Denise Diana

Role
Senior Vice President- Enterprise Consulting Wealth Management at Envestnet
Location
Manchester, CT, US
LinkedIn followers
500 followers

About Denise Diana

Successful institutional business development professional with results driven experience…

Experience

  1. Senior Vice President- Enterprise Consulting Wealth Management

    Envestnet

    Jan 2020 — Present

Skills

  • 401(K) Retirement Savings Plans
  • Sales
  • Relationship Building
  • 401k
  • Marketing
  • Selling
  • Qualified Retirement Plans
  • Finra
  • Building Relationships
  • Employee Benefits
  • Consultative Sales Management
  • Trading
  • Series 7
  • Negotiation
  • Pensions
  • Defined Benefit
  • Erisa
  • Investments
  • Insurance
  • Securities Regulation
  • Pension Funds
  • Mutual Funds
  • Series 63
  • Financial Services
  • Defined Contribution
  • Retirement
  • Marketing Communications
  • Retirement Planning
  • Funding

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Denise Diana — Senior Vice President- Enterprise Consulting Wealth Management at Envestnet in Manchester, CT, US | Unifers