Tom Handza
VP Product Management at Envestnet
- Role
- VP Product Management at Envestnet
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
Experience
VP Product Management
Dec 2015 — Present · Berwyn, PA
Product Manager for the financial planning platform.
Education
Penn State University
Bachelor of Science (B.S.)
2001 — 2005
Skills
- Uniform Combined State Law
- Wealth Management
- Series 66
- Fixed Annuities
- Asset Management
- Investment Advisory
- 401k
- Equities
- Separately Managed Accounts
- Etfs
- Financial Planning
- Retirement Planning
- Series 63
- Iras
- Investment Strategies
- Asset Allocation
- Cfp®
- Finra
- Securities
- Mutual Funds
- Retirement
- Alternative Investments
- Series 65
- Chartered Financial Analyst
- Series 7
- Strategic Financial Planning
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