Proposal Associate
Current
Aug 2024 - Present
AeroLeads people directory · profile
Jed Thomas Email & Phone Number
Proposal Associate at Envestnet, Inc
at
Envestnet, Inc
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
Proposal Associate at Envestnet, Inc
Location
Lake Forest, Illinois, United States
Company size
Who is Jed Thomas? Overview
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Quick answer
Jed Thomas is listed as Proposal Associate at Envestnet, Inc at Envestnet, Inc, a with 1908 employees, based in Lake Forest, Illinois, United States. AeroLeads shows a matched LinkedIn profile for Jed Thomas.
Jed Thomas previously worked as Proposal Associate at Envestnet, Inc and Sales/Development Associate at Bounte. Jed Thomas holds Bachelor'S Degree, Economics from Southern Methodist University.
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Email format at Envestnet, Inc
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Envestnet, Inc
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Profile bio
About Jed Thomas
Jed Thomas is a Proposal Associate at Envestnet, Inc at Envestnet, Inc. He is proficient in Mandarin.
Current workplace
Jed Thomas's current company
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Envestnet, Inc
4 roles
Jed Thomas work experience
A career timeline built from the work history available for this profile.
Sales/Development Associate
Dec 2023 - Aug 2024
Asset Management Intern
Conducted various daily portfolio management responsibilities including data analysis, model updates, and performance evaluation to monitor and optimize positions.Monitored regression models to inform portfolio management decision-making by testing parameters such as sector allocation, equity weightings, and exposure to factors like value, momentum, quality, and volatility.Wrote quarterly market commentaries to clients summarizing portfolio performance and market expectations. (Attached below)Conducted a final presentation to company principles outlining a new inflation hedge strategy.
May 2021 - Aug 2021
Golf Instructor
Discover Golf
Taught Junior Golfers the fundamentals of the game of golf while emphasizing associated life skills such as integrity, honesty, and discipline.
Jun 2019 - Aug 2019
Team & coworkers
Colleagues at Envestnet, Inc
Other employees you can reach at envestnet.com. View company contacts for 1908 employees →
KP
Karen Pless
Colleague at Envestnet, IncDavidson, North Carolina, United States
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BB
Brett Bennett
Colleague at Envestnet, IncLittleton, Colorado, United States
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RR
Reshma Raj V R
Colleague at Envestnet, IncThiruvananthapuram Taluk, India
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AS
Alby Sajee
Colleague at Envestnet, IncPalghat, Kerala, India
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TJ
Tom Jose
Colleague at Envestnet, IncThiruvananthapuram Taluk, India
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AB
Anjusha Benny
Colleague at Envestnet, IncTrivandrum, Kerala, India
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AG
Aswathy Gopalan
Colleague at Envestnet, IncThiruvananthapuram Taluk, India
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AL
Aswin Lal
Colleague at Envestnet, IncThiruvananthapuram Taluk, India
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AS
Ansarudeen Sainulabdeen
Colleague at Envestnet, IncThiruvananthapuram Taluk, India
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AB
Akhil Balakrishnan
Colleague at Envestnet, IncKerala, India
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Karen Pless
Colleague at Envestnet, IncDavidson, North Carolina, United States
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BB
Brett Bennett
Colleague at Envestnet, IncLittleton, Colorado, United States
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RR
Reshma Raj V R
Colleague at Envestnet, IncThiruvananthapuram Taluk, India
View →
AS
Alby Sajee
Colleague at Envestnet, IncPalghat, Kerala, India
View →
TJ
Tom Jose
Colleague at Envestnet, IncThiruvananthapuram Taluk, India
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AB
Anjusha Benny
Colleague at Envestnet, IncTrivandrum, Kerala, India
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AG
Aswathy Gopalan
Colleague at Envestnet, IncThiruvananthapuram Taluk, India
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AL
Aswin Lal
Colleague at Envestnet, IncThiruvananthapuram Taluk, India
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AS
Ansarudeen Sainulabdeen
Colleague at Envestnet, IncThiruvananthapuram Taluk, India
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AB
Akhil Balakrishnan
Colleague at Envestnet, IncKerala, India
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3 education records
Jed Thomas education
Bachelor'S Degree, Economics
Education record
Education record
FAQ
Frequently asked questions about Jed Thomas
Quick answers generated from the profile data available on this page.
What company does Jed Thomas work for?
Jed Thomas works for Envestnet, Inc.
What is Jed Thomas's role at Envestnet, Inc?
Jed Thomas is listed as Proposal Associate at Envestnet, Inc at Envestnet, Inc.
Where is Jed Thomas based?
Jed Thomas is based in Lake Forest, Illinois, United States while working with Envestnet, Inc.
What companies has Jed Thomas worked for?
Jed Thomas has worked for Envestnet, Inc, Bounte, and Discover Golf.
Who are Jed Thomas's colleagues at Envestnet, Inc?
Jed Thomas's colleagues at Envestnet, Inc include Karen Pless, Brett Bennett, Reshma Raj V R, Alby Sajee, and Tom Jose.
How can I contact Jed Thomas?
You can use AeroLeads to view verified contact signals for Jed Thomas at Envestnet, Inc, including work email, phone, and LinkedIn data when available.
What schools did Jed Thomas attend?
Jed Thomas holds Bachelor'S Degree, Economics from Southern Methodist University.
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