Anuj Gupta
- Role
- Principal Director, Wealth Product, Business Solutions at Envestnet
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Anuj Gupta
Financial Services Sales/Relationship…
Experience
Principal Director, Wealth Product, Business Solutions
Jul 2015 — Present
Education
American University - Kogod School of Business
B.S.B.A., Finance & Business Information Technology
1997 — 2001
Ransom Everglades School
High School
1993 — 1997
Skills
- Equities
- New Business Development
- Portfolio Management
- Strategic Planning
- Investment Research
- Product Management
- Product Development
- Mutual Funds
- Microsoft Office
- Ibbotson
- Institutional Consulting
- Investment Advisory
- Performance Management
- Asset Allocation
- Team Leadership
- Advent Axys
- Asset Management
- Factset
- Series 63
- Hedge Funds
- Bloomberg
- Investments
- Leadership
- Strategic Financial Planning
- Wealth Management
- Series 7
- Investment Performance
- Ms Office
- Financial Advisory
- Information Technology
- Financial Planning
- Mobius
- Consulting
- Investment Banking
- Relationship Management
- Morningstar
- Alternative Investments
- Process Improvement
- Investment Strategies
- Portfolio Accounting
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