Investment Product Consultant
Current
Jul 2024 - Present
AeroLeads people directory · profile
Ian Clark Email & Phone Number
Investment Product Consultant - Wealth consulting
at
Envestnet, Inc
1 work email found
@envestnet.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Investment Product Consultant - Wealth consulting
Location
Greater Philadelphia, United States
Company size
Who is Ian Clark? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Ian Clark is listed as Investment Product Consultant - Wealth consulting at Envestnet, Inc, a with 1908 employees, based in Greater Philadelphia, United States. AeroLeads shows a work email signal at envestnet.com and a matched LinkedIn profile for Ian Clark.
Ian Clark previously worked as Investment product consultant at Envestnet, Inc and AVP Launch Coordinator at Envestnet, Inc. Ian Clark studied at Lock Haven University Of Pennsylvania.
Company email context
Email format at Envestnet, Inc
This section adds company-level context without repeating Ian Clark's masked contact details.
{first}.{last}@envestnet.com
89% confidence
AeroLeads found 1 current-domain work email signal for Ian Clark. Compare company email patterns before reaching out.
Profile bio
About Ian Clark
Experienced Assistant Vice President with a demonstrated history of working in the financial services industry. Strong administrative professional skilled in Sales, Retirement Planning, Life Insurance, Leadership, and Client Service.
Listed skills include Retirement Planning, Long Term Care Insurance, Disability Insurance, Insurance, and 12 others.
Current workplace
Ian Clark's current company
Company context helps verify the profile and gives searchers a useful next step.
Envestnet, Inc
6 roles
Ian Clark work experience
A career timeline built from the work history available for this profile.
Avp Launch Coordinator
Dec 2019 - Jul 2024
Csg
Oct 2018 - Dec 2019
Investment Specialist
Jan 2018 - Oct 2018
Financial Services Professional
Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.I am licensed to sell insurance; Pennsylvania
Jul 2016 - Dec 2017
Logistics Analyst
Jul 2015 - Jun 2016
Team & coworkers
Colleagues at Envestnet, Inc
Other employees you can reach at envestnet.com. View company contacts for 1908 employees →
S.
Sheelam .
Colleague at Envestnet, IncSeattle, Washington, United States
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TW
Terry Woodworth
Colleague at Envestnet, IncSan Antonio, Texas, United States
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TC
Taylor Conway
Colleague at Envestnet, IncGreater Seattle Area, United States
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EL
Essence L.
Colleague at Envestnet, IncUnited States
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GV
Githin Vattadikunnel
Colleague at Envestnet, IncKerala, India
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VL
Vance Lekvin
Colleague at Envestnet, IncSarasota, Florida, United States
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RS
Rich Stanek
Colleague at Envestnet, IncNaperville, Illinois, United States
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VV
Vineesh Vs
Colleague at Envestnet, IncThiruvananthapuram Taluk, India
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AL
Aaron Lieb
Colleague at Envestnet, IncNew York City Metropolitan Area, United States
View →
RR
Rahul Raj R
Colleague at Envestnet, IncThiruvananthapuram Taluk, India
View →
Sheelam .
Colleague at Envestnet, IncSeattle, Washington, United States
View →
TW
Terry Woodworth
Colleague at Envestnet, IncSan Antonio, Texas, United States
View →
TC
Taylor Conway
Colleague at Envestnet, IncGreater Seattle Area, United States
View →
EL
Essence L.
Colleague at Envestnet, IncUnited States
View →
GV
Githin Vattadikunnel
Colleague at Envestnet, IncKerala, India
View →
VL
Vance Lekvin
Colleague at Envestnet, IncSarasota, Florida, United States
View →
RS
Rich Stanek
Colleague at Envestnet, IncNaperville, Illinois, United States
View →
VV
Vineesh Vs
Colleague at Envestnet, IncThiruvananthapuram Taluk, India
View →
AL
Aaron Lieb
Colleague at Envestnet, IncNew York City Metropolitan Area, United States
View →
RR
Rahul Raj R
Colleague at Envestnet, IncThiruvananthapuram Taluk, India
View →
1 education record
Ian Clark education
FAQ
Frequently asked questions about Ian Clark
Quick answers generated from the profile data available on this page.
What company does Ian Clark work for?
Ian Clark works for Envestnet, Inc.
What is Ian Clark's role at Envestnet, Inc?
Ian Clark is listed as Investment Product Consultant - Wealth consulting at Envestnet, Inc.
What is Ian Clark's email address?
AeroLeads has found 1 work email signal at @envestnet.com for Ian Clark at Envestnet, Inc.
Where is Ian Clark based?
Ian Clark is based in Greater Philadelphia, United States while working with Envestnet, Inc.
What companies has Ian Clark worked for?
Ian Clark has worked for Envestnet, Inc, Merrill Lynch, Massmutual Financial Group, and Assero Services.
Who are Ian Clark's colleagues at Envestnet, Inc?
Ian Clark's colleagues at Envestnet, Inc include Sheelam ., Terry Woodworth, Taylor Conway, Essence L., and Githin Vattadikunnel.
How can I contact Ian Clark?
You can use AeroLeads to view verified contact signals for Ian Clark at Envestnet, Inc, including work email, phone, and LinkedIn data when available.
What schools did Ian Clark attend?
Ian Clark studied at Lock Haven University Of Pennsylvania.
What skills is Ian Clark known for?
Ian Clark is listed with skills including Retirement Planning, Long Term Care Insurance, Disability Insurance, Insurance, Financial Services, Finance, Financial Goals, and Investments.
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