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@envestnet.com
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3 phones found area 514 and 866
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LinkedIn matched
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Charles Gaudreau, Cfa is listed as Wealth Consultant Director at Envestnet at Envestnet, Inc, a company with 1908 employees, based in Laval, Quebec, Canada. AeroLeads shows a work email signal at envestnet.com, phone signal with area code 514, 866, and a matched LinkedIn profile for Charles Gaudreau, Cfa.
Charles Gaudreau, Cfa previously worked as Wealth Consultant Director at Envestnet, Inc and Chairman of the Board at Vanguard School Foundation Inc. Charles Gaudreau, Cfa holds B.Com, Finance from Université De Sherbrooke.
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AeroLeads found 1 current-domain work email signal for Charles Gaudreau, Cfa. Compare company email patterns before reaching out.
Charles Gaudreau, Cfa is a Wealth Consultant Director at Envestnet at Envestnet, Inc. He possess expertise in wealth management, investments, portfolio management, investment advisory, investment strategies and 12 more skills. He is proficient in French. Colleagues describe him as "I had the pleasure of working with Charles at Franklin Templeton. I was in a position to watch his progression from a more junior Sales position to become one of our best senior Sales professionals. Charles is a focused individual with good business instinct. I would look forward to working with him again." and "I have had the pleasure to work with Charles when he was a business development manager at FTI. He is an exceptionally hardworking individual; talented, intelligent, holds high integrity for his work but also creative in driving and achieving top results: an A-type player. His personal selling qualities: Polite, honest, humorous, personable, appreciative, and always looks out for his client’s best interests."
Listed skills include Wealth Management, Investments, Portfolio Management, Investment Advisory, and 13 others.
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Montréal
Promote the usage of Unified Managed Account technology to investment professionals for their High Net Worth investors in the context of Wealth Management. I help build a process of advise capturing discipline, expertise and fiduciary responsabilities.
Promote alternatives Investments solutions manufactured by Man Investments in Québec. Work closely with Investments Advisors in the region to include products offered by the goup as a good complement in the investments portfolios for end clients.
Other employees you can reach at envestnet.com. View company contacts for 1908 employees →
Joseph Antony
Colleague at Envestnet, Inc
Trivandrum, Kerala, India, India
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SS
Saravanan Sundaresan
Colleague at Envestnet, Inc
Trivandrum, Kerala, India, India
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DM
Danette May
Colleague at Envestnet, Inc
Denver Metropolitan Area, United States
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AC
Aparna Chandran
Colleague at Envestnet, Inc
Thiruvananthapuram Taluk, India, India
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SA
Suby Alphonsa John
Colleague at Envestnet, Inc
Kottayam, Kerala, India, India
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VD
Vignesh D
Colleague at Envestnet, Inc
Thiruvananthapuram Taluka, Kerala, India, India
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SP
Sujitha Pasupuleti
Colleague at Envestnet, Inc
Exton, Pennsylvania, United States, United States
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PB
Pramod B L
Colleague at Envestnet, Inc
Thiruvananthapuram Taluk, India, India
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CP
Crife Paul
Colleague at Envestnet, Inc
Bengaluru, Karnataka, India, India
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DK
Dylan Kynaston
Colleague at Envestnet, Inc
Flagstaff, Arizona, United States, United States
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Activities and Societies: CFA MontrealCarrefour Multi-Sport Laval, Kingdom of trails association
Quick answers generated from the profile data available on this page.
Charles Gaudreau, Cfa works for Envestnet, Inc.
Charles Gaudreau, Cfa is listed as Wealth Consultant Director at Envestnet at Envestnet, Inc.
AeroLeads has found 1 work email signal at @envestnet.com for Charles Gaudreau, Cfa at Envestnet, Inc.
AeroLeads has found 3 phone signal(s) with area code 514, 866 for Charles Gaudreau, Cfa at Envestnet, Inc.
Charles Gaudreau, Cfa is based in Laval, Quebec, Canada while working with Envestnet, Inc.
Charles Gaudreau, Cfa has worked for Envestnet, Inc, Vanguard School Foundation Inc, Ecole Vanguard School, Man Investments Canada Corp., and Franklin Templeton Group.
Charles Gaudreau, Cfa's colleagues at Envestnet, Inc include Joseph Antony, Saravanan Sundaresan, Danette May, Aparna Chandran, and Suby Alphonsa John.
You can use AeroLeads to view verified contact signals for Charles Gaudreau, Cfa at Envestnet, Inc, including work email, phone, and LinkedIn data when available.
Charles Gaudreau, Cfa holds B.Com, Finance from Université De Sherbrooke.
Charles Gaudreau, Cfa is listed with skills including Wealth Management, Investments, Portfolio Management, Investment Advisory, Investment Strategies, Mutual Funds, Asset Allocation, and Financial Advisory.
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