I’m a dedicated professional with 20+ years of orchestrating financial advising sales and products/services, thriving with industry leaders like Envestnet. As a forward-thinking and relationship-driven leader, I provide subject matter expertise on wealth advisory topics and technologies. I also build trust, rapport, and credibility while establishing strategies to maximize growth. By leveraging out-of-the-box thinking, solution-selling acumen, and a client-first mentality, I continue to exceed all expectations. Key areas of specialization:Financial Advisory Services & Products / Wealth Management / Relationship Building / Leadership / Solution SalesStrategic Planning / Asset Allocation / New Technologies / Client-Focused / Investing / Alternative InvestmentsComplex Problem-Solving / Communication / Reporting / Roadmap Development / Forecasting / AnalysisSelected highlights from my career:✔️Achieved numerous promotions at Envestnet, earning a reputation as an industry advocate for the value of professional (human) financial advice to achieve complete client satisfaction.✔️Guided continuous improvement of the Envestnet platform, using practices that were adopted by multiple competitors. Facilitated a boost to asset flows from $100M/month to $8B+/month.✔️Oversaw talent acquisition and management for outstanding employees and drove the creation of a Practice Management Program for advisors called “The Essential Advisor”. Graduates saw a 30% increase in AUM (Assets under management). In my free time, I enjoy live music, comedy shows, documentaries, and time with family and friends. I look forward to meeting you! 📧 You can reach me at opper9@gmail.com.