Vincent Needham
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Vincent Needham Email & Phone Number

Trade Error Analyst Lead at Envestnet
Location: Philadelphia, Pennsylvania, United States 7 work roles 3 schools
1 work email found @envestnet.com LinkedIn matched
4 data sources Profile completeness 100%

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Work email v****@envestnet.com
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Current company
Envestnet
Role
Trade Error Analyst Lead
Location
Philadelphia, Pennsylvania, United States
Company size
2715 employees

Who is Vincent Needham? Overview

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Quick answer

Vincent Needham is listed as Trade Error Analyst Lead at Envestnet, a company with 2715 employees, based in Philadelphia, Pennsylvania, United States. AeroLeads shows a work email signal at envestnet.com and a matched LinkedIn profile for Vincent Needham.

Vincent Needham previously worked as Senior Trade Error Analyst at Envestnet, Inc and Trade Error Analyst at Envestnet, Inc. Vincent Needham holds Bachelor Of Arts (B.A.), Communication, General from Rutgers University–New Brunswick.

Company email context

Email format at Envestnet

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{first}.{last}@envestnet.com
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AeroLeads found 1 current-domain work email signal for Vincent Needham. Compare company email patterns before reaching out.

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Profile bio

About Vincent Needham

Vincent Needham is a Trade Error Analyst Lead at Envestnet. He possess expertise in sales, email marketing, social media marketing, marketing, account management and 45 more skills.

Listed skills include Sales, Email Marketing, Social Media Marketing, Marketing, and 46 others.

Current workplace

Vincent Needham's current company

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Envestnet
Envestnet
Trade Error Analyst Lead
Philadelphia, PA, US
Website
envestnet.com
Employees
2715
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Company profile
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7 roles

Vincent Needham work experience

A career timeline built from the work history available for this profile.

Trade Error Analyst Lead

Envestnet

Philadelphia, PA, US

Senior Trade Error Analyst

Current
Envestnet, Inc

Philadelphia, Pennsylvania, United States

In addition to the responsibilities of a Trade Error Specialist:- Assist Supervisor with day-to-day responsibilities, such as hiring, training, and special projects- Evaluate and recommend process improvements within team- Provide training to new and current employees- Soley responsibile for all analysis requests and complicated corrections- Be the main.

Jun 2022 - Present

Trade Error Analyst

Envestnet, Inc

- The Primary role of the Trade Error Specialist is to manage and analyze trading activity and recommend necessary action to make client account's whole.- Review account trade activity per portfolio models to identify incorrect or missing transactions due to the root cause of a trade error- Perform price comparison trade analysis- Submit corrective action.

Feb 2020 - Jul 2022

Trade Support Specialist

Vanguard

King Of Prussia, PA

Client resolution services is responsible for instilling confidence in our clients with Vanguard after an error has occurred. We handle all aspects of case management, including research, correction ownership, and client contact. Our job is to ensure all transactions follow Vanguard, FINRA, and SEC policies and regulations as well as doing what is in best.

Oct 2016 - Jan 2020

Account Manager

Randstad Technologies Us

Philadelphia, PA

Provided our clients with Full Service IT Talent and Project Solutions. Partnered with my clients to help them with all their Staffing, Projects, Outsourcing and Consulting needs. Continuously stayed ahead of industry trends and offer options and insight into our local market in order to help meet all your organization's IT goals and challenges.We help.

Sep 2014 - Oct 2016

Senior Account Manager

Metal Marketplace International

Philadelphia, PA

Apr 2012 - Sep 2014

Recruiter

Twin Oaks Community Service

Sicklerville NJ

Sep 2010 - Apr 2012
Team & coworkers

Colleagues at Envestnet

Other employees you can reach at envestnet.com. View company contacts for 2715 employees →

RM Rajesh M G Rajesh M G Colleague at Envestnet Thiruvananthapuram Taluk, India, India View → SA Sandra Alexander Sandra Alexander Colleague at Envestnet Mavelikkara, Kerala, India, India View → TB Tish Bender Tish Bender Colleague at Envestnet Aurora, Colorado, United States, United States View → HR Haritha Rajeesh Pottayil Haritha Rajeesh Pottayil Colleague at Envestnet Trivandrum, Kerala, India, India View → SR Shameem Rhodes Shameem Rhodes Colleague at Envestnet Asheville, North Carolina, United States, United States View → CK Colleen Koehler Colleen Koehler Colleague at Envestnet Greater Chicago Area, United States View → MM Monika Myloa Monika Myloa Colleague at Envestnet Denver, Colorado, United States, United States View → SK Sreediva K Sreediva K Colleague at Envestnet Kochi, Kerala, India, India View → JA Joseph Antony Joseph Antony Colleague at Envestnet Trivandrum, Kerala, India, India View → AS Anu Sankar S Anu Sankar S Colleague at Envestnet King Of Prussia, Pennsylvania, United States, United States View →
3 education records

Vincent Needham education

Bachelor Of Arts (B.A.), Communication, General

Rutgers University–New Brunswick

Activities and Societies: Pi Kappa Alpha, Club Lacrosse Related Courses Basics of Marketing Interpersonal Comm. Process Telecomm Process.

FAQ

Frequently asked questions about Vincent Needham

Quick answers generated from the profile data available on this page.

What company does Vincent Needham work for?

Vincent Needham works for Envestnet.

What is Vincent Needham's role at Envestnet?

Vincent Needham is listed as Trade Error Analyst Lead at Envestnet.

What is Vincent Needham's email address?

AeroLeads has found 1 work email signal at @envestnet.com for Vincent Needham at Envestnet.

Where is Vincent Needham based?

Vincent Needham is based in Philadelphia, Pennsylvania, United States while working with Envestnet.

What companies has Vincent Needham worked for?

Vincent Needham has worked for Envestnet, Envestnet, Inc, Vanguard, Randstad Technologies Us, and Metal Marketplace International.

Who are Vincent Needham's colleagues at Envestnet?

Vincent Needham's colleagues at Envestnet include Rajesh M G, Sandra Alexander, Tish Bender, Haritha Rajeesh Pottayil, and Shameem Rhodes.

How can I contact Vincent Needham?

You can use AeroLeads to view verified contact signals for Vincent Needham at Envestnet, including work email, phone, and LinkedIn data when available.

What schools did Vincent Needham attend?

Vincent Needham holds Bachelor Of Arts (B.A.), Communication, General from Rutgers University–New Brunswick.

What skills is Vincent Needham known for?

Vincent Needham is listed with skills including Sales, Email Marketing, Social Media Marketing, Marketing, Account Management, Customer Service, Management, and Recruiting.

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