Envestnet, Inc. is a leading provider of unified wealth management technology and services to investment advisors. Our open-architecture platforms unify and simplify the wealth management process, delivering unparalleled flexibility, accuracy, performance and value. Envestnet solutions enable the transformation of wealth management into a transparent, conflict-free and fully-aligned standard of care, and empower advisors to deliver better results. Envestnet's Advisor Suite® software empowers financial advisors to better manage client outcomes and strengthen their practice. Envestnet provides institutional-quality research and advanced portfolio solutions through our Portfolio Management Consultants group, Envestnet | PMC®. Envestnet | Tamarac provides leading rebalancing, reporting and practice management software. I support Investment Advisory firms and their IA representatives in the Insurance BrokerDealer, Bank and Independent BrokerDealer channels as well as the Independent RIA community. I support Enterprises and Investment Advisory Representatives in MA, ME, NE, RI and VT.

Forged and maintained relationships with new and existing investment advisory representatives in the Independent Broker Dealer and RIA communities located in the South, including KS, MO, OK, AR, TN, TX, LA, MS, AL, GA, SC, FL and PR.

External wholesaler tasked with cultivating new and existing relationships within FundQuest's Institutional Insurance Broker Dealer, Independent BD and RIA community, providing training, sales support and marketing support.

Internal Wholesaler providing fee-based managed money training, business development training, practice management, sales ideas, and support to investment advisory representatives based in DC, DE, MD, NJ, PA, VA, WV. Wholesaled fee-based advisory services in the insurance BD, independent BD, bank and RIA communities.

"Blue Oval" certified Sales Consultant, Finance Manager and Sales Manager with Good Brothers Ford.