Envestnet Prima
Address: 489 5th Ave #26, New York, NY 10017 Hours: Closed ⋅ Opens 9AM Mon Friday9AM–5PMSaturdayClosedSundayClosedMonday9AM–5PMTuesday9AM–5PMWednesday9AM–5PMThursday9AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (312) 827-3940Place name: Category: : : : : Website: : : Website: https://www.envestnet.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business? Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Envestnet, Inc. Posting publicly on the Web Write a review Reviews Be the first to review
Envestnet Prima List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Envestnet Prima. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Envestnet Prima Employees
Kansas State University Foundation March 2015 - Present
Kansas State University Foundation July 2013 - March 2015
Envestnet Prima January 2008 - April 2013
MQ Capital January 2007 - December 2007
Penson Financial Services July 2006 - March 2007
Skills
Due Diligence, Asset Allocation, Alternative Investments, Asset Management, Real Estate, Commodity Markets, Natural Resources, Risk Management, Technical Analysis
Education
Creighton University 2010 — 2011
Master's degree, Security Analysis and Portfolio Management
Oklahoma State University 2002 — 2006
Bachelor's Degree, Finance & Commercial Bank Management
Swisslog August 2012 - November 2012
Swisslog August 2012 - November 2012
Pickens Technical College August 2011 - May 2012
Castle Rock Construction Company April 2010 - September 2010
Envestnet Prima March 2008 - July 2009
OneWare July 2007 - November 2007
Sanmina June 2004 - July 2007
McDATA Corporation December 2000 - June 2004
US West / Qwest April 2000 - December 2000
Gaming Laboratories International December 1996 - April 2000
Education
University of Phoenix 2009 — 2011
Master of Education (M.Ed.), Secondary Education, 3.6
University of Phoenix
Masters Degree, Education
University of Colorado Denver 1992 — 1996
Bachelor of Engineering (BE), Electrical and Electronics Engineering, 3.0
University of Colorado
BS, Electrical Engineering
National Association of Former United States Attorneys (NAFUSA) May 2014 - Present
Eleven Wireless August 2013 - Present
Envestnet Prima February 2012 - August 2013
Eleven Wireless July 2007 - February 2012
Oak Street Mortgage June 2006 - December 2006
Health Care Excel September 2005 - June 2006
Rent-A-Techie 2002 - 2005
Merkle 2000 - 2002
Claritas 1996 - 2000
Skills
Microsoft SQL Server, Project Management, Databases, C#, .NET, Architecture, Agile Methodologies, Software Development, Scrum, SQL, SaaS, HTML
Education
University of Denver - Sturm College of Law 2014 — 2018
Juris Doctor
University of Maryland University College 1998 — 2001
BS, Computer Science
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
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
Prudential Huntoon Paige August 2012 - November 2013
Envestnet Prima June 2010 - August 2012
Education
University of Denver - Daniels College of Business 2008 — 2010
Bachelor of Science, Business Administration, Finance, 3.94
Arapahoe Community College 2006 — 2008
AA-Business Emphasis, General Business, 4.00
Syncroness December 2012 - Present
Envestnet Prima April 2012 - Present
Prima Capital January 2007 - April 2012
Agilent Technologies May 2001 - July 2006
Education
Colorado State University 1998 — 2002
Bachelor of Science (BS), Computer Science
SimKaran Inc January 2015 - Present
Envestnet Prima May 2011 - December 2014
Prima Capital March 2008 - May 2011
WineDelight.Com December 2005 - March 2008
SimKaran Inc. May 2004 - March 2008
Skills
Investments, Asset Managment, Mutual Funds, Financial Modeling, Asset Allocation, Alternative Investments, Valuation, Wealth Management, Equity Research, Equities, Due Diligence, Fixed Income, Strategic Planning, Business Development, SQL, Microsoft Excel, Quantitative Analytics, Investment Management, Mergers & Acquisitions, Asset Management
Education
University of Colorado Boulder 2002 — 2006
B.A., Mathematics
Envestnet Prima November 2013 - Present
Skills
Bloomberg, Mutual Funds, Investment Strategies, Equities, Asset Allocation, Valuation, Alternative Investments, Equity Research, Portfolio Management, Fixed Income, Derivatives, Asset Management, Financial Services, Hedge Funds, Investments, Capital Markets
Education
Boston University Questrom School of Business 1999 — 2003
Bachelor of Science in Business Administration
Envestnet Prima April 2012 - Present
Prima Capital September 2002 - April 2012
EnvestnetPMC June 1999 - March 2003
Merrill Lynch 1992 - 1996
Skills
Asset Allocation, Mutual Funds, Asset Managment, Investments, Wealth Management, Financial Modeling, Hedge Funds, Valuation, Asset Management, Alternative Investments, Equity Research, Investment Management
Education
Brandeis International Business School 1990 — 1992
Masters, International Economics and Finance
The University of Montana - School of Business Administration 1986 — 1990
B.Sc, Finance, German