John Bui
Vice President, Regional Sales Director
- Role
- Vice President, Regional Sales Director at Envestnet Tamarac
- Location
- Chapel Hill, NC, US
- LinkedIn followers
- 500 followers
Experience
Vice President, Regional Sales Director
Mar 2019 — Present · Raleigh-Durham, NC, US
Responsible for selling institutional level technologies and outsourced portfolio management services to independent advisers. The Tamarac platform is an integrated suite of best-in-class portfolio management technologies that integrate model management, portfolio monitoring, rebalancing, trade order management, customer relationship management (CRM), enterprise reporting, and online client portals - delivered as a single web-based solution.
Education
The University of North Carolina at Chapel Hill
Bachelor's degrees Economics & Management
2000 — 2004
Skills
- Series 7
- Relationship Management
- Series 63
- Financial Services
- Series 66
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