Eric CFA

Senior Investment Analyst at Envestnet, Inc - Berwyn, Pennsylvania, US

Eric CFA's Contact Details
HQ
(312) 827-2800
Location
Company
Envestnet, Inc
Eric CFA's Company Details
Envestnet, Inc logo, Envestnet, Inc contact details

Envestnet, Inc

Berwyn, Pennsylvania, US • 2781 Employees
SaaS

Envestnet is helping to lead the growth of wealth managers and transforming the way financial advice is delivered through its ecosystem of connected technology, advanced insights, and comprehensive solutions – backed by industry-leading service and support. Serving the wealth management industry for 25 years with more than $6.2 trillion in platform assets—more than 110,000 advisors, 17 of the 20 largest U.S. banks, 48 of the 50 largest wealth management and brokerage firms, more than 500 of the largest RIAs -- thousands of companies, depend on Envestnet technology and services to help drive business growth and productivity, and better outcomes for their clients. Data as of 6/30/24. Envestnet refers to the family of operating subsidiaries of the public holding company, Envestnet, Inc. (NYSE: ENV). For a deeper dive into how Envestnet is shaping the future of financial advice, visit www.envestnet.com. Stay connected with us for the latest updates and insights on LinkedIn and X (@ENVintel). Social Media Disclosure: www.envestnet.com/social-media-disclosure Privacy Policy: https://www.envestnet.com/privacy

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Frequently Asked Questions about Eric CFA
Eric CFA currently works for Envestnet, Inc.
Eric CFA's role at Envestnet, Inc is Senior Investment Analyst.
Eric CFA's email address is ***@envestnet.com. To view Eric CFA's full email address, please signup to ConnectPlex.
Eric CFA works in the SaaS industry.
Eric CFA's colleagues at Envestnet, Inc are Jeremy Dziedzina, Megan Driver, Alexandra Bernacchi, Jarrod CPA, Justin Wilkie, Deirdre Checo, Victoria Powers and others.
Eric CFA's phone number is (312) 827-2800
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