Robert Stefanik

Key Account Manager - Envestnet

Role
Key Account Manager at Envestnet
Location
Philadelphia, PA, US
LinkedIn followers
500 followers
Sales & Business DevelopmentView LinkedIn profile

About Robert Stefanik

Dedicated and results-driven professional with a strong command utilizing various…

Experience

  1. Key Account Manager

    Envestnet

    Mar 2025 — Present · Berwyn, PA, US

Skills

  • Asset Management
  • Microsoft Excel
  • Portfolio Management
  • Advent
  • Trading
  • Banking
  • Mutual Funds
  • Securities
  • Financial Services
  • Investments
  • Envestnet
  • Equities
  • Sei Trust 3000
  • Wealth Management
  • Financial Analysis
  • Data Conversion

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Robert Stefanik — Key Account Manager at Envestnet in Philadelphia, PA, US | Unifers