Envestnet Tamarac

Description

Address: 701 5th Ave, Seattle, WA 98104 Phone: (866) 525-8811Hours: : Category: : Place name: : : Website: : : Website: https://www.tamaracinc.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?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. 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 | Tamarac Posting publicly on the Web Write a review Reviews 2 Google reviews

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Envestnet Tamarac Employees

Employee
Years
Job
Industry
Ashley Dahl, CFP® Ashley Dahl, CFP® Greater Seattle Area Details
Ashley Dahl, CFP®'s Envestnet Tamarac Experience March 2010 - Present
Job at Envestnet | Tamarac
Industry Financial Services
Experience
Envestnet Tamarac   March 2010 - Present
Empirical Wealth Management, LLC   June 2006 - February 2010

Education
College for Financial Planning
Financial Planning

University of Washington, Michael G. Foster School of Business   2002 — 2006
Business, Finance, Finance

Sandi Johnston Sandi Johnston Bellevue, Washington Details
Sandi Johnston's Envestnet Tamarac Experience March 2012 - February 2013
Job QA Analyst at Costco Wholesale
Industry Computer Software
Experience
Costco Wholesale  April 2013 - Present
Envestnet Tamarac   March 2012 - February 2013
Applied Discovery  December 2008 - March 2012
Zillow.com  November 2007 - October 2008
AT&T Wireless  2004 - 2007
VeriTest  2003 - 2004
RedV   2002 - 2003
Web3000   1998 - 2001
NetManage  1995 - 1998

Skills
Agile Methodologies, Quality Assurance, Testing, Regression Testing, SQL, Scrum, Manual Testing, SDLC, Software Quality..., Technical Support

Education
Bellevue College

Seattle Central Community College

Clark Richards Clark Richards Raleigh-Durham, North Carolina Area Details
Clark Richards's Envestnet Tamarac Experience January 2015 - Present
Job Associate Vice President Service Team Manager at Envestnet | Tamarac
Industry Financial Services
Experience
Envestnet Tamarac   January 2015 - Present
Envestnet Tamarac   January 2013 - January 2015
Tamarac Inc.  November 2011 - January 2013
Sageworks, Inc.   June 2011 - November 2011

Skills
Account Management, Sales Management, Portfolio Management, Sales, Investments, Salesforce.com, Financial Analysis, Customer Service, Project Management, SAS, Microsoft SQL Server, Microsoft Office, New Business Development, Service Management

Education
Elon University   2007 — 2011
BA, Economics, Sport & Event Management

Tom Secker Tom Secker Denver, Colorado Details
Tom Secker's Envestnet Tamarac Experience May 2012 - July 2013
Job Investment Analyst at Aether Investment Partners, LLC
Industry Investment Management
Experience
Aether Investment Partners, LLC   October 2013 - Present
Envestnet Tamarac   May 2012 - July 2013
Abraham Trading Co.   May 2010 - August 2010
Abraham Trading Co.   May 2009 - August 2009

Skills
Investments

Education
University of North Carolina at Chapel Hill   2008 — 2012
Bachelor of Arts (BA), Economics

Westlake High School

Patrick Schumacher Patrick Schumacher Seattle, Washington Details
Patrick Schumacher's Envestnet Tamarac Experience January 2015 - Present
Job AVP at Envestnet | Tamarac
Industry Financial Services
Experience
Envestnet Tamarac   January 2015 - Present
Wilshire Associates  January 2012 - September 2014
BI-SAM Technologies  August 2010 - January 2012
StatPro  September 2007 - August 2010
Mellon Analytical Solutions  September 2005 - September 2007
Russell/Mellon  January 1999 - September 2005
Frank Russell  October 1994 - December 1998

Skills
Performance Attribution, GIPS Compliance, Management, Project Management, Performance Management, Performance Measurement, Analytics, Data Analysis, Team Leadership, Employee Training, Client Services, Client Relations, Client Training, Client Education, Pre-sales, Sales Presentations, Public Speaking, Transaction Processing, Reporting & Analysis, Report Design, Product Design, Business Development, Portfolio Management, Asset Management, Financial Modeling, Equities, Asset Managment, Fixed Income, Attribution, Investments, Hedge Funds, Product Management, Capital Markets, Financial Risk, Business Analysis, Financial Services, Risk Management, Derivatives, Alternative Investments, Mutual Funds

Education
University of Puget Sound   1991 — 1994
Finance, Finance

Colorado State University   1977 — 1981

Josh English Josh English Chicago, Illinois Details
Josh English's Envestnet Tamarac Experience January 2013 - November 2013
Job Transitions Associate at HighTower | Startups | Charity
Industry Financial Services
Experience
redothecube   September 2015 - Present
HighTower  August 2015 - Present
A Crazy Idea aka Startup   August 2015 - Present
The Portrait Group, LLC   November 2013 - August 2015
Envestnet Tamarac   January 2013 - November 2013
Envestnet Tamarac   December 2011 - January 2013
Mediant Communications  February 2011 - December 2011
French/West/Vaughan   August 2009 - March 2010
Mediant Communications  October 2008 - August 2009

Skills
SQL, Financial Reporting, Data Analysis, Financial Analysis, Microsoft SQL Server, Customer Service, Microsoft Office, Investments, Portfolio Management, Microsoft Excel, Research, Business Analysis, Investor Relations, Public Relations, Team Building, Consulting, Analytics, Client Services, Project Management, Client Service, Rebalancing, RIA, Small Business, Corporate Governance, Microsoft Dynamics, CRM, Leadership, Finance

Education
North Carolina State University   2006 — 2010
Business Administration, Finance and Marketing

Candice Zhou Candice Zhou Chapel Hill, North Carolina Details
Candice Zhou's Envestnet Tamarac Experience June 2014 - August 2014
Job UNCChapel Hill GLOBE Scholar
Industry
Experience
UNC Kenan-Flagler  January 2015 - Present
Morgan Stanley  June 2015 - August 2015
University of North Carolina at Chapel Hill  August 2014 - May 2015
Credit Suisse  April 2015 - April 2015
Wells Fargo Securities  October 2014 - October 2014
Envestnet Tamarac   June 2014 - August 2014
Google  June 2014 - June 2014
JP's Asian Bistro   April 2012 - April 2012

Education
University of North Carolina at Chapel Hill   2013 — 2017
B.S. Business Administration, Chinese Minor, Sophomore

Copenhagen Business School   2015 — 2015
Bachelor of Science Business Administration (B.S.B.A.), Business Administration, Junior

The Chinese University of Hong Kong (CUHK) Business School   2015 — 2016
Bachelor of Science Business Administration (B.S.B.A.), Business Administration, Junior

IES Abroad - Santiago, Chile   2014 — 2014
Summer Study Abroad, Business Administration and Spanish

Jeffrey J. Meston Jeffrey J. Meston Greater Seattle Area Details
Jeffrey J. Meston's Envestnet Tamarac Experience July 2015 - Present
Job Senior Operations Associate at Envestnet, Inc
Industry Computer Software
Experience
Envestnet Tamarac   July 2015 - Present
Envestnet Tamarac   June 2014 - July 2015
MK Property Services, LLC   September 2012 - June 2014
Westfield  June 2011 - June 2012
Accelerated Freight, Inc.   June 2006 - May 2011
Chapman University  February 2008 - January 2010
Chapman University  August 2009 - December 2009

Skills
Data Analysis, SQL Server Management..., Microsoft Office, Salesforce.com, Market Research, Strategic Planning, Project Management, Business Planning, Business Development, Wireless Networking, Social Networking, Adobe Acrobat, Qualitative Research, Quantitative Research, Windows 7, Android, Chrome, Business Plan..., Office Equipment, CRM, Sales Operations, Microsoft Excel, Social Media

Education
Chapman University, The George L. Argyros School of Business and Economics   2008 — 2010
MBA, Business Administration

University of Washington   2005 — 2007
BA, Geography - Economy, Environment, and Sustainability

The Overlake School   1997 — 2004
Highschool

Rob Chateauneuf Rob Chateauneuf Seattle, Washington Details
Rob Chateauneuf's Envestnet Tamarac Experience July 2013 - Present
Job Vice President, Client Implementations at Envestnet | Tamarac
Industry Financial Services
Experience
Envestnet Tamarac   July 2013 - Present
Envestnet Tamarac   August 2011 - June 2013
Tamarac Inc.  May 2008 - July 2011
Jensen Investment Mangement   March 2006 - March 2008
Investors Bank & Trust  November 2003 - February 2006
Investors Bank & Trust  April 2002 - October 2003
Alaska Airlines  June 1998 - November 2001
US Navy  February 1994 - September 1997

Skills
Customer Relations, Problem Solving, Team Building, Portfolio Management, Asset Management, Compliance, Investments, Leadership, Project Management, SDLC, Process Improvement, CRM, Analysis, Management, Integration

Education
Bentley College - Elkin B. McCallum Graduate School of Business   2003 — 2006
MBA

University of Washington   1997 — 2001
BA

Florida Institute of Technology   1992 — 1993

Spencer Lercher Spencer Lercher Renton, Washington Details
Spencer Lercher's Envestnet Tamarac Experience November 2014 - Present
Job Associate Accountant at Envestnet Tamarac
Industry Accounting
Experience
Envestnet Tamarac  November 2014 - Present
Lisa's Loving Care   August 2014 - Present
The Church of Jesus Christ of Latter-day Saints  January 2014 - Present
HarborCloud   January 2014 - November 2014
Scotts Lawn Service  March 2012 - November 2013
AC Moate Green Solutions   August 2010 - January 2012
Plantscapes Inc.   October 2009 - August 2010
Brigham Young  October 2005 - August 2008

Skills
Quickbooks, Excel, Quicken, Accounting, QuickBooks, Microsoft Excel, Peachtree, Managerial Finance, Leadership, Accounts Receivable, Management, Cost Accounting, Tax, Auditing, Project Management, Customer Service

Education
North Seattle Community College   2010 — 2013
Certificate, Accounting, 3.45

Brigham Young University   2002 — 2008
Bachelors Landscape, Management

Ning Liu Ning Liu Greater Seattle Area Details
Ning Liu's Envestnet Tamarac Experience September 2009 - March 2013
Job Staff Software Engineer at GE Healthcare
Industry Information Technology and Services
Experience
GE Healthcare  June 2015 - Present
Groupon  April 2013 - June 2015
Envestnet Tamarac   September 2009 - March 2013
Microsoft  September 2005 - July 2009
PUBLICIS HEALTHCARE COMMUNICATIONS GROUPE   April 2005 - September 2005

Skills
C#, SQL, XML, DHTML, T-SQL, .NET, JavaScript, Windows, ASP.NET, Agile Methodologies, WCF, Microsoft SQL Server, AJAX, HTML, C++, Java, Databases, Design Patterns, Database Design, Software Development, Web Applications, Web Services, Requirements Analysis

Education
Beihang University
Bachelor of Science (BS), Computer Science

Michigan State University
Master's degree, Computer Science

Christopher Hooker, CFA Christopher Hooker, CFA Charlotte, North Carolina Area Details
Christopher Hooker, CFA's Envestnet Tamarac Experience January 2015 - Present
Job Implementation Consultant
Industry Investment Management
Experience
Envestnet Tamarac   January 2015 - Present
Aon Hewitt  April 2014 - January 2015
Wells Fargo  November 2009 - June 2011
Wells Fargo  April 2007 - November 2009
Banc of America Investment Services Inc  November 2006 - April 2007

Skills
Bloomberg, Word, Excel, Factset, Critical Thinking, Crystal Ball, Siebel, Financial Modeling, Monte Carlo Simulation, Financial Software, Outlook, Access, Microsoft Office, Morningstar, Financial Analysis, Microsoft Excel, Quantitative Analytics, Forecasting, Investments, Financial Reporting, Asset Allocation, Series 7, Portfolio Management, Accounting Applications, Securities, Equities, Investment Management, Trading, Derivatives, Microsoft Word, Fixed Income

Education
Wake Forest University - Babcock Graduate School of Management   2007 — 2009
MBA, Finance

University of North Carolina at Chapel Hill   1994 — 2000
B.A

LSHS

Alex Greene, AAMS®, AWMA® Alex Greene, AAMS®, AWMA® Cary, North Carolina Details
Alex Greene, AAMS®, AWMA®'s Envestnet Tamarac Experience August 2013 - August 2014
Job Financial Advisor at Stonegate Financial, An Independent Firm
Industry Financial Services
Experience
Stonegate Financial, An Independent Firm   January 2015 - Present
Stonegate Financial, An Independent Firm   August 2014 - December 2014
Envestnet Tamarac   August 2013 - August 2014
Envestnet Tamarac   June 2012 - August 2013
USA Baseball  January 2011 - October 2011
Navy Federal Credit Union  May 2010 - July 2010

Skills
Financial Accounting, Account Management, Accounts Receivable, Accounts Payable, Market Research, Financial Services, Relationship Management, Data Analysis, Account Reconciliation, Client Relations Skills, Customer Service, CRM, Accounting, Financial Analysis

Education
North Carolina State University   2008 — 2012
Bachelor of Science, Accounting-Financial Analysis Concentration

Taylor Conway Taylor Conway Greater Seattle Area Details
Taylor Conway's Envestnet Tamarac Experience September 2015 - Present
Job Marketing Events Specialist at Envestnet | Tamarac
Industry Computer Software
Experience
Envestnet Tamarac  September 2015 - Present
Envestnet Tamarac   August 2013 - Present
Volt  October 2012 - August 2013
Volt Technical Resources  June 2012 - October 2012
VMC  June 2011 - June 2012
InvestED  September 2011 - December 2011
Flinn Ferguson Corporate Real Estate  June 2009 - September 2009

Skills
Blogging, Social Media, Microsoft Excel, PowerPoint, Visio, SharePoint, CRM, Sourcing, Social Marketing, Social Networking, Outlook, Teamwork, Team Leadership, Email Marketing, Public Relations, Applicant Tracking..., Event Planning, Benefits Negotiation, Technical Recruiting, Outsourcing, Internet Recruiting, Management, Marketing Communications, Account Management, SDLC, Social Media Marketing, Time Management, SEO, Recruiting, Contract Recruitment, Software Documentation, Temporary Placement, Sales, Microsoft Word, Content Management, Consulting, Sales Operations, Facebook, Microsoft Office, Screening Resumes, Staffing Services, Public Speaking, Cold Calling, Customer Service, Talent Acquisition, Marketing, Team Building

Education
Seattle University
BA, Strategic Communications

Victoria Handley Victoria Handley Raleigh, North Carolina Details
Victoria Handley's Envestnet Tamarac Experience August 2015 - Present
Job Client Service Associate at Envestnet | Tamarac
Industry Financial Services
Experience
Envestnet Tamarac   August 2015 - Present
Envestnet Tamarac   January 2015 - August 2015
Coleman Research  November 2014 - December 2014
Coleman Research  March 2014 - November 2014
Coleman Research  February 2012 - February 2014

Skills
Research, Primary Research, Data Analysis, Leadership, SPSS, Microsoft Office, Training, Management, Healthcare, Microsoft Excel, Community Outreach, Customer Service, Sales, Recruiting, Program Management, Strategic Planning, Analysis, Business Development, Interviewing Skills, Interviewing Subject..., Market Research

Education
Georgetown University   2007 — 2011
BA, Anthropology; Theater and Performance Studies Minor

Stellenbosch University/Universiteit Stellenbosch   2010 — 2010
Study Abroad - South Africa

McGhee Center for Eastern Mediterranean Studies   2009 — 2009
Study Abroad - Turkey

Wyoming Area   2001 — 2007

Brittney Nettles Brittney Nettles Raleigh-Durham, North Carolina Area Details
Brittney Nettles's Envestnet Tamarac Experience March 2015 - Present
Job Operations Associate at Tamarac Inc.
Industry Investment Management
Experience
Envestnet Tamarac   March 2015 - Present
Fidelity Investments  August 2012 - March 2015
Drucker and Falk  December 2012 - June 2014
Charles & Colvard  November 2011 - November 2012
Charles & Colvard  January 2011 - November 2011

Skills
Merchandising, Microsoft Excel, Microsoft Office, Jewelry, Sales, Negotiation, Project Planning, Investments, Retirement

Education
East Carolina University   2014 — 2016
Master of Business Administration (M.B.A.) Candidate

Emory University   2006 — 2010
Bachelors, Economics

Robert Immen Robert Immen Seattle, Washington Details
Robert Immen's Envestnet Tamarac Experience August 2015 - Present
Job AVP Service Team Manager at Envestnet | Tamarac
Industry Financial Services
Experience
Envestnet Tamarac   August 2015 - Present
Envestnet Tamarac   January 2015 - August 2015
Envestnet Tamarac   August 2014 - January 2015
Envestnet Tamarac   August 2013 - August 2014
HighTower Scannell Wealth Management   April 2011 - July 2013
American Cancer Society  February 2010 - April 2011
Bankers Alliance, LLC   June 2009 - January 2010
Chicago Bandits  May 2009 - August 2009
Milwaukee Bucks  October 2007 - May 2009
Marquette University Admissions Office   September 2006 - May 2009

Skills
Event Management, Advertising, Marketing Research, Data Processing, Event Planning, Social Media, Public Speaking, Financial Operations, Fundraising, Marketing, Customer Service, Public Relations, Microsoft Office, PowerPoint, Social Media Marketing, Microsoft Excel, Research, Marketing Communications, Leadership, Microsoft Word, Sales, Training

Education
Marquette University   2005 — 2009
B.S. in Business Administration, Economics, Marketing

Brophy College Preparatory   2001 — 2005

Adam Goings Adam Goings Raleigh-Durham, North Carolina Area Details
Adam Goings's Envestnet Tamarac Experience October 2011 - September 2012
Job Technical Account Manager at Validic
Industry Health, Wellness and Fitness
Experience
Validic  June 2015 - Present
ChannelAdvisor  November 2013 - May 2015
NC Office of the State Auditor  September 2012 - November 2013
Envestnet Tamarac   October 2011 - September 2012
ChannelAdvisor  October 2010 - October 2011
Schwab Performance Technologies  June 2009 - October 2010
SECU  May 2008 - June 2009

Skills
SQL, Salesforce.com, Process Improvement, Customer Service, Data Analysis

Education
North Carolina State University - College of Management   2003 — 2008
B.S., Accounting - Information Systems

North Carolina State University

Sam Offutt Sam Offutt Iowa City, Iowa Details
Sam Offutt's Envestnet Tamarac Experience January 2015 - Present
Job Canvass Lead at Iowa Democratic Party
Industry
Experience
Envestnet Tamarac   January 2015 - Present
Iowa Democratic Party  September 2014 - Present
JET Program  July 2012 - July 2014
Beloit College  August 2010 - May 2012
Organizing for Action  May 2011 - August 2011

Skills
Intermediate Japanese, Microsoft Office, SAS, Minitab, Research, Event Planning, Community Outreach, Social Media, PowerPoint, Microsoft Word

Education
Beloit College   2008 — 2012
Bachelor of Economics, Asian Studies Minor, 3.5 GPA

Cortney Zamora Cortney Zamora Seattle, Washington Details
Cortney Zamora's Envestnet Tamarac Experience July 2012 - Present
Job AVP Project Manager at Envestnet | Tamarac
Industry Financial Services
Experience
Envestnet Tamarac   July 2012 - Present
Jubilee Women's Center  February 2012 - July 2012
Centaurus Energy  January 2010 - March 2011
Centaurus Energy  January 2006 - December 2009
Centaurus Energy  January 2005 - December 2005

Skills
Microsoft Excel, Microsoft Word, Access, PowerPoint, Outlook, Apple OS, Bloomberg, eConfirm

Education
The University of Texas at Austin - The Red McCombs School of Business   2000 — 2004
Bachelor of Business Administration, Finance

Università Commerciale 'Luigi Bocconi'   2003 — 2003
Semester Abroad

Peter Haywood Miars Jr. Peter Haywood Miars Jr. Raleigh, North Carolina Details
Peter Haywood Miars Jr.'s Envestnet Tamarac Experience June 2013 - Present
Job Client Services at EnvestnetTamarac
Industry Financial Services
Experience
Envestnet-Tamarac  June 2013 - Present
Envestnet-Tamarac  October 2011 - Present
Sageworks, Inc  May 2011 - September 2011

Skills
CRM, Microsoft Office, Portfolio Management, Financial Analysis

Education
North Carolina State University   2007 — 2011
Bachelor of Science, Accounting

North Carolina State University
Bachelor of Science, Accounting; Financial Analysis

Josh Hampton Josh Hampton Seattle, Washington Details
Josh Hampton's Envestnet Tamarac Experience April 2015 - Present
Job Associate Vice President, Implementation Consultant at Envestnet | Tamarac
Industry Financial Services
Experience
Envestnet Tamarac   April 2015 - Present
Envestnet Tamarac   July 2014 - April 2015
Envestnet Tamarac   June 2013 - July 2014
Envestnet Tamarac   May 2012 - June 2013
Tamarac Inc.  November 2011 - May 2012
Josh Hampton Painting   June 2010 - October 2011
Portfolio Management I, II, and III (Gonzaga University courses)   January 2009 - May 2010
Gonzaga University  September 2008 - March 2009
Gonzaga University  May 2008 - July 2008
Gonzaga University  September 2006 - May 2008

Skills
Financial Analysis, Analysis, Entrepreneurship, Access, Management, Fundraising, Microsoft Excel, PowerPoint, Customer Service, Research, Investments, Outlook, Accounting, Time Management, Strategy

Education
Gonzaga University   2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance and Economics

Stuart DePina Stuart DePina Greater Seattle Area Details
Stuart DePina's Envestnet Tamarac Experience May 2012 - Present
Job President
Industry Executive Office
Experience
Envestnet Tamarac   May 2012 - Present
Tamarac, Inc  January 2007 - May 2012
Who's Calling  April 2004 - December 2006
xSides Corporation   July 1999 - March 2004
Ticketmaster, IACI   October 1995 - July 1999
KPMG LLP  August 1984 - October 1995

Skills
SaaS, Cloud-based, Mergers & Acquisitions, Divestiture Experience, Initial Public Offerings, Capital Raising, Start-ups, Strategic Planning, Sales&Marketing, Building High..., Product Development, Implementation Planning, Key Client Relationships, Financial Structuring, SEC filings, Team Building, Strategy, Business Strategy, Leadership, Business Development, Management, Mergers, Investments, Pricing, Contract Negotiation, Financial & Operational..., E-commerce, Sales, Product Management, Salesforce.com, IPO, Product Marketing, Marketing, CRM, Venture Capital, Executive Management, Lead Generation

Education
The University of Texas at Austin   1981 — 1984
BS, Accounting

Andy Ughetta Andy Ughetta Raleigh, North Carolina Details
Andy Ughetta's Envestnet Tamarac Experience January 2015 - Present
Job Client Service Associate at Envestnet | Tamarac
Industry Financial Services
Experience
Envestnet Tamarac   January 2015 - Present
Envestnet Tamarac   March 2014 - January 2015
FBR Capital Markets  August 2011 - August 2013
J.P. Morgan   March 2010 - August 2011
BMO Capital Markets  July 2009 - March 2010
Friedman Billings Ramsey  September 2007 - November 2008
MF Global  April 2007 - July 2007
Bear Stearns  February 2004 - March 2007

Skills
Options, Trading, Investments, Equities, Investment Banking, Middle Office, Fixed Income

Education
Ithaca College   1998 — 2002

Ithaca College
Bachelor of Arts degree, Sociology

Graham Shepherd Graham Shepherd Raleigh-Durham, North Carolina Area Details
Graham Shepherd's Envestnet Tamarac Experience October 2011 - Present
Job Associate Vice President Professional Services at Envestnet | Tamarac
Industry Financial Services
Experience
Envestnet Tamarac   October 2011 - Present
Schwab Performance Technologies  July 2011 - October 2011
Schwab Performance Technologies  July 2010 - July 2011
Nourish International  December 2008 - July 2009
Northwestern Mutual  June 2008 - September 2008
Lineberger Comprehensive Cancer Center  2007 - 2008
Ancient World Mapping Center   August 2004 - August 2007

Skills
PortfolioCenter, Microsoft Excel, Tamarac Advisor

Education
University of North Carolina at Chapel Hill   2004 — 2008
BA, Anthropology, Classical Archaeology

Aaron Sellsted Aaron Sellsted Seattle, Washington Details
Aaron Sellsted's Envestnet Tamarac Experience July 2013 - February 2014
Job AVP Portfolio Accounting System Implementation at Envestnet | Tamarac
Industry Financial Services
Experience
Travel  February 2014 - December 2014
Envestnet Tamarac   July 2013 - February 2014
Envestnet Tamarac   September 2012 - June 2013
Envestnet Tamarac   January 2012 - September 2012
Tamarac Inc.  June 2011 - January 2012
Private Wealth Northwest   January 2011 - June 2011
Vestas  April 2010 - August 2010
Central Washington University  September 2006 - June 2008

Skills
Financial Modeling, Data Analysis, Project Management, Process Improvement, SQL, R, PortfolioCenter, Microsoft Excel

Education
Portland State University - School of Business   2009 — 2010
Master of Science, Financial Analysis

Central Washington University   2004 — 2008
Bachelor of Science, Managerial Economics & Business Administration with specialization in Finance

Emery Lin Emery Lin Greater Seattle Area Details
Emery Lin's Envestnet Tamarac Experience January 2009 - Present
Job Software Team Lead
Industry Computer Software
Experience
Envestnet Tamarac   January 2009 - Present
Hidden City Games  June 2008 - October 2008
HouseValues  May 2006 - June 2008
Microsoft  July 2003 - May 2006

Skills
C#, Microsoft SQL Server, JavaScript, jQuery

Education
Massachusetts Institute of Technology   1998 — 2003
MS, Computer Science

Ryan Bamert Ryan Bamert Greater Seattle Area Details
Ryan Bamert's Envestnet Tamarac Experience January 2015 - Present
Job AVP Advisor Services Manager at Envestnet | Tamarac
Industry Investment Management
Experience
Envestnet Tamarac   January 2015 - Present
Envestnet Tamarac   May 2012 - January 2015
Tamarac Advisor Services   September 2010 - May 2012
Tamarac Advisor Services   September 2009 - September 2010

Skills
Portfolio Management, Wealth Management, Investments, Asset Management, Financial Analysis, Asset Allocation, Financial Services, Strategic Financial..., Trading, Alternative Investments, Investment Management, Mutual Funds, Investment Strategies, Management, Leadership, Microsoft Excel, Account Management

Education
Washington State University   2007 — 2009
B.A., Finance

Gonzaga University   2004 — 2006

Zara Wittirani Zara Wittirani Seattle, Washington Details
Zara Wittirani's Envestnet Tamarac Experience September 2012 - November 2014
Job Business Analysis ◦ Business Development ◦ Financial Services ♦ Conversions Analyst II at Fiserv
Industry Financial Services
Experience
Fiserv  November 2014 - Present
Envestnet Tamarac   September 2012 - November 2014
Envestnet Tamarac   November 2011 - September 2012
Normet Industries Ltd.   2008 - 2008
Douceur International Ltd   2005 - 2007

Skills
Business Analysis, Financial Analysis, Investments, Finance, Accounting, Process Improvement, Customer Service, Analysis, International Business, Economics, Data Analysis, Microsoft Office, Account Management, QuickBooks, Financial Modeling, Access, Risk Management, Leadership, Portfolio Management, Strategic Financial..., Java, HTML, Stata, T-SQL, VBA, SAS, Microsoft CRM, Financial Planning

Education
University of North Carolina at Chapel Hill
B.A. (with Distinction)

University of North Carolina at Chapel Hill - Kenan-Flagler Business School

Brian Harlan Brian Harlan Seattle, Washington Details
Brian Harlan's Envestnet Tamarac Experience June 2013 - Present
Job Product Manager at Envestnet | Tamarac
Industry Investment Management
Experience
Envestnet Tamarac   June 2013 - Present
Envestnet Tamarac   November 2011 - June 2013
The Private Client Reserve at U.S. Bank   January 2010 - November 2011
Charles Schwab Trust Company   December 2005 - October 2009

Skills
Investments, Portfolio Management, SQL, Risk Management, SaaS, CRM, Financial Services, Wealth Management, Asset Allocation, Trading, Investment Management, Product Management, Process Improvement, Asset Management, Customer Service, Project Management

Education
University of Washington   2014 — 2015
Certificate in Software Product Management

Arizona State University - W. P. Carey School of Business   2005 — 2009
Bachelor's Degree, Business

John David Smith John David Smith Raleigh-Durham, North Carolina Area Details
John David Smith's Envestnet Tamarac Experience May 2015 - Present
Job Sr. Operations Associate at Envestnet, Inc
Industry Financial Services
Experience
Envestnet Tamarac   May 2015 - Present
Envestnet Tamarac   October 2013 - April 2015
SECU  September 2012 - October 2013
Financial Symmetry, Inc.   February 2011 - April 2012
Professional Service Industries, Inc. (PSI)   May 2008 - August 2008

Skills
Microsoft Office, Customer Service, Microsoft Excel, Data Analysis

Education
North Carolina State University   2007 — 2012
Business Administration, Finance

North Carolina State University - College of Management   2007 — 2012
Business Administration, Finance

Mitchell Caramello Mitchell Caramello Greater Seattle Area Details
Mitchell Caramello's Envestnet Tamarac Experience July 2013 - May 2014
Job ETL/Implementation Engineer at ServiceSource
Industry Computer Software
Experience
Envestnet Tamarac   July 2013 - May 2014
State Street  2010 - 2011
State Street  2006 - 2010
State Street  2005 - 2006

Skills
Data Analysis, Statistics, Databases, SQL, Quality Auditing, Microsoft SQL Server, MySQL, Business Intelligence, T-SQL, Public Speaking, SaaS, SSIS, Relational Databases, Regular Expressions, Powershell, C#, Foreign Currency, Foreign Languages, Linguistics

Education
Háskóli Íslands / University of Iceland
Certificate

Univeristy of Massachusetts at Amherst
Bachelor of Science (BS), Mathematics