Jyothis Rk

Associate Vice President at Envestnet, Inc

Role: Associate Vice President at Envestnet
Location: Thiruvananthapuram Taluk, IN
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Associate Vice President
Envestnet
Oct 2020 — Present

Skills

Client Billing
Risk Management
Service Operations Management
T-Sql
Ethics and Standards of Professional Conduct
Strategic Operations Management
Data Conversion
Business Process Automation
Leadership Development
Performance Reporting Solutions
Performance Attribution
Financial Services
Cross-Functional Team Leadership
Microsoft Excel
Investment Performance Measurement
Business Process Analysis
Relationship Management

Contact information

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Work email
•••••@envestnet.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Envestnet

Financial Services · 2.8K employees · Berwyn, Pennsylvania, 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 $7.0 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 www.envestnet.com. 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: www.envestnet.com/social-media-disclosure Privacy Policy: https://www.envestnet.com/privacy

envestnet.com

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