, HTML, Dreamweaver, SPSS, InDesign, WebEx, Eloqua, Competitive Intelligence, Strategy, Public Speaking, Product Management, Analytics, CRM, Online Advertising, Market Research, Marketing Communications, Social Media, SEO, B2B, Investment Advisory, Economic Research, Competitive Analysis, Derivatives, Alternative Investments, Financial Analysis, Wealth Management, Risk Management, Investment Education, Strategic Financial..., Retirement Planning, Pivot Tables, Product Marketing, Digital Marketing, Market Analysis, Marketing, Advertising, Financial Services, B2B Marketing, Strategic Planning, Management, Product Development, Analysis, Investments, Public Relations
Education
Baruch College, City University of New York (CUNY) 2005 — 2007
Masters, Economic Analysis
University of New Hampshire 1996 — 1998
Bachelor of Arts (BA), Psychology
Bates College 1993 — 1996
Neurobiology and Behavior
J.P. Morgan May 2013 - Present
Envestnet, Inc December 2011 - May 2013
FundQuest, a BNP Paribas Investment Partner (acquired by Envestnet in December 2011) August 2010 - December 2011
Reval March 2008 - August 2010
Misys July 2007 - March 2008
Fidelity Investments August 1999 - August 2004
Skills
Salesforce.com, Lead Generation, Marketing Strategy, Copywriting, SharePoint, Thought Leadership, HTML, Dreamweaver, SPSS, InDesign, WebEx, Eloqua, Competitive Intelligence, Strategy, Public Speaking, Product Management, Analytics, CRM, Online Advertising, Market Research, Marketing Communications, Social Media, SEO, B2B, Investment Advisory, Economic Research, Competitive Analysis, Derivatives, Alternative Investments, Financial Analysis, Wealth Management, Risk Management, Investment Education, Strategic Financial..., Retirement Planning, Pivot Tables, Product Marketing, Digital Marketing, Market Analysis, Marketing, Advertising, Financial Services, B2B Marketing, Strategic Planning, Management, Product Development, Analysis, Investments, Public Relations
Education
Baruch College, City University of New York (CUNY) 2005 — 2007
Masters, Economic Analysis
University of New Hampshire 1996 — 1998
Bachelor of Arts (BA), Psychology
Bates College 1993 — 1996
Neurobiology and Behavior
Daniel Hamer's Envestnet, Inc Experience April 2014 - Present
Job Assistant Vice President, Field Consultant at Envestnet, Inc
Industry Financial Services
Experience
Envestnet, Inc April 2014 - Present
Skills
Multimedia Projects, Technical Demonstrations, Client Services, Microsoft Office, Customer Service, PowerPoint, Excel, Word, Access, Public Speaking, Outlook, Photoshop, Social Media, Coaching, Social Networking, Editing, Marketing Communications, Captivate, Learning Management, Training & Development, Software Training, On-site Support, Camtasia, RIA Database, Lead Generation, Microsoft Excel, Microsoft Word, Financial Services, Wealth Management, Investment Management, Business Analysis, Asset Allocation, Securities, Help Desk Support, Investments, Marketing, Multimedia, Portfolio Management, Finance, Investment Advisory, Mutual Funds, Time Management, Sales, Hands-on Training, Employee Training, Project Management, ETFs, Financial Advisory, Relationship Management, Strategic Financial...
Education
Butler University 2003 — 2007
Bachelors
Envestnet, Inc April 2014 - Present
Skills
Multimedia Projects, Technical Demonstrations, Client Services, Microsoft Office, Customer Service, PowerPoint, Excel, Word, Access, Public Speaking, Outlook, Photoshop, Social Media, Coaching, Social Networking, Editing, Marketing Communications, Captivate, Learning Management, Training & Development, Software Training, On-site Support, Camtasia, RIA Database, Lead Generation, Microsoft Excel, Microsoft Word, Financial Services, Wealth Management, Investment Management, Business Analysis, Asset Allocation, Securities, Help Desk Support, Investments, Marketing, Multimedia, Portfolio Management, Finance, Investment Advisory, Mutual Funds, Time Management, Sales, Hands-on Training, Employee Training, Project Management, ETFs, Financial Advisory, Relationship Management, Strategic Financial...
Education
Butler University 2003 — 2007
Bachelors
Rhianna Brzuszkiewicz Rhianna Brzuszkiewicz's Envestnet, Inc Experience May 2015 - Present
Job Advisor Services Representative; Envestnet, Inc.
Industry Marketing and Advertising
Experience
Envestnet, Inc May 2015 - Present
K-12 Teachers Alliance October 2012 - May 2015
Edward Don & Company July 2012 - October 2012
CBS Radio (WBBM Newsradio 780AM & 105.9 FM) November 2011 - April 2012
Ultimate Exposure December 2010 - October 2011
Chicago Gaelic Park May 2006 - August 2010
Skills
Marketing Communications, Cision, Social Media, Facebook, Social Networking, Social Media Marketing, Program Coordination, Academic Advising, Customer Service, Salesforce.com, Press Releases, Public Relations, Customer Retention, SAP, Total Works, Internal Communications, Recruiting, Microsoft Excel, Creative Writing, Online Marketing, Outlook, Public Speaking, Process Improvement, Account Management, Forecasting, Lead Generation, Higher Education, Microsoft Word, PowerPoint
Education
Columbia College Chicago 2010 — 2012
Bachelor of Arts (B.A.), Marketing Communications, Cumulative GPA: 3.8 out of 4.0
Moraine Valley Community College 2008 — 2010
General Studies
Envestnet, Inc May 2015 - Present
K-12 Teachers Alliance October 2012 - May 2015
Edward Don & Company July 2012 - October 2012
CBS Radio (WBBM Newsradio 780AM & 105.9 FM) November 2011 - April 2012
Ultimate Exposure December 2010 - October 2011
Chicago Gaelic Park May 2006 - August 2010
Skills
Marketing Communications, Cision, Social Media, Facebook, Social Networking, Social Media Marketing, Program Coordination, Academic Advising, Customer Service, Salesforce.com, Press Releases, Public Relations, Customer Retention, SAP, Total Works, Internal Communications, Recruiting, Microsoft Excel, Creative Writing, Online Marketing, Outlook, Public Speaking, Process Improvement, Account Management, Forecasting, Lead Generation, Higher Education, Microsoft Word, PowerPoint
Education
Columbia College Chicago 2010 — 2012
Bachelor of Arts (B.A.), Marketing Communications, Cumulative GPA: 3.8 out of 4.0
Moraine Valley Community College 2008 — 2010
General Studies
Bryce Tobin's Envestnet, Inc Experience May 2015 - June 2015
Job Student at Baylor University
Industry Financial Services
Experience
Envestnet, Inc May 2015 - June 2015
Skills
Research, Writing, Microsoft Excel, Microsoft Word, Microsoft Access, Microsoft Powerpoint, Time Management, Social Media
Education
Baylor University 2013 — 2017
Bachelor of Business Administration (BBA), Finance and Economics, 3.77
Envestnet, Inc May 2015 - June 2015
Skills
Research, Writing, Microsoft Excel, Microsoft Word, Microsoft Access, Microsoft Powerpoint, Time Management, Social Media
Education
Baylor University 2013 — 2017
Bachelor of Business Administration (BBA), Finance and Economics, 3.77
Eric Vanderpoel Eric Vanderpoel's Envestnet, Inc Experience January 2013 - June 2013
Job Associate at Duff & Phelps
Industry Investment Banking
Experience
Western Reserve Partners LLC June 2014 - August 2014
Envestnet, Inc January 2013 - June 2013
Envestnet, Inc September 2010 - January 2013
US Bank March 2010 - September 2010
Bradley University International Trade Center May 2009 - August 2009
Education
University of Wisconsin-Madison 2013 — 2015
Master of Business Administration (MBA), Corporate Finance & Investment Banking
Bradley University
B.S., Finance
Western Reserve Partners LLC June 2014 - August 2014
Envestnet, Inc January 2013 - June 2013
Envestnet, Inc September 2010 - January 2013
US Bank March 2010 - September 2010
Bradley University International Trade Center May 2009 - August 2009
Education
University of Wisconsin-Madison 2013 — 2015
Master of Business Administration (MBA), Corporate Finance & Investment Banking
Bradley University
B.S., Finance
Ashley Klem, PHR's Envestnet, Inc Experience September 2014 - Present
Job Senior HR Generalist at Envestnet
Industry Accounting
Experience
Envestnet, Inc September 2014 - Present
Iron Mountain August 2012 - Present
Iron Mountain March 2012 - August 2012
Iron Mountain September 2008 - March 2012
Boston Networking Group 2006 - 2008
Skills
Recruiting, Customer Service, Talent Acquisition, Onboarding, Team Building, Vendor Management, College Recruiting, Employee Relations, Human Resources, Applicant Tracking..., Process Improvement, Change Management, Outlook, Internet Recruiting, Talent Management, HRIS, Interviews, Performance Management
Education
Northeastern University 2001 — 2006
Curry College
PHR
Envestnet, Inc September 2014 - Present
Iron Mountain August 2012 - Present
Iron Mountain March 2012 - August 2012
Iron Mountain September 2008 - March 2012
Boston Networking Group 2006 - 2008
Skills
Recruiting, Customer Service, Talent Acquisition, Onboarding, Team Building, Vendor Management, College Recruiting, Employee Relations, Human Resources, Applicant Tracking..., Process Improvement, Change Management, Outlook, Internet Recruiting, Talent Management, HRIS, Interviews, Performance Management
Education
Northeastern University 2001 — 2006
Curry College
PHR
Tim McCue Tim McCue's Envestnet, Inc Experience September 2013 - Present
Job Associate Vice President Vantage Support Liaison at Envestnet, Inc
Industry Investment Management
Experience
Envestnet, Inc September 2013 - Present
Envestnet, Inc May 2012 - September 2013
Envestnet, Inc April 2008 - May 2012
Saati Group S.p.A. January 1990 - October 2007
Skills
Series 7
Education
Wingate University 2000 — 2003
MBA, Business Administration
University of Phoenix 1988 — 1990
BS, Business Administration
California State University-Long Beach
Envestnet, Inc September 2013 - Present
Envestnet, Inc May 2012 - September 2013
Envestnet, Inc April 2008 - May 2012
Saati Group S.p.A. January 1990 - October 2007
Skills
Series 7
Education
Wingate University 2000 — 2003
MBA, Business Administration
University of Phoenix 1988 — 1990
BS, Business Administration
California State University-Long Beach
John C. Yackel John C. Yackel's Envestnet, Inc Experience May 2011 - Present
Job Managing Director, Envestnet, Wealth Management Solutions
Industry Investment Management
Experience
Envestnet, Inc May 2011 - Present
Fortigent, LLC July 2007 - May 2011
SEI Investments July 1992 - July 2007
Skills
Negotiation, Financial Services, Business Development, Wealth Management..., Wealth Management, Investments, Asset Managment, Mutual Funds, Complex Sales, Alternative Investments, Separately Managed..., Strategy, Asset Management, Financial Advisory, Management, Relationship Management, Asset Allocation, Investment Management, Life Insurance, High Net Worth..., Private Banking, Portfolio Management, Sales Management, Risk Management
Education
Bucknell University 1988 — 1992
BA, Economics
Envestnet, Inc May 2011 - Present
Fortigent, LLC July 2007 - May 2011
SEI Investments July 1992 - July 2007
Skills
Negotiation, Financial Services, Business Development, Wealth Management..., Wealth Management, Investments, Asset Managment, Mutual Funds, Complex Sales, Alternative Investments, Separately Managed..., Strategy, Asset Management, Financial Advisory, Management, Relationship Management, Asset Allocation, Investment Management, Life Insurance, High Net Worth..., Private Banking, Portfolio Management, Sales Management, Risk Management
Education
Bucknell University 1988 — 1992
BA, Economics
Donald Bart Donald Bart's Envestnet, Inc Experience September 2014 - Present
Job Vice President Product Management Financial Services
Industry Financial Services
Experience
Envestnet, Inc September 2014 - Present
Skills
Product Management, Competitive Analysis, Product Development, Market Research, Marketing Strategy, Six Sigma, Forecasting, Pricing, Business Planning, Marketing, Software Development, Product Marketing, Product Lifecycle..., Cross-functional Team..., Strategy, Vendor Management, Go-to-market Strategy, Business Development
Education
University of Illinois at Urbana-Champaign 2005 — 2007
MBA
Lake Forest College 1999 — 2001
BA
Envestnet, Inc September 2014 - Present
Skills
Product Management, Competitive Analysis, Product Development, Market Research, Marketing Strategy, Six Sigma, Forecasting, Pricing, Business Planning, Marketing, Software Development, Product Marketing, Product Lifecycle..., Cross-functional Team..., Strategy, Vendor Management, Go-to-market Strategy, Business Development
Education
University of Illinois at Urbana-Champaign 2005 — 2007
MBA
Lake Forest College 1999 — 2001
BA
Larry Banda Larry Banda's Envestnet, Inc Experience October 2014 - Present
Job Attorney at Envestnet, Inc.
Industry Investment Management
Experience
Envestnet, Inc October 2014 - Present
Placemark Investments, Inc. December 2011 - September 2014
Morningstar, Inc. December 2009 - May 2011
Kraft Foods June 2009 - August 2009
Moody's Analytics June 2005 - July 2008
Education
Loyola University Chicago School of Law 2008 — 2011
J.D., Law
University of Notre Dame - Mendoza College of Business 2001 — 2005
B.B.A., Finance
Envestnet, Inc October 2014 - Present
Placemark Investments, Inc. December 2011 - September 2014
Morningstar, Inc. December 2009 - May 2011
Kraft Foods June 2009 - August 2009
Moody's Analytics June 2005 - July 2008
Education
Loyola University Chicago School of Law 2008 — 2011
J.D., Law
University of Notre Dame - Mendoza College of Business 2001 — 2005
B.B.A., Finance
Shannon Bready Shannon Bready's Envestnet, Inc Experience October 2013 - Present
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
Helen Froyan , MBA Helen Froyan , MBA's Envestnet, Inc Experience July 2013 - March 2014
Job Manager, Client Reporting at Prudential Fixed Income
Industry Financial Services
Experience
Prudential Fixed Income April 2015 - Present
J.P. Morgan Asset Management April 2014 - April 2015
Envestnet, Inc July 2013 - March 2014
Prudential Financial January 2007 - June 2013
Travelport July 2005 - December 2006
Chauncey Group International September 1998 - June 2005
Skills
Analysis, Data Analysis, Budgets, Leadership, Project Management, Competitive Analysis, Investments, Program Management, Cross-functional Team..., Testing, Mergers & Acquisitions, Time Management, Research, Risk Assessment, Data Mining, Statistical Modeling, Process Management, Quality Control, Statistical Data..., Production Efficiency
Education
Excelsior College 2009 — 2011
Master of Business Administration (MBA), Managing in the Global Environment
Rutgers, The State University of New Jersey-New Brunswick 1992 — 1998
Bachelor of Arts (BA), BioMathematics
Prudential Fixed Income April 2015 - Present
J.P. Morgan Asset Management April 2014 - April 2015
Envestnet, Inc July 2013 - March 2014
Prudential Financial January 2007 - June 2013
Travelport July 2005 - December 2006
Chauncey Group International September 1998 - June 2005
Skills
Analysis, Data Analysis, Budgets, Leadership, Project Management, Competitive Analysis, Investments, Program Management, Cross-functional Team..., Testing, Mergers & Acquisitions, Time Management, Research, Risk Assessment, Data Mining, Statistical Modeling, Process Management, Quality Control, Statistical Data..., Production Efficiency
Education
Excelsior College 2009 — 2011
Master of Business Administration (MBA), Managing in the Global Environment
Rutgers, The State University of New Jersey-New Brunswick 1992 — 1998
Bachelor of Arts (BA), BioMathematics
Lucy Dolya's Envestnet, Inc Experience October 2014 - Present
Job Enterprise Consultant at Envestnet, Inc
Industry Investment Management
Experience
Envestnet, Inc October 2014 - Present
Envestnet, Inc August 2013 - October 2014
Envestnet, Inc June 2012 - July 2013
Bell Flavors & Fragrances June 2011 - August 2011
Mesirow Financial & Oppenheimer Funds June 2008 - April 2011
Red Line Films June 2010 - July 2010
Henry Lee & Co. June 2009 - August 2009
Skills
Business Analysis, Market Research, Financial Reporting, Corporate Finance, Spanish, Economics, Microsoft Excel, Training, Project Management, Research, Teamwork, Customer Service, Leadership, Business Development, Management
Education
Loyola University of Chicago 2008 — 2012
Bachelor of Business Administration (BBA), International Business, Political Science
New Trier High School 2004 — 2008
Envestnet, Inc October 2014 - Present
Envestnet, Inc August 2013 - October 2014
Envestnet, Inc June 2012 - July 2013
Bell Flavors & Fragrances June 2011 - August 2011
Mesirow Financial & Oppenheimer Funds June 2008 - April 2011
Red Line Films June 2010 - July 2010
Henry Lee & Co. June 2009 - August 2009
Skills
Business Analysis, Market Research, Financial Reporting, Corporate Finance, Spanish, Economics, Microsoft Excel, Training, Project Management, Research, Teamwork, Customer Service, Leadership, Business Development, Management
Education
Loyola University of Chicago 2008 — 2012
Bachelor of Business Administration (BBA), International Business, Political Science
New Trier High School 2004 — 2008
Lauren Roberts's Envestnet, Inc Experience May 2013 - Present
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
Anna Pantoja Anna Pantoja's Envestnet, Inc Experience November 2013 - Present
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
David Root's Envestnet, Inc Experience April 2010 - Present
Job Senior Vice President, Global Institutional Business Development, Envestnet Inc.
Industry Financial Services
Experience
Envestnet Inc. April 2010 - Present
FundQuest June 2006 - August 2010
Neuberger Berman August 1997 - May 2006
Strong Capital Management February 1995 - July 1997
LPL Financial Services January 1992 - January 1995
Putnam Investments August 1986 - December 1991
Skills
Business Strategy, Enterprise Software, Finance, Financial Advisory, Financial Services, Investments, Leadership, Mutual Funds, New Business Development, Program Management, Sales Management
Education
Suffolk University - Sawyer Business School 1982 — 1984
MBA, Finance
Keene State College 1975 — 1979
BS Management, Business
Envestnet Inc. April 2010 - Present
FundQuest June 2006 - August 2010
Neuberger Berman August 1997 - May 2006
Strong Capital Management February 1995 - July 1997
LPL Financial Services January 1992 - January 1995
Putnam Investments August 1986 - December 1991
Skills
Business Strategy, Enterprise Software, Finance, Financial Advisory, Financial Services, Investments, Leadership, Mutual Funds, New Business Development, Program Management, Sales Management
Education
Suffolk University - Sawyer Business School 1982 — 1984
MBA, Finance
Keene State College 1975 — 1979
BS Management, Business
Wiley Asher Wiley Asher's Envestnet, Inc Experience February 2014 - Present
Job Vice President, Senior Enterprise Consultant at Envestnet, Inc
Industry Financial Services
Experience
Envestnet, Inc February 2014 - Present
SunGard Protegent May 2010 - July 2013
Quadron Data Solutions/Fetter Logic, Inc. 2004 - April 2010
Vendere, LLC 2003 - 2004
SySys 2002 - 2003
Interliant 2000 - 2001
Fetter Logic, Inc. 1998 - 2000
International Snowboard Magazine 1988 - 1991
Education
Richardson/SunGard Sales Academy
Advanced Negotiation
Richardson/SunGard Sales Academy
Solution Selling
Miller Heiman Strategic Selling
University of Colorado at Denver, Bard Center for Entrepreneurship Development 1996 — 1998
Dual MS, Finance, Information Systems, and Entrepreneurship
University of Colorado Denver 1994 — 1995
BA, Economics
Hamilton College 1983 — 1987
Cherry Creek High School 1978 — 1983
Cornell University 1982 — 1982
Phillips Exeter Academy 1981 — 1981
Envestnet, Inc February 2014 - Present
SunGard Protegent May 2010 - July 2013
Quadron Data Solutions/Fetter Logic, Inc. 2004 - April 2010
Vendere, LLC 2003 - 2004
SySys 2002 - 2003
Interliant 2000 - 2001
Fetter Logic, Inc. 1998 - 2000
International Snowboard Magazine 1988 - 1991
Education
Richardson/SunGard Sales Academy
Advanced Negotiation
Richardson/SunGard Sales Academy
Solution Selling
Miller Heiman Strategic Selling
University of Colorado at Denver, Bard Center for Entrepreneurship Development 1996 — 1998
Dual MS, Finance, Information Systems, and Entrepreneurship
University of Colorado Denver 1994 — 1995
BA, Economics
Hamilton College 1983 — 1987
Cherry Creek High School 1978 — 1983
Cornell University 1982 — 1982
Phillips Exeter Academy 1981 — 1981
Christie Thebault Christie Thebault's Envestnet, Inc Experience March 2014 - 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
Kara Pepper's Envestnet, Inc Experience June 2015 - Present
Job Institutional Client Services Associate at Envestnet, Inc
Industry Financial Services
Experience
Envestnet, Inc June 2015 - Present
Cuddy Associates September 2013 - June 2015
3 Chicas Mexican Kitchen November 2009 - May 2015
Kallman Worldwide, Inc. June 2014 - August 2014
Gordon College May 2013 - June 2013
Wyckoff Family YMCA June 2007 - August 2012
Wyckoff Family YMCA June 2008 - August 2009
Skills
Customer Service, Financial Analysis, Accounting, Marketing, Research, Time Management, Leadership, Editing, Teamwork, Microsoft Excel, Microsoft Word, PowerPoint, Nonprofits
Education
Gordon College 2011 — 2015
Bachelor’s Degree, Accounting and Finance
Envestnet, Inc June 2015 - Present
Cuddy Associates September 2013 - June 2015
3 Chicas Mexican Kitchen November 2009 - May 2015
Kallman Worldwide, Inc. June 2014 - August 2014
Gordon College May 2013 - June 2013
Wyckoff Family YMCA June 2007 - August 2012
Wyckoff Family YMCA June 2008 - August 2009
Skills
Customer Service, Financial Analysis, Accounting, Marketing, Research, Time Management, Leadership, Editing, Teamwork, Microsoft Excel, Microsoft Word, PowerPoint, Nonprofits
Education
Gordon College 2011 — 2015
Bachelor’s Degree, Accounting and Finance
Lisa Mark's Envestnet, Inc Experience September 2014 - Present
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
George Beinhart George Beinhart's Envestnet, Inc Experience May 2013 - Present
Job Operations Assistant at Envestnet, Inc
Industry Higher Education
Experience
Envestnet, Inc May 2013 - Present
AAA National Affairs April 2012 - Present
Devil's Ridge Golf Club July 2011 - Present
Jack Astor's October 2010 - July 2011
Skills
Microsoft Office, SAS, Social Media Marketing, Quantitative Analytics, Customer Engagement
Education
North Carolina State University 2011 — 2013
B.S, Economics
Georgetown University 2012 — 2012
Envestnet, Inc May 2013 - Present
AAA National Affairs April 2012 - Present
Devil's Ridge Golf Club July 2011 - Present
Jack Astor's October 2010 - July 2011
Skills
Microsoft Office, SAS, Social Media Marketing, Quantitative Analytics, Customer Engagement
Education
North Carolina State University 2011 — 2013
B.S, Economics
Georgetown University 2012 — 2012
Beau McBride's Envestnet, Inc Experience January 2015 - 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
Brendan McTague Brendan McTague's Envestnet, Inc Experience October 2012 - May 2014
Job Jr. Customized Execution Specialist at HSBC Global Banking and Markets
Industry Financial Services
Experience
HSBC Global Banking and Markets May 2014 - Present
Envestnet, Inc October 2012 - May 2014
UBS June 2011 - August 2011
Weeden & Co. May 2009 - July 2009
Skills
Bloomberg, Program Trading, Equity Trading, Equities, Series 7, Microsoft Excel, Asset Management, Fixed Income, Tableau, Microsoft CRM, Budget Reconciliation, ETFs, Mutual Funds, Product Management, Data Analysis, Series 63, Trading
Education
Fairfield University 2007 — 2011
BS, Finance
Fairfield University 2007 — 2011
MBA, Finance
HSBC Global Banking and Markets May 2014 - Present
Envestnet, Inc October 2012 - May 2014
UBS June 2011 - August 2011
Weeden & Co. May 2009 - July 2009
Skills
Bloomberg, Program Trading, Equity Trading, Equities, Series 7, Microsoft Excel, Asset Management, Fixed Income, Tableau, Microsoft CRM, Budget Reconciliation, ETFs, Mutual Funds, Product Management, Data Analysis, Series 63, Trading
Education
Fairfield University 2007 — 2011
BS, Finance
Fairfield University 2007 — 2011
MBA, Finance
Chad Tischer Chad Tischer's Envestnet, Inc Experience June 2001 - June 2003
Job Principal
Industry Financial Services
Experience
DiMeo Schneider & Associates December 2008 - Present
DiMeo Schneider & Associates June 2003 - December 2008
Envestnet, Inc June 2001 - June 2003
Skills
Investments, Investment Advisory
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2003 — 2005
MBA, Finance
St. Cloud State University - Herberger Business School 1996 — 1999
BA, Finance
DiMeo Schneider & Associates December 2008 - Present
DiMeo Schneider & Associates June 2003 - December 2008
Envestnet, Inc June 2001 - June 2003
Skills
Investments, Investment Advisory
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2003 — 2005
MBA, Finance
St. Cloud State University - Herberger Business School 1996 — 1999
BA, Finance
Ryan Gizewski Ryan Gizewski's Envestnet, Inc Experience February 2015 - Present
Job AVP | Configuration Consultant at Envestnet, Inc
Industry Financial Services
Experience
Envestnet, Inc February 2015 - Present
Envestnet, Inc June 2014 - February 2015
Envestnet, Inc July 2012 - June 2014
Envestnet, Inc June 2011 - July 2012
COUNTRY Financial August 2010 - June 2011
Education
DePauw University 2006 — 2010
Bachelors, Economics
Envestnet, Inc February 2015 - Present
Envestnet, Inc June 2014 - February 2015
Envestnet, Inc July 2012 - June 2014
Envestnet, Inc June 2011 - July 2012
COUNTRY Financial August 2010 - June 2011
Education
DePauw University 2006 — 2010
Bachelors, Economics
John Whetzell's Envestnet, Inc Experience January 2009 - September 2014
Job Finance, Sales and Operations Specialist.
Industry Real Estate
Experience
Envestnet, Inc January 2009 - September 2014
Skills
Sales Operations, Customer Service, Computer Proficiency, Market Research, Market Analysis, Stock Market Analysis, Real Estate Investment..., Equity Trading, Commercial Real Estate, Mutual Funds, Ability to work in a..., Analytic Problem Solving, Priority Management, Team Management, Model Portfolios, Influential Communicator, Investments, Portfolio Management, Trading, Bloomberg, Analysis
Education
Clemson University 1995 — 1999
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Envestnet, Inc January 2009 - September 2014
Skills
Sales Operations, Customer Service, Computer Proficiency, Market Research, Market Analysis, Stock Market Analysis, Real Estate Investment..., Equity Trading, Commercial Real Estate, Mutual Funds, Ability to work in a..., Analytic Problem Solving, Priority Management, Team Management, Model Portfolios, Influential Communicator, Investments, Portfolio Management, Trading, Bloomberg, Analysis
Education
Clemson University 1995 — 1999
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Brendan Frank Brendan Frank's Envestnet, Inc Experience May 2013 - Present
Job Business Development Consultant at Envestnet/Placemark
Industry Financial Services
Experience
Envestnet, Inc May 2013 - Present
The Spooner Group at Morgan Stanley July 2003 - May 2013
UBS/Paine Webber August 2002 - June 2003
Citizens Bank June 1999 - April 2001
Crowder Mortgage, LLC April 1998 - May 1999
Raymond Karsan Associates September 1995 - March 1998
Skills
Research, Marketing, Public Speaking, Strategic Planning, Microsoft Excel, Editing, Customer Service, Microsoft Office, Nonprofits, Social Media, Microsoft Word, Investments, Portfolio Management, Finance, Management, Financial Services, Asset Management, Financial Planning, Business Development, Mutual Funds, Wealth Management, Banking
Education
State University of New York at Albany 1992 — 1995
Bachelor of Arts (B.A.), English Language and Literature, General
Bennington College 1990 — 1992
Visual and Liberal Arts
Albany Academy 1985 — 1990
High School Diploma
Envestnet, Inc May 2013 - Present
The Spooner Group at Morgan Stanley July 2003 - May 2013
UBS/Paine Webber August 2002 - June 2003
Citizens Bank June 1999 - April 2001
Crowder Mortgage, LLC April 1998 - May 1999
Raymond Karsan Associates September 1995 - March 1998
Skills
Research, Marketing, Public Speaking, Strategic Planning, Microsoft Excel, Editing, Customer Service, Microsoft Office, Nonprofits, Social Media, Microsoft Word, Investments, Portfolio Management, Finance, Management, Financial Services, Asset Management, Financial Planning, Business Development, Mutual Funds, Wealth Management, Banking
Education
State University of New York at Albany 1992 — 1995
Bachelor of Arts (B.A.), English Language and Literature, General
Bennington College 1990 — 1992
Visual and Liberal Arts
Albany Academy 1985 — 1990
High School Diploma
Paige Fowler's Envestnet, Inc Experience May 2012 - July 2013
Job Associate at Cedarstone Partners
Industry Marketing and Advertising
Experience
Cedarstone Partners September 2015 - Present
Anthropologie May 2014 - Present
A Public Affair PR, LLC January 2013 - July 2013
Envestnet, Inc May 2012 - July 2013
Skills
Public Relations, Social Media Marketing, Leadership, Microsoft Office, Stata, Hootsuite, Non-profit Volunteer, Customer Service, Financial Services, Editing, Social Media, Social Networking, Research, Microsoft Word, Event Planning, Public Speaking, Facebook, PowerPoint, Microsoft Excel
Education
Furman University 2010 — 2014
Bachelor of Arts (BA), Sociology
Cedarstone Partners September 2015 - Present
Anthropologie May 2014 - Present
A Public Affair PR, LLC January 2013 - July 2013
Envestnet, Inc May 2012 - July 2013
Skills
Public Relations, Social Media Marketing, Leadership, Microsoft Office, Stata, Hootsuite, Non-profit Volunteer, Customer Service, Financial Services, Editing, Social Media, Social Networking, Research, Microsoft Word, Event Planning, Public Speaking, Facebook, PowerPoint, Microsoft Excel
Education
Furman University 2010 — 2014
Bachelor of Arts (BA), Sociology
Jessica Barnett Jessica Barnett's Envestnet, Inc Experience May 2015 - Present
Job Quality Control Specialist, Managed Account Services at Envestnet, Inc
Industry Financial Services
Experience
Envestnet, Inc May 2015 - Present
Envestnet, Inc December 2013 - Present
Envestnet, Inc June 2013 - December 2013
Evanston Township High School August 2012 - November 2012
Music Industry Workshop August 2011 - October 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Accounting, Access
Education
DePaul University 2010 — 2013
Bachelor's degree, Finance, Graduated
Universitat de Barcelona 2011 — 2011
Marquette University 2008 — 2010
Finance, General
Evanston Township High School
Evanston Township High School
Envestnet, Inc May 2015 - Present
Envestnet, Inc December 2013 - Present
Envestnet, Inc June 2013 - December 2013
Evanston Township High School August 2012 - November 2012
Music Industry Workshop August 2011 - October 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Accounting, Access
Education
DePaul University 2010 — 2013
Bachelor's degree, Finance, Graduated
Universitat de Barcelona 2011 — 2011
Marquette University 2008 — 2010
Finance, General
Evanston Township High School
Evanston Township High School
Cody Gault's Envestnet, Inc Experience September 2015 - Present
Job Portfolio specialist
Industry Investment Management
Experience
Envestnet, Inc September 2015 - Present
Charles Schwab April 2015 - September 2015
Scottrade October 2014 - April 2015
USDA June 2014 - December 2014
Engineering Research Center January 2014 - May 2014
Colorado State University August 2012 - May 2013
Skills
SQL, SAS programming, Econometrics, Python, Multiple Regression..., Linear Regression, VBA, Mutual Funds
Education
Colorado State University 2009 — 2013
Economics, Economics
Envestnet, Inc September 2015 - Present
Charles Schwab April 2015 - September 2015
Scottrade October 2014 - April 2015
USDA June 2014 - December 2014
Engineering Research Center January 2014 - May 2014
Colorado State University August 2012 - May 2013
Skills
SQL, SAS programming, Econometrics, Python, Multiple Regression..., Linear Regression, VBA, Mutual Funds
Education
Colorado State University 2009 — 2013
Economics, Economics
Deborah Bush's Envestnet, Inc Experience September 2015 - Present
Job Platform Consultant
Industry Investment Banking
Gib Watson Gib Watson's Envestnet, Inc Experience April 2012 - Present
Job Vice Chairman at Envestnet
Industry Investment Management
Experience
Envestnet, Inc April 2012 - Present
Prima Capital Holding, Inc. November 1999 - April 2012
KPMG US February 1997 - June 1999
Portfolio Management Consultants January 1994 - February 1997
Asset Management Group February 1985 - January 1994
ConocoPhillips May 1981 - February 1985
Skills
Mutual Funds, Investments, Wealth Management, Asset Management, Portfolio Management, Strategy, Investment Management, Financial Advisory, Investment Advisory, Due Diligence, Corporate Finance, Financial Services, Mergers & Acquisitions, Finance, Asset Allocation, Alternative Investments
Education
Wake Forest University - Babcock Graduate School of Management 1979 — 1981
Master of Business Administration (MBA), Finance, General
Wake Forest University 1977 — 1980
Master of Arts (MA), Immunology and parasitology
Lafayette College 1973 — 1977
Bachelor of Arts (BA), Biology/Biological Sciences, General
Envestnet, Inc April 2012 - Present
Prima Capital Holding, Inc. November 1999 - April 2012
KPMG US February 1997 - June 1999
Portfolio Management Consultants January 1994 - February 1997
Asset Management Group February 1985 - January 1994
ConocoPhillips May 1981 - February 1985
Skills
Mutual Funds, Investments, Wealth Management, Asset Management, Portfolio Management, Strategy, Investment Management, Financial Advisory, Investment Advisory, Due Diligence, Corporate Finance, Financial Services, Mergers & Acquisitions, Finance, Asset Allocation, Alternative Investments
Education
Wake Forest University - Babcock Graduate School of Management 1979 — 1981
Master of Business Administration (MBA), Finance, General
Wake Forest University 1977 — 1980
Master of Arts (MA), Immunology and parasitology
Lafayette College 1973 — 1977
Bachelor of Arts (BA), Biology/Biological Sciences, General
Samuel Snow Samuel Snow's Envestnet, Inc Experience May 2012 - August 2012
Job Player at Florida Launch
Industry Financial Services
Experience
Florida Launch April 2015 - Present
J.P. Morgan September 2014 - Present
BNY Mellon December 2013 - September 2014
Denver Outlaws May 2013 - August 2014
Merrill Lynch August 2013 - December 2013
Fairfield University August 2009 - May 2013
Envestnet, Inc May 2012 - August 2012
Skills
Series 7, Series 66, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Social Media, Public Speaking, Mutual Funds, Finance, Time Management, Investments
Education
Fairfield University 2009 — 2013
Bachelor's degree, Accounting and Finance
Florida Launch April 2015 - Present
J.P. Morgan September 2014 - Present
BNY Mellon December 2013 - September 2014
Denver Outlaws May 2013 - August 2014
Merrill Lynch August 2013 - December 2013
Fairfield University August 2009 - May 2013
Envestnet, Inc May 2012 - August 2012
Skills
Series 7, Series 66, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Social Media, Public Speaking, Mutual Funds, Finance, Time Management, Investments
Education
Fairfield University 2009 — 2013
Bachelor's degree, Accounting and Finance
Nermin Ahmetspahic's Envestnet, Inc Experience August 2000 - August 2003
Job Founder at Webprogress.Net, Inc.
Industry Information Technology and Services
Experience
BBI Centar Sarajevo January 2013 - February 2013
LogoPlus D.o.o. November 2012 - December 2012
Webprogress.Net, Inc. August 2003 - November 2012
Loyola University Chicago January 2012 - May 2012
Scranton Gillette Communications August 2011 - November 2011
Loyola University Chicago January 2011 - May 2011
LiquidPrint September 2010 - December 2010
Envestnet, Inc August 2000 - August 2003
Skills
Microsoft SQL Server, jQuery, JavaScript, XML, Web Services, IIS, AJAX, MySQL, ColdFusion, CSS, UML, HTML, Enterprise Architecture, Java, Web Applications, SQL, PHP, Web Development, C#, Databases
Education
Loyola University of Chicago, Chicago, USA 2011 — 2012
Master of Science (M.Sc.), Information Technology - Information Assurance Track
Northeastern Illinois University, Chicago, USA 2008 — 2011
Bachelor of Science (B.Sc.), Computer Science
Loyola University of Chicago 1999 — 2000
Certificate in Computer Science, Web Development
BBI Centar Sarajevo January 2013 - February 2013
LogoPlus D.o.o. November 2012 - December 2012
Webprogress.Net, Inc. August 2003 - November 2012
Loyola University Chicago January 2012 - May 2012
Scranton Gillette Communications August 2011 - November 2011
Loyola University Chicago January 2011 - May 2011
LiquidPrint September 2010 - December 2010
Envestnet, Inc August 2000 - August 2003
Skills
Microsoft SQL Server, jQuery, JavaScript, XML, Web Services, IIS, AJAX, MySQL, ColdFusion, CSS, UML, HTML, Enterprise Architecture, Java, Web Applications, SQL, PHP, Web Development, C#, Databases
Education
Loyola University of Chicago, Chicago, USA 2011 — 2012
Master of Science (M.Sc.), Information Technology - Information Assurance Track
Northeastern Illinois University, Chicago, USA 2008 — 2011
Bachelor of Science (B.Sc.), Computer Science
Loyola University of Chicago 1999 — 2000
Certificate in Computer Science, Web Development
Yevgeniy Grinvald's Envestnet, Inc Experience June 2015 - Present
Job Business System Analyst at Envestnet, Inc
Industry Management Consulting
Experience
Envestnet, Inc June 2015 - Present
Opus Eternum (Start-Up) May 2013 - Present
DevourHour June 2011 - September 2011
Market Basket May 2006 - September 2011
Skills
Final Cut Pro, Microsoft Office, Leadership, PowerPoint, Business Development, Marketing, Strategic Planning, Management Consulting, Adobe Creative Suite, Financial Analysis, Microsoft Excel, Time Management, Visual Basic, Microsoft Word, HTML, Management, Consulting, Russian, Spanish, Writing, Strategic Consulting, Team Building, Team Management, Entrepreneurship, Business Strategy, Social Networking, Customer Service, Strategy, Teamwork, Data Analysis, Start-ups, Marketing Strategy
Education
Babson College 2011 — 2013
Bachelor's degree, Strategic Managment, Info System Managment
University of Massachusetts Dartmouth 2009 — 2011
Business Administration
Envestnet, Inc June 2015 - Present
Opus Eternum (Start-Up) May 2013 - Present
DevourHour June 2011 - September 2011
Market Basket May 2006 - September 2011
Skills
Final Cut Pro, Microsoft Office, Leadership, PowerPoint, Business Development, Marketing, Strategic Planning, Management Consulting, Adobe Creative Suite, Financial Analysis, Microsoft Excel, Time Management, Visual Basic, Microsoft Word, HTML, Management, Consulting, Russian, Spanish, Writing, Strategic Consulting, Team Building, Team Management, Entrepreneurship, Business Strategy, Social Networking, Customer Service, Strategy, Teamwork, Data Analysis, Start-ups, Marketing Strategy
Education
Babson College 2011 — 2013
Bachelor's degree, Strategic Managment, Info System Managment
University of Massachusetts Dartmouth 2009 — 2011
Business Administration
Jeff Ham's Envestnet, Inc Experience February 2015 - May 2015
Job UI/UX Designer at Verba Software
Industry Internet
Experience
Verba Software June 2015 - Present
Envestnet, Inc February 2015 - May 2015
Upside Financial March 2013 - February 2015
PriceGrabber.com June 2009 - March 2013
Skills
Disco, User Interface Design, HTML, CSS, Illustrator, Photoshop, Email Marketing, Social Media Marketing, jQuery, Google Analytics, SEM, CSS3, Ruby on Rails, Online Advertising, User Experience, Bootstrap, A/B testing, User Interface, SASS, Responsive Design, Facebook, TRILL, Visionary, Botany, Zen, Swag
Education
California State University-Long Beach
Bachelor of Science, College of Business Administration - Marketing
Torrance High School
Verba Software June 2015 - Present
Envestnet, Inc February 2015 - May 2015
Upside Financial March 2013 - February 2015
PriceGrabber.com June 2009 - March 2013
Skills
Disco, User Interface Design, HTML, CSS, Illustrator, Photoshop, Email Marketing, Social Media Marketing, jQuery, Google Analytics, SEM, CSS3, Ruby on Rails, Online Advertising, User Experience, Bootstrap, A/B testing, User Interface, SASS, Responsive Design, Facebook, TRILL, Visionary, Botany, Zen, Swag
Education
California State University-Long Beach
Bachelor of Science, College of Business Administration - Marketing
Torrance High School
Tyler Gauthier's Envestnet, Inc Experience February 2014 - September 2014
Job Financial Representative at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments October 2014 - Present
Envestnet, Inc February 2014 - September 2014
Envestnet, Inc September 2013 - February 2014
Envestnet, Inc December 2012 - September 2013
Envestnet, Inc May 2012 - November 2012
Skills
Finance, Microsoft Excel, Series 7, Mutual Funds, Separately Managed..., Investments, PowerPoint, Microsoft Word, Customer Service, Economics, Securities, Research, Outlook, Microsoft Office, Portfolio Management, English, Windows, Teaching, Uniform Combined State..., Financial Analysis, Series 66, Equities, Financial Services, Asset Management, Wealth Management, Asset Allocation
Education
Cornell College 2007 — 2011
Bachelor's degree, Economics and Business
Fidelity Investments October 2014 - Present
Envestnet, Inc February 2014 - September 2014
Envestnet, Inc September 2013 - February 2014
Envestnet, Inc December 2012 - September 2013
Envestnet, Inc May 2012 - November 2012
Skills
Finance, Microsoft Excel, Series 7, Mutual Funds, Separately Managed..., Investments, PowerPoint, Microsoft Word, Customer Service, Economics, Securities, Research, Outlook, Microsoft Office, Portfolio Management, English, Windows, Teaching, Uniform Combined State..., Financial Analysis, Series 66, Equities, Financial Services, Asset Management, Wealth Management, Asset Allocation
Education
Cornell College 2007 — 2011
Bachelor's degree, Economics and Business
Stephanie Hagglund Stephanie Hagglund's Envestnet, Inc Experience October 2014 - Present
Job Investment Analyst at Envestnet, Inc
Industry Capital Markets
Experience
Envestnet, Inc October 2014 - Present
MSCI Inc. September 2013 - August 2014
Thomson Reuters (NASDAQ OMX) November 2007 - August 2013
Chicago Futures Group February 2005 - July 2007
University of Illinois Foundation January 2007 - May 2007
Skills
Financial Modeling, Board Reporting, Financial Analysis, Shareholder Disputes, Financial Markets, Investor Presentations, Board Presentations, Institutional Investors, communication, security analysts, Financial Reporting, Spanish, Thomson One, Thomson Reuters..., Eikon, Investments, Equities, Securities, Electronic Trading, Asset Management, Marketing, Trading, Financial Services, Finance, Investor Relations, Mutual Funds, Derivatives, Bloomberg, Investment Strategies, Economics, Capital Markets, Fixed Income, Hedge Funds, Investment Banking, Valuation, IPO, Equity Research, Indices, ETFs, Customer Service, Sales Process, Sales, Options, Market Data, Trading Systems
Education
University of Illinois at Chicago 2006 — 2007
Masters of Business Administration (MBA), Finance
Baylor University
Bachelor of Arts (BA), Cum Laude, International Studies with minor in Spanish
Carroll High School
High School Diploma
Envestnet, Inc October 2014 - Present
MSCI Inc. September 2013 - August 2014
Thomson Reuters (NASDAQ OMX) November 2007 - August 2013
Chicago Futures Group February 2005 - July 2007
University of Illinois Foundation January 2007 - May 2007
Skills
Financial Modeling, Board Reporting, Financial Analysis, Shareholder Disputes, Financial Markets, Investor Presentations, Board Presentations, Institutional Investors, communication, security analysts, Financial Reporting, Spanish, Thomson One, Thomson Reuters..., Eikon, Investments, Equities, Securities, Electronic Trading, Asset Management, Marketing, Trading, Financial Services, Finance, Investor Relations, Mutual Funds, Derivatives, Bloomberg, Investment Strategies, Economics, Capital Markets, Fixed Income, Hedge Funds, Investment Banking, Valuation, IPO, Equity Research, Indices, ETFs, Customer Service, Sales Process, Sales, Options, Market Data, Trading Systems
Education
University of Illinois at Chicago 2006 — 2007
Masters of Business Administration (MBA), Finance
Baylor University
Bachelor of Arts (BA), Cum Laude, International Studies with minor in Spanish
Carroll High School
High School Diploma
Bob Andres's Envestnet, Inc Experience January 2008 - January 2011
Job Senior Managing Partner at Andres Capital Management
Industry Financial Services
Experience
Andres Capital Management June 2015 - Present
The Andres Review January 2014 - Present
New Jobs for Massachusetts 2012 - Present
Envestnet, Inc January 2008 - January 2011
Martindale Andres July 1989 - 2000
Merrill Lynch Mortgage Capital 1985 - 1987
Merrill Lynch 1981 - 1985
Merrill Lynch 1971 - 1981
Merrill Lynch December 1969 - July 1971
Kidder Peabody 1968 - December 1969
Skills
Hedge Funds, Portfolio Management, Risk Management, Investments, Strategic Planning, Wealth Management, Vendor Management, Strategy, Mutual Funds, Series 7, Trading, Asset Managment, Asset Allocation, Fixed Income, Investment Strategies, Asset Management, Equities, Start-ups, Insurance, Financial Services, Mergers & Acquisitions, Capital Markets, Securities, Investment Advisory, Entrepreneurship, Alternative Investments
Education
Columbia University in the City of New York 1964 — 1968
Political Science
Andres Capital Management June 2015 - Present
The Andres Review January 2014 - Present
New Jobs for Massachusetts 2012 - Present
Envestnet, Inc January 2008 - January 2011
Martindale Andres July 1989 - 2000
Merrill Lynch Mortgage Capital 1985 - 1987
Merrill Lynch 1981 - 1985
Merrill Lynch 1971 - 1981
Merrill Lynch December 1969 - July 1971
Kidder Peabody 1968 - December 1969
Skills
Hedge Funds, Portfolio Management, Risk Management, Investments, Strategic Planning, Wealth Management, Vendor Management, Strategy, Mutual Funds, Series 7, Trading, Asset Managment, Asset Allocation, Fixed Income, Investment Strategies, Asset Management, Equities, Start-ups, Insurance, Financial Services, Mergers & Acquisitions, Capital Markets, Securities, Investment Advisory, Entrepreneurship, Alternative Investments
Education
Columbia University in the City of New York 1964 — 1968
Political Science
Emily Vaughan Emily Vaughan's Envestnet, Inc Experience August 2012 - Present
Job Project Manager at Envestnet
Industry Computer Software
Experience
Envestnet, Inc August 2012 - Present
Fetter Logic, Inc. February 2010 - August 2012
American Blue Ribbon Holdings, LLC October 2002 - September 2008
Acosta 1997 - 2002
Skills
SQL, Visio, Product Training, Technical Documentation, PMP, Troubleshooting, Leadership, Process Improvement
Education
Community College of Denver 1998 — 2001
Envestnet, Inc August 2012 - Present
Fetter Logic, Inc. February 2010 - August 2012
American Blue Ribbon Holdings, LLC October 2002 - September 2008
Acosta 1997 - 2002
Skills
SQL, Visio, Product Training, Technical Documentation, PMP, Troubleshooting, Leadership, Process Improvement
Education
Community College of Denver 1998 — 2001
Matt Briddell Matt Briddell's Envestnet, Inc Experience December 2014 - June 2015
Job Paralegal at Aon Hewitt
Industry Legal Services
Experience
Aon Hewitt June 2015 - Present
Envestnet, Inc December 2014 - June 2015
Wealth Financial Advsory Services, LLC June 2013 - May 2014
Klein, Daday, Aretos & O'Donoghue, LLC November 2012 - May 2013
Gregory & Lai January 2011 - November 2012
Kilties Drum and Bugle Corps January 2010 - September 2011
Barrington Community School District 220 2010 - 2010
Oakwood City Schools 2007 - 2009
Skills
Legal Research, LexisNexis, Westlaw, Research, Legal Writing, Pleadings, Litigation, Civil Litigation, Medical Malpractice, Employment Law, Contract Law, Foreclosure Law, Personal Injury, Estate Planning, Preparation of Wills, Wills, Legal drafting, Court filings, Litigation Support, Family Law, Document Review, Courts, Microsoft Excel, Wordperfect, Microsoft Office, Legal Documents, Social Media, PowerPoint, Teaching, Legal Assistance, Coaching, Document Drafting, Legal Compliance, Commercial Litigation, Real Estate, Nonprofits, Licensing, Notary Public, Condo Law, Docketing, Trials, Depositions, Timeslips, AbacusLaw, Powers of Attorney, Non-compete Agreements, Record Keeping, LLC, Client Billing, Paralegals
Education
Indiana University 2000 — 2007
Bachelor's degree, Classical and Ancient Studies
Harper College 2011 — 2012
Paralegal Studies, Legal, A
Indiana University Bloomington 2000 — 2007
Bachelor of Arts (B.A.), Classical and Ancient Studies
Aon Hewitt June 2015 - Present
Envestnet, Inc December 2014 - June 2015
Wealth Financial Advsory Services, LLC June 2013 - May 2014
Klein, Daday, Aretos & O'Donoghue, LLC November 2012 - May 2013
Gregory & Lai January 2011 - November 2012
Kilties Drum and Bugle Corps January 2010 - September 2011
Barrington Community School District 220 2010 - 2010
Oakwood City Schools 2007 - 2009
Skills
Legal Research, LexisNexis, Westlaw, Research, Legal Writing, Pleadings, Litigation, Civil Litigation, Medical Malpractice, Employment Law, Contract Law, Foreclosure Law, Personal Injury, Estate Planning, Preparation of Wills, Wills, Legal drafting, Court filings, Litigation Support, Family Law, Document Review, Courts, Microsoft Excel, Wordperfect, Microsoft Office, Legal Documents, Social Media, PowerPoint, Teaching, Legal Assistance, Coaching, Document Drafting, Legal Compliance, Commercial Litigation, Real Estate, Nonprofits, Licensing, Notary Public, Condo Law, Docketing, Trials, Depositions, Timeslips, AbacusLaw, Powers of Attorney, Non-compete Agreements, Record Keeping, LLC, Client Billing, Paralegals
Education
Indiana University 2000 — 2007
Bachelor's degree, Classical and Ancient Studies
Harper College 2011 — 2012
Paralegal Studies, Legal, A
Indiana University Bloomington 2000 — 2007
Bachelor of Arts (B.A.), Classical and Ancient Studies
Sarah Millard Sarah Millard's Envestnet, Inc Experience June 2014 - August 2014
Job Client Relations Associate at Parametric
Industry Financial Services
Experience
Parametric August 2015 - Present
Fairfield Hot Yoga September 2014 - April 2015
Envestnet, Inc June 2014 - August 2014
Lyons Den Power Yoga June 2014 - August 2014
Sumeria Group June 2014 - August 2014
Envestnet, Inc June 2013 - August 2013
Turner Hill Golf Course June 2012 - August 2013
Vertex Lacrosse August 2010 - August 2013
Revolution Lacrosse October 2010 - August 2011
Timeless Interiors March 2011 - May 2011
Skills
Marketing, Organization, Display Advertising, Events Coordination, Event Planning, Project Management, Microsoft Technologies, Research, Custom Remodeling, Outlook, Sports Coaching, Social Networking, Twitter, Facebook, Pinterest, Blackboard, Time Management, Events Organisation, Team Management, Lacrosse, Social Media Marketing, Event Management, Event Production, PowerPoint, Public Speaking, Presentation Skills, Yoga, Yoga Instruction, Social Media, Microsoft Excel, Microsoft Office, Microsoft Word, Leadership, Teamwork
Education
Fairfield University 2011 — 2015
Bachelor of Science (B.S.), Marketing Major, Entrepreneurship Minor
National University in Galway 2013 — 2013
Ipswich High School 2007 — 2011
High School Graduate
Parametric August 2015 - Present
Fairfield Hot Yoga September 2014 - April 2015
Envestnet, Inc June 2014 - August 2014
Lyons Den Power Yoga June 2014 - August 2014
Sumeria Group June 2014 - August 2014
Envestnet, Inc June 2013 - August 2013
Turner Hill Golf Course June 2012 - August 2013
Vertex Lacrosse August 2010 - August 2013
Revolution Lacrosse October 2010 - August 2011
Timeless Interiors March 2011 - May 2011
Skills
Marketing, Organization, Display Advertising, Events Coordination, Event Planning, Project Management, Microsoft Technologies, Research, Custom Remodeling, Outlook, Sports Coaching, Social Networking, Twitter, Facebook, Pinterest, Blackboard, Time Management, Events Organisation, Team Management, Lacrosse, Social Media Marketing, Event Management, Event Production, PowerPoint, Public Speaking, Presentation Skills, Yoga, Yoga Instruction, Social Media, Microsoft Excel, Microsoft Office, Microsoft Word, Leadership, Teamwork
Education
Fairfield University 2011 — 2015
Bachelor of Science (B.S.), Marketing Major, Entrepreneurship Minor
National University in Galway 2013 — 2013
Ipswich High School 2007 — 2011
High School Graduate
Pamela Isbell Pamela Isbell's Envestnet, Inc Experience November 2007 - November 2013
Job Financial Services Professional
Industry Financial Services
Experience
Envestnet, Inc November 2007 - November 2013
National Children's IDentification Network (NCIN) 1992 - 2010
Sobriety House, Inc 1998 - 2008
Clinicare 1989 - 1992
Denver Sheriff Department / City & County of Denver 1985 - 1988
Ascot Arms Apartments 1981 - 1985
Skills
Invoicing, Nonprofits, Accounts Payable, Data Entry, Public Relations
Education
Colorado State University
Accounting Technology/Technician and Bookkeeping
Southern Colorado State College
Business Management
United States Navy
Hospital Corps, HM2
Widefield High School
Highschool Graduate
Envestnet, Inc November 2007 - November 2013
National Children's IDentification Network (NCIN) 1992 - 2010
Sobriety House, Inc 1998 - 2008
Clinicare 1989 - 1992
Denver Sheriff Department / City & County of Denver 1985 - 1988
Ascot Arms Apartments 1981 - 1985
Skills
Invoicing, Nonprofits, Accounts Payable, Data Entry, Public Relations
Education
Colorado State University
Accounting Technology/Technician and Bookkeeping
Southern Colorado State College
Business Management
United States Navy
Hospital Corps, HM2
Widefield High School
Highschool Graduate
Eileen Hayes's Envestnet, Inc Experience May 2015 - Present
Job Vice President, Enterprise Consultant at Envestnet, Inc
Industry Investment Management
Experience
Envestnet, Inc May 2015 - Present
US Boston Capital (Distributor of Pear Tree Funds) April 2011 - April 2015
Contravisory Investment Management April 2009 - February 2011
Advisors Asset Management July 2007 - April 2009
Advisors Asset Management, Inc. June 2006 - September 2006
Skills
Investment Management, Series 7, Series 63, Series 65, Mutual Funds, Asset Management, Investments, Relationship Management, CRM, Financial Advisory, Business Development, Emerging Markets, Credit, Securities, Asset Allocation
Education
Bryant University 2003 — 2007
BA in Business Administration, Finance
Smithtown High School 1999 — 2003
Envestnet, Inc May 2015 - Present
US Boston Capital (Distributor of Pear Tree Funds) April 2011 - April 2015
Contravisory Investment Management April 2009 - February 2011
Advisors Asset Management July 2007 - April 2009
Advisors Asset Management, Inc. June 2006 - September 2006
Skills
Investment Management, Series 7, Series 63, Series 65, Mutual Funds, Asset Management, Investments, Relationship Management, CRM, Financial Advisory, Business Development, Emerging Markets, Credit, Securities, Asset Allocation
Education
Bryant University 2003 — 2007
BA in Business Administration, Finance
Smithtown High School 1999 — 2003
Todd McCaffray Todd McCaffray's Envestnet, Inc Experience June 2013 - May 2014
Job Security Operations at Equity Services, Inc.
Industry Financial Services
Experience
National Life Group June 2014 - Present
Envestnet, Inc June 2013 - May 2014
Working for an Independent Sales Representative August 2008 - June 2013
Northwestern Mutual May 2011 - September 2012
Gonzaga New Venture Lab September 2011 - May 2012
Volunteer Income Tax Assistance January 2012 - April 2012
Atlas Supply May 2009 - August 2010
Skills
Sales Management, PowerPoint, Marketing, Sales, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, Market Research, Personal Finance, Financial Analysis, Financial Modeling, Budgets
Education
Gonzaga University - School of Business Administration 2008 — 2012
Bachelor of Business Administration, Finance, Human Resource Management, Marketing
National Life Group June 2014 - Present
Envestnet, Inc June 2013 - May 2014
Working for an Independent Sales Representative August 2008 - June 2013
Northwestern Mutual May 2011 - September 2012
Gonzaga New Venture Lab September 2011 - May 2012
Volunteer Income Tax Assistance January 2012 - April 2012
Atlas Supply May 2009 - August 2010
Skills
Sales Management, PowerPoint, Marketing, Sales, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, Market Research, Personal Finance, Financial Analysis, Financial Modeling, Budgets
Education
Gonzaga University - School of Business Administration 2008 — 2012
Bachelor of Business Administration, Finance, Human Resource Management, Marketing
Catherine Eden Catherine Eden's Envestnet, Inc Experience June 2014 - Present
Job Envestnet,Inc Audit Manager
Industry Financial Services
Experience
Envestnet, Inc June 2014 - Present
Solera National Bank August 2013 - June 2014
F&M Bank April 2010 - August 2013
United Western Bank 2002 - 2004
Skills
Loans, Internal Audit, Banking, Team Leadership, Risk Management, Financial Analysis, Credit, IT Audit, Sarbanes-Oxley Act, Financial Reporting, Financial Accounting, Internal Controls, Enterprise Risk..., Commercial Lending, Accounting, Finance, Commercial Banking, Financial Risk, Auditing
Education
Boise State University
Bachelor of Business Administration (BBA), Accounting
Envestnet, Inc June 2014 - Present
Solera National Bank August 2013 - June 2014
F&M Bank April 2010 - August 2013
United Western Bank 2002 - 2004
Skills
Loans, Internal Audit, Banking, Team Leadership, Risk Management, Financial Analysis, Credit, IT Audit, Sarbanes-Oxley Act, Financial Reporting, Financial Accounting, Internal Controls, Enterprise Risk..., Commercial Lending, Accounting, Finance, Commercial Banking, Financial Risk, Auditing
Education
Boise State University
Bachelor of Business Administration (BBA), Accounting
Bryan Ostendorf Bryan Ostendorf's Envestnet, Inc Experience March 2014 - January 2015
Job SR. Product Manager
Industry Financial Services
Experience
Charles Schwab March 2015 - Present
Envestnet, Inc March 2014 - January 2015
ASPire Financial Services, LLC February 2013 - February 2014
Victory Capital Management July 2011 - February 2012
Great-West Financial 2008 - 2011
Oce March 2006 - July 2008
Nuance Communications November 2004 - April 2006
New England Financial January 2003 - November 2004
Ernst & Young March 2001 - November 2002
Skills
Business Analysis, Business Strategy, Business Planning, New Business Development, Growing Revenue, Revenue Management, Revenue Forecasting, Marketing Strategy, Marketing Communications, Marketing Research, Product Marketing, Marketing Management, Direct Marketing, Sales Support, CRM software, Database Marketing, Database Management, MS Project, Project Planning, Project Implementation, Project Coordination, Project Finance, Project Execution, Project Delivery, Investment Strategies, Investment Products, Investment Promotion, Product Development, Product Management, Product Design, Product Launch, Product Strategy, Product Launches, Sales Analytics, Sales Trend Analysis, Information Analysis, Information Security..., Technology Planning, Event Management, Pricing Strategy, Pricing Analysis, Regulatory Requirements, FINRA Series 6, finra series 7, Training & Development, Training Delivery, CRM, Marketing, Sales Operations, Analysis
Education
Albertus Magnus College
Bachelor of Science (BS), Business Management
Southern New Hampshire University
Charles Schwab March 2015 - Present
Envestnet, Inc March 2014 - January 2015
ASPire Financial Services, LLC February 2013 - February 2014
Victory Capital Management July 2011 - February 2012
Great-West Financial 2008 - 2011
Oce March 2006 - July 2008
Nuance Communications November 2004 - April 2006
New England Financial January 2003 - November 2004
Ernst & Young March 2001 - November 2002
Skills
Business Analysis, Business Strategy, Business Planning, New Business Development, Growing Revenue, Revenue Management, Revenue Forecasting, Marketing Strategy, Marketing Communications, Marketing Research, Product Marketing, Marketing Management, Direct Marketing, Sales Support, CRM software, Database Marketing, Database Management, MS Project, Project Planning, Project Implementation, Project Coordination, Project Finance, Project Execution, Project Delivery, Investment Strategies, Investment Products, Investment Promotion, Product Development, Product Management, Product Design, Product Launch, Product Strategy, Product Launches, Sales Analytics, Sales Trend Analysis, Information Analysis, Information Security..., Technology Planning, Event Management, Pricing Strategy, Pricing Analysis, Regulatory Requirements, FINRA Series 6, finra series 7, Training & Development, Training Delivery, CRM, Marketing, Sales Operations, Analysis
Education
Albertus Magnus College
Bachelor of Science (BS), Business Management
Southern New Hampshire University
Austen Hesch Austen Hesch's Envestnet, Inc Experience January 2015 - Present
Job AVP, Launch Coordinator at Envestnet, Inc
Industry Financial Services
Experience
Envestnet, Inc January 2015 - Present
Envestnet, Inc July 2013 - January 2015
ADP March 2013 - June 2013
J.P. Morgan Chase August 2010 - March 2013
Imagineering Enterprises May 2009 - August 2009
Bosch Corporation May 2008 - August 2008
Radio Shack August 2007 - July 2008
Skills
Market Research, Access, Microsoft Excel, Customer Service, Customer Satisfaction, Customer Retention, Sales, Sales Management, Problem Solving, Cash Management, Financial Modeling, Finance, Financial Reporting, Inventory Management, Time Management, Banking
Education
Indiana University - Kelley School of Business 2006 — 2010
Bachelor of Science, Business; International Business and Marketing; German
Hochschule Reutlingen
Envestnet, Inc January 2015 - Present
Envestnet, Inc July 2013 - January 2015
ADP March 2013 - June 2013
J.P. Morgan Chase August 2010 - March 2013
Imagineering Enterprises May 2009 - August 2009
Bosch Corporation May 2008 - August 2008
Radio Shack August 2007 - July 2008
Skills
Market Research, Access, Microsoft Excel, Customer Service, Customer Satisfaction, Customer Retention, Sales, Sales Management, Problem Solving, Cash Management, Financial Modeling, Finance, Financial Reporting, Inventory Management, Time Management, Banking
Education
Indiana University - Kelley School of Business 2006 — 2010
Bachelor of Science, Business; International Business and Marketing; German
Hochschule Reutlingen
Joe Pszeniczka Joe Pszeniczka's Envestnet, Inc Experience May 2015 - Present
Job Quality Control Specialist, Managed Account Services at Envestnet, Inc
Industry Investment Management
Experience
Envestnet, Inc May 2015 - Present
Envestnet, Inc October 2013 - Present
Skills
Business Analysis, Wealth Management, Financial Services, Leadership, Business Process..., Team Building, Business Strategy, Investments, Management, Trading, Financial Analysis, Social Networking, Music Production, Music, Music Industry, Team Leadership, Employee Training, Marketing, Microsoft Excel, Account Management, Data Analysis, Microsoft Office, Social Media, Operations Management
Education
Eastern Illinois University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Envestnet, Inc May 2015 - Present
Envestnet, Inc October 2013 - Present
Skills
Business Analysis, Wealth Management, Financial Services, Leadership, Business Process..., Team Building, Business Strategy, Investments, Management, Trading, Financial Analysis, Social Networking, Music Production, Music, Music Industry, Team Leadership, Employee Training, Marketing, Microsoft Excel, Account Management, Data Analysis, Microsoft Office, Social Media, Operations Management
Education
Eastern Illinois University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Andi Lewis's Envestnet, Inc Experience September 2014 - Present
Job Platform Consultant at Envestnet, Inc
Industry Financial Services
Experience
Envestnet, Inc September 2014 - Present
The North Face June 2013 - September 2014
Nuveen Investments August 2009 - December 2012
Griffith Tutoring 2009 - 2012
Twilight Traffic Control Bull & Bear Vantage Point October 2008 - March 2009
Universal Healthcare Consulting August 2008 - March 2009
Rockit Ranch Productions 2009 - 2009
Red Star Tavern May 2008 - September 2008
Dale and Thomas Popcorn May 2006 - August 2006
Skills
Marketing, Social Media Marketing, Sales, Social Media, Customer Service, Financial Analysis, Investments, Marketing Strategy, Asset Managment, Microsoft Excel, Email Marketing, Social Networking, Account Management, New Business Development, Microsoft Office, Online Marketing, PowerPoint, Microsoft Word, Outlook, Securities, Research, Project Management, Team Building, Business Planning, Mutual Funds, Training, Asset Management, Finance
Education
Indiana University Bloomington 2004 — 2008
Bachelors, Telecommunications Industry Management and Communications and Culture, Spanish Minor
Coldwell Banker Realtor Course-Highland Park 2007 — 2007
Complete/Passed, Real Estate
Lorenzo Di Medici in Florence 2007 — 2007
n/a, Public Relations, Italian (language and culture) and Art History
Deerfield High School 2000 — 2004
Envestnet, Inc September 2014 - Present
The North Face June 2013 - September 2014
Nuveen Investments August 2009 - December 2012
Griffith Tutoring 2009 - 2012
Twilight Traffic Control Bull & Bear Vantage Point October 2008 - March 2009
Universal Healthcare Consulting August 2008 - March 2009
Rockit Ranch Productions 2009 - 2009
Red Star Tavern May 2008 - September 2008
Dale and Thomas Popcorn May 2006 - August 2006
Skills
Marketing, Social Media Marketing, Sales, Social Media, Customer Service, Financial Analysis, Investments, Marketing Strategy, Asset Managment, Microsoft Excel, Email Marketing, Social Networking, Account Management, New Business Development, Microsoft Office, Online Marketing, PowerPoint, Microsoft Word, Outlook, Securities, Research, Project Management, Team Building, Business Planning, Mutual Funds, Training, Asset Management, Finance
Education
Indiana University Bloomington 2004 — 2008
Bachelors, Telecommunications Industry Management and Communications and Culture, Spanish Minor
Coldwell Banker Realtor Course-Highland Park 2007 — 2007
Complete/Passed, Real Estate
Lorenzo Di Medici in Florence 2007 — 2007
n/a, Public Relations, Italian (language and culture) and Art History
Deerfield High School 2000 — 2004
Tim MacNary's Envestnet, Inc Experience March 2015 - Present
Job Vice President, Development at Envestnet, Inc
Industry Computer Software
Experience
Envestnet, Inc March 2015 - Present
Cascade Business Group June 2014 - March 2015
Applied Discovery June 2012 - May 2014
Travelport August 2009 - June 2012
Microsoft (Connected Systems Division) September 2007 - July 2009
Oracle Corporation April 2007 - September 2007
Hyperion Solutions Corporation December 1997 - March 2007
Speedware November 1996 - November 1997
Software AG November 1995 - November 1996
RXR Capital Management February 1994 - April 1995
Skills
Development Management, Software Project..., Software Development, Product Management, Agile, Scrum, Java software..., Innovative Thinking, OOAD, RUP, J2EE, Relational Databases, .NET, TFS, Quality Center, C++, HTML/XML, Visual Studio, Eclipse, SQL Server, Oracle SQL, MySQL, WCF, WF, SOAP, Rational Rose, UML, ClearCase, Essbase, Microsoft Office, Microsoft Technologies, OLAP, Sparx Enterprise..., Commodities, Iterative Design, Business Intelligence, Agile Methodologies, Databases, Agile Project Management, SQL, Java, Microsoft SQL Server
Education
The University of Connecticut 2005 — 2007
Work towards MSCompSci, Computer Science
Macalester College 1981 — 1985
B.A., Computer Science, Music
Envestnet, Inc March 2015 - Present
Cascade Business Group June 2014 - March 2015
Applied Discovery June 2012 - May 2014
Travelport August 2009 - June 2012
Microsoft (Connected Systems Division) September 2007 - July 2009
Oracle Corporation April 2007 - September 2007
Hyperion Solutions Corporation December 1997 - March 2007
Speedware November 1996 - November 1997
Software AG November 1995 - November 1996
RXR Capital Management February 1994 - April 1995
Skills
Development Management, Software Project..., Software Development, Product Management, Agile, Scrum, Java software..., Innovative Thinking, OOAD, RUP, J2EE, Relational Databases, .NET, TFS, Quality Center, C++, HTML/XML, Visual Studio, Eclipse, SQL Server, Oracle SQL, MySQL, WCF, WF, SOAP, Rational Rose, UML, ClearCase, Essbase, Microsoft Office, Microsoft Technologies, OLAP, Sparx Enterprise..., Commodities, Iterative Design, Business Intelligence, Agile Methodologies, Databases, Agile Project Management, SQL, Java, Microsoft SQL Server
Education
The University of Connecticut 2005 — 2007
Work towards MSCompSci, Computer Science
Macalester College 1981 — 1985
B.A., Computer Science, Music
Larry Bryant's Envestnet, Inc Experience April 2015 - Present
Job Managing Director, Software Development at Envestnet, Inc
Industry Financial Services
Experience
Envestnet, Inc April 2015 - Present
Envestnet, Inc May 2011 - April 2015
Envestnet, Inc April 2010 - May 2011
FundQuest, Inc. February 2007 - April 2010
FundQuest, Inc. November 2005 - January 2007
FundQuest, Inc. June 1999 - October 2005
FundQuest, Inc. September 1996 - May 1999
Killer Apps August 1995 - August 1996
Education
Harvard University 1991 — 1995
BA, Psychology
Envestnet, Inc April 2015 - Present
Envestnet, Inc May 2011 - April 2015
Envestnet, Inc April 2010 - May 2011
FundQuest, Inc. February 2007 - April 2010
FundQuest, Inc. November 2005 - January 2007
FundQuest, Inc. June 1999 - October 2005
FundQuest, Inc. September 1996 - May 1999
Killer Apps August 1995 - August 1996
Education
Harvard University 1991 — 1995
BA, Psychology
Stephanie Sledjeski's Envestnet, Inc Experience October 2013 - Present
Job VP at Envestnet, Inc
Industry Financial Services
Experience
Envestnet, Inc October 2013 - Present
Families in Transition December 2010 - December 2013
Lincoln Financial Network September 2012 - October 2013
Lincoln Financial Network May 2006 - September 2012
Jefferson Pilot Securities Corporation January 2005 - May 2006
Jefferson Pilot Securities Corporation April 2000 - June 2003
Jefferson Pilot Securities Corporation June 1998 - April 2000
Jefferson Pilot Securities Corporation June 1997 - June 1998
Fidelity Investments June 1996 - June 1997
Skills
Team Building, Coaching, Training, Securities, Relationship Management, Strategic Planning, Project Planning, Financial Services, Project Management, Recruiting, Operations Management, Employee Training, Business Relationship..., Team Management, Training & Development
Education
College for Financial Planning
CRPC
FINRA
Series 7, 24, 65 & 63
Plymouth State University
Bachelor of Arts, Political Science
Envestnet, Inc October 2013 - Present
Families in Transition December 2010 - December 2013
Lincoln Financial Network September 2012 - October 2013
Lincoln Financial Network May 2006 - September 2012
Jefferson Pilot Securities Corporation January 2005 - May 2006
Jefferson Pilot Securities Corporation April 2000 - June 2003
Jefferson Pilot Securities Corporation June 1998 - April 2000
Jefferson Pilot Securities Corporation June 1997 - June 1998
Fidelity Investments June 1996 - June 1997
Skills
Team Building, Coaching, Training, Securities, Relationship Management, Strategic Planning, Project Planning, Financial Services, Project Management, Recruiting, Operations Management, Employee Training, Business Relationship..., Team Management, Training & Development
Education
College for Financial Planning
CRPC
FINRA
Series 7, 24, 65 & 63
Plymouth State University
Bachelor of Arts, Political Science
Amy Langford's Envestnet, Inc Experience September 2014 - Present
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
Gates Hawn's Envestnet, Inc Experience 2002 - Present
Job Independent Public Director at Envestnet, Inc
Industry Financial Services
Experience
Envestnet, Inc 2002 - Present
Credit Suisse First Boston 2000 - 2002
Credit Suisse 2000 - 2002
DLJdirect and CSFBdirect 1995 - 2002
DLJdirect 1992 - 2002
Pershing LLC 1981 - 2002
DLJ 1981 - 2002
Pershing LLC, An affiliate of The Bank of New York Mellon 1981 - 2002
Pershing Division of Donaldson Lufkin & Jenrette 1981 - 2002
Pershing (Division of Bank of New York Mellon Corporation) 1981 - 2001
Skills
Equities, Series 7, Series 63, Securities, Series 24, Financial Services, Fixed Income, Alternative Investments, Mutual Funds, Electronic Trading, Capital Markets, Hedge Funds, Asset Management, Investments, Wealth Management, Executive Management, FINRA, Trading
Education
Williams College 1966 — 1970
Deerfield Academy 1964 — 1966
Institut Le Rosey 1962 — 1964
Envestnet, Inc 2002 - Present
Credit Suisse First Boston 2000 - 2002
Credit Suisse 2000 - 2002
DLJdirect and CSFBdirect 1995 - 2002
DLJdirect 1992 - 2002
Pershing LLC 1981 - 2002
DLJ 1981 - 2002
Pershing LLC, An affiliate of The Bank of New York Mellon 1981 - 2002
Pershing Division of Donaldson Lufkin & Jenrette 1981 - 2002
Pershing (Division of Bank of New York Mellon Corporation) 1981 - 2001
Skills
Equities, Series 7, Series 63, Securities, Series 24, Financial Services, Fixed Income, Alternative Investments, Mutual Funds, Electronic Trading, Capital Markets, Hedge Funds, Asset Management, Investments, Wealth Management, Executive Management, FINRA, Trading
Education
Williams College 1966 — 1970
Deerfield Academy 1964 — 1966
Institut Le Rosey 1962 — 1964
Scott Warnick's Envestnet, Inc Experience September 2013 - Present
Job Project Manager at Envestnet, Inc
Industry Financial Services
Experience
Envestnet, Inc September 2013 - Present
Fidelity Investments July 2012 - August 2013
Fidelity Investments August 2010 - October 2012
National Financial (A Fidelity Investment Company) September 2006 - August 2010
Fidelity Investments February 2004 - June 2006
First Investors Corporation May 2002 - February 2004
Education
Babson College 1999 — 2002
Envestnet, Inc September 2013 - Present
Fidelity Investments July 2012 - August 2013
Fidelity Investments August 2010 - October 2012
National Financial (A Fidelity Investment Company) September 2006 - August 2010
Fidelity Investments February 2004 - June 2006
First Investors Corporation May 2002 - February 2004
Education
Babson College 1999 — 2002
Constance Bush's Envestnet, Inc Experience December 2011 - Present
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
Robert Wilcox's Envestnet, Inc Experience January 2011 - October 2012
Job Project Management Consultant
Industry Information Technology and Services
Experience
U.S. Cellular March 2015 - Present
DePaul University March 2007 - Present
Deloitte April 2014 - February 2015
ABN AMRO Clearing Chicago LLC June 2013 - March 2014
CNA Insurance October 2012 - March 2013
Envestnet, Inc January 2011 - October 2012
Titus December 2009 - October 2010
Northern Trust June 2008 - November 2008
Bank of America November 2007 - March 2008
Chicago Mercantile Exchange April 2001 - August 2007
Skills
Visio, SDLC, MS Project, Outlook, Waterfall, SAP, RAD, Agile, SharePoint, Visual Basic, Six Sigma, SQL, PowerPoint, Earned Value Management, PMBOK, IRR, NPV, Application Design, Bloomberg, Algorithms, FX, MySQL, CQG, Options, Derivatives, MS Office Automation, Business Analysis, Program Management, Vendor Management, Process Improvement, Risk Management, PMO, PMP, Process Engineering, Project Planning, Software Project..., Access, Application Development, Analysis, Team Leadership, Project Portfolio..., Change Management, ITIL, Risk Mitigation, Portfolio Management, Planning, Business Process..., Quality Assurance, PeopleSoft, Team Building
Education
Northern Illinois University 1971 — 1975
MA
Illinois State University 1967 — 1971
BA
U.S. Cellular March 2015 - Present
DePaul University March 2007 - Present
Deloitte April 2014 - February 2015
ABN AMRO Clearing Chicago LLC June 2013 - March 2014
CNA Insurance October 2012 - March 2013
Envestnet, Inc January 2011 - October 2012
Titus December 2009 - October 2010
Northern Trust June 2008 - November 2008
Bank of America November 2007 - March 2008
Chicago Mercantile Exchange April 2001 - August 2007
Skills
Visio, SDLC, MS Project, Outlook, Waterfall, SAP, RAD, Agile, SharePoint, Visual Basic, Six Sigma, SQL, PowerPoint, Earned Value Management, PMBOK, IRR, NPV, Application Design, Bloomberg, Algorithms, FX, MySQL, CQG, Options, Derivatives, MS Office Automation, Business Analysis, Program Management, Vendor Management, Process Improvement, Risk Management, PMO, PMP, Process Engineering, Project Planning, Software Project..., Access, Application Development, Analysis, Team Leadership, Project Portfolio..., Change Management, ITIL, Risk Mitigation, Portfolio Management, Planning, Business Process..., Quality Assurance, PeopleSoft, Team Building
Education
Northern Illinois University 1971 — 1975
MA
Illinois State University 1967 — 1971
BA
Amy Guenther's Envestnet, Inc Experience August 2015 - Present
Job Technical Writer III at Envestnet, Inc
Industry Writing and Editing
Experience
Envestnet, Inc August 2015 - Present
Envestnet, Inc July 2014 - July 2015
Amazon April 2013 - March 2014
Edifecs June 2012 - April 2013
Edifecs September 2010 - May 2012
Edifecs March 2010 - August 2010
Vertafore February 2010 - February 2010
Vertafore July 2009 - July 2009
Talyst March 2009 - April 2009
Talyst December 2006 - November 2008
Skills
Technical Writing, Structured Authoring, Editing, XML, DITA, RoboHelp, Content Management, Online Help, Visio, SharePoint, SnagIt, Manuals, FrameMaker, Copy Editing, Technical Communication, Technical Documentation, CMS, Content Development, Adobe Acrobat
Education
Bellevue College
Northwest University
University of Washington
Bachelor of Science in Technical Writing
Envestnet, Inc August 2015 - Present
Envestnet, Inc July 2014 - July 2015
Amazon April 2013 - March 2014
Edifecs June 2012 - April 2013
Edifecs September 2010 - May 2012
Edifecs March 2010 - August 2010
Vertafore February 2010 - February 2010
Vertafore July 2009 - July 2009
Talyst March 2009 - April 2009
Talyst December 2006 - November 2008
Skills
Technical Writing, Structured Authoring, Editing, XML, DITA, RoboHelp, Content Management, Online Help, Visio, SharePoint, SnagIt, Manuals, FrameMaker, Copy Editing, Technical Communication, Technical Documentation, CMS, Content Development, Adobe Acrobat
Education
Bellevue College
Northwest University
University of Washington
Bachelor of Science in Technical Writing
Jesse Nichols's Envestnet, Inc Experience November 2013 - Present
Job AVP, Sr. Regional Consultant at Envestnet, Inc.
Industry Financial Services
Experience
Envestnet, Inc November 2013 - Present
Envestnet, Inc December 2011 - November 2013
Envestnet, Inc July 2009 - December 2011
Envestnet, Inc December 2007 - July 2009
Education
Colorado State University 2002 — 2006
Envestnet, Inc November 2013 - Present
Envestnet, Inc December 2011 - November 2013
Envestnet, Inc July 2009 - December 2011
Envestnet, Inc December 2007 - July 2009
Education
Colorado State University 2002 — 2006
Noah Krieger's Envestnet, Inc Experience July 2013 - Present
Job Senior Vice President at Envestnet, Inc
Industry Information Technology and Services
Experience
Envestnet, Inc July 2013 - Present
Prudential Financial May 1986 - June 2013
Skills
SDLC, Business Analysis, Vendor Management, IT Strategy, Requirements Gathering, Enterprise Architecture, Financial Services, Project Portfolio..., PMO, Requirements Analysis, Business Process..., Software Project..., Risk Management, Integration, Portfolio Management, Visio, Business Intelligence, PMP, IT Management, CRM, Disaster Recovery, Software Development, Business Requirements, Program Management, Process Improvement, Change Management, Solution Architecture, Systems Analysis, Project Management, Enterprise Software, Information Technology, SOA, Asset Managment, Fixed Income, Asset Management, Outsourcing, Data Warehousing, Agile Methodologies, Agile Project Management, SharePoint
Education
Carleton College 1980 — 1984
BA
Envestnet, Inc July 2013 - Present
Prudential Financial May 1986 - June 2013
Skills
SDLC, Business Analysis, Vendor Management, IT Strategy, Requirements Gathering, Enterprise Architecture, Financial Services, Project Portfolio..., PMO, Requirements Analysis, Business Process..., Software Project..., Risk Management, Integration, Portfolio Management, Visio, Business Intelligence, PMP, IT Management, CRM, Disaster Recovery, Software Development, Business Requirements, Program Management, Process Improvement, Change Management, Solution Architecture, Systems Analysis, Project Management, Enterprise Software, Information Technology, SOA, Asset Managment, Fixed Income, Asset Management, Outsourcing, Data Warehousing, Agile Methodologies, Agile Project Management, SharePoint
Education
Carleton College 1980 — 1984
BA
Christopher Jablonski's Envestnet, Inc Experience July 2013 - Present
Job Business Analyst/Manager Performance Reporting
Industry Financial Services
Experience
Envestnet, Inc July 2013 - Present
Prudential Financial -Wealth Management Solutions September 2003 - June 2013
Prudential Securities 1996 - 2002
Skills
Securities, Fixed Income, Financial Analysis, Investments, Mutual Funds, Bloomberg, Equities, Business Analysis, Hedge Funds, Leadership, Financial Services, Vendor Management, Financial Modeling, Portfolio Management, Business Development, Management
Education
Binghamton University - School of Management
B.S., Accounting
Envestnet, Inc July 2013 - Present
Prudential Financial -Wealth Management Solutions September 2003 - June 2013
Prudential Securities 1996 - 2002
Skills
Securities, Fixed Income, Financial Analysis, Investments, Mutual Funds, Bloomberg, Equities, Business Analysis, Hedge Funds, Leadership, Financial Services, Vendor Management, Financial Modeling, Portfolio Management, Business Development, Management
Education
Binghamton University - School of Management
B.S., Accounting
Carrie Henderson's Envestnet, Inc Experience February 2014 - Present
Job Data Services Analyst at Envestnet, Inc
Industry Financial Services
Experience
Envestnet, Inc February 2014 - Present
Kaiser Permanente October 2013 - January 2014
Hannover Re February 2013 - October 2013
Kaiser Permanente 2009 - 2012
Deep South 2006 - 2009
Skills
Microsoft Office, SharePoint, Adobe Acrobat, Data Analysis, Outlook, PowerPoint, Excel, Word, Access, Lotus Notes, Research, Visual Studio, Software Documentation, Data Entry, Customer Service, Administrative..., Administration, Multiple Project..., Microsoft Word
Education
Colorado State University 2001 — 2005
BS, Human Development and Family Studies
National American University 2007 — 2009
AAS, Information Technology
Envestnet, Inc February 2014 - Present
Kaiser Permanente October 2013 - January 2014
Hannover Re February 2013 - October 2013
Kaiser Permanente 2009 - 2012
Deep South 2006 - 2009
Skills
Microsoft Office, SharePoint, Adobe Acrobat, Data Analysis, Outlook, PowerPoint, Excel, Word, Access, Lotus Notes, Research, Visual Studio, Software Documentation, Data Entry, Customer Service, Administrative..., Administration, Multiple Project..., Microsoft Word
Education
Colorado State University 2001 — 2005
BS, Human Development and Family Studies
National American University 2007 — 2009
AAS, Information Technology
Elliott George's Envestnet, Inc Experience August 2015 - Present
Job Product Manager at Envestnet, Inc
Industry Financial Services
Experience
Envestnet, Inc August 2015 - Present
Dish Network May 2015 - August 2015
Valuation Research Corporation June 2014 - August 2014
Envestnet, Inc March 2007 - September 2013
Envestnet, Inc December 2010 - September 2011
Envestnet, Inc March 2007 - December 2010
Skills
Series 7, Mutual Funds, Process Improvement, Wealth Management, Securities, Portfolio Management, Investments, Project Management, Equities, Bloomberg, Relationship Management, Financial Analysis, Asset Allocation, Trading, Alternative Investments, Asset Management, Financial Services, Investment Advisory, Investment Strategies, Fixed Income, Fixed Annuities, Financial Modeling, Financial Reporting, Bloomberg Terminal, Valuation, Derivatives, Analysis, Financial Risk
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2014 — 2014
Master of Business Administration (M.B.A.), Strategy, Finance, Product Development
SDA Bocconi 2013 — 2014
Master of Business Administration (M.B.A.), Strategy, Finance, Product Development
Allegheny College 2002 — 2006
Bachelor of Science, Managerial Economics, Communication Arts
Envestnet, Inc August 2015 - Present
Dish Network May 2015 - August 2015
Valuation Research Corporation June 2014 - August 2014
Envestnet, Inc March 2007 - September 2013
Envestnet, Inc December 2010 - September 2011
Envestnet, Inc March 2007 - December 2010
Skills
Series 7, Mutual Funds, Process Improvement, Wealth Management, Securities, Portfolio Management, Investments, Project Management, Equities, Bloomberg, Relationship Management, Financial Analysis, Asset Allocation, Trading, Alternative Investments, Asset Management, Financial Services, Investment Advisory, Investment Strategies, Fixed Income, Fixed Annuities, Financial Modeling, Financial Reporting, Bloomberg Terminal, Valuation, Derivatives, Analysis, Financial Risk
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2014 — 2014
Master of Business Administration (M.B.A.), Strategy, Finance, Product Development
SDA Bocconi 2013 — 2014
Master of Business Administration (M.B.A.), Strategy, Finance, Product Development
Allegheny College 2002 — 2006
Bachelor of Science, Managerial Economics, Communication Arts
Lori Lundrigan's Envestnet, Inc Experience 2013 - Present
Job Tax Manager at Envestnet, Inc
Industry Accounting
Experience
Envestnet, Inc 2013 - Present
Grant Thornton LLP 2011 - 2013
TaxOps, LLC 2010 - 2011
Sun Microsystems 2008 - 2009
PricewaterhouseCoopers 2005 - 2008
Education
Concordia University
Bachelor of Commerce, Accounting/Finance
Envestnet, Inc 2013 - Present
Grant Thornton LLP 2011 - 2013
TaxOps, LLC 2010 - 2011
Sun Microsystems 2008 - 2009
PricewaterhouseCoopers 2005 - 2008
Education
Concordia University
Bachelor of Commerce, Accounting/Finance
Julie Eggert's Envestnet, Inc Experience August 2014 - Present
Job IT Compliance
Industry Information Technology and Services
Experience
Envestnet, Inc August 2014 - Present
CNA Insurance May 2004 - August 2014
Software Architects October 1989 - October 2006
Allied Van Lines, a SIRVA Company December 1987 - December 1989
Skills
SOX 404, SOC 1, IT Compliance, COBIT, Management Consulting, Enterprise Architecture, SDLC, IT Strategy, Requirements Analysis, Consulting, Solution Architecture, Software Project..., Integration, Business Intelligence
Education
Illinois State University 1981 — 1985
B.S,, Applied Computer Science
Envestnet, Inc August 2014 - Present
CNA Insurance May 2004 - August 2014
Software Architects October 1989 - October 2006
Allied Van Lines, a SIRVA Company December 1987 - December 1989
Skills
SOX 404, SOC 1, IT Compliance, COBIT, Management Consulting, Enterprise Architecture, SDLC, IT Strategy, Requirements Analysis, Consulting, Solution Architecture, Software Project..., Integration, Business Intelligence
Education
Illinois State University 1981 — 1985
B.S,, Applied Computer Science
James Kollars's Envestnet, Inc Experience October 2013 - Present
Job AVP Enterprise Consultant
Industry Financial Services
Experience
Envestnet, Inc October 2013 - Present
1st Source Bank June 2000 - October 2013
Skills
Credit, Credit Analysis, Loans, Commercial Lending, New Business Development, Small Business Lending, Consumer Lending, Mortgage Lending, Accounting, Strategic Financial...
Education
Indiana University Bloomington 2010 — 2013
Master's degree, Finance, General
Indiana University - Kelley School of Business 2010 — 2012
MBA, General Management
Indiana University South Bend 2004 — 2009
Bachelors of Science, Economics
Envestnet, Inc October 2013 - Present
1st Source Bank June 2000 - October 2013
Skills
Credit, Credit Analysis, Loans, Commercial Lending, New Business Development, Small Business Lending, Consumer Lending, Mortgage Lending, Accounting, Strategic Financial...
Education
Indiana University Bloomington 2010 — 2013
Master's degree, Finance, General
Indiana University - Kelley School of Business 2010 — 2012
MBA, General Management
Indiana University South Bend 2004 — 2009
Bachelors of Science, Economics
Dale Ivery's Envestnet, Inc Experience January 2015 - Present
Job Operations Analyst at Envestnet, Inc
Industry Investment Management
Experience
Envestnet, Inc January 2015 - Present
UL December 2012 - July 2014
UL 2007 - 2014
UL 2007 - 2014
Underwriters Laboratories August 2007 - December 2012
Skills
Customer Service, Public Speaking, Microsoft Office, Team Building, Team Leadership, Training, Strategic Planning, Social Media Marketing, Social Networking, Social Media, Sales Management, Sales, Research, Public Relations, Project Planning, Project Management, Program Management, Process Improvement, PowerPoint, Outlook, Operations Management, Nonprofits, New Business Development, Negotiation, Microsoft Word, Microsoft Excel, Marketing Strategy, Marketing Communications, Marketing, Management, Leadership Development, Leadership, Inventory Management, Event Planning, Event Management, Data Entry, Data Analysis, Customer Satisfaction, Contract Negotiation, Coaching, Change Management, Business Development, Budgets, Analysis, Account Management, Access
Education
Campbell University
Bachelor’s Degree, Information Technology
Envestnet, Inc January 2015 - Present
UL December 2012 - July 2014
UL 2007 - 2014
UL 2007 - 2014
Underwriters Laboratories August 2007 - December 2012
Skills
Customer Service, Public Speaking, Microsoft Office, Team Building, Team Leadership, Training, Strategic Planning, Social Media Marketing, Social Networking, Social Media, Sales Management, Sales, Research, Public Relations, Project Planning, Project Management, Program Management, Process Improvement, PowerPoint, Outlook, Operations Management, Nonprofits, New Business Development, Negotiation, Microsoft Word, Microsoft Excel, Marketing Strategy, Marketing Communications, Marketing, Management, Leadership Development, Leadership, Inventory Management, Event Planning, Event Management, Data Entry, Data Analysis, Customer Satisfaction, Contract Negotiation, Coaching, Change Management, Business Development, Budgets, Analysis, Account Management, Access
Education
Campbell University
Bachelor’s Degree, Information Technology
Michael P. Manning, CFA's Envestnet, Inc Experience September 2015 - Present
Job Investment Analyst at Envestnet, Inc
Industry Investment Management
Experience
Envestnet, Inc September 2015 - Present
GW&K Investment Management January 2011 - November 2014
GW&K Investment Management September 2008 - January 2011
State Street Bank February 2007 - September 2008
Investors Bank & Trust September 2006 - February 2007
Skills
Investments, Bloomberg, Fixed Income, Equities, Asset Management, Strategy, Portfolio Management, Finance, Asset Allocation, Investment Strategies, Bonds, Securities, Investment Management, Mutual Funds, Wealth Management
Education
Brandeis University, Lemberg - International Business School 2007 — 2010
Master of Science (M.S.), Finance, Business Finance
College of the Holy Cross 2002 — 2006
Bachelor of Arts (B.A.), Political Science
Boston College High School 1998 — 2002
Envestnet, Inc September 2015 - Present
GW&K Investment Management January 2011 - November 2014
GW&K Investment Management September 2008 - January 2011
State Street Bank February 2007 - September 2008
Investors Bank & Trust September 2006 - February 2007
Skills
Investments, Bloomberg, Fixed Income, Equities, Asset Management, Strategy, Portfolio Management, Finance, Asset Allocation, Investment Strategies, Bonds, Securities, Investment Management, Mutual Funds, Wealth Management
Education
Brandeis University, Lemberg - International Business School 2007 — 2010
Master of Science (M.S.), Finance, Business Finance
College of the Holy Cross 2002 — 2006
Bachelor of Arts (B.A.), Political Science
Boston College High School 1998 — 2002
Steve Misheikis's Envestnet, Inc Experience August 2014 - Present
Job AVP, Client Service Group Training Coordinator at Envestnet, Inc
Industry Financial Services
Experience
Envestnet, Inc August 2014 - Present
Envestnet, Inc October 2010 - August 2014
Envestnet, Inc January 2008 - October 2010
Envestnet, Inc May 2005 - January 2008
Education
Elmhurst College 2001 — 2005
Envestnet, Inc August 2014 - Present
Envestnet, Inc October 2010 - August 2014
Envestnet, Inc January 2008 - October 2010
Envestnet, Inc May 2005 - January 2008
Education
Elmhurst College 2001 — 2005
Gregory Koren's Envestnet, Inc Experience January 2013 - Present
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
Jerome Gobunquin's Envestnet, Inc Experience December 2014 - Present
Job Software Test Engineer at Envestnet, Inc
Industry Computer Software
Experience
Envestnet, Inc December 2014 - Present
Ascentis October 2010 - December 2014
Ascentis February 2008 - September 2010
Ascentis November 2006 - February 2008
Skills
Test Planning, Manual Testing, Regression Testing, Test Automation, Agile Methodologies, SQL, XML, Testing, Software Quality..., SaaS, Web Services, JIRA, Visual Studio, Test Cases, Subversion, Selenium
Education
Bellevue Community College 2007 — 2008
Computer Software Engineering, B
Far Eastern University 2001 — 2005
Bachelor of Science (BS), Business Administration and Management, General
Envestnet, Inc December 2014 - Present
Ascentis October 2010 - December 2014
Ascentis February 2008 - September 2010
Ascentis November 2006 - February 2008
Skills
Test Planning, Manual Testing, Regression Testing, Test Automation, Agile Methodologies, SQL, XML, Testing, Software Quality..., SaaS, Web Services, JIRA, Visual Studio, Test Cases, Subversion, Selenium
Education
Bellevue Community College 2007 — 2008
Computer Software Engineering, B
Far Eastern University 2001 — 2005
Bachelor of Science (BS), Business Administration and Management, General
John Stenger's Envestnet, Inc Experience January 2015 - Present
Job Institutional Client Services at Envestnet, Inc
Industry Financial Services
Experience
Envestnet, Inc January 2015 - Present
Stenger Capital Management 2012 - 2014
Chicago Mercantile Exchange 1998 - 2011
CompUSA 1995 - 1997
Starbucks 1994 - 1995
Skills
Options, Trading, Commodity, Financial Markets, Salesforce.com, Proprietary Trading, Bloomberg, CQG, Commodities, Derivatives, Risk Management, Equities, Client Relations Skills, Finance, Sales, Technical Analysis, Globex, GL WIN, Trading Technologies, One Chicago, Microsoft Office, Quickbooks, Client Liaison, Office Management, Compliance Management, Onboarding, Capital Markets, Customer Support
Education
Babson College 1994 — 1998
Bachelor of Science, Finance
Salisbury School 1991 — 1994
Envestnet, Inc January 2015 - Present
Stenger Capital Management 2012 - 2014
Chicago Mercantile Exchange 1998 - 2011
CompUSA 1995 - 1997
Starbucks 1994 - 1995
Skills
Options, Trading, Commodity, Financial Markets, Salesforce.com, Proprietary Trading, Bloomberg, CQG, Commodities, Derivatives, Risk Management, Equities, Client Relations Skills, Finance, Sales, Technical Analysis, Globex, GL WIN, Trading Technologies, One Chicago, Microsoft Office, Quickbooks, Client Liaison, Office Management, Compliance Management, Onboarding, Capital Markets, Customer Support
Education
Babson College 1994 — 1998
Bachelor of Science, Finance
Salisbury School 1991 — 1994
Lauren Woodman's Envestnet, Inc Experience February 2015 - 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
Patrick Reilley's Envestnet, Inc Experience September 2013 - Present
Job Regional Consultant
Industry Higher Education
Experience
Envestnet, Inc September 2013 - Present
Bank of America August 2011 - September 2013
Roosevelt University January 2010 - September 2011
Restaurant Industry November 2005 - August 2009
Skills
Financial Analysis, Data Analysis, Time Management, Access, Data Entry, PowerPoint, Microsoft Excel, Customer Service, Outlook, Microsoft Word, Research, Microsoft Office, Leadership
Education
Roosevelt University 2009 — 2010
Master's of Business Administration, Finance Concentration
Kendall College 2004 — 2005
Bachelor of Applied Science, Culinary Arts
Michigan State University
Michigan State University
Envestnet, Inc September 2013 - Present
Bank of America August 2011 - September 2013
Roosevelt University January 2010 - September 2011
Restaurant Industry November 2005 - August 2009
Skills
Financial Analysis, Data Analysis, Time Management, Access, Data Entry, PowerPoint, Microsoft Excel, Customer Service, Outlook, Microsoft Word, Research, Microsoft Office, Leadership
Education
Roosevelt University 2009 — 2010
Master's of Business Administration, Finance Concentration
Kendall College 2004 — 2005
Bachelor of Applied Science, Culinary Arts
Michigan State University
Michigan State University
Mischa Bellarin's Envestnet, Inc Experience September 2013 - Present
Job Operations at Envestnet, Inc
Industry Investment Management
Experience
Envestnet, Inc September 2013 - Present
Merriman, LLC December 2010 - August 2013
Pitney Bowes November 2007 - August 2009
Eastern Washington University January 2003 - December 2006
Skills
Series 65, B2B, Mutual Funds, Asset Allocation, Wealth Management, Portfolio Management, Investments, Fixed Income, Equities, Investment Management, 401k
Education
Eastern Washington University 2002 — 2007
Bachelor of Arts (BA), Economics
Envestnet, Inc September 2013 - Present
Merriman, LLC December 2010 - August 2013
Pitney Bowes November 2007 - August 2009
Eastern Washington University January 2003 - December 2006
Skills
Series 65, B2B, Mutual Funds, Asset Allocation, Wealth Management, Portfolio Management, Investments, Fixed Income, Equities, Investment Management, 401k
Education
Eastern Washington University 2002 — 2007
Bachelor of Arts (BA), Economics
Yana Buchatskaya's Envestnet, Inc Experience May 2013 - Present
Job STE at Envestnet, Inc
Industry Information Technology and Services
Experience
Envestnet, Inc May 2013 - Present
iSoftStone April 2012 - Present
QA101 March 2012 - July 2012
Skills
Insurance, Medical Coding, Claim, Outlook, Software Documentation, Customer Service, Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Process Improvement, Troubleshooting, Access, Windows, Research, Test Automation, Telecommunications, Building Automation, Testing, Manual Testing, Software Quality..., Test Planning, SDLC, Test Cases, Quality Center, Regression Testing, Black Box Testing, Quality Assurance, Software Development, Defect Tracking, Integration Testing, Waterfall, SoapUI, Leadership, System Integration..., Requirements Analysis, Software Development..., SQL, Performance Testing, Teamwork, SharePoint, XML, User Acceptance Testing, System Testing, Test Design
Education
QA 101 2012 — 2012
Software Tester
DSHS Medical Interpreter Certification 2011 — 2011
certificate, Medical
National Federation of Professional Trainers 2010 — 2010
NFPT, Personal Training
University of Phoenix 2006 — 2009
Bachelor of Science, Accounting, 3.9
Uzbek State World Languages University 2002 — 2005
Bachelor of Art, English
Envestnet, Inc May 2013 - Present
iSoftStone April 2012 - Present
QA101 March 2012 - July 2012
Skills
Insurance, Medical Coding, Claim, Outlook, Software Documentation, Customer Service, Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Process Improvement, Troubleshooting, Access, Windows, Research, Test Automation, Telecommunications, Building Automation, Testing, Manual Testing, Software Quality..., Test Planning, SDLC, Test Cases, Quality Center, Regression Testing, Black Box Testing, Quality Assurance, Software Development, Defect Tracking, Integration Testing, Waterfall, SoapUI, Leadership, System Integration..., Requirements Analysis, Software Development..., SQL, Performance Testing, Teamwork, SharePoint, XML, User Acceptance Testing, System Testing, Test Design
Education
QA 101 2012 — 2012
Software Tester
DSHS Medical Interpreter Certification 2011 — 2011
certificate, Medical
National Federation of Professional Trainers 2010 — 2010
NFPT, Personal Training
University of Phoenix 2006 — 2009
Bachelor of Science, Accounting, 3.9
Uzbek State World Languages University 2002 — 2005
Bachelor of Art, English
Denise Vollmer's Envestnet, Inc Experience May 2015 - Present
Job Platform Consultant at Envestnet, Inc
Industry Financial Services
Experience
Envestnet, Inc May 2015 - Present
Envestnet, Inc November 2013 - Present
Kings Court Bar & Grill August 2012 - August 2013
Harris Bank October 2003 - August 2012
Skills
Loans, Lines Of Credit, Consumer Lending, Small Business Lending, Commercial Banking, Commercial Lending, Loan Origination, Credit Analysis, Relationship Management
Education
Carthage College 1981 — 1985
Political Science & English
Envestnet, Inc May 2015 - Present
Envestnet, Inc November 2013 - Present
Kings Court Bar & Grill August 2012 - August 2013
Harris Bank October 2003 - August 2012
Skills
Loans, Lines Of Credit, Consumer Lending, Small Business Lending, Commercial Banking, Commercial Lending, Loan Origination, Credit Analysis, Relationship Management
Education
Carthage College 1981 — 1985
Political Science & English
Yvette Candelario's Envestnet, Inc Experience July 2013 - Present
Job Specialist, Institutional Client Services
Industry Financial Services
Experience
Envestnet, Inc July 2013 - Present
Prudential Financial April 2000 - June 2013
Lewco Securities June 1996 - April 2000
Skills
Securities, Investments, Equities, Financial Services, Portfolio Management
Education
City University of New York-Herbert H. Lehman College 1996 — 2002
Psychology / Health Service Adminstration
A. Philip Randolph High School 1992 — 1996
Honors Diploma, Macy's Medical program
Envestnet, Inc July 2013 - Present
Prudential Financial April 2000 - June 2013
Lewco Securities June 1996 - April 2000
Skills
Securities, Investments, Equities, Financial Services, Portfolio Management
Education
City University of New York-Herbert H. Lehman College 1996 — 2002
Psychology / Health Service Adminstration
A. Philip Randolph High School 1992 — 1996
Honors Diploma, Macy's Medical program
Jianan Du's Envestnet, Inc Experience June 2013 - Present
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
rdfz
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
William Austin's Envestnet, Inc Experience February 2015 - Present
Job Client Service Specialist at Envestnet, Inc
Industry Financial Services
Experience
Envestnet, Inc February 2015 - Present
Nimick Forbesway Foundation March 2014 - Present
BNY Mellon June 2010 - January 2015
CBT Technology May 2009 - August 2009
Eatons' Ranch May 2008 - August 2008
Sheldon Calvary Camp June 2005 - August 2007
Skills
Bloomberg, Fixed Income, Hedge Funds, Equities, Financial Modeling, Financial Analysis, Bloomberg Terminal, Securities, Finance, Public Speaking
Education
Franklin & Marshall College 2006 — 2010
Western Reserve Academy 2002 — 2006
St Edmunds Academy
Envestnet, Inc February 2015 - Present
Nimick Forbesway Foundation March 2014 - Present
BNY Mellon June 2010 - January 2015
CBT Technology May 2009 - August 2009
Eatons' Ranch May 2008 - August 2008
Sheldon Calvary Camp June 2005 - August 2007
Skills
Bloomberg, Fixed Income, Hedge Funds, Equities, Financial Modeling, Financial Analysis, Bloomberg Terminal, Securities, Finance, Public Speaking
Education
Franklin & Marshall College 2006 — 2010
Western Reserve Academy 2002 — 2006
St Edmunds Academy
Christen Brown's Envestnet, Inc Experience August 2012 - 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
Jenna Peterson's Envestnet, Inc Experience July 2012 - Present
Job Operations Analyst at Envestnet, Inc
Industry Financial Services
Experience
Envestnet, Inc July 2012 - Present
Edward J. Frischholz, Ph.D., PC October 2010 - June 2012
Shoreline Towers Condominium Association October 2010 - May 2011
Drew, Cooper and Anding January 2006 - August 2010
Education
Loyola University of Chicago 2007 — 2011
BA, Economics and International Studies
Envestnet, Inc July 2012 - Present
Edward J. Frischholz, Ph.D., PC October 2010 - June 2012
Shoreline Towers Condominium Association October 2010 - May 2011
Drew, Cooper and Anding January 2006 - August 2010
Education
Loyola University of Chicago 2007 — 2011
BA, Economics and International Studies
Peter Czarnecki's Envestnet, Inc Experience November 2013 - Present
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
Brett Wayman's Envestnet, Inc Experience May 2015 - Present
Job Senior Portfolio Strategist
Industry Financial Services
Experience
Envestnet, Inc May 2015 - Present
Skills
Hedge Funds, Investments, Investment Management, Portfolio Management, Private Equity, Venture Capital, Due Diligence, Financial Services, Asset Allocation, Commercial Real Estate, Alternative Investments, Investment Strategies, Alternative Investment..., Portfolio Optimization, Separately Managed..., Quantitative Analytics, Investment Platforms, Asset Management, Fund Of Funds, Financial Structuring, Management
Education
Emory University
Economics
Albert-Ludwigs-Universität Freiburg im Breisgau
European Union Business/Economics
Georgetown University
Envestnet, Inc May 2015 - Present
Skills
Hedge Funds, Investments, Investment Management, Portfolio Management, Private Equity, Venture Capital, Due Diligence, Financial Services, Asset Allocation, Commercial Real Estate, Alternative Investments, Investment Strategies, Alternative Investment..., Portfolio Optimization, Separately Managed..., Quantitative Analytics, Investment Platforms, Asset Management, Fund Of Funds, Financial Structuring, Management
Education
Emory University
Economics
Albert-Ludwigs-Universität Freiburg im Breisgau
European Union Business/Economics
Georgetown University
Timothy Rodriguez's Envestnet, Inc Experience September 2013 - Present
Job Data Services Analyst at Envestnet, Inc
Industry Financial Services
Experience
Envestnet, Inc September 2013 - Present
Edora Pool and Ice Center August 2011 - May 2013
Wedge Partners May 2012 - August 2012
South Suburban Parks & Recreation August 2007 - August 2011
Skills
FactSet Research Systems, Data Analysis, Investments, Asset Allocation, Portfolio Management, Market Research, Microsoft Office, Excel, Risk Management
Education
Colorado State University 2009 — 2013
Bachelor of Science (BS), Business Finance
Envestnet, Inc September 2013 - Present
Edora Pool and Ice Center August 2011 - May 2013
Wedge Partners May 2012 - August 2012
South Suburban Parks & Recreation August 2007 - August 2011
Skills
FactSet Research Systems, Data Analysis, Investments, Asset Allocation, Portfolio Management, Market Research, Microsoft Office, Excel, Risk Management
Education
Colorado State University 2009 — 2013
Bachelor of Science (BS), Business Finance
Daniel Germer - Stecklein's Envestnet, Inc Experience October 2012 - February 2015
Job Consumer Services Professional
Industry Consumer Services
Experience
Envestnet, Inc October 2012 - February 2015
Centennial Property Maintence 2002 - 2010
Skills
Team Building, Construction, Budgets, Strategic Planning, Process Scheduler, Customer Service, Operations Management, Sales, Entrepreneurship, Management, Negotiation
Education
Colorado State University 2007 — 2012
Bachelor's Degree, Business Administration - Finance and Economics
Colorado State University 2007 — 2012
Business Administration, Finance
Envestnet, Inc October 2012 - February 2015
Centennial Property Maintence 2002 - 2010
Skills
Team Building, Construction, Budgets, Strategic Planning, Process Scheduler, Customer Service, Operations Management, Sales, Entrepreneurship, Management, Negotiation
Education
Colorado State University 2007 — 2012
Bachelor's Degree, Business Administration - Finance and Economics
Colorado State University 2007 — 2012
Business Administration, Finance
Bianca Dover's Envestnet, Inc Experience March 2015 - Present
Job Mathematician
Industry Financial Services
Experience
Envestnet, Inc March 2015 - Present
Skills
Inventory Management, Cashiering, Store Management, Loss Prevention, Retail, Retail Sales, Time Management, Store Operations, Inventory Control, Visual Merchandising, Merchandising, Customer Service, Cash Handling Experience, PowerPoint, Customer Satisfaction, Microsoft Excel, Teamwork, Profit, Microsoft Word, Cash Register
Education
Chicago State University 2009 — 2013
Bachelor of Arts (BA), Math, Actuary and Accounting
Envestnet, Inc March 2015 - Present
Skills
Inventory Management, Cashiering, Store Management, Loss Prevention, Retail, Retail Sales, Time Management, Store Operations, Inventory Control, Visual Merchandising, Merchandising, Customer Service, Cash Handling Experience, PowerPoint, Customer Satisfaction, Microsoft Excel, Teamwork, Profit, Microsoft Word, Cash Register
Education
Chicago State University 2009 — 2013
Bachelor of Arts (BA), Math, Actuary and Accounting
Jonathan Mott's Envestnet, Inc Experience March 2014 - Present
Job Client Service Representative at Envestnet, Inc
Industry Financial Services
Experience
Envestnet, Inc March 2014 - Present
Envestnet, Inc February 2013 - March 2014
Envestnet, Inc December 2009 - February 2013
Skills
Customer Service, Securities, Microsoft Excel, Financial Analysis, Microsoft Office, Access, Outlook, PowerPoint
Education
Calvin College 2005 — 2009
"BA", Accounting and Business/Management
Envestnet, Inc March 2014 - Present
Envestnet, Inc February 2013 - March 2014
Envestnet, Inc December 2009 - February 2013
Skills
Customer Service, Securities, Microsoft Excel, Financial Analysis, Microsoft Office, Access, Outlook, PowerPoint
Education
Calvin College 2005 — 2009
"BA", Accounting and Business/Management
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.