Matthew Tripp
Director, Investment Product Consultant @Envestnet
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WORK HISTORY
Director, Investment Product Consultant @Envestnet
New York, NY, US
I led initiatives to expand the reach of Envestnet PMC’s investment products while showcasing thought leadership in the industry. • Covered a broad territory including NY, NJ, PA, and several other states to maximize product distribution. • Conducted presentations at industry conferences, enhancing brand visibility and client engagement. • Developed expertise in Private Wealth, Direct Indexing, and Tax Management Solutions, contributing to strategic growth.
EDUCATION
The Ohio State University Fisher College of Business
Bachelor of Science (B.S.), Finance
ABOUT MATTHEW TRIPP
Director, Investment Product Consultant at Envestnet, Inc
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