Envestnet Prima

Description

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

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Envestnet Prima Employees

Employee
Years
Job
Industry
Rush Harvey, CMT, CAIA Rush Harvey, CMT, CAIA Manhattan, Kansas Details
Rush Harvey, CMT, CAIA's Envestnet Prima Experience January 2008 - April 2013
Job Director of Investments
Industry Investment Management
Experience
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

David Auda David Auda Greater Denver Area Details
David Auda's Envestnet Prima Experience March 2008 - July 2009
Job Secondary math teacher, Electrical Engineer, Software QA
Industry Education Management
Experience
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

J. John Steele J. John Steele Greater Denver Area Details
J. John Steele's Envestnet Prima Experience February 2012 - August 2013
Job J.D. Class of 2018, Denver Law
Industry Law Practice
Experience
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

Christopher Devenney Christopher Devenney Greater Denver Area Details
Christopher Devenney's Envestnet Prima Experience September 2012 - July 2014
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

Todd Rais, CAIA Todd Rais, CAIA Denver, Colorado Details
Todd Rais, CAIA's Envestnet Prima Experience June 2010 - 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

Erin R. Liggett Erin R. Liggett Greater Nashville Area Details
Erin R. Liggett's Envestnet Prima Experience June 2010 - August 2012
Job Experienced Analyst in the Commercial Real Estate and Investment Management Industries
Industry Financial Services
Experience
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

Brian Pfau Brian Pfau Denver, Colorado Details
Brian Pfau's Envestnet Prima Experience April 2012 - Present
Job Staff Software Engineer at Syncroness
Industry Electrical/Electronic Manufacturing
Experience
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

Randeep Rekhi Randeep Rekhi San Francisco Bay Area Details
Randeep Rekhi's Envestnet Prima Experience May 2011 - December 2014
Job Business Development at SimKaran Inc.
Industry Wine and Spirits
Experience
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

Cynthia Crandall, CAIA Cynthia Crandall, CAIA Greater Boston Area Details
Cynthia Crandall, CAIA's Envestnet Prima Experience November 2013 - Present
Job
Industry Investment Management
Experience
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

Nathan Behan Nathan Behan Greater Denver Area Details
Nathan Behan's Envestnet Prima Experience April 2012 - Present
Job Senior Vice President Investment Research at Envestnet | Prima
Industry Financial Services
Experience
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