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
Alan Kreuzberger Alan Kreuzberger's Envestnet, Inc Experience January 2015 - Present
Job AVP, Portfolio Strategy Consultant at Envestnet, Inc
Industry Investment Management
Experience
Envestnet, Inc January 2015 - Present
Envestnet, Inc October 2013 - December 2014
Fidelity Investments September 2011 - June 2013
Morgan Stanley Smith Barney March 2010 - July 2011
Adelante Capital Management September 2006 - March 2010
Skills
Real Estate, Investment Management, Investments, Alternative Investments, Securities, Business Strategy, Wealth Management, Series 7, Series 66, Insurance, Finance, Portfolio Management
Education
Sonoma Valley High School
University of Arizona
Economics, Business Administration and Management, General
Envestnet, Inc January 2015 - Present
Envestnet, Inc October 2013 - December 2014
Fidelity Investments September 2011 - June 2013
Morgan Stanley Smith Barney March 2010 - July 2011
Adelante Capital Management September 2006 - March 2010
Skills
Real Estate, Investment Management, Investments, Alternative Investments, Securities, Business Strategy, Wealth Management, Series 7, Series 66, Insurance, Finance, Portfolio Management
Education
Sonoma Valley High School
University of Arizona
Economics, Business Administration and Management, General
Corey Briggs Corey Briggs's Envestnet, Inc Experience May 2014 - August 2015
Job Sales Consultant, AssetMark
Industry Financial Services
Experience
AssetMark August 2015 - Present
Envestnet, Inc May 2014 - August 2015
Beta Theta Pi - Zeta Phi chapter January 2013 - January 2014
Plaza Advisory Group, Inc. 2007 - 2014
Columbia Country Club May 2012 - October 2012
Western Anesthesiology Associates May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Windows, Time Management, Team Leadership, Financial Analysis, Customer Service, Teamwork, Budgets, Management, Research, Recruiting, Social Media, Leadership, Social Networking
Education
University of Missouri-Columbia 2010 — 2014
Bachelors of Science and Administration, Finance and Real Estate
Christian Brothers College High School 2007 — 2010
AssetMark August 2015 - Present
Envestnet, Inc May 2014 - August 2015
Beta Theta Pi - Zeta Phi chapter January 2013 - January 2014
Plaza Advisory Group, Inc. 2007 - 2014
Columbia Country Club May 2012 - October 2012
Western Anesthesiology Associates May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Windows, Time Management, Team Leadership, Financial Analysis, Customer Service, Teamwork, Budgets, Management, Research, Recruiting, Social Media, Leadership, Social Networking
Education
University of Missouri-Columbia 2010 — 2014
Bachelors of Science and Administration, Finance and Real Estate
Christian Brothers College High School 2007 — 2010
Fred Diaz Fred Diaz's Envestnet, Inc Experience January 2014 - Present
Job Associate Vice President, Senior Regional Consultant at Envestnet, Inc
Industry Investment Management
Experience
Envestnet, Inc January 2014 - Present
Envestnet Asset Management November 2007 - Present
Envestnet Asset Management April 2006 - October 2007
JPMorgan Chase April 2005 - April 2006
Skills
Equity Trading, Fixed Income Trading, Trading, Technical Analysis, Project Coordination, Business Relationship..., Portfolio Management, Equities
Education
DePaul University 2002 — 2004
Finance
Roosevelt University 2001 — 2002
Envestnet, Inc January 2014 - Present
Envestnet Asset Management November 2007 - Present
Envestnet Asset Management April 2006 - October 2007
JPMorgan Chase April 2005 - April 2006
Skills
Equity Trading, Fixed Income Trading, Trading, Technical Analysis, Project Coordination, Business Relationship..., Portfolio Management, Equities
Education
DePaul University 2002 — 2004
Finance
Roosevelt University 2001 — 2002
Brett Rainey's Envestnet, Inc Experience October 2014 - Present
Job Senior Vice President, Program Management
Industry Investment Management
Experience
Envestnet, Inc October 2014 - Present
Placemark Investments January 2014 - October 2014
Placemark Investments January 2012 - January 2014
Placemark Investments January 2009 - January 2012
Placemark Investments November 2006 - December 2008
JP Morgan September 2004 - October 2006
MFS Investment Management January 2000 - September 2004
Chubb Securities / Jefferson Pilot December 1996 - January 2000
Evergreen Investments February 1996 - November 1996
Scudder, Stevens & Clark 1993 - 1996
Education
University of Massachusetts, Amherst
BA
Envestnet, Inc October 2014 - Present
Placemark Investments January 2014 - October 2014
Placemark Investments January 2012 - January 2014
Placemark Investments January 2009 - January 2012
Placemark Investments November 2006 - December 2008
JP Morgan September 2004 - October 2006
MFS Investment Management January 2000 - September 2004
Chubb Securities / Jefferson Pilot December 1996 - January 2000
Evergreen Investments February 1996 - November 1996
Scudder, Stevens & Clark 1993 - 1996
Education
University of Massachusetts, Amherst
BA
Jolie Simons Jolie Simons's Envestnet, Inc Experience August 2015 - Present
Job Technical Writer at Envestnet, Inc
Industry Financial Services
Experience
Envestnet, Inc August 2015 - Present
Edward Jones February 2012 - August 2015
Talx July 2009 - February 2012
Self Employed October 2007 - October 2008
Skills
Dreamweaver, HTML, InDesign, CSS, Technical Writing, Editing, Writing, RoboHelp, User Experience, User Experience Testing, WordPress, Usability, Photoshop, Content Writing, CMS, Web Design, Graphic Design, Copy Editing, Research, Social Media, SEO, Editorial, Blogging, Information Architecture
Education
Missouri State University
Bachelor of Science, Professional Writing
Envestnet, Inc August 2015 - Present
Edward Jones February 2012 - August 2015
Talx July 2009 - February 2012
Self Employed October 2007 - October 2008
Skills
Dreamweaver, HTML, InDesign, CSS, Technical Writing, Editing, Writing, RoboHelp, User Experience, User Experience Testing, WordPress, Usability, Photoshop, Content Writing, CMS, Web Design, Graphic Design, Copy Editing, Research, Social Media, SEO, Editorial, Blogging, Information Architecture
Education
Missouri State University
Bachelor of Science, Professional Writing
Jen Nolan Jen Nolan's Envestnet, Inc Experience October 2014 - Present
Job Experienced Product Manager in Financial Services
Industry Financial Services
Experience
Envestnet, Inc October 2014 - Present
Kirkland & Ellis LLP June 2014 - October 2014
Geneca April 2013 - May 2014
SEI January 2011 - November 2012
SEI March 2006 - January 2011
SEI January 2004 - March 2006
SEI June 1998 - December 2003
Skills
Microsoft Office, Scaled Agile Framework, Business Analysis, Product Management, Agile Methodologies, Product Development, Requirements Gathering, Financial Services, Wealth Management, Investments, Relationship Management, Securities, Program Management, Business Process, Management, CRM
Education
Shippensburg University of Pennsylvania 1994 — 1998
BS, Finance, Economics
Envestnet, Inc October 2014 - Present
Kirkland & Ellis LLP June 2014 - October 2014
Geneca April 2013 - May 2014
SEI January 2011 - November 2012
SEI March 2006 - January 2011
SEI January 2004 - March 2006
SEI June 1998 - December 2003
Skills
Microsoft Office, Scaled Agile Framework, Business Analysis, Product Management, Agile Methodologies, Product Development, Requirements Gathering, Financial Services, Wealth Management, Investments, Relationship Management, Securities, Program Management, Business Process, Management, CRM
Education
Shippensburg University of Pennsylvania 1994 — 1998
BS, Finance, Economics
Rachel Balsitis, PHR's Envestnet, Inc Experience March 2015 - Present
Job Director of Total Rewards at Envestnet, Inc
Industry Internet
Experience
Envestnet, Inc March 2015 - Present
Cars.com May 2012 - February 2015
Cars.com November 2004 - May 2012
Old Republic Insurance Company May 2002 - November 2004
Skills
Performance Management, Employee Relations, Benefits Administration, HRIS, FMLA, HR Policies, Legal Compliance, Payroll, Employee Benefits, Customer Satisfaction, Hiring, College Recruiting, Human Resources, Organizational..., Onboarding, Training, Talent Acquisition, PeopleSoft, Interviews, Applicant Tracking..., Benefits Negotiation, Recruiting, Leadership Development, Career Development, Vendor Management, Leadership, Employee Engagement, New Hire Orientations, Building Relationships, Coaching, Team Building
Education
Governor's State University 2001 — 2004
BA, Business Management, HR Management
Prairie State College 1998 — 2001
AA, Business Administration
Envestnet, Inc March 2015 - Present
Cars.com May 2012 - February 2015
Cars.com November 2004 - May 2012
Old Republic Insurance Company May 2002 - November 2004
Skills
Performance Management, Employee Relations, Benefits Administration, HRIS, FMLA, HR Policies, Legal Compliance, Payroll, Employee Benefits, Customer Satisfaction, Hiring, College Recruiting, Human Resources, Organizational..., Onboarding, Training, Talent Acquisition, PeopleSoft, Interviews, Applicant Tracking..., Benefits Negotiation, Recruiting, Leadership Development, Career Development, Vendor Management, Leadership, Employee Engagement, New Hire Orientations, Building Relationships, Coaching, Team Building
Education
Governor's State University 2001 — 2004
BA, Business Management, HR Management
Prairie State College 1998 — 2001
AA, Business Administration
Sharon Rosenthal Sharon Rosenthal's Envestnet, Inc Experience May 2013 - Present
Job Chief Human Resources Officer at Envestnet Asset Management, Inc.
Industry Financial Services
Experience
Envestnet, Inc May 2013 - Present
Aviva plc 2010 - July 2012
CNA Insurance 2007 - 2010
Merrill Lynch 2005 - 2007
ABN AMRO Bank N.V. 2000 - 2005
Fremont Compensation Insurance Group 1992 - 1999
Skills
Talent Management, Succession Planning, Organizational Design, Talent Acquisition, Performance Management, Executive Coaching, Internal Communications, Change Management, Recruiting, Organizational..., Strategic Planning, Insurance, Leadership, Human Resources, Program Management, Strategy, Leadership Development, Management, Workforce Planning, Personnel Management, Coaching, Employee Relations, Strategic HR, Process Improvement, Cross-functional Team..., HRIS, Deferred Compensation, HR Project Management, HR Transformation, Onboarding, Employee Benefits, Organizational..., Employee Engagement
Education
University of California, San Diego
BA
Envestnet, Inc May 2013 - Present
Aviva plc 2010 - July 2012
CNA Insurance 2007 - 2010
Merrill Lynch 2005 - 2007
ABN AMRO Bank N.V. 2000 - 2005
Fremont Compensation Insurance Group 1992 - 1999
Skills
Talent Management, Succession Planning, Organizational Design, Talent Acquisition, Performance Management, Executive Coaching, Internal Communications, Change Management, Recruiting, Organizational..., Strategic Planning, Insurance, Leadership, Human Resources, Program Management, Strategy, Leadership Development, Management, Workforce Planning, Personnel Management, Coaching, Employee Relations, Strategic HR, Process Improvement, Cross-functional Team..., HRIS, Deferred Compensation, HR Project Management, HR Transformation, Onboarding, Employee Benefits, Organizational..., Employee Engagement
Education
University of California, San Diego
BA
Maegen Greer Maegen Greer's Envestnet, Inc Experience September 2014 - Present
Job Senior Business Analyst at Envestnet, Inc
Industry Financial Services
Experience
Envestnet, Inc September 2014 - Present
Placemark Investments January 2014 - September 2014
Placemark Investments February 2012 - December 2013
Placemark Investments February 2007 - February 2012
Prestige Business Solutions November 2005 - January 2007
Skills
Analysis, Business Analysis, Financial Analysis, Process Improvement, Agile Methodologies, Data Analysis, Requirements Gathering, Customer Service, Business Process..., Requirements Analysis, User Acceptance Testing, Testing, Access, Outlook, Microsoft Office, Business Process, Agile Project Management, Project Scope..., Usability, Streamlining Work..., Financial Services, Quality Assurance, Program Management
Education
Texas A&M University-Corpus Christi 2002 — 2005
Bachelor of Business Administration (BBA), Marketing
Envestnet, Inc September 2014 - Present
Placemark Investments January 2014 - September 2014
Placemark Investments February 2012 - December 2013
Placemark Investments February 2007 - February 2012
Prestige Business Solutions November 2005 - January 2007
Skills
Analysis, Business Analysis, Financial Analysis, Process Improvement, Agile Methodologies, Data Analysis, Requirements Gathering, Customer Service, Business Process..., Requirements Analysis, User Acceptance Testing, Testing, Access, Outlook, Microsoft Office, Business Process, Agile Project Management, Project Scope..., Usability, Streamlining Work..., Financial Services, Quality Assurance, Program Management
Education
Texas A&M University-Corpus Christi 2002 — 2005
Bachelor of Business Administration (BBA), Marketing
Cameron Thomas Cameron Thomas's Envestnet, Inc Experience March 2013 - Present
Job Client Services Associate at Envestnet, Inc
Industry Computer Software
Experience
Envestnet, Inc March 2013 - Present
Tamarac Inc. January 2012 - March 2013
SECU June 2011 - December 2011
University of North Carolina May 2009 - June 2011
Skills
Microsoft Office, Data Analysis, Customer Service, Microsoft Excel, Microsoft Word, Outlook, Portfolio Management, Management, Data Entry, CRM, SQL, Training
Education
University of North Carolina at Chapel Hill 2007 — 2011
BS, Political Science
Envestnet, Inc March 2013 - Present
Tamarac Inc. January 2012 - March 2013
SECU June 2011 - December 2011
University of North Carolina May 2009 - June 2011
Skills
Microsoft Office, Data Analysis, Customer Service, Microsoft Excel, Microsoft Word, Outlook, Portfolio Management, Management, Data Entry, CRM, SQL, Training
Education
University of North Carolina at Chapel Hill 2007 — 2011
BS, Political Science
Anson Fraser's Envestnet, Inc Experience October 2014 - Present
Job Product Specialist
Industry Information Technology and Services
Experience
Envestnet, Inc October 2014 - Present
Skills
Insurance, Business Analysis, SDLC, Risk Management, Visio, Property & Casualty..., Financial Analysis, Data Analysis, Underwriting, Project Management, Program Management, Process Improvement, Leadership, Strategy, Sales, Analytics, Sales Operations, Management, Microsoft Office
Education
University of Notre Dame 2004 — 2008
Bachelor of Arts (B.A.), Film Televison and Theatre, Computer Applications
Envestnet, Inc October 2014 - Present
Skills
Insurance, Business Analysis, SDLC, Risk Management, Visio, Property & Casualty..., Financial Analysis, Data Analysis, Underwriting, Project Management, Program Management, Process Improvement, Leadership, Strategy, Sales, Analytics, Sales Operations, Management, Microsoft Office
Education
University of Notre Dame 2004 — 2008
Bachelor of Arts (B.A.), Film Televison and Theatre, Computer Applications
Daniela Latorre's Envestnet, Inc Experience December 2014 - Present
Job Project Manager at Envestnet | Placemark
Industry Financial Services
Experience
Envestnet, Inc December 2014 - Present
OneSource Virtual July 2014 - December 2014
OneSource Virtual May 2014 - July 2014
OneSource Virtual November 2013 - May 2014
Apple October 2012 - October 2013
Texans Credit Union 2012 - 2012
Skills
Organization, Communication, Computers, Problem Solving, 10 Key, Written & Oral..., Oral & Written..., Microsoft Office, Learning Quickly, Currency, Foreign Currency, Customer Service, Auditing, Bilingual, Vizio, Outlook, Workday, Salesforce.com, Strategic Partnerships, Report Writers, Human Capital, Project Coordination, Project Management, Engagement Management, Notary Public, Medium Business, Financial Planners, Meeting Scheduling, WebEx, Banking, Retail Banking, Mortgage Banking, Branch Banking, Investment Banking, Presentations, Sales, Sales Presentations, Sales Management
Education
The University of Texas at Dallas 2008 — 2012
Bachelor of Business Administration (BBA), Business Administration and Management, General
Envestnet, Inc December 2014 - Present
OneSource Virtual July 2014 - December 2014
OneSource Virtual May 2014 - July 2014
OneSource Virtual November 2013 - May 2014
Apple October 2012 - October 2013
Texans Credit Union 2012 - 2012
Skills
Organization, Communication, Computers, Problem Solving, 10 Key, Written & Oral..., Oral & Written..., Microsoft Office, Learning Quickly, Currency, Foreign Currency, Customer Service, Auditing, Bilingual, Vizio, Outlook, Workday, Salesforce.com, Strategic Partnerships, Report Writers, Human Capital, Project Coordination, Project Management, Engagement Management, Notary Public, Medium Business, Financial Planners, Meeting Scheduling, WebEx, Banking, Retail Banking, Mortgage Banking, Branch Banking, Investment Banking, Presentations, Sales, Sales Presentations, Sales Management
Education
The University of Texas at Dallas 2008 — 2012
Bachelor of Business Administration (BBA), Business Administration and Management, General
Sarah Schnorr Sarah Schnorr's Envestnet, Inc Experience June 2014 - November 2014
Job Senior Analyst at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation January 2015 - Present
Envestnet, Inc June 2014 - November 2014
Morgan Stanley February 2014 - May 2014
Loyola University Chicago December 2012 - April 2014
Meg Smith and Associates Real Estate June 2012 - October 2013
Envestnet, Inc June 2013 - September 2013
Drew Patrick Spa May 2012 - August 2012
Meg Smith and Associates Real Estate May 2010 - August 2012
Skills
Social Networking, Online Traffic, Microsoft Word, Corporate Blogging, Computer/Technical..., PowerPoint, Booking Systems, Marketing, Social Media, Sales, Management, Blogging, Teaching, Microsoft Office, Microsoft Excel, Leadership, Research, Time Management, Data Analysis
Education
Quinlan School of Business, Loyola University of Chicago 2010 — 2014
Bachelor of Business Administration (B.B.A.), Business Management
Bay Shore Senior High School 2006 — 2010
Northern Trust Corporation January 2015 - Present
Envestnet, Inc June 2014 - November 2014
Morgan Stanley February 2014 - May 2014
Loyola University Chicago December 2012 - April 2014
Meg Smith and Associates Real Estate June 2012 - October 2013
Envestnet, Inc June 2013 - September 2013
Drew Patrick Spa May 2012 - August 2012
Meg Smith and Associates Real Estate May 2010 - August 2012
Skills
Social Networking, Online Traffic, Microsoft Word, Corporate Blogging, Computer/Technical..., PowerPoint, Booking Systems, Marketing, Social Media, Sales, Management, Blogging, Teaching, Microsoft Office, Microsoft Excel, Leadership, Research, Time Management, Data Analysis
Education
Quinlan School of Business, Loyola University of Chicago 2010 — 2014
Bachelor of Business Administration (B.B.A.), Business Management
Bay Shore Senior High School 2006 — 2010
Alexandra W. Smith Alexandra W. Smith's Envestnet, Inc Experience February 2015 - Present
Job Business Development Lead, Digital Advisor at Envestnet, Inc.
Industry Investment Management
Experience
Envestnet, Inc February 2015 - Present
Upside Advisor August 2014 - February 2015
InterChina Strategy I M&A Advisory June 2013 - June 2014
Education
University of Colorado at Boulder - Leeds School of Business 2008 — 2012
Bachelor of Science in Business Administration, Major: Finance; Minor: French; Certificate: International Business
Miracle Mandarin 2012 — 2014
Hanyu Shuiping Koashi (HSK), Mandarin Chinese
Université libre de Bruxelles 2011 — 2011
French Business Immersion Program, International Business
Envestnet, Inc February 2015 - Present
Upside Advisor August 2014 - February 2015
InterChina Strategy I M&A Advisory June 2013 - June 2014
Education
University of Colorado at Boulder - Leeds School of Business 2008 — 2012
Bachelor of Science in Business Administration, Major: Finance; Minor: French; Certificate: International Business
Miracle Mandarin 2012 — 2014
Hanyu Shuiping Koashi (HSK), Mandarin Chinese
Université libre de Bruxelles 2011 — 2011
French Business Immersion Program, International Business
Pat Flynn's Envestnet, Inc Experience April 2012 - Present
Job VP, Marketing at Envestnet, Inc
Industry Financial Services
Experience
Envestnet, Inc April 2012 - Present
Prima Capital June 2008 - April 2012
Prima Capital January 2003 - June 2008
Advest, Inc June 2000 - January 2003
Advest, Inc. June 1999 - June 2000
Skills
Investment Analysis, Adobe Creative Suite, Website Management, Media Relations, Content Creation, Due Diligence, Email Marketing, Marketing Strategy, Product Development, Product Management, Mutual Funds, Socially Responsible..., B2B Marketing, Wealth Management, Investments, Managed Accounts, Fund Of Funds, Fund Analysis, Webmaster Services, Social Media Marketing, Internal Communications, Securities, Asset Management, Content Strategy, Strategic Planning, Equities, Advertising, Portfolio Management, Analysis, Strategic Partnerships, Finance, Fixed Income, Investment Strategies, Separately Managed..., Asset Allocation, Alternative Investments, Lead Generation
Education
University of Dayton 1995 — 1999
Business Administration, Finance, MIS
Envestnet, Inc April 2012 - Present
Prima Capital June 2008 - April 2012
Prima Capital January 2003 - June 2008
Advest, Inc June 2000 - January 2003
Advest, Inc. June 1999 - June 2000
Skills
Investment Analysis, Adobe Creative Suite, Website Management, Media Relations, Content Creation, Due Diligence, Email Marketing, Marketing Strategy, Product Development, Product Management, Mutual Funds, Socially Responsible..., B2B Marketing, Wealth Management, Investments, Managed Accounts, Fund Of Funds, Fund Analysis, Webmaster Services, Social Media Marketing, Internal Communications, Securities, Asset Management, Content Strategy, Strategic Planning, Equities, Advertising, Portfolio Management, Analysis, Strategic Partnerships, Finance, Fixed Income, Investment Strategies, Separately Managed..., Asset Allocation, Alternative Investments, Lead Generation
Education
University of Dayton 1995 — 1999
Business Administration, Finance, MIS
Jillian Romaniszyn Jillian Romaniszyn's Envestnet, Inc Experience January 2011 - March 2014
Job Accountant / Financial Analyst
Industry Accounting
Experience
Xcel Energy July 2015 - Present
Newalta November 2014 - July 2015
Envestnet, Inc January 2011 - March 2014
Envestnet, Inc January 2009 - January 2011
Envestnet, Inc March 2008 - December 2008
Crowley Consulting, Inc. September 2007 - January 2008
Forest Financial & Accounting Services, LLCc February 2007 - December 2007
Skills
Microsoft Excel, Microsoft Office, QuickBooks, Accounting, Financial Reporting, Time Management, Invoicing, Revenue Recognition, SAP, Microsoft Dynamics GP, Revenue Forecasting, Financial Accounting, Revenue Analysis, Forecasting, Problem Solving, Highly Detailed, Quality Control, Data Entry, Data Analysis, Client Billing, Billing Process, Envestnet Adivosr Suite, Oral Communication, Written Communication, Deadline Oriented, Client Orientation, Handle Multiple..., Handle Multiple Projects, Account Reconciliation, Customer Service
Education
University of Colorado Colorado Springs 2003 — 2007
Bachelor of Science (BS), Accounting and Finance
Xcel Energy July 2015 - Present
Newalta November 2014 - July 2015
Envestnet, Inc January 2011 - March 2014
Envestnet, Inc January 2009 - January 2011
Envestnet, Inc March 2008 - December 2008
Crowley Consulting, Inc. September 2007 - January 2008
Forest Financial & Accounting Services, LLCc February 2007 - December 2007
Skills
Microsoft Excel, Microsoft Office, QuickBooks, Accounting, Financial Reporting, Time Management, Invoicing, Revenue Recognition, SAP, Microsoft Dynamics GP, Revenue Forecasting, Financial Accounting, Revenue Analysis, Forecasting, Problem Solving, Highly Detailed, Quality Control, Data Entry, Data Analysis, Client Billing, Billing Process, Envestnet Adivosr Suite, Oral Communication, Written Communication, Deadline Oriented, Client Orientation, Handle Multiple..., Handle Multiple Projects, Account Reconciliation, Customer Service
Education
University of Colorado Colorado Springs 2003 — 2007
Bachelor of Science (BS), Accounting and Finance
Erin Lee Scallorn's Envestnet, Inc Experience April 2014 - Present
Job Operations Specialist at Envestnet | Placemark
Industry Financial Services
Experience
Envestnet, Inc April 2014 - Present
Income by Design, LP and Life Planning for Families of Special Needs, Inc. March 2012 - April 2014
LPL Financial August 2008 - March 2012
Skills
Microsoft Office, Customer Service, Customer Relations, Outlook, Excel, PowerPoint, Word, Financial Reporting, Research, Databases, Auditing, Investments, Windows, Compliance, Quickbooks, Troubleshooting, Budgeting, Data Entry, Client Service, Planning, Administration, Telephone Skills, Problem Solving, Administrative Support, Analysis, Microsoft Word, Training, QuickBooks, Process Scheduler, Microsoft Excel, Administrative..., Project Planning, Accounting, Budgets, Client Services, Leadership, Social Media, Time Management, Social Networking, Financial Analysis, Teamwork, Finance, Team Leadership, Event Planning
Education
The University of Texas at Dallas 2010 — 2011
Master of Arts, Interdisciplinary Humanities- Philosophy and History
University of North Texas 2005 — 2009
Bachelor of Arts, Philosophy, Social Science
Envestnet, Inc April 2014 - Present
Income by Design, LP and Life Planning for Families of Special Needs, Inc. March 2012 - April 2014
LPL Financial August 2008 - March 2012
Skills
Microsoft Office, Customer Service, Customer Relations, Outlook, Excel, PowerPoint, Word, Financial Reporting, Research, Databases, Auditing, Investments, Windows, Compliance, Quickbooks, Troubleshooting, Budgeting, Data Entry, Client Service, Planning, Administration, Telephone Skills, Problem Solving, Administrative Support, Analysis, Microsoft Word, Training, QuickBooks, Process Scheduler, Microsoft Excel, Administrative..., Project Planning, Accounting, Budgets, Client Services, Leadership, Social Media, Time Management, Social Networking, Financial Analysis, Teamwork, Finance, Team Leadership, Event Planning
Education
The University of Texas at Dallas 2010 — 2011
Master of Arts, Interdisciplinary Humanities- Philosophy and History
University of North Texas 2005 — 2009
Bachelor of Arts, Philosophy, Social Science
Caroline DeCamp's Envestnet, Inc Experience May 2015 - Present
Job Market Research Analyst at Envestnet
Industry Financial Services
Experience
Envestnet, Inc May 2015 - Present
J.P. Morgan July 2014 - January 2015
J.P. Morgan May 2013 - August 2013
Delaware Investments, a member of the Macquarie Group May 2012 - August 2012
Skills
Bloomberg, Valuation, Capital Markets, Equities, Due Diligence, Mutual Funds, Fixed Income, Hedge Funds, Bloomberg Terminal, Event Planning, Financial Modeling, PowerPoint, Spanish, Data Analysis
Education
Middlebury College 2010 — 2014
Bachelor of Arts, Economics and American Studies
Danish Institute for Study Abroad 2012 — 2012
Globalization and European Economics
Agnes Irwin School 2002 — 2010
Envestnet, Inc May 2015 - Present
J.P. Morgan July 2014 - January 2015
J.P. Morgan May 2013 - August 2013
Delaware Investments, a member of the Macquarie Group May 2012 - August 2012
Skills
Bloomberg, Valuation, Capital Markets, Equities, Due Diligence, Mutual Funds, Fixed Income, Hedge Funds, Bloomberg Terminal, Event Planning, Financial Modeling, PowerPoint, Spanish, Data Analysis
Education
Middlebury College 2010 — 2014
Bachelor of Arts, Economics and American Studies
Danish Institute for Study Abroad 2012 — 2012
Globalization and European Economics
Agnes Irwin School 2002 — 2010
Natalya I. Glavan Natalya I. Glavan's Envestnet, Inc Experience November 2013 - May 2014
Job Business Analyst, Data Conversion at Thomson Reuters
Industry Financial Services
Experience
Thomson Reuters October 2014 - Present
Parametric June 2014 - August 2014
Envestnet, Inc November 2013 - May 2014
DMCI, real estate development and management June 2001 - May 2011
Bankers Life and Casualty September 2007 - August 2008
Skills
Capital Budgeting, Financial Reporting, Marketing Strategy, Sales Presentations, Marketing Research, Event Management, Employee Training, Long-term Customer..., Facilities Management, Digital Marketing, Identifying Client Needs, Employee Evaluation, PowerPoint, Buyer Representation, Strategic Financial..., Microsoft Office, Customer Segmentation..., Competitive Strategies, Finance, Financial Analysis, Microsoft Excel, Public Speaking
Education
University of Washington, Michael G. Foster School of Business 2012 — 2013
Bachelor of Business Administration (BBA), Finance, 3.3
Tacoma Community College 2008 — 2010
transferrable to UW, Business, Management, Marketing, and Related Support Services, 3.74
Thomson Reuters October 2014 - Present
Parametric June 2014 - August 2014
Envestnet, Inc November 2013 - May 2014
DMCI, real estate development and management June 2001 - May 2011
Bankers Life and Casualty September 2007 - August 2008
Skills
Capital Budgeting, Financial Reporting, Marketing Strategy, Sales Presentations, Marketing Research, Event Management, Employee Training, Long-term Customer..., Facilities Management, Digital Marketing, Identifying Client Needs, Employee Evaluation, PowerPoint, Buyer Representation, Strategic Financial..., Microsoft Office, Customer Segmentation..., Competitive Strategies, Finance, Financial Analysis, Microsoft Excel, Public Speaking
Education
University of Washington, Michael G. Foster School of Business 2012 — 2013
Bachelor of Business Administration (BBA), Finance, 3.3
Tacoma Community College 2008 — 2010
transferrable to UW, Business, Management, Marketing, and Related Support Services, 3.74
Tom Kimberly's Envestnet, Inc Experience February 2015 - Present
Job Senior Vice President at Envestnet, Inc
Industry Financial Services
Experience
Envestnet, Inc February 2015 - Present
Upside September 2012 - February 2015
Barclays Bank May 2011 - September 2012
McKinsey & Company 2008 - 2011
Governor of Alabama and US House of Representatives 2003 - 2005
Skills
Start-ups, Business Strategy, Strategy, Strategic Planning, Investments, M&A experience, Entrepreneurship, Management, Portfolio Optimization, Product Development, International Relations, American Politics, Team Leadership, Strategic Partnerships, User Experience, Fundraising, Management Consulting, Venture Capital, Asset Management, Mergers & Acquisitions
Education
Yale University - Yale School of Management
MBA
Yale University
MA, International Relations
University of Pennsylvania
BA, distinction in History, magna cum laude
Envestnet, Inc February 2015 - Present
Upside September 2012 - February 2015
Barclays Bank May 2011 - September 2012
McKinsey & Company 2008 - 2011
Governor of Alabama and US House of Representatives 2003 - 2005
Skills
Start-ups, Business Strategy, Strategy, Strategic Planning, Investments, M&A experience, Entrepreneurship, Management, Portfolio Optimization, Product Development, International Relations, American Politics, Team Leadership, Strategic Partnerships, User Experience, Fundraising, Management Consulting, Venture Capital, Asset Management, Mergers & Acquisitions
Education
Yale University - Yale School of Management
MBA
Yale University
MA, International Relations
University of Pennsylvania
BA, distinction in History, magna cum laude
Dale L. Rottschafer, CFA Dale L. Rottschafer, CFA's Envestnet, Inc Experience February 2013 - Present
Job Trusted Fiduciary
Industry Financial Services
Experience
Envestnet, Inc February 2013 - Present
Envestnet Asset Management September 2010 - February 2013
Metamorphosis Money Management 2006 - August 2010
Envestnet Asset Management 2004 - 2006
US Bank 1993 - 2004
Education
University of Colorado Boulder - Leeds School of Business 1990 — 1993
MBA, Finance and Marketing
University of Colorado Boulder 1985 — 1989
BA, Psychology
Envestnet, Inc February 2013 - Present
Envestnet Asset Management September 2010 - February 2013
Metamorphosis Money Management 2006 - August 2010
Envestnet Asset Management 2004 - 2006
US Bank 1993 - 2004
Education
University of Colorado Boulder - Leeds School of Business 1990 — 1993
MBA, Finance and Marketing
University of Colorado Boulder 1985 — 1989
BA, Psychology
Jerry Langland Jerry Langland's Envestnet, Inc Experience June 2001 - August 2002
Job President at Software Guru, Inc.
Industry Information Technology and Services
Experience
Software Guru, Inc. September 2002 - Present
Envestnet, Inc June 2001 - August 2002
Insignis December 1995 - May 2001
Skills
Quantitative Finance, Network Architecture, Application Architecture, System Administration, Programming, Pricing Analysis, Account Portfolio..., Electronic Trading, Back Office, Front to Back Office, Databases, Data Feeds, ETL, Microsoft SQL Server, Microsoft Exchange, Bloomberg, S&P, Reuters, Equities, Fixed Income, Exchange Traded..., OTC, Options, Data Analysis, Data Warehousing, Storage Area Networks, Virtual Servers, Cloud Computing, .NET, Delphi, Fortran, C++, Big Data, NoSQL, Unix, MSMQ, Lotus Domino, Real Time, Particle Physics, Large Scale Development, High Availability, Systems Management, System Architecture, Scalability, Server Architecture, High Performance..., tuple databases, Open Source, SQL, ASP.NET
Education
University of Iowa 1988 — 1995
Doctor of Philosophy (Ph.D.), Physics
New Mexico Institute of Mining and Technology 1984 — 1988
Bachelor of Science (BS), Physics and Mathematics
Software Guru, Inc. September 2002 - Present
Envestnet, Inc June 2001 - August 2002
Insignis December 1995 - May 2001
Skills
Quantitative Finance, Network Architecture, Application Architecture, System Administration, Programming, Pricing Analysis, Account Portfolio..., Electronic Trading, Back Office, Front to Back Office, Databases, Data Feeds, ETL, Microsoft SQL Server, Microsoft Exchange, Bloomberg, S&P, Reuters, Equities, Fixed Income, Exchange Traded..., OTC, Options, Data Analysis, Data Warehousing, Storage Area Networks, Virtual Servers, Cloud Computing, .NET, Delphi, Fortran, C++, Big Data, NoSQL, Unix, MSMQ, Lotus Domino, Real Time, Particle Physics, Large Scale Development, High Availability, Systems Management, System Architecture, Scalability, Server Architecture, High Performance..., tuple databases, Open Source, SQL, ASP.NET
Education
University of Iowa 1988 — 1995
Doctor of Philosophy (Ph.D.), Physics
New Mexico Institute of Mining and Technology 1984 — 1988
Bachelor of Science (BS), Physics and Mathematics
Emily Mastrogiacomo Emily Mastrogiacomo's Envestnet, Inc Experience June 2013 - August 2013
Job Session Assistant at Memorial Sloan Kettering Cancer Center
Industry Hospital & Health Care
Experience
Memorial Sloan Kettering Cancer Center July 2014 - Present
Memorial Sloan Kettering Cancer Center 2014 - 2015
Memorial Sloan Kettering Cancer Center 2014 - 2015
Memorial Sloan Kettering Cancer Center 2014 - 2015
Women and Infants Hospital September 2013 - December 2013
Envestnet, Inc June 2013 - August 2013
The Elliot Hospital June 2012 - August 2012
Women and Infants Hospital March 2012 - June 2012
Lonza Biologics, Inc June 2011 - July 2011
Skills
Analysis, Time Management, Administration, PowerPoint, Microsoft Word, Microsoft Excel, Social Media, Public Speaking, Customer Service, Social Networking, Research, Facebook, Event Planning
Education
Providence College 2010 — 2014
Bachelor of Science (B.S.), Health Policy and Management and Business Studies
Florence University of the Arts 2012 — 2012
The Derryfield School 2006 — 2010
Memorial Sloan Kettering Cancer Center July 2014 - Present
Memorial Sloan Kettering Cancer Center 2014 - 2015
Memorial Sloan Kettering Cancer Center 2014 - 2015
Memorial Sloan Kettering Cancer Center 2014 - 2015
Women and Infants Hospital September 2013 - December 2013
Envestnet, Inc June 2013 - August 2013
The Elliot Hospital June 2012 - August 2012
Women and Infants Hospital March 2012 - June 2012
Lonza Biologics, Inc June 2011 - July 2011
Skills
Analysis, Time Management, Administration, PowerPoint, Microsoft Word, Microsoft Excel, Social Media, Public Speaking, Customer Service, Social Networking, Research, Facebook, Event Planning
Education
Providence College 2010 — 2014
Bachelor of Science (B.S.), Health Policy and Management and Business Studies
Florence University of the Arts 2012 — 2012
The Derryfield School 2006 — 2010
Joseph Tinnerello's Envestnet, Inc Experience 1998 - 1999
Job Director of US Sales
Industry Computer Software
Experience
SQream Technologies July 2015 - Present
IBM Corporation October 2012 - October 2014
Mobius Management Systems, Inc. January 1990 - October 2007
Envestnet, Inc 1998 - 1999
Envestnet, Inc 1998 - 1999
Envestnet, Inc 1998 - 1999
Computer Associates, Inc. January 1987 - January 1990
Skills
Sales, Digital Marketing, Sales Process, Integrated Marketing, Marketing Strategy, Cloud Computing, Enterprise Software, Sales Management, Start-ups, SaaS, Sales Enablement, Channel, Go-to-market Strategy, Solution Selling, Enterprise Architecture, Business Management, Product Marketing, Product Management, Direct Sales, Professional Services, Data Center, Business Strategy, Integration, Consultative Selling, Team Building, Executive Reporting, New Business Development, Management Consulting, Account Management, Consultancy, Strategic Planning, Program Management, Business Development, Software Industry, Strategy, Lead Generation, Leadership, Selling, Business Intelligence, Management, Sales Operations, CRM, Salesforce.com, Marketing, Strategic Partnerships, Consultants, Channel Partners, Consulting, Executive Management, Business Process
Education
Northeastern University 1979 — 1986
MBA, Business/Managerial Economics
Canterbury School
SQream Technologies July 2015 - Present
IBM Corporation October 2012 - October 2014
Mobius Management Systems, Inc. January 1990 - October 2007
Envestnet, Inc 1998 - 1999
Envestnet, Inc 1998 - 1999
Envestnet, Inc 1998 - 1999
Computer Associates, Inc. January 1987 - January 1990
Skills
Sales, Digital Marketing, Sales Process, Integrated Marketing, Marketing Strategy, Cloud Computing, Enterprise Software, Sales Management, Start-ups, SaaS, Sales Enablement, Channel, Go-to-market Strategy, Solution Selling, Enterprise Architecture, Business Management, Product Marketing, Product Management, Direct Sales, Professional Services, Data Center, Business Strategy, Integration, Consultative Selling, Team Building, Executive Reporting, New Business Development, Management Consulting, Account Management, Consultancy, Strategic Planning, Program Management, Business Development, Software Industry, Strategy, Lead Generation, Leadership, Selling, Business Intelligence, Management, Sales Operations, CRM, Salesforce.com, Marketing, Strategic Partnerships, Consultants, Channel Partners, Consulting, Executive Management, Business Process
Education
Northeastern University 1979 — 1986
MBA, Business/Managerial Economics
Canterbury School
Carol Blunk Carol Blunk's Envestnet, Inc Experience April 2013 - Present
Job Client Relationships | Operations | Compliance | Legal Support
Industry Financial Services
Experience
Envestnet, Inc April 2013 - Present
Staffing Agencies September 2012 - April 2013
Center for Disability & Elder Law (CDEL) September 2012 - January 2013
Romanucci & Blandin Law office February 2012 - May 2012
Vestor Capital Partners, LLC 2005 - 2012
Chase Investment Services Corporation July 2003 - January 2005
DWS Investments February 1989 - January 2003
Skills
Legal Writing, Customer-focused Service, Microsoft Excel, Speed Reading, Westlaw, Lexis, TortPro, Summation, Concordance, Proofreading, Legal Research, Adobe InDesign, Microsoft Word, Microsoft Access, Microsoft Outlook, Microsoft PowerPoint, Microsoft Visio, Junxure, Sharepoint, General Securities, Compliance, Series 7, Series 65, Series 6, Series 63
Education
Roosevelt University 2012 — 2012
Post-Baccalaureate Certificate (ABA-approved) with Honors, Paralegal Studies Program, Honors
Rockhurst University 1982 — 1986
Bachelor of Science (BS), Computer Science
Envestnet, Inc April 2013 - Present
Staffing Agencies September 2012 - April 2013
Center for Disability & Elder Law (CDEL) September 2012 - January 2013
Romanucci & Blandin Law office February 2012 - May 2012
Vestor Capital Partners, LLC 2005 - 2012
Chase Investment Services Corporation July 2003 - January 2005
DWS Investments February 1989 - January 2003
Skills
Legal Writing, Customer-focused Service, Microsoft Excel, Speed Reading, Westlaw, Lexis, TortPro, Summation, Concordance, Proofreading, Legal Research, Adobe InDesign, Microsoft Word, Microsoft Access, Microsoft Outlook, Microsoft PowerPoint, Microsoft Visio, Junxure, Sharepoint, General Securities, Compliance, Series 7, Series 65, Series 6, Series 63
Education
Roosevelt University 2012 — 2012
Post-Baccalaureate Certificate (ABA-approved) with Honors, Paralegal Studies Program, Honors
Rockhurst University 1982 — 1986
Bachelor of Science (BS), Computer Science
Brady Burkle Brady Burkle's Envestnet, Inc Experience August 2012 - February 2013
Job Senior Consultant Hedge Fund Services at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation February 2014 - Present
Northern Trust February 2013 - February 2014
Envestnet, Inc August 2012 - February 2013
Envestnet Asset Management August 2011 - August 2012
Wall Street Training November 2010 - November 2010
Adopt-a-School.org August 2007 - March 2008
West Geauga High School August 2004 - May 2006
Skills
Microsoft Office, Sales, Photoshop, Microsoft Excel, Financial Modeling, Investments, Dreamweaver, Banking, Web Design, MS Office Suite, HTML, JavaScript, PIA
Education
The Ohio State University 2006 — 2011
BS, Business Administration
The Ohio State University - The Max M. Fisher College of Business 2006 — 2011
Bachelors of Science, Business Administration
West Geauga High School 2002 — 2006
Northern Trust Corporation February 2014 - Present
Northern Trust February 2013 - February 2014
Envestnet, Inc August 2012 - February 2013
Envestnet Asset Management August 2011 - August 2012
Wall Street Training November 2010 - November 2010
Adopt-a-School.org August 2007 - March 2008
West Geauga High School August 2004 - May 2006
Skills
Microsoft Office, Sales, Photoshop, Microsoft Excel, Financial Modeling, Investments, Dreamweaver, Banking, Web Design, MS Office Suite, HTML, JavaScript, PIA
Education
The Ohio State University 2006 — 2011
BS, Business Administration
The Ohio State University - The Max M. Fisher College of Business 2006 — 2011
Bachelors of Science, Business Administration
West Geauga High School 2002 — 2006
Laura Bergstrom's Envestnet, Inc Experience September 2014 - Present
Job Client Services Representative at Envestnet, Inc
Industry Financial Services
Experience
Envestnet, Inc September 2014 - Present
Jewel-Osco November 2010 - September 2014
Aldi June 2008 - August 2010
Skills
Project Management, Sales Management, Team Management, Inventory Management, Customer Service, Operations Management, Product Management, Strategic Planning, Budgets, Training, Scheduling Management, Customer Retention, Inventory Control, Merchandising, Retail, Store Management, Pricing
Education
Purdue University - Krannert School of Management 2004 — 2008
Bachelor of Science (B.S.), Business Management
Envestnet, Inc September 2014 - Present
Jewel-Osco November 2010 - September 2014
Aldi June 2008 - August 2010
Skills
Project Management, Sales Management, Team Management, Inventory Management, Customer Service, Operations Management, Product Management, Strategic Planning, Budgets, Training, Scheduling Management, Customer Retention, Inventory Control, Merchandising, Retail, Store Management, Pricing
Education
Purdue University - Krannert School of Management 2004 — 2008
Bachelor of Science (B.S.), Business Management
Alexis Briggs Alexis Briggs's Envestnet, Inc Experience July 2015 - Present
Job Investment Operations Associate
Industry Investment Management
Experience
Envestnet, Inc July 2015 - Present
Envestnet, Inc January 2015 - July 2015
Parametric Portfolio Associates November 2013 - November 2014
BlackRock September 2013 - November 2013
DeKalb & Associates January 2013 - September 2013
Russell Investments June 2011 - December 2012
Mooring Mast University Newspaper July 2011 - June 2012
PLU Academic Internship Office September 2010 - June 2012
PLU Speech and Debate October 2009 - June 2012
PLU Academic Assistance Center July 2011 - October 2011
Skills
Data Analysis, Microsoft SQL Server, Process Improvement, Microsoft Excel, Risk Analytics, Leadership, Time Management, VBA, Visual Basic, Analysis, Advent, Investments, APL, Research, Public Speaking, Economics, Editing, SharePoint, Budgets, Data Entry, Microsoft Office, Accounting, Critical Thinking, Customer Service, Finance
Education
Pacific Lutheran University 2008 — 2012
Bachelor of Arts (B.A.), Political Science
Pacific Lutheran University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
Envestnet, Inc July 2015 - Present
Envestnet, Inc January 2015 - July 2015
Parametric Portfolio Associates November 2013 - November 2014
BlackRock September 2013 - November 2013
DeKalb & Associates January 2013 - September 2013
Russell Investments June 2011 - December 2012
Mooring Mast University Newspaper July 2011 - June 2012
PLU Academic Internship Office September 2010 - June 2012
PLU Speech and Debate October 2009 - June 2012
PLU Academic Assistance Center July 2011 - October 2011
Skills
Data Analysis, Microsoft SQL Server, Process Improvement, Microsoft Excel, Risk Analytics, Leadership, Time Management, VBA, Visual Basic, Analysis, Advent, Investments, APL, Research, Public Speaking, Economics, Editing, SharePoint, Budgets, Data Entry, Microsoft Office, Accounting, Critical Thinking, Customer Service, Finance
Education
Pacific Lutheran University 2008 — 2012
Bachelor of Arts (B.A.), Political Science
Pacific Lutheran University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
Clifford Stanton, CFA Clifford Stanton, CFA's Envestnet, Inc Experience May 2007 - November 2013
Job Chief Investment Officer
Industry Financial Services
Experience
361 Capital August 2014 - Present
Envestnet, Inc May 2007 - November 2013
Innovest Portfolio Solutions October 2002 - April 2007
Skills
Asset Allocation, Mutual Funds, Portfolio Management, Alternative Investments, Equities, Wealth Management, Investment Management, Investment Strategies, Asset Management, Investments, Asset Managment, Due Diligence, Financial Markets, ETFs, Series 7, Finance, Risk Management, Hedge Funds
Education
University of Colorado at Denver 1995 — 1996
Master of Business Administration (M.B.A.), Business Administration and Management, General
Miami University 1988 — 1992
Bachelor of Science (B.S.), Business Administration and Management, General
361 Capital August 2014 - Present
Envestnet, Inc May 2007 - November 2013
Innovest Portfolio Solutions October 2002 - April 2007
Skills
Asset Allocation, Mutual Funds, Portfolio Management, Alternative Investments, Equities, Wealth Management, Investment Management, Investment Strategies, Asset Management, Investments, Asset Managment, Due Diligence, Financial Markets, ETFs, Series 7, Finance, Risk Management, Hedge Funds
Education
University of Colorado at Denver 1995 — 1996
Master of Business Administration (M.B.A.), Business Administration and Management, General
Miami University 1988 — 1992
Bachelor of Science (B.S.), Business Administration and Management, General
Juney Ham's Envestnet, Inc Experience February 2015 - September 2015
Job Chief Marketing Officer at Hired, Inc.
Industry Internet
Experience
Hired, Inc. September 2015 - Present
Iterative LLC [ @ Iterative.is ] May 2013 - Present
Envestnet, Inc February 2015 - September 2015
Upside January 2013 - September 2015
Airbnb December 2011 - January 2013
Expedia May 2010 - December 2011
GumGum October 2009 - May 2010
PriceGrabber August 2007 - October 2009
Geni February 2007 - August 2007
Connexity, Inc. September 2003 - March 2007
Skills
Analytics, Online Marketing, SEM, Online Advertising, Product Management, Strategic Partnerships, Web Analytics, Start-ups, SEO, Strategy, Business Intelligence, E-commerce, Google Analytics, PPC, Software Development, Digital Strategy, Omniture, Mobile Devices, Software Project..., Marketing, Entrepreneurship, Account Management, Mobile Marketing, Search Engine Marketing, Digital Marketing, Integrated Marketing, Competitive Analysis, Advertising, User Experience, Vendor Management, Google Adwords, Social Media Marketing, Business Development, Agile Methodologies, Leadership, Mobile Applications, Ruby on Rails, Database Design, Cross-functional Team..., Team Leadership, Product Development, Management, Affiliate Marketing, Search Advertising, Email Marketing, Conversion Optimization
Education
University of Pennsylvania
B.S., Computer Science
Hired, Inc. September 2015 - Present
Iterative LLC [ @ Iterative.is ] May 2013 - Present
Envestnet, Inc February 2015 - September 2015
Upside January 2013 - September 2015
Airbnb December 2011 - January 2013
Expedia May 2010 - December 2011
GumGum October 2009 - May 2010
PriceGrabber August 2007 - October 2009
Geni February 2007 - August 2007
Connexity, Inc. September 2003 - March 2007
Skills
Analytics, Online Marketing, SEM, Online Advertising, Product Management, Strategic Partnerships, Web Analytics, Start-ups, SEO, Strategy, Business Intelligence, E-commerce, Google Analytics, PPC, Software Development, Digital Strategy, Omniture, Mobile Devices, Software Project..., Marketing, Entrepreneurship, Account Management, Mobile Marketing, Search Engine Marketing, Digital Marketing, Integrated Marketing, Competitive Analysis, Advertising, User Experience, Vendor Management, Google Adwords, Social Media Marketing, Business Development, Agile Methodologies, Leadership, Mobile Applications, Ruby on Rails, Database Design, Cross-functional Team..., Team Leadership, Product Development, Management, Affiliate Marketing, Search Advertising, Email Marketing, Conversion Optimization
Education
University of Pennsylvania
B.S., Computer Science
Theodore Hua Theodore Hua's Envestnet, Inc Experience May 2013 - December 2013
Job Senior Software Test Engineer at Redfin
Industry Computer Software
Experience
Rooster Park Consulting March 2015 - Present
Rooster Park Consulting January 2015 - March 2015
Chinasoft International August 2014 - January 2015
TEKsystems May 2014 - August 2014
TEKsystems December 2013 - April 2014
Envestnet, Inc May 2013 - December 2013
TEKsystems March 2013 - May 2013
Prithvi Catalytic June 2012 - March 2013
TEKsystems June 2011 - May 2012
CompuCom Staffing Services June 2010 - June 2011
Skills
Test Automation, Software Quality..., Test Planning, Test Cases, Testing, Manual Testing, Regression Testing, Scrum, Agile Methodologies, Bug Tracking, C#, SQL, Quality Assurance, Test Management, Software Development, Web Testing, JIRA, Visual Studio, User Acceptance Testing, Performance Testing, Windows, XML, Microsoft SQL Server, Black Box Testing, Java, SharePoint, Operating Systems
Education
University of Phoenix 2006 — 2008
Bachelor of Science, Information Technology
University of Washington 1993 — 1998
Math Science
Rooster Park Consulting March 2015 - Present
Rooster Park Consulting January 2015 - March 2015
Chinasoft International August 2014 - January 2015
TEKsystems May 2014 - August 2014
TEKsystems December 2013 - April 2014
Envestnet, Inc May 2013 - December 2013
TEKsystems March 2013 - May 2013
Prithvi Catalytic June 2012 - March 2013
TEKsystems June 2011 - May 2012
CompuCom Staffing Services June 2010 - June 2011
Skills
Test Automation, Software Quality..., Test Planning, Test Cases, Testing, Manual Testing, Regression Testing, Scrum, Agile Methodologies, Bug Tracking, C#, SQL, Quality Assurance, Test Management, Software Development, Web Testing, JIRA, Visual Studio, User Acceptance Testing, Performance Testing, Windows, XML, Microsoft SQL Server, Black Box Testing, Java, SharePoint, Operating Systems
Education
University of Phoenix 2006 — 2008
Bachelor of Science, Information Technology
University of Washington 1993 — 1998
Math Science
Christopher Devenney Christopher Devenney's Envestnet, Inc Experience July 2014 - April 2015
Job Sales Director at Invictus Consulting Group, LLC
Industry Financial Services
Experience
Invictus Consulting Group, LLC August 2015 - Present
Envestnet, Inc July 2014 - April 2015
Envestnet Prima September 2012 - July 2014
Envestnet Prima June 2010 - September 2012
Rogerscasey June 2007 - February 2010
Skills
Asset Managment, Investments, Equities, Mutual Funds, Asset Allocation, Due Diligence, Investment Strategies, Wealth Management, Financial Modeling, Asset Management, Investment Management, Fixed Income, Management
Education
The University of Connecticut School of Business 2003 — 2007
Finance
Invictus Consulting Group, LLC August 2015 - Present
Envestnet, Inc July 2014 - April 2015
Envestnet Prima September 2012 - July 2014
Envestnet Prima June 2010 - September 2012
Rogerscasey June 2007 - February 2010
Skills
Asset Managment, Investments, Equities, Mutual Funds, Asset Allocation, Due Diligence, Investment Strategies, Wealth Management, Financial Modeling, Asset Management, Investment Management, Fixed Income, Management
Education
The University of Connecticut School of Business 2003 — 2007
Finance
Todd Shigo Todd Shigo's Envestnet, Inc Experience December 2013 - Present
Job Associate Product Manager at Envestnet Asset Management
Industry Financial Services
Experience
Envestnet, Inc December 2013 - Present
New England Futbol Club April 2012 - Present
State Street April 2012 - December 2013
Advanced Data Processing 2011 - 2012
Skills
Financial Analysis, Microsoft Excel, Banking, Fund Accounting, Operational Efficiency, Relation Management, Analytical Research, Forecasting, Fund Services, Relationship Management, Sales Process, Payroll, Direct Sales, Building Relationships, Sales, Excel models, Six Sigma, Salesforce.com, Bloomberg
Education
Stonehill College 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance & Economics
Lake Region High School 2003 — 2007
Envestnet, Inc December 2013 - Present
New England Futbol Club April 2012 - Present
State Street April 2012 - December 2013
Advanced Data Processing 2011 - 2012
Skills
Financial Analysis, Microsoft Excel, Banking, Fund Accounting, Operational Efficiency, Relation Management, Analytical Research, Forecasting, Fund Services, Relationship Management, Sales Process, Payroll, Direct Sales, Building Relationships, Sales, Excel models, Six Sigma, Salesforce.com, Bloomberg
Education
Stonehill College 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance & Economics
Lake Region High School 2003 — 2007
Todd Rais, CAIA Todd Rais, CAIA's Envestnet, Inc Experience April 2012 - Present
Job Vice President, Senior Consultant at Envestnet | PMC
Industry Financial Services
Experience
Envestnet, Inc April 2012 - Present
Envestnet Prima June 2010 - Present
Clayton Fixed Income Services September 2006 - June 2010
Skills
Mutual Funds, Separately Managed..., Unified Managed Accounts, Wealth Management, MBS, Investments, Relationship Management, Equities, Asset Management, Alternative Investments, Finance
Education
Miami University 2002 — 2006
Bachelor of Science in Business Administration, Finance, General
Miami University 2002 — 2006
Bachelor of Science (B.S.), Finance, General
Envestnet, Inc April 2012 - Present
Envestnet Prima June 2010 - Present
Clayton Fixed Income Services September 2006 - June 2010
Skills
Mutual Funds, Separately Managed..., Unified Managed Accounts, Wealth Management, MBS, Investments, Relationship Management, Equities, Asset Management, Alternative Investments, Finance
Education
Miami University 2002 — 2006
Bachelor of Science in Business Administration, Finance, General
Miami University 2002 — 2006
Bachelor of Science (B.S.), Finance, General
Mikhaylo Mikhaylik Mikhaylo Mikhaylik's Envestnet, Inc Experience May 2015 - Present
Job Software Test Engineer at Envestnet, Inc
Industry Computer Software
Experience
Envestnet, Inc May 2015 - Present
OLTIS SOFTWARE, LLC. May 2011 - May 2015
Terra Hard LLC February 2009 - March 2011
PC World Ukraine June 2006 - December 2008
CHIP Ukraine September 2002 - May 2006
Skills
Hardware, Active Directory, Testing, VMware ESX, VMware, Linux, Windows Server, Selenium, ESXi, Android, PCI DSS, WebDriver, Virtualization, Software Installation, Databases, SQL, Cloud Computing, Software Quality..., Agile Methodologies, SAN, NAS, DNS, Appium, IIS
Education
National Technical University of Ukraine 'Kyiv Polytechnic Institute' 1997 — 2001
Bachelor, Computer Science
Envestnet, Inc May 2015 - Present
OLTIS SOFTWARE, LLC. May 2011 - May 2015
Terra Hard LLC February 2009 - March 2011
PC World Ukraine June 2006 - December 2008
CHIP Ukraine September 2002 - May 2006
Skills
Hardware, Active Directory, Testing, VMware ESX, VMware, Linux, Windows Server, Selenium, ESXi, Android, PCI DSS, WebDriver, Virtualization, Software Installation, Databases, SQL, Cloud Computing, Software Quality..., Agile Methodologies, SAN, NAS, DNS, Appium, IIS
Education
National Technical University of Ukraine 'Kyiv Polytechnic Institute' 1997 — 2001
Bachelor, Computer Science
Adam Dechtman's Envestnet, Inc Experience June 2013 - August 2013
Job Internal Business Consultant at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments June 2014 - Present
Envestnet, Inc June 2013 - August 2013
Jordan Dechtman Wealth Management June 2012 - August 2012
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Public Speaking, Customer Service, Leadership, Time Management, Market Research, Data Analysis, Marketing, Analysis, Finance
Education
University of Kansas 2010 — 2014
Cherry Creek High School 2006 — 2010
John Hancock Investments June 2014 - Present
Envestnet, Inc June 2013 - August 2013
Jordan Dechtman Wealth Management June 2012 - August 2012
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Public Speaking, Customer Service, Leadership, Time Management, Market Research, Data Analysis, Marketing, Analysis, Finance
Education
University of Kansas 2010 — 2014
Cherry Creek High School 2006 — 2010
Chanel Mehrer Chanel Mehrer's Envestnet, Inc Experience October 2014 - Present
Job Portfolio database management, HiPowered Financial Professional, Account manager, Support.
Industry Financial Services
Experience
Envestnet, Inc October 2014 - Present
U.S. Bank September 2011 - Present
Wells Fargo October 2009 - June 2011
Skills
Portfolio database..., Microsoft SQL Server, Customer Service, Loans, Mortgage Lending, Small Business Lending, Credit, Commercial Lending, Banking, Credit Analysis, Retail Banking, Loan Origination
Education
University of Washington 2007 — 2009
Bachelor of Arts (BA), Economics
Point Loma Nazarene University 2005 — 2007
SHS
Envestnet, Inc October 2014 - Present
U.S. Bank September 2011 - Present
Wells Fargo October 2009 - June 2011
Skills
Portfolio database..., Microsoft SQL Server, Customer Service, Loans, Mortgage Lending, Small Business Lending, Credit, Commercial Lending, Banking, Credit Analysis, Retail Banking, Loan Origination
Education
University of Washington 2007 — 2009
Bachelor of Arts (BA), Economics
Point Loma Nazarene University 2005 — 2007
SHS
Joseph Vergnetti Joseph Vergnetti's Envestnet, Inc Experience August 2012 - August 2013
Job Data Lead II at TIAACREF
Industry Financial Services
Experience
TIAA-CREF May 2014 - Present
Envestnet, Inc August 2012 - August 2013
Great-West Retirement Services July 2010 - August 2012
RAV-TEC Consulting, Inc. April 2007 - December 2008
Vanguard April 2006 - April 2007
Janney Montgomery Scott June 2005 - April 2006
Delaware Investments, a member of the Macquarie Group June 2002 - June 2005
Prudential Financial September 1997 - June 2002
Skills
Retirement Planning, Risk Management, Business Process..., Series 63, Accounting, Retirement, Business Analysis, Portfolio Management, Visio, Series 7, Mutual Funds, 401k, Vendor Management, Training, Process Improvement, Analysis, Access, Relationship Management, SDLC, CRM, Pensions, Testing, Securities, Financial Services
Education
Penn State University 1992 — 1995
Business Management
TIAA-CREF May 2014 - Present
Envestnet, Inc August 2012 - August 2013
Great-West Retirement Services July 2010 - August 2012
RAV-TEC Consulting, Inc. April 2007 - December 2008
Vanguard April 2006 - April 2007
Janney Montgomery Scott June 2005 - April 2006
Delaware Investments, a member of the Macquarie Group June 2002 - June 2005
Prudential Financial September 1997 - June 2002
Skills
Retirement Planning, Risk Management, Business Process..., Series 63, Accounting, Retirement, Business Analysis, Portfolio Management, Visio, Series 7, Mutual Funds, 401k, Vendor Management, Training, Process Improvement, Analysis, Access, Relationship Management, SDLC, CRM, Pensions, Testing, Securities, Financial Services
Education
Penn State University 1992 — 1995
Business Management
Stephanie Pollard Stephanie Pollard's Envestnet, Inc Experience October 2014 - Present
Job Quality Control Specialist at Envestnet, Inc
Industry Financial Services
Experience
Envestnet, Inc October 2014 - Present
New York Life Insurance Company April 2014 - September 2014
OppenheimerFunds November 2013 - April 2014
Guess? October 2012 - November 2013
INROADS 2010 - 2013
Jeppesen June 2011 - September 2012
Macy's June 2009 - August 2012
Skills
Building Relationships, Personal Finance, Customer Satisfaction, Business Networking, Networking, Insurance, Time Management, Social Networking, Social Media, Sales, Marketing
Education
University of Denver - Daniels College of Business 2009 — 2013
BSBA, International Business and Finance
Denver East High School 2005 — 2009
Envestnet, Inc October 2014 - Present
New York Life Insurance Company April 2014 - September 2014
OppenheimerFunds November 2013 - April 2014
Guess? October 2012 - November 2013
INROADS 2010 - 2013
Jeppesen June 2011 - September 2012
Macy's June 2009 - August 2012
Skills
Building Relationships, Personal Finance, Customer Satisfaction, Business Networking, Networking, Insurance, Time Management, Social Networking, Social Media, Sales, Marketing
Education
University of Denver - Daniels College of Business 2009 — 2013
BSBA, International Business and Finance
Denver East High School 2005 — 2009
Paul MacIntosh's Envestnet, Inc Experience June 2007 - August 2009
Job Chief Revenue Officer at Britten Studios
Industry Mining & Metals
Experience
Britten Studios April 2015 - Present
Little Ones Child Care June 2014 - Present
ITW December 2012 - March 2015
ITW January 2011 - March 2015
ITW (Maxal International) August 2009 - December 2010
Envestnet, Inc June 2007 - August 2009
Skills
Process Improvement, Asset Management, Investments, Project Management, Strategic Planning, Microsoft Excel, Financial Analysis, Data Analysis, Management
Education
Michigan State University - The Eli Broad Graduate School of Management 2012 — 2014
Master’s Degree
University of Colorado at Boulder 2003 — 2007
Bachelor's degree, Economics
Britten Studios April 2015 - Present
Little Ones Child Care June 2014 - Present
ITW December 2012 - March 2015
ITW January 2011 - March 2015
ITW (Maxal International) August 2009 - December 2010
Envestnet, Inc June 2007 - August 2009
Skills
Process Improvement, Asset Management, Investments, Project Management, Strategic Planning, Microsoft Excel, Financial Analysis, Data Analysis, Management
Education
Michigan State University - The Eli Broad Graduate School of Management 2012 — 2014
Master’s Degree
University of Colorado at Boulder 2003 — 2007
Bachelor's degree, Economics
Mark Diehl, ChFC Mark Diehl, ChFC's Envestnet, Inc Experience April 2007 - July 2012
Job Agency Manager at Allstate Insurance The Martin Agency
Industry Financial Services
Experience
Allstate Insurance Agency August 2015 - Present
www.usretirementplanning.com September 1991 - January 2015
Money Matters with Ken Moraif August 2013 - March 2014
JMD Capital Research, LLC March 2013 - December 2013
Envestnet, Inc April 2007 - July 2012
Preferred Wealth Management January 2007 - April 2010
Securities Management and Research, Inc. April 1997 - December 2006
Diehl Financial Group January 1994 - April 1997
Prudential Financial April 1991 - January 1994
Skills
Financial Analysis, Financial Reporting, Strategic Financial..., Retirement Planning, Retirement Plan..., Retirement Benefits, Qualified Retirement..., Public Speaking, Technical Writing, Investment Strategies, Alternative Investments, Portfolio Management, Portfolio Optimization, Investment Portfolio, Investment Advisory, Personal Financial..., Holistic Financial..., Wealth Management, Wealth Management..., Wealth Accumulation, Investments, Securities, Financial Advisory, Asset Management, Asset Allocation, Financial Planning, Insurance
Education
The American College 2004 — 2006
Certified Financial Planner CFP, Financial Planning and Services
The American College 1991 — 1994
Chartered Financial Consultant ChFC, Financial Planning and Services
Dickinson High School 1974 — 1978
Allstate Insurance Agency August 2015 - Present
www.usretirementplanning.com September 1991 - January 2015
Money Matters with Ken Moraif August 2013 - March 2014
JMD Capital Research, LLC March 2013 - December 2013
Envestnet, Inc April 2007 - July 2012
Preferred Wealth Management January 2007 - April 2010
Securities Management and Research, Inc. April 1997 - December 2006
Diehl Financial Group January 1994 - April 1997
Prudential Financial April 1991 - January 1994
Skills
Financial Analysis, Financial Reporting, Strategic Financial..., Retirement Planning, Retirement Plan..., Retirement Benefits, Qualified Retirement..., Public Speaking, Technical Writing, Investment Strategies, Alternative Investments, Portfolio Management, Portfolio Optimization, Investment Portfolio, Investment Advisory, Personal Financial..., Holistic Financial..., Wealth Management, Wealth Management..., Wealth Accumulation, Investments, Securities, Financial Advisory, Asset Management, Asset Allocation, Financial Planning, Insurance
Education
The American College 2004 — 2006
Certified Financial Planner CFP, Financial Planning and Services
The American College 1991 — 1994
Chartered Financial Consultant ChFC, Financial Planning and Services
Dickinson High School 1974 — 1978
Donna Castellano, CIMA®, CMFC® Donna Castellano, CIMA®, CMFC®'s Envestnet, Inc Experience July 2013 - Present
Job Assistant Vice President at Envestnet, Inc
Industry Financial Services
Experience
Envestnet, Inc July 2013 - Present
Prudential Investments June 2007 - June 2013
Prudential Financial 2005 - 2007
Prudential Financial 1997 - 2005
Morgan Stanley/Dean Witter Trust 1995 - 1997
Skills
Investments, Portfolio Management, Asset Allocation, Relationship Management, Asset Management, Securities, Investment Strategies, Wealth Management, Investment Advisory, Alternative Investments, Fixed Income, Equities, Retirement Planning, 401k, Hedge Funds, Bloomberg, Separately Managed..., Due Diligence, Series 6, PSN, Zephyr Style Advisor, MPI
Education
New Jersey Institute of Technology
Graduate Certificate, Human Resources Management and Services
St. Peter's University
Bachelor's degree, Business Administration and Management, General
The George Washington University
Associate Certificate, Project Management
Envestnet, Inc July 2013 - Present
Prudential Investments June 2007 - June 2013
Prudential Financial 2005 - 2007
Prudential Financial 1997 - 2005
Morgan Stanley/Dean Witter Trust 1995 - 1997
Skills
Investments, Portfolio Management, Asset Allocation, Relationship Management, Asset Management, Securities, Investment Strategies, Wealth Management, Investment Advisory, Alternative Investments, Fixed Income, Equities, Retirement Planning, 401k, Hedge Funds, Bloomberg, Separately Managed..., Due Diligence, Series 6, PSN, Zephyr Style Advisor, MPI
Education
New Jersey Institute of Technology
Graduate Certificate, Human Resources Management and Services
St. Peter's University
Bachelor's degree, Business Administration and Management, General
The George Washington University
Associate Certificate, Project Management
Matt Stanfield Matt Stanfield's Envestnet, Inc Experience May 2013 - December 2014
Job Senior Operations Associate at Envestnet | Tamarac
Industry Financial Services
Experience
Tamarac Inc. December 2014 - Present
Envestnet, Inc May 2013 - December 2014
Financial Symmetry Inc. May 2012 - February 2013
NC State Campus Recreation May 2012 - August 2012
Skills
Customer Service, Microsoft Excel, Leadership, Teamwork, Employee Training, SQL, Outlook, Project Management, International Relations, Priority Management, Time Management, Data Analysis
Education
North Carolina State University 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General, 3.9
Tamarac Inc. December 2014 - Present
Envestnet, Inc May 2013 - December 2014
Financial Symmetry Inc. May 2012 - February 2013
NC State Campus Recreation May 2012 - August 2012
Skills
Customer Service, Microsoft Excel, Leadership, Teamwork, Employee Training, SQL, Outlook, Project Management, International Relations, Priority Management, Time Management, Data Analysis
Education
North Carolina State University 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General, 3.9
Jeremy Dziedzina Jeremy Dziedzina's Envestnet, Inc Experience January 2015 - Present
Job Consulting Analyst at Envestnet, Inc
Industry Financial Services
Experience
Envestnet, Inc January 2015 - Present
Curian Capital February 2012 - May 2014
Jackson National Life November 2010 - February 2012
RDA Financial Network February 2009 - June 2010
RDA Financial Network February 2009 - May 2009
Skills
Portfolio Management, Investments, Asset Management, Securities, Investment Strategies, Trading, Entrepreneurship, Finance, Corporate Finance, Business Planning, Sales, Options, Financial Accounting, Series 7, Mutual Funds, Marketing Strategy, Equities
Education
University of Colorado Denver 2015 — 2018
Master of Business Administration (M.B.A.)
University of Iowa 2005 — 2010
B.B.A, Finance
University of New South Wales 2008 — 2008
Envestnet, Inc January 2015 - Present
Curian Capital February 2012 - May 2014
Jackson National Life November 2010 - February 2012
RDA Financial Network February 2009 - June 2010
RDA Financial Network February 2009 - May 2009
Skills
Portfolio Management, Investments, Asset Management, Securities, Investment Strategies, Trading, Entrepreneurship, Finance, Corporate Finance, Business Planning, Sales, Options, Financial Accounting, Series 7, Mutual Funds, Marketing Strategy, Equities
Education
University of Colorado Denver 2015 — 2018
Master of Business Administration (M.B.A.)
University of Iowa 2005 — 2010
B.B.A, Finance
University of New South Wales 2008 — 2008
Ren Linville Ren Linville's Envestnet, Inc Experience August 2013 - December 2014
Job Account Administrator at Lockton Companies
Industry Financial Services
Experience
Lockton Companies June 2015 - Present
Envestnet, Inc August 2013 - December 2014
Sam's Club May 2013 - July 2013
Skills
Communication, Organization, Friendly Personality, Writing, Dedication to..., Tenacious Work Ethic, Customer Service, Leadership, Analysis, Team Leadership, Microsoft Office, Finance, Microsoft Excel, Time Management
Education
University of Colorado Denver 2011 — 2014
Bachelor's Degree, Business Administration and Management, General
University of Nebraska-Lincoln 2010 — 2011
Lockton Companies June 2015 - Present
Envestnet, Inc August 2013 - December 2014
Sam's Club May 2013 - July 2013
Skills
Communication, Organization, Friendly Personality, Writing, Dedication to..., Tenacious Work Ethic, Customer Service, Leadership, Analysis, Team Leadership, Microsoft Office, Finance, Microsoft Excel, Time Management
Education
University of Colorado Denver 2011 — 2014
Bachelor's Degree, Business Administration and Management, General
University of Nebraska-Lincoln 2010 — 2011
Eric Sciarrone's Envestnet, Inc Experience June 2014 - Present
Job Performance Specialist/Partnership Accounting Liason at Envestnet, Inc
Industry Financial Services
Experience
Envestnet, Inc June 2014 - Present
Envestnet, Inc June 2014 - Present
OppenheimerFunds June 2013 - June 2014
Total Merchant Services of Aspen June 2011 - May 2013
Aspen Skiing Company 2007 - 2012
American Income Life May 2011 - July 2011
Skills
Credit Cards, Risk Management, Fraud, Customer Service, Business Strategy, Strategic Planning, Merchant Services, Product Management, Payment Gateways, Payment Card Processing, Financial Risk, Sales Management, Customer Experience, Marketing Strategy, Negotiation, Management, Analysis, Banking, Relationship Management, Microsoft Office
Education
University of Colorado at Boulder 2009 — 2011
Bachelor of Arts (B.A.), English Language and Literature, General
University of Denver 2007 — 2009
Bachelor of Arts (B.A.), English Language and Literature, General
Envestnet, Inc June 2014 - Present
Envestnet, Inc June 2014 - Present
OppenheimerFunds June 2013 - June 2014
Total Merchant Services of Aspen June 2011 - May 2013
Aspen Skiing Company 2007 - 2012
American Income Life May 2011 - July 2011
Skills
Credit Cards, Risk Management, Fraud, Customer Service, Business Strategy, Strategic Planning, Merchant Services, Product Management, Payment Gateways, Payment Card Processing, Financial Risk, Sales Management, Customer Experience, Marketing Strategy, Negotiation, Management, Analysis, Banking, Relationship Management, Microsoft Office
Education
University of Colorado at Boulder 2009 — 2011
Bachelor of Arts (B.A.), English Language and Literature, General
University of Denver 2007 — 2009
Bachelor of Arts (B.A.), English Language and Literature, General
Justin Dollins's Envestnet, Inc Experience January 2015 - Present
Job Senior Trader at Envestnet, Inc
Industry Financial Services
Experience
Envestnet, Inc January 2015 - Present
Envestnet, Inc December 2012 - December 2014
Placemark Investments July 2011 - December 2012
Southwest Securities August 2009 - July 2011
Skills
Asset Management, Equities, Investments, Mutual Funds, Securities, Series 7, Asset Allocation, Wealth Management, Bloomberg, Hedge Funds
Education
University of Mary-Hardin Baylor 2003 — 2008
Bachelors of Science, Business
Envestnet, Inc January 2015 - Present
Envestnet, Inc December 2012 - December 2014
Placemark Investments July 2011 - December 2012
Southwest Securities August 2009 - July 2011
Skills
Asset Management, Equities, Investments, Mutual Funds, Securities, Series 7, Asset Allocation, Wealth Management, Bloomberg, Hedge Funds
Education
University of Mary-Hardin Baylor 2003 — 2008
Bachelors of Science, Business
Preenu John, MSHRM Preenu John, MSHRM's Envestnet, Inc Experience January 2014 - June 2015
Job HR Generalist at Pentair
Industry Human Resources
Experience
Pentair June 2015 - Present
Envestnet, Inc January 2014 - June 2015
National Able Network October 2012 - January 2014
KP Law LLC March 2010 - December 2012
Skills
Customer Service, Process Scheduler, Management, Depositions, Employee Relations, Microsoft Word, PowerPoint, Employee Training, Human Resources, Interviews, Microsoft Office, Recruiting, Leadership, Training, Time Management, Microsoft Excel, Outlook, Event Planning, Leadership Development, Public Speaking, Onboarding, Sales, Process Improvement, Nonprofits, Payroll, Temporary Placement, Access
Education
Roosevelt University 2012 — 2013
Master of Science (MS), Human Resource Management
University of Illinois at Chicago 2007 — 2011
Bachelor of Arts, Psychology
Niles West High School 2003 — 2007
Pentair June 2015 - Present
Envestnet, Inc January 2014 - June 2015
National Able Network October 2012 - January 2014
KP Law LLC March 2010 - December 2012
Skills
Customer Service, Process Scheduler, Management, Depositions, Employee Relations, Microsoft Word, PowerPoint, Employee Training, Human Resources, Interviews, Microsoft Office, Recruiting, Leadership, Training, Time Management, Microsoft Excel, Outlook, Event Planning, Leadership Development, Public Speaking, Onboarding, Sales, Process Improvement, Nonprofits, Payroll, Temporary Placement, Access
Education
Roosevelt University 2012 — 2013
Master of Science (MS), Human Resource Management
University of Illinois at Chicago 2007 — 2011
Bachelor of Arts, Psychology
Niles West High School 2003 — 2007
Harsha Mokkarala's Envestnet, Inc Experience June 2014 - August 2014
Job Student at Purdue University
Industry Mechanical or Industrial Engineering
Experience
Envestnet, Inc June 2014 - August 2014
DoorDash June 2014 - July 2014
Education
Purdue University 2013 — 2017
BSME, Mechanical Engineering
Envestnet, Inc June 2014 - August 2014
DoorDash June 2014 - July 2014
Education
Purdue University 2013 — 2017
BSME, Mechanical Engineering
Lauren Barber Lauren Barber's Envestnet, Inc Experience January 2015 - Present
Job Business Analyst at Envestnet, Inc
Industry Financial Services
Experience
Envestnet, Inc January 2015 - Present
dbSpectra December 2013 - December 2014
dbSpectra May 2011 - December 2013
State Farm 2009 - 2011
Special Insurance Services 2008 - 2009
Skills
Project Management, Product Cost Analysis, Strategic Planning, Office Administration, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, Public Speaking, HTML, Product Management, Cross-functional Team..., SharePoint, Bluebeam Software, Business Development, Program Management, Sales, Team Leadership, Training
Education
Texas Woman's University 2011 — 2014
Bachelor's in General Studies, Business and Sociology
University of North Texas 2009 — 2011
North Lake College 2008 — 2009
Northwest Vista College 2007 — 2008
Flower Mound High School 2004 — 2007
High School Diploma
Envestnet, Inc January 2015 - Present
dbSpectra December 2013 - December 2014
dbSpectra May 2011 - December 2013
State Farm 2009 - 2011
Special Insurance Services 2008 - 2009
Skills
Project Management, Product Cost Analysis, Strategic Planning, Office Administration, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, Public Speaking, HTML, Product Management, Cross-functional Team..., SharePoint, Bluebeam Software, Business Development, Program Management, Sales, Team Leadership, Training
Education
Texas Woman's University 2011 — 2014
Bachelor's in General Studies, Business and Sociology
University of North Texas 2009 — 2011
North Lake College 2008 — 2009
Northwest Vista College 2007 — 2008
Flower Mound High School 2004 — 2007
High School Diploma
Erica Tuccero Erica Tuccero's Envestnet, Inc Experience January 2015 - Present
Job Marketing Associate at Envestnet
Industry Financial Services
Experience
Envestnet, Inc January 2015 - Present
Placemark Investments June 2013 - January 2015
Ross-Simons January 2013 - April 2013
Swarovski, Touchstone Crystal May 2012 - August 2012
Skills
Marketing, InDesign, Illustrator, PowerPoint, Social Media, Microsoft Excel, Outlook, Coordinating Events
Education
Providence College 2009 — 2013
Bachelor of Science, Marketing
Medfield High School 2005 — 2009
Diploma
Envestnet, Inc January 2015 - Present
Placemark Investments June 2013 - January 2015
Ross-Simons January 2013 - April 2013
Swarovski, Touchstone Crystal May 2012 - August 2012
Skills
Marketing, InDesign, Illustrator, PowerPoint, Social Media, Microsoft Excel, Outlook, Coordinating Events
Education
Providence College 2009 — 2013
Bachelor of Science, Marketing
Medfield High School 2005 — 2009
Diploma
Jesse Davis Krieger Jesse Davis Krieger's Envestnet, Inc Experience February 2015 - Present
Job Jr. Operations Specialist at Envestnet, MBA Candidate at CU Denver
Industry Investment Management
Experience
Envestnet, Inc February 2015 - Present
Xcel Energy October 2013 - February 2014
Xcel Energy October 2012 - October 2013
Friday Jones Publishing July 2008 - January 2013
Regis University September 2010 - May 2011
Pizza Hut October 2007 - March 2008
Regal Entertainment Group November 2005 - November 2007
Skills
SQL, R, Relational Databases, Data Warehousing, Data Mining, Microsoft Access, Microsoft Excel, Editing, Financial Analysis, Time Management, Analysis, Process Improvement, Writing, Budgets, Microsoft Office, PowerPoint, Microsoft Word, Research, Sports, Advertising, Event Planning, Outlook, Adobe Acrobat
Education
University of Colorado at Denver 2012 — 2015
Master of Business Administration (MBA)
Regis University 2007 — 2011
BS, Major in Economics, Minor in Business
Envestnet, Inc February 2015 - Present
Xcel Energy October 2013 - February 2014
Xcel Energy October 2012 - October 2013
Friday Jones Publishing July 2008 - January 2013
Regis University September 2010 - May 2011
Pizza Hut October 2007 - March 2008
Regal Entertainment Group November 2005 - November 2007
Skills
SQL, R, Relational Databases, Data Warehousing, Data Mining, Microsoft Access, Microsoft Excel, Editing, Financial Analysis, Time Management, Analysis, Process Improvement, Writing, Budgets, Microsoft Office, PowerPoint, Microsoft Word, Research, Sports, Advertising, Event Planning, Outlook, Adobe Acrobat
Education
University of Colorado at Denver 2012 — 2015
Master of Business Administration (MBA)
Regis University 2007 — 2011
BS, Major in Economics, Minor in Business
Michael Wedekind Michael Wedekind's Envestnet, Inc Experience February 2015 - Present
Job Associate Investment Analyst at Envestnet | PMC
Industry Investment Management
Experience
Envestnet, Inc February 2015 - Present
Perevodim.pro April 2011 - February 2015
Shelter Insurance Companies January 2014 - January 2015
Mizzou Campus Dining Services April 2011 - January 2014
Northwestern Mutual May 2013 - August 2013
Skills
Security Analysis, Research, Data Analysis, Finance, Economics, Visual Basic, Translation, Customer Service, Foreign Languages, Teamwork, Time Management, Public Speaking, Leadership, Training, Microsoft Office
Education
University of Missouri-Columbia 2010 — 2015
International Business, Russian, Finance
Saint Petersburg State University 2011 — 2011
Russian, Political Economy
SLUH 2006 — 2010
Diploma, College Preparatory
Envestnet, Inc February 2015 - Present
Perevodim.pro April 2011 - February 2015
Shelter Insurance Companies January 2014 - January 2015
Mizzou Campus Dining Services April 2011 - January 2014
Northwestern Mutual May 2013 - August 2013
Skills
Security Analysis, Research, Data Analysis, Finance, Economics, Visual Basic, Translation, Customer Service, Foreign Languages, Teamwork, Time Management, Public Speaking, Leadership, Training, Microsoft Office
Education
University of Missouri-Columbia 2010 — 2015
International Business, Russian, Finance
Saint Petersburg State University 2011 — 2011
Russian, Political Economy
SLUH 2006 — 2010
Diploma, College Preparatory
Adarsh Menon Adarsh Menon's Envestnet, Inc Experience July 2015 - August 2015
Job Business Student at Saint Louis University
Industry Financial Services
Experience
Stray Rescue of St. Louis March 2015 - Present
Family Health Partnership Clinic August 2010 - Present
Envestnet, Inc July 2015 - August 2015
Kumon North America, Inc. June 2010 - August 2014
Skills
Tutoring, Teaching, Mathematics, PowerPoint, Microsoft Office, Microsoft Word, Communication, Microsoft Excel, Teamwork, Critical Thinking, Event Planning
Education
Saint Louis University 2014 — 2018
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Stray Rescue of St. Louis March 2015 - Present
Family Health Partnership Clinic August 2010 - Present
Envestnet, Inc July 2015 - August 2015
Kumon North America, Inc. June 2010 - August 2014
Skills
Tutoring, Teaching, Mathematics, PowerPoint, Microsoft Office, Microsoft Word, Communication, Microsoft Excel, Teamwork, Critical Thinking, Event Planning
Education
Saint Louis University 2014 — 2018
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Eric Halverson Eric Halverson's Envestnet, Inc Experience June 2015 - Present
Job Investment Analyst at Envestnet, Inc
Industry Financial Services
Experience
Envestnet, Inc June 2015 - Present
Envestnet, Inc June 2014 - Present
Envestnet Asset Management February 2011 - May 2014
Vail Resorts October 2009 - February 2011
Northwestern Mutual May 2008 - September 2008
Education
University of Colorado at Denver 2012 — 2015
Master of Science (M.S.), Finance, Financial Analysis and Management Specialization
University of Wisconsin-Whitewater 2004 — 2008
BBA, Finance
Envestnet, Inc June 2015 - Present
Envestnet, Inc June 2014 - Present
Envestnet Asset Management February 2011 - May 2014
Vail Resorts October 2009 - February 2011
Northwestern Mutual May 2008 - September 2008
Education
University of Colorado at Denver 2012 — 2015
Master of Science (M.S.), Finance, Financial Analysis and Management Specialization
University of Wisconsin-Whitewater 2004 — 2008
BBA, Finance
Chase Vaccarelli Chase Vaccarelli's Envestnet, Inc Experience October 2014 - Present
Job Staff Accountant at Envestnet, Inc.
Industry Financial Services
Experience
Envestnet, Inc October 2014 - Present
Stone Pine Accounting Services April 2013 - October 2014
Omni Energies January 2013 - April 2013
Leeds Landscape LLC March 2004 - April 2013
University Corporation of Atmospheric Research June 2012 - August 2012
Rocky Mountain Investment Management, LLC May 2010 - May 2011
Skills
Corporate Finance, Accounting, Alternative Investments, Financial Reporting, Private Equity, Microsoft Office, General Ledger, Microsoft Excel, Microsoft Word, Budgets, Team Leadership, Entrepreneurship, Strategic Planning
Education
University of Colorado Boulder 2008 — 2012
Business Administration, Accounting
University of Colorado Boulder - Leeds School of Business
BS degree, Business Administration with an Accounting
Fairview high school
Envestnet, Inc October 2014 - Present
Stone Pine Accounting Services April 2013 - October 2014
Omni Energies January 2013 - April 2013
Leeds Landscape LLC March 2004 - April 2013
University Corporation of Atmospheric Research June 2012 - August 2012
Rocky Mountain Investment Management, LLC May 2010 - May 2011
Skills
Corporate Finance, Accounting, Alternative Investments, Financial Reporting, Private Equity, Microsoft Office, General Ledger, Microsoft Excel, Microsoft Word, Budgets, Team Leadership, Entrepreneurship, Strategic Planning
Education
University of Colorado Boulder 2008 — 2012
Business Administration, Accounting
University of Colorado Boulder - Leeds School of Business
BS degree, Business Administration with an Accounting
Fairview high school
Deependra Prasad Deependra Prasad's Envestnet, Inc Experience May 2015 - Present
Job Operations Associate at Envestnet Tamarac
Industry Information Technology and Services
Experience
Envestnet, Inc May 2015 - Present
Google May 2014 - April 2015
Google October 2013 - May 2014
Google May 2013 - October 2013
Skills
PowerPoint, Microsoft Office, Data Analysis, Microsoft Excel, Research, Customer Service, Microsoft Word, Time Management, Java, Public Speaking, Outlook, Teamwork, HTML, Spanish, Social Media, Photoshop, Community Outreach, Fundraising, Windows, Editing, C, C++, Analysis, English, Team Leadership, Technical Writing, Access, Event Planning, Teaching, Social Networking, Leadership, SQL, Bug Tracking, Debugging, Project Management, Project Planning, Team Management, Google Docs, Open Office, LibreOffice, Analytics, GIMP
Education
The University of Texas at Dallas 2008 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General, 3.5
Acton Boxborough Regional High School
Envestnet, Inc May 2015 - Present
Google May 2014 - April 2015
Google October 2013 - May 2014
Google May 2013 - October 2013
Skills
PowerPoint, Microsoft Office, Data Analysis, Microsoft Excel, Research, Customer Service, Microsoft Word, Time Management, Java, Public Speaking, Outlook, Teamwork, HTML, Spanish, Social Media, Photoshop, Community Outreach, Fundraising, Windows, Editing, C, C++, Analysis, English, Team Leadership, Technical Writing, Access, Event Planning, Teaching, Social Networking, Leadership, SQL, Bug Tracking, Debugging, Project Management, Project Planning, Team Management, Google Docs, Open Office, LibreOffice, Analytics, GIMP
Education
The University of Texas at Dallas 2008 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General, 3.5
Acton Boxborough Regional High School
Colleen Koehler's Envestnet, Inc Experience April 2015 - Present
Job Project Manager at Envestnet, Inc
Industry Investment Management
Experience
Envestnet, Inc April 2015 - Present
Genworth Financial Wealth Management 2008 - November 2011
AssetMark Investment Services October 2005 - May 2008
State Farm Insurance Companies October 2002 - April 2005
DWS Investments July 2000 - July 2002
Skills
Leadership, Training, Mutual Funds, Email Marketing, Strategy, Process Improvement, Team Leadership, Investments, Management, Marketing, Salesforce.com, Wealth Management, Project Management, Analysis, Finance, Business Planning, Insurance, Sales
Education
University of Chicago Graduate School of Business
Project Management & Strategy Certification, Project Management
University of Illinois at Urbana-Champaign - College of Business 1996 — 2000
Bachelor of Science (B.S.), Finance, General
Envestnet, Inc April 2015 - Present
Genworth Financial Wealth Management 2008 - November 2011
AssetMark Investment Services October 2005 - May 2008
State Farm Insurance Companies October 2002 - April 2005
DWS Investments July 2000 - July 2002
Skills
Leadership, Training, Mutual Funds, Email Marketing, Strategy, Process Improvement, Team Leadership, Investments, Management, Marketing, Salesforce.com, Wealth Management, Project Management, Analysis, Finance, Business Planning, Insurance, Sales
Education
University of Chicago Graduate School of Business
Project Management & Strategy Certification, Project Management
University of Illinois at Urbana-Champaign - College of Business 1996 — 2000
Bachelor of Science (B.S.), Finance, General
Sam Dechtman's Envestnet, Inc Experience June 2013 - August 2013
Job Internal Advisor Consultant at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments May 2015 - Present
Nuveen Investments June 2014 - April 2015
Envestnet, Inc June 2013 - August 2013
Chasers Bar & Grille May 2012 - August 2012
Jay's Valet Parking, Luxury Transportation and Pedicab Services June 2011 - September 2011
Skills
Marketing, Leadership, Finance, Team Leadership, Microsoft Office, Time Management, Analysis, PowerPoint, Microsoft Excel, Microsoft Word, Teamwork, Competitive Analysis
Education
University of Wisconsin-Madison 2010 — 2014
Bachelor of Business Administration (B.B.A.), Marketing; Risk Management & Insurance
University of Wisconsin-Madison - School of Business 2011 — 2014
Bachelor of Business Administration (BBA), Marketing; Risk Management & Insurance
Universitat Pompeu Fabra 2013 — 2013
Bachelor of Business Administration (B.B.A.), International Marketing
Nuveen Investments May 2015 - Present
Nuveen Investments June 2014 - April 2015
Envestnet, Inc June 2013 - August 2013
Chasers Bar & Grille May 2012 - August 2012
Jay's Valet Parking, Luxury Transportation and Pedicab Services June 2011 - September 2011
Skills
Marketing, Leadership, Finance, Team Leadership, Microsoft Office, Time Management, Analysis, PowerPoint, Microsoft Excel, Microsoft Word, Teamwork, Competitive Analysis
Education
University of Wisconsin-Madison 2010 — 2014
Bachelor of Business Administration (B.B.A.), Marketing; Risk Management & Insurance
University of Wisconsin-Madison - School of Business 2011 — 2014
Bachelor of Business Administration (BBA), Marketing; Risk Management & Insurance
Universitat Pompeu Fabra 2013 — 2013
Bachelor of Business Administration (B.B.A.), International Marketing
Jeff Wingo Jeff Wingo's Envestnet, Inc Experience 2009 - 2011
Job VP Product Management for Envestnet
Industry Financial Services
Experience
Envestnet Asset Management 2011 - Present
Envestnet, Inc 2009 - 2011
Envestnet, Inc 2006 - 2009
Charles Schwab 2003 - 2005
Lincoln Trust Company May 2000 - August 2002
Skills
Process Improvement, Business Analysis, Analysis, Customer Service, Project Management, Banking, Mutual Funds, Asset Allocation, Change Management, Investments, Access, Alternative Investments, Trading, Vendor Management, Derivatives, Portfolio Management, Visio, Equities, Data Analysis, Asset Managment, Finance, Program Management, Series 63, Financial Analysis, Insurance, SDLC, Requirements Gathering, Risk Management, Product Management, Series 7, Software Project..., Financial Services, Strategic Planning, Wealth Management, Securities, Relationship Management, User Acceptance Testing, Requirements Analysis, ETFs, Investment Management, Separately Managed...
Education
Millikin University
B.A.
Galesburg High School
Envestnet Asset Management 2011 - Present
Envestnet, Inc 2009 - 2011
Envestnet, Inc 2006 - 2009
Charles Schwab 2003 - 2005
Lincoln Trust Company May 2000 - August 2002
Skills
Process Improvement, Business Analysis, Analysis, Customer Service, Project Management, Banking, Mutual Funds, Asset Allocation, Change Management, Investments, Access, Alternative Investments, Trading, Vendor Management, Derivatives, Portfolio Management, Visio, Equities, Data Analysis, Asset Managment, Finance, Program Management, Series 63, Financial Analysis, Insurance, SDLC, Requirements Gathering, Risk Management, Product Management, Series 7, Software Project..., Financial Services, Strategic Planning, Wealth Management, Securities, Relationship Management, User Acceptance Testing, Requirements Analysis, ETFs, Investment Management, Separately Managed...
Education
Millikin University
B.A.
Galesburg High School
Roy Love Roy Love's Envestnet, Inc Experience 2001 - 2011
Job Independent Internet Professional
Industry Internet
Experience
Envestnet, Inc 2001 - 2011
Net Asset Management 2001 - 2010
Skills
Information Architecture, Connectivity Solutions, Security, Program Management, Process Improvement, Visio, Integration, Requirements Analysis, Analysis, Project Management, System Administration, Cloud Computing
Education
Massachusetts Institute of Technology 1978 — 1982
Computer Science, Computer Science
Envestnet, Inc 2001 - 2011
Net Asset Management 2001 - 2010
Skills
Information Architecture, Connectivity Solutions, Security, Program Management, Process Improvement, Visio, Integration, Requirements Analysis, Analysis, Project Management, System Administration, Cloud Computing
Education
Massachusetts Institute of Technology 1978 — 1982
Computer Science, Computer Science
Ryan Wilding Ryan Wilding's Envestnet, Inc Experience June 2014 - May 2015
Job Investment Strategy Writer at Envestnet, Inc
Industry
Experience
Envestnet, Inc June 2014 - May 2015
City of Boulder May 2014 - February 2015
Accounting and Business Support at University of Colorado January 2014 - April 2014
University of Colorado June 2013 - October 2013
Course Hero, Inc. June 2013 - August 2013
Berg Hill Greenleaf & Ruscitti LLP June 2012 - August 2012
Skills
PowerPoint, Microsoft Word, Customer Service, Microsoft Office, Microsoft Excel, Regression Analysis, Python, Java, Commercialization, Business Development, Financial Analysis, Data Analysis, Statistics, Economics, Accounting, Leadership
Education
University of Colorado Boulder 2011 — 2015
Bachelor's degree, Business/Managerial Economics
Envestnet, Inc June 2014 - May 2015
City of Boulder May 2014 - February 2015
Accounting and Business Support at University of Colorado January 2014 - April 2014
University of Colorado June 2013 - October 2013
Course Hero, Inc. June 2013 - August 2013
Berg Hill Greenleaf & Ruscitti LLP June 2012 - August 2012
Skills
PowerPoint, Microsoft Word, Customer Service, Microsoft Office, Microsoft Excel, Regression Analysis, Python, Java, Commercialization, Business Development, Financial Analysis, Data Analysis, Statistics, Economics, Accounting, Leadership
Education
University of Colorado Boulder 2011 — 2015
Bachelor's degree, Business/Managerial Economics
Elliot Gerard Elliot Gerard's Envestnet, Inc Experience 2011 - 2011
Job Senior Graphic Designer at Long Island University
Industry Graphic Design
Experience
Long Island University August 2015 - Present
Turtle Beach May 2012 - Present
The Fresh Air Fund 2011 - Present
ESPN April 2014 - August 2014
Matchmaker Cafe January 2012 - January 2014
Envestnet, Inc 2011 - 2011
Argington Inc. 2010 - 2011
SpaFinder 2008 - 2010
David Benrimon Fine Art 2007 - 2008
rockpaperpixel, inc 2006 - 2007
Skills
Art Direction, Adobe Creative Suite, Graphic Design, Illustrator, Creative Direction, Graphics, Illustration, Web Development, Interaction Design, Layout, Flash, Typography, Packaging, Facebook, Social Media, Brochures, Web Design
Education
Pratt Institute 2005 — 2008
Master of Science (MS), Communications Design
Muhlenberg College 1998 — 2002
BA, Fine Art/Theater
Long Island University August 2015 - Present
Turtle Beach May 2012 - Present
The Fresh Air Fund 2011 - Present
ESPN April 2014 - August 2014
Matchmaker Cafe January 2012 - January 2014
Envestnet, Inc 2011 - 2011
Argington Inc. 2010 - 2011
SpaFinder 2008 - 2010
David Benrimon Fine Art 2007 - 2008
rockpaperpixel, inc 2006 - 2007
Skills
Art Direction, Adobe Creative Suite, Graphic Design, Illustrator, Creative Direction, Graphics, Illustration, Web Development, Interaction Design, Layout, Flash, Typography, Packaging, Facebook, Social Media, Brochures, Web Design
Education
Pratt Institute 2005 — 2008
Master of Science (MS), Communications Design
Muhlenberg College 1998 — 2002
BA, Fine Art/Theater
Lisa Seery Lisa Seery's Envestnet, Inc Experience February 2015 - Present
Job
Industry Financial Services
Experience
Envestnet, Inc February 2015 - Present
Independent 2011 - 2015
Tradewinds Global Investors, LLC (Nuveen) March 2008 - July 2013
NWQ Investments (Nuveen) December 2006 - March 2008
MetWest Capital Management, LLC March 2006 - December 2006
Fidelity Investments 2003 - 2006
Skills
Asset Allocation, Mutual Funds, Equities, Securities, Investment Management, Asset Management, Trading, Investment Strategies, Bonds, Portfolio Management, Microsoft Excel, Alternative Investments, Investment Advisory, Investments, Options, Valuation, Equity Research, Separately Managed..., Bloomberg, Financial Analysis, Hedge Funds, ETFs, Strategic Financial..., Financial Modeling, Financial Services, Financial Planning
Education
Stonehill College 1998 — 2002
Bachelor of Science (BS), Business Administration, Marketing
Envestnet, Inc February 2015 - Present
Independent 2011 - 2015
Tradewinds Global Investors, LLC (Nuveen) March 2008 - July 2013
NWQ Investments (Nuveen) December 2006 - March 2008
MetWest Capital Management, LLC March 2006 - December 2006
Fidelity Investments 2003 - 2006
Skills
Asset Allocation, Mutual Funds, Equities, Securities, Investment Management, Asset Management, Trading, Investment Strategies, Bonds, Portfolio Management, Microsoft Excel, Alternative Investments, Investment Advisory, Investments, Options, Valuation, Equity Research, Separately Managed..., Bloomberg, Financial Analysis, Hedge Funds, ETFs, Strategic Financial..., Financial Modeling, Financial Services, Financial Planning
Education
Stonehill College 1998 — 2002
Bachelor of Science (BS), Business Administration, Marketing
Michael Dreveny's Envestnet, Inc Experience May 2014 - Present
Job Associate Vice President, Client Services Manager at Envestnet, Inc
Industry Financial Services
Experience
Envestnet, Inc May 2014 - Present
Envestnet, Inc July 2013 - May 2014
Envestnet, Inc July 2011 - June 2013
Lisle Savings Bank August 2009 - November 2010
Skills
Securities, Series 7, Equities, Mutual Funds, Asset Allocation, Financial Services, Portfolio Management, Wealth Management, Asset Management, Series 66
Education
University of Iowa - Henry B. Tippie College of Business 2005 — 2009
Bachelor of Business Administration, Economics
Bolingbrook High School
Envestnet, Inc May 2014 - Present
Envestnet, Inc July 2013 - May 2014
Envestnet, Inc July 2011 - June 2013
Lisle Savings Bank August 2009 - November 2010
Skills
Securities, Series 7, Equities, Mutual Funds, Asset Allocation, Financial Services, Portfolio Management, Wealth Management, Asset Management, Series 66
Education
University of Iowa - Henry B. Tippie College of Business 2005 — 2009
Bachelor of Business Administration, Economics
Bolingbrook High School
James Hamlett James Hamlett's Envestnet, Inc Experience June 2012 - July 2012
Job Portfolio Accounting at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments July 2012 - Present
Envestnet, Inc June 2012 - July 2012
Envestnet, Inc August 2011 - June 2012
Envestnet Asset Management September 2010 - August 2011
Skills
Asset Management, Municipal Bonds, Equities
Education
Michigan State University 2006 — 2010
Bachelors, Finance
Nuveen Investments July 2012 - Present
Envestnet, Inc June 2012 - July 2012
Envestnet, Inc August 2011 - June 2012
Envestnet Asset Management September 2010 - August 2011
Skills
Asset Management, Municipal Bonds, Equities
Education
Michigan State University 2006 — 2010
Bachelors, Finance
James Conybear's Envestnet, Inc Experience March 2015 - Present
Job Platform Consultant at Envestnet and Adjunct Faculty at Roosevelt University
Industry Information Technology and Services
Experience
Envestnet, Inc March 2015 - Present
Roosevelt University January 2015 - Present
Mattersight Corporation October 2012 - July 2014
Joliet Junior College January 2014 - May 2014
Mattersight Corporation September 2011 - October 2012
Roosevelt University January 2011 - May 2011
PNC Financial Services Group April 2010 - September 2010
Follett Higher Education Group May 2007 - May 2009
Skills
Data Analysis, Economics, Analytics, Econometrics, Microsoft Office, Analysis, Research, Management, Training, Statistics, SAS, SQL, SPSS, SaaS, Business Analysis, Software Quality...
Education
Roosevelt University 2009 — 2011
Master's Degree, Economics, 3.83/4.00
University of Illinois at Urbana-Champaign 2005 — 2009
Bachelor's Degree, Economics, Business, and Communication, 3.03/4.00
Victor J Andrew High School 2001 — 2005
High School
Envestnet, Inc March 2015 - Present
Roosevelt University January 2015 - Present
Mattersight Corporation October 2012 - July 2014
Joliet Junior College January 2014 - May 2014
Mattersight Corporation September 2011 - October 2012
Roosevelt University January 2011 - May 2011
PNC Financial Services Group April 2010 - September 2010
Follett Higher Education Group May 2007 - May 2009
Skills
Data Analysis, Economics, Analytics, Econometrics, Microsoft Office, Analysis, Research, Management, Training, Statistics, SAS, SQL, SPSS, SaaS, Business Analysis, Software Quality...
Education
Roosevelt University 2009 — 2011
Master's Degree, Economics, 3.83/4.00
University of Illinois at Urbana-Champaign 2005 — 2009
Bachelor's Degree, Economics, Business, and Communication, 3.03/4.00
Victor J Andrew High School 2001 — 2005
High School
Michael Kinney Michael Kinney's Envestnet, Inc Experience July 2013 - March 2015
Job Complex Business Development Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2015 - Present
Envestnet, Inc July 2013 - March 2015
Prudential Financial 2009 - 2013
Prudential Financial 2005 - 2009
Prudential Financial 2002 - 2005
Prudential Financial 1996 - 2002
Noonan, Ashley, Pearce 1994 - 1996
Skills
Investments, Portfolio Management, Financial Services, Wealth Management, Financial Analysis, Asset Management, Financial Planning, Banking, Portfolio Performance..., Series 7, Series 65, Mutual Funds, Finance, ETFs
Education
University of Maine
Bachelor's Degree, Business Administration
Morgan Stanley July 2015 - Present
Envestnet, Inc July 2013 - March 2015
Prudential Financial 2009 - 2013
Prudential Financial 2005 - 2009
Prudential Financial 2002 - 2005
Prudential Financial 1996 - 2002
Noonan, Ashley, Pearce 1994 - 1996
Skills
Investments, Portfolio Management, Financial Services, Wealth Management, Financial Analysis, Asset Management, Financial Planning, Banking, Portfolio Performance..., Series 7, Series 65, Mutual Funds, Finance, ETFs
Education
University of Maine
Bachelor's Degree, Business Administration
Madison Aldave Madison Aldave's Envestnet, Inc Experience June 2015 - Present
Job Intern at Envestnet Asset Management
Industry
Experience
Envestnet, Inc June 2015 - Present
Academy Financial, Inc. June 2014 - August 2014
STX, LLC June 2013 - July 2014
Skills
Teamwork, Sales, Coaching, Nonprofits, Fundraising
Education
The Johns Hopkins University 2012 — 2016
Economics
St. Paul's School for Girls 2006 — 2012
Envestnet, Inc June 2015 - Present
Academy Financial, Inc. June 2014 - August 2014
STX, LLC June 2013 - July 2014
Skills
Teamwork, Sales, Coaching, Nonprofits, Fundraising
Education
The Johns Hopkins University 2012 — 2016
Economics
St. Paul's School for Girls 2006 — 2012
Michaela Maliszewski Michaela Maliszewski's Envestnet, Inc Experience November 2014 - June 2015
Job Rehabilitation Aide at Athletico Physical Therapy
Industry Hospital & Health Care
Experience
Athletico June 2015 - Present
Envestnet, Inc November 2014 - June 2015
Envestnet, Inc July 2013 - October 2014
Envestnet, Inc November 2012 - June 2013
Envestnet, Inc September 2011 - October 2012
Santa Clara University June 2010 - June 2011
Skills
Facebook, Management, Marketing, Time Management, Leadership, Organization, Team-oriented, Project Management, Multiple Project...
Education
Santa Clara University 2007 — 2011
B.S. in Commerce, Marketing
Santa Clara University - Leavey School of Business 2007 — 2011
B.S. in Commerce, Marketing
Syracuse University Study Abroad 2009 — 2009
Italian, Business
Duchesne Academy of the Sacred Heart 2003 — 2007
Athletico June 2015 - Present
Envestnet, Inc November 2014 - June 2015
Envestnet, Inc July 2013 - October 2014
Envestnet, Inc November 2012 - June 2013
Envestnet, Inc September 2011 - October 2012
Santa Clara University June 2010 - June 2011
Skills
Facebook, Management, Marketing, Time Management, Leadership, Organization, Team-oriented, Project Management, Multiple Project...
Education
Santa Clara University 2007 — 2011
B.S. in Commerce, Marketing
Santa Clara University - Leavey School of Business 2007 — 2011
B.S. in Commerce, Marketing
Syracuse University Study Abroad 2009 — 2009
Italian, Business
Duchesne Academy of the Sacred Heart 2003 — 2007
William (Alex) Stewart William (Alex) Stewart's Envestnet, Inc Experience March 2014 - December 2014
Job Portfolio Specialist at GeoWealth Management
Industry Financial Services
Experience
GeoWealth Management December 2014 - Present
Envestnet, Inc March 2014 - December 2014
Envestnet, Inc November 2012 - March 2014
Envestnet, Inc April 2011 - November 2012
Ameritas Financial Center January 2010 - December 2010
Knudsen, Burkheimer, Richardson, & Endacott, LLC January 2009 - April 2010
Beta Theta Pi, Alpha Tau Chapter January 2008 - January 2009
Skills
Microsoft Excel, Leadership, PowerPoint, Time Management, Microsoft Office, Public Speaking, Recruiting, Microsoft Word, Access, Social Media, Customer Service, Research, Analysis, Sales, Strategic Planning, Outlook, Teamwork, Team Leadership, Management, Mutual Funds
Education
University of Nebraska-Lincoln 2006 — 2010
Bachelor of Science in Business Administration, Economics
CFA Institute
2016 Level III Candidate in the CFA Program
GeoWealth Management December 2014 - Present
Envestnet, Inc March 2014 - December 2014
Envestnet, Inc November 2012 - March 2014
Envestnet, Inc April 2011 - November 2012
Ameritas Financial Center January 2010 - December 2010
Knudsen, Burkheimer, Richardson, & Endacott, LLC January 2009 - April 2010
Beta Theta Pi, Alpha Tau Chapter January 2008 - January 2009
Skills
Microsoft Excel, Leadership, PowerPoint, Time Management, Microsoft Office, Public Speaking, Recruiting, Microsoft Word, Access, Social Media, Customer Service, Research, Analysis, Sales, Strategic Planning, Outlook, Teamwork, Team Leadership, Management, Mutual Funds
Education
University of Nebraska-Lincoln 2006 — 2010
Bachelor of Science in Business Administration, Economics
CFA Institute
2016 Level III Candidate in the CFA Program
Mandi Warner Mandi Warner's Envestnet, Inc Experience April 2014 - Present
Job AVP, Relationship Manager at Envestnet, Inc
Industry Financial Services
Experience
Envestnet, Inc April 2014 - Present
Envestnet, Inc August 2011 - Present
Envestnet, Inc August 2010 - August 2011
Envestnet, Inc July 2009 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Public Speaking, HTML, Editing, Data Analysis
Education
University of Illinois at Urbana-Champaign 2005 — 2009
Bachelor of Science (B.S.), Consumer Economics and Finance
Envestnet, Inc April 2014 - Present
Envestnet, Inc August 2011 - Present
Envestnet, Inc August 2010 - August 2011
Envestnet, Inc July 2009 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Public Speaking, HTML, Editing, Data Analysis
Education
University of Illinois at Urbana-Champaign 2005 — 2009
Bachelor of Science (B.S.), Consumer Economics and Finance
William Nealis Jr. William Nealis Jr.'s Envestnet, Inc Experience September 2014 - Present
Job Training Specialist at Envestnet, Inc
Industry Investment Management
Experience
Envestnet, Inc September 2014 - Present
Grand Subaru May 2010 - February 2014
Continental Nissan September 2009 - May 2010
McGraw-Hill Higher Education April 2007 - September 2008
McGraw-Hill Higher Education April 2004 - April 2007
McGraw-Hill Higher Education September 2000 - April 2004
Skills
Instructional Design, Customer Service, Salesforce.com, Sales Presentations, Consultative Selling, Sales Process, E-learning, Product Marketing, Product Management, Market Research, Public Speaking, Account Management, Customer Satisfaction, Product Development, Team Building, Marketing Strategy, Customer Relations, Mentoring, Direct Marketing, Marketing Communications, Email Marketing, Strategic Planning, Negotiation, Publishing, Educational Technology, Problem Solving, Editing, Online Marketing, Writing, Outlook, PowerPoint, Coaching, Content Management, Word, Hiring, Team Leadership, Microsoft Office, Forecasting, Excel, Public Relations, Event Management, Facebook, Direct Sales, Social Networking, Promotions, Sales Support, Social Media Marketing, Social Media, Cold Calling, Digital Marketing
Education
Northern Illinois University 1997 — 2000
B.A., Corporate Communication
Moraine Valley Community College 1995 — 1997
General Studies
Amos Alonzo Stagg Highschool 1989 — 1993
Diploma, General Studues
Envestnet, Inc September 2014 - Present
Grand Subaru May 2010 - February 2014
Continental Nissan September 2009 - May 2010
McGraw-Hill Higher Education April 2007 - September 2008
McGraw-Hill Higher Education April 2004 - April 2007
McGraw-Hill Higher Education September 2000 - April 2004
Skills
Instructional Design, Customer Service, Salesforce.com, Sales Presentations, Consultative Selling, Sales Process, E-learning, Product Marketing, Product Management, Market Research, Public Speaking, Account Management, Customer Satisfaction, Product Development, Team Building, Marketing Strategy, Customer Relations, Mentoring, Direct Marketing, Marketing Communications, Email Marketing, Strategic Planning, Negotiation, Publishing, Educational Technology, Problem Solving, Editing, Online Marketing, Writing, Outlook, PowerPoint, Coaching, Content Management, Word, Hiring, Team Leadership, Microsoft Office, Forecasting, Excel, Public Relations, Event Management, Facebook, Direct Sales, Social Networking, Promotions, Sales Support, Social Media Marketing, Social Media, Cold Calling, Digital Marketing
Education
Northern Illinois University 1997 — 2000
B.A., Corporate Communication
Moraine Valley Community College 1995 — 1997
General Studies
Amos Alonzo Stagg Highschool 1989 — 1993
Diploma, General Studues
Jay Hummel's Envestnet, Inc Experience August 2014 - Present
Job Senior Vice President, Advisory Services at Envestnet, Inc
Industry Financial Services
Experience
Envestnet, Inc August 2014 - Present
Lenox Wealth Management February 2010 - December 2013
Ward Group October 2006 - January 2010
Deloitte & Touche March 2001 - October 2006
Skills
CPA, Asset Management, Mergers & Acquisitions, Retirement Planning, Change Management, Executive Management, Financial Services
Education
University of Cincinnati College of Business 1998 — 2003
BBA and MS, Accounting
Envestnet, Inc August 2014 - Present
Lenox Wealth Management February 2010 - December 2013
Ward Group October 2006 - January 2010
Deloitte & Touche March 2001 - October 2006
Skills
CPA, Asset Management, Mergers & Acquisitions, Retirement Planning, Change Management, Executive Management, Financial Services
Education
University of Cincinnati College of Business 1998 — 2003
BBA and MS, Accounting
MarJean Cosentino's Envestnet, Inc Experience June 2014 - Present
Job
Industry Information Technology and Services
Experience
Envestnet, Inc June 2014 - Present
Lexington Solutions May 2010 - June 2014
FundQuest August 2008 - April 2010
Fundquest October 2007 - August 2008
FundQuest October 2005 - October 2007
Boston Financial Data Services October 2004 - November 2005
Boston Financial Data Services October 2003 - October 2004
Boston Financial Data Services January 2003 - October 2003
Skills
Software Documentation, Visio, Access, Business Analysis, Outlook, PowerPoint, Mutual Funds, Microsoft Excel, Process Improvement, Analysis, Project Management, Requirements Gathering, Agile Methodologies, Documentum, Confluence, Requirements..., Defining Requirements, User Acceptance Testing, Troubleshooting, Kaizen, MadCap Flare, SQL, Microsoft Word, Business Requirements, Management, CRM, SharePoint, SDLC, Testing, Requirements Analysis, Leadership
Education
Boston University Corp Education Center 2008 — 2009
Simmons College 1998 — 2002
BS, MIS
Envestnet, Inc June 2014 - Present
Lexington Solutions May 2010 - June 2014
FundQuest August 2008 - April 2010
Fundquest October 2007 - August 2008
FundQuest October 2005 - October 2007
Boston Financial Data Services October 2004 - November 2005
Boston Financial Data Services October 2003 - October 2004
Boston Financial Data Services January 2003 - October 2003
Skills
Software Documentation, Visio, Access, Business Analysis, Outlook, PowerPoint, Mutual Funds, Microsoft Excel, Process Improvement, Analysis, Project Management, Requirements Gathering, Agile Methodologies, Documentum, Confluence, Requirements..., Defining Requirements, User Acceptance Testing, Troubleshooting, Kaizen, MadCap Flare, SQL, Microsoft Word, Business Requirements, Management, CRM, SharePoint, SDLC, Testing, Requirements Analysis, Leadership
Education
Boston University Corp Education Center 2008 — 2009
Simmons College 1998 — 2002
BS, MIS
Kyle Bergevine's Envestnet, Inc Experience October 2014 - Present
Job AVP, ICS liason at Envestnet, Inc
Industry Financial Services
Experience
Envestnet, Inc October 2014 - Present
Lincoln Financial Network September 2013 - October 2014
Lincoln Financial Network 2013 - 2013
Lincoln Financial Network 2008 - 2013
Lincoln Financial Network September 2006 - April 2008
Jefferson Pilot Securities Corp September 2005 - September 2006
Skills
Series 7, Management, Relationship Management, Securities, Training, Financial Services, Investments, Team Leadership, Retirement, FINRA
Education
Plymouth State University 1998 — 2002
Central 1994 — 1998
Envestnet, Inc October 2014 - Present
Lincoln Financial Network September 2013 - October 2014
Lincoln Financial Network 2013 - 2013
Lincoln Financial Network 2008 - 2013
Lincoln Financial Network September 2006 - April 2008
Jefferson Pilot Securities Corp September 2005 - September 2006
Skills
Series 7, Management, Relationship Management, Securities, Training, Financial Services, Investments, Team Leadership, Retirement, FINRA
Education
Plymouth State University 1998 — 2002
Central 1994 — 1998
Sean Mullen, CIMA®, CPWA®'s Envestnet, Inc Experience January 2015 - Present
Job SVP, Institutional Business Development at Envestnet, Inc.
Industry Investment Management
Experience
Envestnet, Inc January 2015 - Present
Envestnet, Inc February 2011 - Present
Fortigent, LLC February 2006 - February 2011
Convergent Wealth Advisors (Formerly Lydian Wealth Management/CMS Financial Services) June 1998 - February 2006
Riggs Bank December 1996 - June 1998
Skills
Wealth Management, Financial Advisory, Alternative Investments, High Net Worth..., Mutual Funds, Investments, Asset Management, Investment Advisory, Asset Allocation, Asset Managment, Client Services, Series 7, Hedge Funds, Wealth Management..., Investment Strategies, Investment Management, Securities, Portfolio Management, Trading, Series 63, Financial Services, Equities, Retirement Planning, Fixed Income, Financial Planning, Finance, Global Business..., Global Investment..., Institutional Sales, International Financial..., Mobile Technology, Financial Technology, International Sales, International Investment
Education
University of Nevada-Reno 1991 — 1995
Bachelor of Arts (B.A.), Foreign Languages and Literatures, General
Envestnet, Inc January 2015 - Present
Envestnet, Inc February 2011 - Present
Fortigent, LLC February 2006 - February 2011
Convergent Wealth Advisors (Formerly Lydian Wealth Management/CMS Financial Services) June 1998 - February 2006
Riggs Bank December 1996 - June 1998
Skills
Wealth Management, Financial Advisory, Alternative Investments, High Net Worth..., Mutual Funds, Investments, Asset Management, Investment Advisory, Asset Allocation, Asset Managment, Client Services, Series 7, Hedge Funds, Wealth Management..., Investment Strategies, Investment Management, Securities, Portfolio Management, Trading, Series 63, Financial Services, Equities, Retirement Planning, Fixed Income, Financial Planning, Finance, Global Business..., Global Investment..., Institutional Sales, International Financial..., Mobile Technology, Financial Technology, International Sales, International Investment
Education
University of Nevada-Reno 1991 — 1995
Bachelor of Arts (B.A.), Foreign Languages and Literatures, General
Erik Preus's Envestnet, Inc Experience October 2014 - Present
Job Managing Director at Envestnet, Inc
Industry Investment Management
Experience
Envestnet, Inc October 2014 - Present
Placemark Investments July 2012 - October 2014
RBC Global Asset Management (U.S.) Inc. January 2003 - June 2012
Skills
Asset Management, Mutual Funds, Asset Allocation, Investments, Alternative Investments, Wealth Management, Series 7, Securities, Investment Management, Investment Advisory
Education
University of Hawaii at Manoa 1991 — 1992
MA, History
University of Dayton 1989 — 1991
MBA
United States Air Force Academy 1983 — 1987
BS, History
Envestnet, Inc October 2014 - Present
Placemark Investments July 2012 - October 2014
RBC Global Asset Management (U.S.) Inc. January 2003 - June 2012
Skills
Asset Management, Mutual Funds, Asset Allocation, Investments, Alternative Investments, Wealth Management, Series 7, Securities, Investment Management, Investment Advisory
Education
University of Hawaii at Manoa 1991 — 1992
MA, History
University of Dayton 1989 — 1991
MBA
United States Air Force Academy 1983 — 1987
BS, History
Daniel Cushing's Envestnet, Inc Experience November 2014 - Present
Job Advisory Services Regional Consultant at Envestnet, Inc
Industry Banking
Experience
Envestnet, Inc November 2014 - Present
Portfolio Pathway October 2013 - November 2014
Envestnet Asset Management February 2011 - October 2013
Harris Bank May 2009 - February 2011
Harris Bank January 2007 - May 2009
Mesirow Financial 2005 - 2007
Pershing Advisor Solutions, LLC 2003 - 2005
Pershing 2000 - 2005
Harris Associates 1997 - 2000
Skills
Financial Services, Relationship Management, Series 7
Education
Northern Illinois University 1987 — 1991
Envestnet, Inc November 2014 - Present
Portfolio Pathway October 2013 - November 2014
Envestnet Asset Management February 2011 - October 2013
Harris Bank May 2009 - February 2011
Harris Bank January 2007 - May 2009
Mesirow Financial 2005 - 2007
Pershing Advisor Solutions, LLC 2003 - 2005
Pershing 2000 - 2005
Harris Associates 1997 - 2000
Skills
Financial Services, Relationship Management, Series 7
Education
Northern Illinois University 1987 — 1991
René Johnston's Envestnet, Inc Experience September 2014 - Present
Job Senior Vice President of Learning & Development, PHR
Industry Financial Services
Experience
Envestnet, Inc September 2014 - Present
Envestnet, Inc. January 2007 - September 2014
Fiserv Investment Support Services June 1992 - January 2007
Skills
Securities, Series 7, Mutual Funds, Operations Management, Operational Risk..., Process Management, Process Improvement, Continuous Process..., Cross-functional Team..., Change Management, Financial Services, Leadership, Team Building, Business Analysis, Portfolio Management, Investments, Management, Risk Management, Asset Management, Capital Markets, Wealth Management, Asset Allocation, Equities
Education
University of Phoenix 1999 — 2001
MBA, Business Administration
Colorado School of Paralegal Professionals 1996 — 1997
Paralegal
University of South Florida 1988 — 1991
B.S., Finance
Envestnet, Inc September 2014 - Present
Envestnet, Inc. January 2007 - September 2014
Fiserv Investment Support Services June 1992 - January 2007
Skills
Securities, Series 7, Mutual Funds, Operations Management, Operational Risk..., Process Management, Process Improvement, Continuous Process..., Cross-functional Team..., Change Management, Financial Services, Leadership, Team Building, Business Analysis, Portfolio Management, Investments, Management, Risk Management, Asset Management, Capital Markets, Wealth Management, Asset Allocation, Equities
Education
University of Phoenix 1999 — 2001
MBA, Business Administration
Colorado School of Paralegal Professionals 1996 — 1997
Paralegal
University of South Florida 1988 — 1991
B.S., Finance
Michael Pescatore, CIMA's Envestnet, Inc Experience April 2012 - Present
Job Senior Vice President, Business Development at Envestnet, Inc.
Industry Financial Services
Experience
Envestnet, Inc April 2012 - Present
Placemark Investments April 2005 - April 2012
Putnam Investments June 2003 - March 2005
AIG SunAmerica July 1998 - March 2002
AXA Advisors May 1996 - July 1998
Skills
Managed Accounts, Investment Advisory, Managing Accounts, Separately Managed..., Mutual Funds, Asset Management, Alternative Investments, Strategy, ETFs, Investments, Strategic Financial..., Portfolio Management, Financial Advisory, Series 7, Retirement
Education
Merrimack College 2004 — 2005
Certificate, Financial Planning
Syracuse University - Martin J. Whitman School of Management 1989 — 1993
B.S, of Marketing
Envestnet, Inc April 2012 - Present
Placemark Investments April 2005 - April 2012
Putnam Investments June 2003 - March 2005
AIG SunAmerica July 1998 - March 2002
AXA Advisors May 1996 - July 1998
Skills
Managed Accounts, Investment Advisory, Managing Accounts, Separately Managed..., Mutual Funds, Asset Management, Alternative Investments, Strategy, ETFs, Investments, Strategic Financial..., Portfolio Management, Financial Advisory, Series 7, Retirement
Education
Merrimack College 2004 — 2005
Certificate, Financial Planning
Syracuse University - Martin J. Whitman School of Management 1989 — 1993
B.S, of Marketing
Adam Kilgus's Envestnet, Inc Experience January 2006 - Present
Job Associate Vice President
Industry Financial Services
Experience
Envestnet, Inc January 2006 - Present
Envestnet Asset Management January 2006 - June 2011
Charles Schwab June 2000 - June 2005
Peak 10 Ventures 2000 - 2000
Skills
Series 63, Series 7
Education
Millikin University 1991 — 1995
BS, Music/Minor Business
Envestnet, Inc January 2006 - Present
Envestnet Asset Management January 2006 - June 2011
Charles Schwab June 2000 - June 2005
Peak 10 Ventures 2000 - 2000
Skills
Series 63, Series 7
Education
Millikin University 1991 — 1995
BS, Music/Minor Business
John McGarry's Envestnet, Inc Experience April 2015 - Present
Job Product Manager at Envestnet, Inc
Industry Financial Services
Experience
Envestnet, Inc April 2015 - Present
Envestnet Asset Management April 2012 - Present
Prima Capital October 2008 - April 2012
Prima Capital June 2007 - December 2008
Stifel Nicolaus November 2005 - June 2007
McDonald Investments December 2003 - November 2005
Skills
Wealth Management, Mutual Funds, Investments, Alternative Investments, Asset Management, Asset Allocation, Fixed Income, Finance, Investment Strategies, Portfolio Management, Equities
Education
Miami University 1999 — 2003
BS Business Admin., Finance
Envestnet, Inc April 2015 - Present
Envestnet Asset Management April 2012 - Present
Prima Capital October 2008 - April 2012
Prima Capital June 2007 - December 2008
Stifel Nicolaus November 2005 - June 2007
McDonald Investments December 2003 - November 2005
Skills
Wealth Management, Mutual Funds, Investments, Alternative Investments, Asset Management, Asset Allocation, Fixed Income, Finance, Investment Strategies, Portfolio Management, Equities
Education
Miami University 1999 — 2003
BS Business Admin., Finance
Gavin Spitzner's Envestnet, Inc Experience July 2013 - March 2015
Job Founder and President at Wealth Consulting Partners, LLC
Industry Investment Management
Experience
Wealth Consulting Partners, LLC April 2015 - Present
Envestnet, Inc July 2013 - March 2015
Prudential Investments April 1997 - June 2013
Bozell Worldwide April 1992 - April 1997
Lintas: MCM Advertising January 1989 - April 1992
Skills
Investments, Portfolio Management, Alternative Investments, Asset Allocation, Asset Management, Wealth Management, Mutual Funds, Equities, Securities, Series 7, Financial Services, Product Management, Strategy, Risk Management, Strategic Planning, Investment Management
Education
The Ohio State University 1983 — 1986
Wealth Consulting Partners, LLC April 2015 - Present
Envestnet, Inc July 2013 - March 2015
Prudential Investments April 1997 - June 2013
Bozell Worldwide April 1992 - April 1997
Lintas: MCM Advertising January 1989 - April 1992
Skills
Investments, Portfolio Management, Alternative Investments, Asset Allocation, Asset Management, Wealth Management, Mutual Funds, Equities, Securities, Series 7, Financial Services, Product Management, Strategy, Risk Management, Strategic Planning, Investment Management
Education
The Ohio State University 1983 — 1986
Kelly Weaver, MBA, PMP's Envestnet, Inc Experience January 2012 - Present
Job Vice President, Client Billing Manager at Envestnet, Inc
Industry Financial Services
Experience
Envestnet, Inc January 2012 - Present
Envestnet Asset Management November 2009 - January 2012
Envestnet Asset Management August 2005 - November 2009
Envestnet Asset Management August 2001 - August 2005
Envestnet Asset Management April 2000 - August 2001
Skills
CRM, Project Management, Financial Services, Relationship Management, Public Speaking, Process Improvement, Business Analysis
Education
University of Denver - Daniels College of Business 2007 — 2009
MBA
University of Denver 1987 — 1991
BSBA, Finance/Marketing
Envestnet, Inc January 2012 - Present
Envestnet Asset Management November 2009 - January 2012
Envestnet Asset Management August 2005 - November 2009
Envestnet Asset Management August 2001 - August 2005
Envestnet Asset Management April 2000 - August 2001
Skills
CRM, Project Management, Financial Services, Relationship Management, Public Speaking, Process Improvement, Business Analysis
Education
University of Denver - Daniels College of Business 2007 — 2009
MBA
University of Denver 1987 — 1991
BSBA, Finance/Marketing
Jon Zavelovich's Envestnet, Inc Experience June 2014 - Present
Job CSG Representative at Envestnet, Inc
Industry Financial Services
Experience
Envestnet, Inc June 2014 - Present
Medasyst, Inc. 2011 - Present
Sphere Consulting, Inc March 2013 - December 2013
Medasyst, Inc. 2009 - March 2013
Medasyst, Inc. 2008 - 2009
Zurich Financial Services July 2003 - January 2008
Skills
Financial Analysis, Data Analysis, Valuation, Financial Modeling, Merchant Services, Client Liaison, Analytics, Project Planning, Budgets, Marketing, Business Analysis, Finance, Analysis, Business Development, Project Management, Strategy, Customer Service, Financial Planning, Investments, Management, Marketing Strategy
Education
University of Illinois at Chicago
Envestnet, Inc June 2014 - Present
Medasyst, Inc. 2011 - Present
Sphere Consulting, Inc March 2013 - December 2013
Medasyst, Inc. 2009 - March 2013
Medasyst, Inc. 2008 - 2009
Zurich Financial Services July 2003 - January 2008
Skills
Financial Analysis, Data Analysis, Valuation, Financial Modeling, Merchant Services, Client Liaison, Analytics, Project Planning, Budgets, Marketing, Business Analysis, Finance, Analysis, Business Development, Project Management, Strategy, Customer Service, Financial Planning, Investments, Management, Marketing Strategy
Education
University of Illinois at Chicago
Jack Ambrosio CMFC®'s Envestnet, Inc Experience July 2013 - Present
Job Vice President, Strategy
Industry Financial Services
Experience
Envestnet, Inc July 2013 - Present
Prudential Financial February 2008 - June 2013
Prudential Financial May 2005 - February 2008
The Concord Advisory Group, Ltd. September 2003 - May 2005
Prudential Financial 2002 - 2003
Fred Alger Management 1999 - 2002
Skills
Fixed Income, Mutual Funds, Investments, Wealth Management, Equities, Investment Strategies, ETFs, Securities, Separately Managed..., Financial Services, Vendor Goverance, Project Management, Bloomberg, FactSet, MPI Stylus, Financial Modeling, Cash Management, Finance, Financial Analysis, Investment Management, Valuation, Strategy
Education
Rutgers, The State University of New Jersey-Newark 2004 — 2006
MBA, Finance, General
Envestnet, Inc July 2013 - Present
Prudential Financial February 2008 - June 2013
Prudential Financial May 2005 - February 2008
The Concord Advisory Group, Ltd. September 2003 - May 2005
Prudential Financial 2002 - 2003
Fred Alger Management 1999 - 2002
Skills
Fixed Income, Mutual Funds, Investments, Wealth Management, Equities, Investment Strategies, ETFs, Securities, Separately Managed..., Financial Services, Vendor Goverance, Project Management, Bloomberg, FactSet, MPI Stylus, Financial Modeling, Cash Management, Finance, Financial Analysis, Investment Management, Valuation, Strategy
Education
Rutgers, The State University of New Jersey-Newark 2004 — 2006
MBA, Finance, General
Colin Veerkamp's Envestnet, Inc Experience 2014 - 2014
Job Network Operations Analyst at Evolve Vacation Rental Network
Industry Financial Services
Experience
Evolve Vacation Rental Network April 2015 - Present
Evolve Vacation Rental Network November 2014 - April 2015
Envestnet, Inc 2014 - 2014
ePlan Services, Inc. October 2005 - November 2010
Charles Schwab January 2004 - September 2005
Sunglass Hut International August 2002 - January 2004
Skills
Customer Service, Data Mining, Data Management, Creative Problem Solving, Salesforce.com, Retirement Planning, 401k, Employee Benefits, Management, CRM, Sales, Selling, Human Resources, ERISA, Mutual Funds, Retirement, Training, Financial Services, Finance, Investments, Wealth Management
Education
Metropolitan State College of Denver 2011 — 2015
Bachelor of Science (B.S.), Finance
Evolve Vacation Rental Network April 2015 - Present
Evolve Vacation Rental Network November 2014 - April 2015
Envestnet, Inc 2014 - 2014
ePlan Services, Inc. October 2005 - November 2010
Charles Schwab January 2004 - September 2005
Sunglass Hut International August 2002 - January 2004
Skills
Customer Service, Data Mining, Data Management, Creative Problem Solving, Salesforce.com, Retirement Planning, 401k, Employee Benefits, Management, CRM, Sales, Selling, Human Resources, ERISA, Mutual Funds, Retirement, Training, Financial Services, Finance, Investments, Wealth Management
Education
Metropolitan State College of Denver 2011 — 2015
Bachelor of Science (B.S.), Finance
Scott Cady's Envestnet, Inc Experience December 2012 - July 2013
Job Revenue Analyst at Highgate Hotels
Industry Hospitality
Experience
Highgate Hotels October 2013 - Present
Highgate Hotels March 2015 - May 2015
Envestnet, Inc December 2012 - July 2013
First Investors Corporation May 2010 - September 2012
First Investors Corporation June 2009 - May 2010
University of Rochester February 2008 - May 2010
Genesee Foundation July 2007 - August 2008
Specialty Sports Venture July 2005 - July 2007
Skills
Investments, Microsoft Excel, Economics, Finance, Portfolio Management, Microsoft Word, PowerPoint, Hospitality, Revenue Analysis, Time Management, Tourism, Leadership, Customer Service, Business Analysis, Opera
Education
University of Rochester 2006 — 2010
Bachelor of Arts, Financial Economics
Columbine High School 2002 — 2006
Highgate Hotels October 2013 - Present
Highgate Hotels March 2015 - May 2015
Envestnet, Inc December 2012 - July 2013
First Investors Corporation May 2010 - September 2012
First Investors Corporation June 2009 - May 2010
University of Rochester February 2008 - May 2010
Genesee Foundation July 2007 - August 2008
Specialty Sports Venture July 2005 - July 2007
Skills
Investments, Microsoft Excel, Economics, Finance, Portfolio Management, Microsoft Word, PowerPoint, Hospitality, Revenue Analysis, Time Management, Tourism, Leadership, Customer Service, Business Analysis, Opera
Education
University of Rochester 2006 — 2010
Bachelor of Arts, Financial Economics
Columbine High School 2002 — 2006
Emily Biancalana's Envestnet, Inc Experience July 2015 - Present
Job Business System Analyst at Envestnet, Inc
Industry Financial Services
Experience
Envestnet, Inc July 2015 - Present
CorePower Yoga February 2010 - Present
Envestnet, Inc September 2012 - July 2015
Envestnet, Inc October 2012 - March 2014
University of Illinois at Chicago September 2010 - March 2013
Envestnet, Inc December 2011 - October 2012
Envestnet Asset Management October 2010 - December 2011
Envestnet Asset Management January 2010 - October 2010
Skills
Research, Training, Microsoft Office, Customer Service, Time Management, Public Speaking, Yoga, Analysis, Teaching, Coaching, Spanish, Outlook, Management
Education
University of Illinois at Chicago 2003 — 2008
BS, Bioengineering
Core Power Yoga Teacher Training 2009 — 2009
Level 1 Yoga Alliance teacher, Vinyasa Yoga
West Chicago High School 1999 — 2003
Envestnet, Inc July 2015 - Present
CorePower Yoga February 2010 - Present
Envestnet, Inc September 2012 - July 2015
Envestnet, Inc October 2012 - March 2014
University of Illinois at Chicago September 2010 - March 2013
Envestnet, Inc December 2011 - October 2012
Envestnet Asset Management October 2010 - December 2011
Envestnet Asset Management January 2010 - October 2010
Skills
Research, Training, Microsoft Office, Customer Service, Time Management, Public Speaking, Yoga, Analysis, Teaching, Coaching, Spanish, Outlook, Management
Education
University of Illinois at Chicago 2003 — 2008
BS, Bioengineering
Core Power Yoga Teacher Training 2009 — 2009
Level 1 Yoga Alliance teacher, Vinyasa Yoga
West Chicago High School 1999 — 2003
Dolores McCabe's Envestnet, Inc Experience January 2014 - Present
Job Investment Manager Services Associate at Envestnet, Inc
Industry Investment Management
Experience
Envestnet, Inc January 2014 - Present
Envestnet, Inc October 2011 - Present
Envestnet, Inc April 2009 - October 2011
Envestnet, Inc April 2007 - April 2009
Envestnet, Inc April 2006 - March 2007
PIPER JAFFRAY April 2000 - February 2006
Skills
Securities, Mutual Funds, Wealth Management, Equities, Portfolio Management, Analysis, Process Improvement, Investments, Asset Allocation, Risk Management, Access, Asset Management, PowerPoint, Alternative Investments, Microsoft Office, Business Analysis, Vendor Management, Financial Services
Education
Metropolitan State University of Denver 2000 — 2004
Bachelor of Science, Finance
Envestnet, Inc January 2014 - Present
Envestnet, Inc October 2011 - Present
Envestnet, Inc April 2009 - October 2011
Envestnet, Inc April 2007 - April 2009
Envestnet, Inc April 2006 - March 2007
PIPER JAFFRAY April 2000 - February 2006
Skills
Securities, Mutual Funds, Wealth Management, Equities, Portfolio Management, Analysis, Process Improvement, Investments, Asset Allocation, Risk Management, Access, Asset Management, PowerPoint, Alternative Investments, Microsoft Office, Business Analysis, Vendor Management, Financial Services
Education
Metropolitan State University of Denver 2000 — 2004
Bachelor of Science, Finance
Erica DiMambro's Envestnet, Inc Experience December 2011 - Present
Job Project Management
Industry Financial Services
Experience
Envestnet, Inc December 2011 - Present
EGD Consulting September 2010 - Present
www.anotherdamndisaster.com September 2010 - Present
Erica Di Mambro June 2010 - Present
FundQuest January 2006 - June 2010
BankBoston 1994 - 2001
Skills
Visio, HTML, Customer Service, Training, Change Management, Management, Team Building, Outlook, XML, Salesforce.com, User Acceptance Testing, Project Portfolio..., PMP, Microsoft SQL Server, C#, Budgets, Visual Basic, Content Management, JavaScript, Troubleshooting, Photoshop, Business Analysis, PowerPoint, Microsoft Word, Team Leadership, Access, Software Documentation, Project Management, Process Improvement, SDLC, Microsoft Excel, Vendor Management, Analysis, Agile Methodologies, Microsoft Office, SQL, Requirements Gathering, MS Project, Software Project...
Education
University of Rhode Island 1988 — 1992
BA
Envestnet, Inc December 2011 - Present
EGD Consulting September 2010 - Present
www.anotherdamndisaster.com September 2010 - Present
Erica Di Mambro June 2010 - Present
FundQuest January 2006 - June 2010
BankBoston 1994 - 2001
Skills
Visio, HTML, Customer Service, Training, Change Management, Management, Team Building, Outlook, XML, Salesforce.com, User Acceptance Testing, Project Portfolio..., PMP, Microsoft SQL Server, C#, Budgets, Visual Basic, Content Management, JavaScript, Troubleshooting, Photoshop, Business Analysis, PowerPoint, Microsoft Word, Team Leadership, Access, Software Documentation, Project Management, Process Improvement, SDLC, Microsoft Excel, Vendor Management, Analysis, Agile Methodologies, Microsoft Office, SQL, Requirements Gathering, MS Project, Software Project...
Education
University of Rhode Island 1988 — 1992
BA
Charles Gaudreau, CFA's Envestnet, Inc Experience July 2011 - Present
Job Vice President Wealth Consultant at Envestnet
Industry Financial Services
Experience
Envestnet, Inc July 2011 - Present
Man Investments Canada Corp. October 2008 - March 2011
Franklin Templeton Group October 2002 - September 2008
Desjardins Trust September 1999 - October 2002
Skills
Asset Allocation, Wealth Management, Investment Advisory, Financial Advisory, Investment Strategies, Business Development, ETFs, Mutual Funds, Investments, Portfolio Management, Securities, Retirement Planning, Alternative Investments, Financial Services, Series 7, Asset Management
Education
Université de Sherbrooke 1996 — 1998
B.com, Finance
Séminaire de Sherbrooke 1990 — 1992
Envestnet, Inc July 2011 - Present
Man Investments Canada Corp. October 2008 - March 2011
Franklin Templeton Group October 2002 - September 2008
Desjardins Trust September 1999 - October 2002
Skills
Asset Allocation, Wealth Management, Investment Advisory, Financial Advisory, Investment Strategies, Business Development, ETFs, Mutual Funds, Investments, Portfolio Management, Securities, Retirement Planning, Alternative Investments, Financial Services, Series 7, Asset Management
Education
Université de Sherbrooke 1996 — 1998
B.com, Finance
Séminaire de Sherbrooke 1990 — 1992
Cheng Yeh's Envestnet, Inc Experience September 2013 - Present
Job Vice President, Data Conversion Management at Envestnet, Inc
Industry Financial Services
Experience
Envestnet, Inc September 2013 - Present
Envestnet, Inc April 2007 - September 2013
Envestnet, Inc April 2005 - April 2007
Bear, Stearns & Co. Inc. May 2004 - October 2004
Banc One Securities Corporation May 2000 - April 2004
Lind-Waldock & Company LLC June 1997 - April 2004
Skills
Risk Management, Series 63, Performance Management, Series 7, Team Building, Portfolio Management, Options, Equities, Bonds, Derivatives, Investments, Management, Financial Services, Banking, Mutual Funds, Bloomberg, Business Analysis, Trading, Investment Advisory, Analysis, Asset Allocation, Fixed Income, Securities, Wealth Management
Education
Quinlan School of Business, Loyola University Chicago 2001 — 2004
MBA, Finance
University of California, Los Angeles 1992 — 1996
B.A., Economics
Envestnet, Inc September 2013 - Present
Envestnet, Inc April 2007 - September 2013
Envestnet, Inc April 2005 - April 2007
Bear, Stearns & Co. Inc. May 2004 - October 2004
Banc One Securities Corporation May 2000 - April 2004
Lind-Waldock & Company LLC June 1997 - April 2004
Skills
Risk Management, Series 63, Performance Management, Series 7, Team Building, Portfolio Management, Options, Equities, Bonds, Derivatives, Investments, Management, Financial Services, Banking, Mutual Funds, Bloomberg, Business Analysis, Trading, Investment Advisory, Analysis, Asset Allocation, Fixed Income, Securities, Wealth Management
Education
Quinlan School of Business, Loyola University Chicago 2001 — 2004
MBA, Finance
University of California, Los Angeles 1992 — 1996
B.A., Economics
Dipti Mohan's Envestnet, Inc Experience September 2013 - Present
Job Senior Software Engineer at Envestnet, Inc
Industry Information Technology and Services
Experience
Envestnet, Inc September 2013 - Present
Infoimage Inc. August 2012 - Present
Toyota ITC November 2008 - August 2010
SunTec Business Solutions October 2003 - June 2006
Asianet Dataline October 2002 - September 2003
Skills
C, Java, JavaScript
Education
San Jose State University 2008 — 2009
MS, Software Engineering
University of Kerala 1998 — 2002
BTech, Computer Science
Envestnet, Inc September 2013 - Present
Infoimage Inc. August 2012 - Present
Toyota ITC November 2008 - August 2010
SunTec Business Solutions October 2003 - June 2006
Asianet Dataline October 2002 - September 2003
Skills
C, Java, JavaScript
Education
San Jose State University 2008 — 2009
MS, Software Engineering
University of Kerala 1998 — 2002
BTech, Computer Science
John Schemmel, CPA, MBA's Envestnet, Inc Experience May 2014 - Present
Job Experienced Accounting/Finance Professional
Industry Accounting
Experience
Envestnet, Inc May 2014 - Present
Carlson Capital, L.P. July 2013 - March 2014
C-III Asset Management LLC June 2012 - July 2013
JPMorgan Chase Inc June 2009 - June 2012
University of Texas at Dallas January 2010 - December 2010
GameStop Inc June 2005 - June 2009
Skills
Retail Management, Sales, Accounting, Finance, Fund Accounting, Account Reconciliation, Customer Service, Store Management, Financial Analysis, Management, Valuation, Financial Reporting, Auditing, Financial Statements, Cash Management, Budgets, Analysis, Variance Analysis, Microsoft Office
Education
The University of Texas at Dallas 2010 — 2011
MS, Accounting
The University of Texas at Dallas 2008 — 2009
MBA, Finance and Accounting Concentration
The University of Texas at Dallas 2004 — 2008
BS, Business Administration
The University of Texas at Dallas 2004 — 2008
BA, Chemistry
Flower Mound High School
Envestnet, Inc May 2014 - Present
Carlson Capital, L.P. July 2013 - March 2014
C-III Asset Management LLC June 2012 - July 2013
JPMorgan Chase Inc June 2009 - June 2012
University of Texas at Dallas January 2010 - December 2010
GameStop Inc June 2005 - June 2009
Skills
Retail Management, Sales, Accounting, Finance, Fund Accounting, Account Reconciliation, Customer Service, Store Management, Financial Analysis, Management, Valuation, Financial Reporting, Auditing, Financial Statements, Cash Management, Budgets, Analysis, Variance Analysis, Microsoft Office
Education
The University of Texas at Dallas 2010 — 2011
MS, Accounting
The University of Texas at Dallas 2008 — 2009
MBA, Finance and Accounting Concentration
The University of Texas at Dallas 2004 — 2008
BS, Business Administration
The University of Texas at Dallas 2004 — 2008
BA, Chemistry
Flower Mound High School
Claire Montana's Envestnet, Inc Experience August 2013 - Present
Job Regional Consultant at Envestnet, Inc
Industry Financial Services
Experience
Envestnet, Inc August 2013 - Present
Envestnet Asset Management September 2011 - August 2013
Envestnet Asset Management March 2009 - September 2011
Skills
Training, Investments, Series 7, Portfolio Management, Mutual Funds, Equities, Series 63, Asset Management, Asset Allocation, Wealth Management, Bloomberg, Financial Services, Fixed Income, Analysis, Financial Analysis, Alternative Investments, Data Analysis, Microsoft Excel, Investment Advisory
Education
University of Michigan 2004 — 2008
BA, Economics
Envestnet, Inc August 2013 - Present
Envestnet Asset Management September 2011 - August 2013
Envestnet Asset Management March 2009 - September 2011
Skills
Training, Investments, Series 7, Portfolio Management, Mutual Funds, Equities, Series 63, Asset Management, Asset Allocation, Wealth Management, Bloomberg, Financial Services, Fixed Income, Analysis, Financial Analysis, Alternative Investments, Data Analysis, Microsoft Excel, Investment Advisory
Education
University of Michigan 2004 — 2008
BA, Economics
Bob Matala, CIMA®'s Envestnet, Inc Experience July 2013 - March 2015
Job Vice President Regional Wealth Consultant, Wealth Management Solutions at Envestnet, Inc
Industry Investment Management
Experience
Envestnet, Inc July 2013 - March 2015
Prudential Investments February 2012 - July 2013
Russell Investment Group June 2006 - December 2010
Russell Investments October 2005 - June 2006
Franklin Templeton Investments April 1997 - October 2005
Skills
Series 7, Wholesaling, CIMA, Series 66, Investment Products, Managed Money, Alternative Investments, Asset Management, ETFs, Investment Advisory, Investments, Mutual Funds, Portfolio Management, Retirement Planning, Separately Managed..., Series 63, Uniform Combined State..., Wealth
Education
University of South Florida
BS, Finance & Management (dual major)
Envestnet, Inc July 2013 - March 2015
Prudential Investments February 2012 - July 2013
Russell Investment Group June 2006 - December 2010
Russell Investments October 2005 - June 2006
Franklin Templeton Investments April 1997 - October 2005
Skills
Series 7, Wholesaling, CIMA, Series 66, Investment Products, Managed Money, Alternative Investments, Asset Management, ETFs, Investment Advisory, Investments, Mutual Funds, Portfolio Management, Retirement Planning, Separately Managed..., Series 63, Uniform Combined State..., Wealth
Education
University of South Florida
BS, Finance & Management (dual major)
Brooks Friederich's Envestnet, Inc Experience November 2013 - Present
Job Director Fund Strategist Portfolios at Envestnet, Inc
Industry Financial Services
Experience
Envestnet, Inc November 2013 - Present
Envestnet Asset Management November 2008 - November 2013
Pitney Bowes May 2006 - November 2008
ALPS Funds November 2007 - February 2008
Education
University of Colorado Denver 2010 — 2012
MS in Finance, Finance
The University of South Dakota 2002 — 2006
Bachelor of Science in Business Adminstration, Finance
Envestnet, Inc November 2013 - Present
Envestnet Asset Management November 2008 - November 2013
Pitney Bowes May 2006 - November 2008
ALPS Funds November 2007 - February 2008
Education
University of Colorado Denver 2010 — 2012
MS in Finance, Finance
The University of South Dakota 2002 — 2006
Bachelor of Science in Business Adminstration, Finance
Jennifer Tarrach's Envestnet, Inc Experience October 2012 - March 2013
Job Experienced Buyer/Planner
Industry Retail
Experience
Envestnet, Inc October 2012 - March 2013
Gertrude Hawk Chocolates June 2003 - January 2008
Foote, Cone & Belding May 1999 - May 2003
Skills
Marketing, Cross-functional Team..., Advertising, Marketing Strategy, Retail, Strategic Planning, Sales, Team Building, Management, Forecasting
Education
University of Pennsylvania 1994 — 1998
BA
Envestnet, Inc October 2012 - March 2013
Gertrude Hawk Chocolates June 2003 - January 2008
Foote, Cone & Belding May 1999 - May 2003
Skills
Marketing, Cross-functional Team..., Advertising, Marketing Strategy, Retail, Strategic Planning, Sales, Team Building, Management, Forecasting
Education
University of Pennsylvania 1994 — 1998
BA
Melissa Sootho's Envestnet, Inc Experience August 2015 - Present
Job Application Support Engineer at Envestnet, Inc
Industry Computer Software
Experience
Envestnet, Inc August 2015 - Present
ARGO Data Resource Corporation March 2012 - August 2015
Bowman Middle School January 2009 - June 2009
Williams High School, Plano September 2008 - June 2009
Skills
VB.NET, ASP.NET, SQL, JavaScript, Technical Support, Microsoft SQL Server, Visual Studio, Microsoft Excel, Programming, C#, Java, Databases, Microsoft Office, Software Development, Customer Service, Production Support, Windows Server, Server Administration, Visual Basic, Web Design, ASP, XML, Database, HTML, C, Banking, Network Administration, Report Writing, Research, Windows, Microsoft Word, Python, Data Analysis, Troubleshooting, Technical Documentation
Education
The University of Texas at Dallas 2009 — 2011
Bachelor of Science, Computer Science
Collin College 2006 — 2008
Associate of Science, Science
Envestnet, Inc August 2015 - Present
ARGO Data Resource Corporation March 2012 - August 2015
Bowman Middle School January 2009 - June 2009
Williams High School, Plano September 2008 - June 2009
Skills
VB.NET, ASP.NET, SQL, JavaScript, Technical Support, Microsoft SQL Server, Visual Studio, Microsoft Excel, Programming, C#, Java, Databases, Microsoft Office, Software Development, Customer Service, Production Support, Windows Server, Server Administration, Visual Basic, Web Design, ASP, XML, Database, HTML, C, Banking, Network Administration, Report Writing, Research, Windows, Microsoft Word, Python, Data Analysis, Troubleshooting, Technical Documentation
Education
The University of Texas at Dallas 2009 — 2011
Bachelor of Science, Computer Science
Collin College 2006 — 2008
Associate of Science, Science
Michael Gruenwald's Envestnet, Inc Experience February 2010 - Present
Job Systems Admin at Envestnet, Inc
Industry Information Technology and Services
Experience
Envestnet, Inc February 2010 - Present
CareerBuilder.com March 2008 - October 2009
Skills
Active Directory, SharePoint, Servers, Windows Server, Powershell, MDT, Windows 7, Windows 8.1
Education
Southern Illinois University, Carbondale 2003 — 2005
Philosophy/Math
Illinois Valley Community College 1995 — 2003
AS, Information Technology
Envestnet, Inc February 2010 - Present
CareerBuilder.com March 2008 - October 2009
Skills
Active Directory, SharePoint, Servers, Windows Server, Powershell, MDT, Windows 7, Windows 8.1
Education
Southern Illinois University, Carbondale 2003 — 2005
Philosophy/Math
Illinois Valley Community College 1995 — 2003
AS, Information Technology
Sean P. Skuja's Envestnet, Inc Experience 2009 - Present
Job Envestnet, Inc. VP, Compliance Officer
Industry Investment Management
Experience
Envestnet, Inc 2009 - Present
Oberweis Securities, Inc. May 2002 - October 2008
TD Ameritrade (formerly TD Waterhouse) January 1994 - August 2001
Education
Rockford University 1989 — 1993
BS, Business Administration/Finance
Envestnet, Inc 2009 - Present
Oberweis Securities, Inc. May 2002 - October 2008
TD Ameritrade (formerly TD Waterhouse) January 1994 - August 2001
Education
Rockford University 1989 — 1993
BS, Business Administration/Finance
Kristen Luton's Envestnet, Inc Experience November 2011 - August 2015
Job Corporate Auditor at Arrow Electronics
Industry Accounting
Experience
Arrow Electronics September 2015 - Present
Envestnet, Inc November 2011 - August 2015
Liberty Tax Service January 2010 - January 2012
PENDUM LLC April 2010 - May 2011
Motorcycle Depot January 2009 - January 2010
University of Redlands February 2005 - May 2009
Skills
QuickBooks, Accounting, Accounts Payable, Accounts Receivable, Financial Reporting, Data Entry, Microsoft Excel, Financial Analysis, Microsoft Word, 10 Key, Great Plains Software
Education
Metropolitan State University of Denver 2013 — 2016
Master's degree, Accounting with an emphasis in Taxation, 4.0 GPA
University of Redlands 2004 — 2009
BS, Financial Economics, 3.7
Arrow Electronics September 2015 - Present
Envestnet, Inc November 2011 - August 2015
Liberty Tax Service January 2010 - January 2012
PENDUM LLC April 2010 - May 2011
Motorcycle Depot January 2009 - January 2010
University of Redlands February 2005 - May 2009
Skills
QuickBooks, Accounting, Accounts Payable, Accounts Receivable, Financial Reporting, Data Entry, Microsoft Excel, Financial Analysis, Microsoft Word, 10 Key, Great Plains Software
Education
Metropolitan State University of Denver 2013 — 2016
Master's degree, Accounting with an emphasis in Taxation, 4.0 GPA
University of Redlands 2004 — 2009
BS, Financial Economics, 3.7
Randy Yeung's Envestnet, Inc Experience March 2014 - Present
Job Software Engineer at Envestnet Placemark
Industry Program Development
Experience
Envestnet, Inc March 2014 - Present
SPCA 2014 - Present
Online Performance Marketing September 2012 - March 2014
Skills
CSS, Web Development, jQuery, PHP, WordPress, HTML, JavaScript, Photoshop, C#, HTML 5, MySQL, InDesign, MySQLi, Java, C++, Online Advertising, HTML5
Education
The University of Texas at Dallas 2006 — 2010
Bachelor's degree, Computer Science
Envestnet, Inc March 2014 - Present
SPCA 2014 - Present
Online Performance Marketing September 2012 - March 2014
Skills
CSS, Web Development, jQuery, PHP, WordPress, HTML, JavaScript, Photoshop, C#, HTML 5, MySQL, InDesign, MySQLi, Java, C++, Online Advertising, HTML5
Education
The University of Texas at Dallas 2006 — 2010
Bachelor's degree, Computer Science
Julia Van Stone's Envestnet, Inc Experience July 2014 - Present
Job Team Lead, Operations at Envestnet, Inc
Industry Financial Services
Experience
Envestnet, Inc July 2014 - Present
Envestnet December 2012 - July 2014
Envestnet Asset Management May 2010 - December 2012
Mission Control Investment Strategies 2009 - 2010
Joseph Sturniolo and Associates 2008 - 2009
Skills
Series 7, Equities, Investments, Securities, Asset Allocation, Wealth Management, Asset Management, Portfolio Management, Financial Services, ETFs, Trading, Financial Analysis, Mutual Funds
Education
University of Colorado at Boulder 1996 — 2000
BA, English
Smithfield Middle School
Smithfield Middle School
Smithfield Middle School
Smithfield Middle School
Envestnet, Inc July 2014 - Present
Envestnet December 2012 - July 2014
Envestnet Asset Management May 2010 - December 2012
Mission Control Investment Strategies 2009 - 2010
Joseph Sturniolo and Associates 2008 - 2009
Skills
Series 7, Equities, Investments, Securities, Asset Allocation, Wealth Management, Asset Management, Portfolio Management, Financial Services, ETFs, Trading, Financial Analysis, Mutual Funds
Education
University of Colorado at Boulder 1996 — 2000
BA, English
Smithfield Middle School
Smithfield Middle School
Smithfield Middle School
Smithfield Middle School
Christian Trollope's Envestnet, Inc Experience 2015 - Present
Job Project Management Office
Industry Financial Services
Experience
Envestnet, Inc 2015 - Present
Focus Tools LLC June 2012 - Present
Enseco Energy Services 2010 - 2012
United States Marine Corps October 2004 - August 2008
Skills
Petroleum, Drilling, Energy, Gas, Directional Drilling, Oil/Gas, Oilfield, Offshore Drilling, Natural Gas, Onshore
Education
The University of Montana 2008 — 2010
Bachelor's degree
Envestnet, Inc 2015 - Present
Focus Tools LLC June 2012 - Present
Enseco Energy Services 2010 - 2012
United States Marine Corps October 2004 - August 2008
Skills
Petroleum, Drilling, Energy, Gas, Directional Drilling, Oil/Gas, Oilfield, Offshore Drilling, Natural Gas, Onshore
Education
The University of Montana 2008 — 2010
Bachelor's degree
Michael Fallin's Envestnet, Inc Experience September 2011 - Present
Job Portfolio Manager at Placemark Investments
Industry Investment Management
Experience
Envestnet, Inc September 2011 - Present
Placemark Investments January 2011 - September 2011
Placemark Investments December 2006 - January 2011
Skills
Wealth Management, Securities, Mutual Funds, Asset Management, Alternative Investments, Asset Allocation
Education
Texas Tech University 2002 — 2005
Master of Arts (M.A.), Economics
Texas Tech University 1996 — 2002
Bachelor of Business Administration (BBA), Finance & Economics
Envestnet, Inc September 2011 - Present
Placemark Investments January 2011 - September 2011
Placemark Investments December 2006 - January 2011
Skills
Wealth Management, Securities, Mutual Funds, Asset Management, Alternative Investments, Asset Allocation
Education
Texas Tech University 2002 — 2005
Master of Arts (M.A.), Economics
Texas Tech University 1996 — 2002
Bachelor of Business Administration (BBA), Finance & Economics
Hok Taing's Envestnet, Inc Experience June 2011 - Present
Job Client Service Manager
Industry Financial Services
Experience
Envestnet, Inc June 2011 - Present
Envestnet, Inc March 2008 - June 2011
SEI November 2006 - March 2008
Dearborn Financial February 2004 - January 2005
Education
University of Louisville
Northern Illinois University
Envestnet, Inc June 2011 - Present
Envestnet, Inc March 2008 - June 2011
SEI November 2006 - March 2008
Dearborn Financial February 2004 - January 2005
Education
University of Louisville
Northern Illinois University
Swabhanu Panjabi's Envestnet, Inc Experience June 2015 - Present
Job Summer Intern at Envestnet, Inc
Industry Financial Services
Experience
Envestnet, Inc June 2015 - Present
Ernst and Young June 2014 - July 2014
AZB & Partners January 2014 - January 2014
BNP Paribas July 2013 - July 2013
Skills
Economics, Microsoft Excel, Fiduciary Services, PowerPoint, Research, Salesforce.com, Investments, Bloomberg Terminal, Microsoft Word, Data Analysis, Financial Analysis, Public Speaking, Teamwork, Leadership, Business Strategy, Social Media, Java
Education
New York University 2012 — 2016
Bachelor of Arts (BA), Economics
Cathedral & John Connon School 2002 — 2012
High School
Envestnet, Inc June 2015 - Present
Ernst and Young June 2014 - July 2014
AZB & Partners January 2014 - January 2014
BNP Paribas July 2013 - July 2013
Skills
Economics, Microsoft Excel, Fiduciary Services, PowerPoint, Research, Salesforce.com, Investments, Bloomberg Terminal, Microsoft Word, Data Analysis, Financial Analysis, Public Speaking, Teamwork, Leadership, Business Strategy, Social Media, Java
Education
New York University 2012 — 2016
Bachelor of Arts (BA), Economics
Cathedral & John Connon School 2002 — 2012
High School
Gauri Mahajani's Envestnet, Inc Experience July 2013 - Present
Job Software Engineer
Industry Information Technology and Services
Experience
Envestnet, Inc July 2013 - Present
Advisors Asset Management, Inc. September 2010 - March 2013
Home Works Remodelling February 2006 - September 2010
Chenault Systems Database Solutions May 2003 - November 2003
Skills
ASP.NET, C#, VB.NET, WCF, SSRS, JavaScript, jQuery, NUnit, Git, Github, SQL, Visual Studio, Software Design
Education
The University of Texas at Arlington 2000 — 2003
Master of Science (MS), Computer Science
University of Pune 1994 — 1998
Bachelor of Science (BS), Electronics
Envestnet, Inc July 2013 - Present
Advisors Asset Management, Inc. September 2010 - March 2013
Home Works Remodelling February 2006 - September 2010
Chenault Systems Database Solutions May 2003 - November 2003
Skills
ASP.NET, C#, VB.NET, WCF, SSRS, JavaScript, jQuery, NUnit, Git, Github, SQL, Visual Studio, Software Design
Education
The University of Texas at Arlington 2000 — 2003
Master of Science (MS), Computer Science
University of Pune 1994 — 1998
Bachelor of Science (BS), Electronics
Gurpreet Kaler's Envestnet, Inc Experience May 2015 - Present
Job Softwate Testing
Industry Computer Software
Experience
Envestnet, Inc May 2015 - Present
LexisNexis October 2013 - April 2015
Intuit July 2010 - July 2013
Skills
Software Quality..., Software Testing Life..., Software Development..., Project Management, Sprint Planning, Agile Methodologies, Scrum, Test Planning, Test Cases, Defect Life Cycle, Defect Tracking, Defect Logging, Regression Testing
Education
Texas A&M University-Kingsville 2006 — 2007
Master of Science (MS)
Punjab Technical University 1999 — 2003
Bachelor of Technology (B.Tech.), Electrical Engineering
Envestnet, Inc May 2015 - Present
LexisNexis October 2013 - April 2015
Intuit July 2010 - July 2013
Skills
Software Quality..., Software Testing Life..., Software Development..., Project Management, Sprint Planning, Agile Methodologies, Scrum, Test Planning, Test Cases, Defect Life Cycle, Defect Tracking, Defect Logging, Regression Testing
Education
Texas A&M University-Kingsville 2006 — 2007
Master of Science (MS)
Punjab Technical University 1999 — 2003
Bachelor of Technology (B.Tech.), Electrical Engineering
Justin Andriusis's Envestnet, Inc Experience August 2007 - June 2011
Job Product Consultant Morningstar Office
Industry Financial Services
Experience
Morningstar September 2013 - Present
Morningstar June 2011 - September 2013
Envestnet, Inc August 2007 - June 2011
Education
Northern Illinois University 2002 — 2004
Bachelor of Science (BS), Economics
Morningstar September 2013 - Present
Morningstar June 2011 - September 2013
Envestnet, Inc August 2007 - June 2011
Education
Northern Illinois University 2002 — 2004
Bachelor of Science (BS), Economics
Brian Mallen's Envestnet, Inc Experience February 2013 - Present
Job Sr. Operations Specialist at Envestnet, Inc
Industry Financial Services
Experience
Envestnet, Inc February 2013 - Present
AXA Advisors August 2012 - February 2013
U of I Extension Financial Wellness Program August 2011 - December 2011
Education
University of Illinois at Urbana-Champaign 2008 — 2012
Bachelor of Science (BS), Consumer Economics and Finance
Envestnet, Inc February 2013 - Present
AXA Advisors August 2012 - February 2013
U of I Extension Financial Wellness Program August 2011 - December 2011
Education
University of Illinois at Urbana-Champaign 2008 — 2012
Bachelor of Science (BS), Consumer Economics and Finance
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.