James Spisak

Role: Envestnet Moneyguide
Location: Richmond, VA, US
LinkedIn followers: 500 followers

OtherView LinkedIn profile

Experience

Envestnet Moneyguide
Present

Skills

Small Business
Financial Analysis
Commercial Lending
Credit
Investments
Strategic Financial Planning
Credit Analysis
Financial Planning
Mortgage Lending
Financial Services
Finance
Commercial Banking
Strategic Planning
Small Business Lending
Consumer Lending
Portfolio Management
Loans
Business Development
Banking
Loan Origination

Contact information

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Work email
•••••@moneyguidepro.com
Personal email
•••••@•••••.com
Direct dial
+13•••••••62

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Current company

Envestnet Moneyguide

Financial Services · 109 employees · Powhatan, Virginia, United States

Envestnet is the Adaptive WealthTech company that helps advisors meet the moment with its comprehensive technology, insights, solutions, and industry-leading support. This empowers advisors to make smart decisions throughout every step of a client\'s financial life. Backed by 25 years of experience and $7.4 trillion in platform assets, Envestnet is trusted by over a third of all financial advisors across many leading banks, wealth managers, brokerages, and RIAs. For a deeper dive into how Envestnet is shaping the future of financial advice, visit Envestnet refers to the family of operating subsidiaries of the holding company, Envestnet, Inc. Stay connected with us for the latest updates and insights on LinkedIn and X (@Envestnet_). Social Media Disclosure: Privacy Policy:

moneyguidepro.com

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