Position:
AVP Rebalancing Implementations at Envestnet, Inc
Industry:
Information Technology and Services
Work:
Envestnet, Inc
since Jul 2013
-
AVP Rebalancing Implementations
Envestnet, Inc
Jan 2013 - Jun 2013
-
Senior Consultant
Envestnet | Tamarac
- Greater Seattle Area May 2011 - Jan 2013
-
Associate Vice President | Implementation Consultant
Tamarac Inc.
Sep 2009 - May 2011
-
Client Services Associate
Convergent Wealth Advisors
Jan 2008 - May 2009
-
Investment Operations Associate
Education:
Seattle University 2009 - 2012
MBA
Calvin College
BS, Business-Communications
Skills:
Portfolio Management, Securities, Trading, Asset Allocation, Wealth Management, Asset Managment, Investments, Mutual Funds, Equities, Alternative Investments, Investment Advisory, Financial Analysis, Investment Management, Fixed Income, Financial Services, Strategic Financial Planning, Investment Strategies