Michael Pescatore
Principal Director, Overlay Services Director
- Role
- Principal Director, Overlay Services Director at Envestnet
- Location
- Arlington, MA, US
- LinkedIn followers
- 500 followers
Experience
Principal Director, Overlay Services Director
Oct 2014 — Present · Boston, MA, US
Maintain relationships and coordinate sales development efforts with key members of sponsor firms and manager partners with the intention of increasing asset flows from firm advisors. Responsible for collecting and consolidating feedback from the field, and then disseminating it within the management team that will help bring the advisors’ voice and needs into Placemark’s development process and strategy development.
Education
Merrimack College
Certificate, Financial Planning
2004 — 2005
Syracuse University - Martin J. Whitman School of Management
B.S, of Marketing
1989 — 1993
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