Enterprise Relationship Management Team
WA
ID
NV
CA
AK
HI
AZ
UTCO
WY
MT ND
MN
IL INOH
MI
PA
NY
ME
VTNH
CT RI
NJ
DEMD
DC
MA
TN
MS AL GA
SC
NC
VAWV
KY
FL
PR
WI
IA
MO
SD
NE
KS
NM
TX
OKAR
LA
OR
New York
Courtney RobertielloVP, Senior Relationship [email protected]
Boston
Kristin Allard AVP, Relationship Manager [email protected]
Andy SimonettiVP, Relationship [email protected]
Denver
Wiley AsherVP, Senior Relationship Manager [email protected]
Management Team
Andrew StavaridisManaging Director, Head of Relationship [email protected]
Michelle GarrettSVP, Director Enterprise [email protected]
Katie WilliamsSVP, Director of Independent Advisor Network [email protected]
The Enterprise Relationship Management team provides home offi ce relationships with ongoing service and support. Our team is comprised of two divisions—the Enterprise Relationships team that supports broker dealer home offi ce relationships and the Independent Advisor Network Relationships team that supports high-net-worth RIA’s and aggregators.
The information provided is based on currently available information as of the date of this writing and may be subject to change at any time without prior notice. April 2014 © 2014 Envestnet, Inc. All rights reserved. www.envestnet.com
Libby ChaseVP, Senior Relationship Manager, Manager, Enterprise [email protected]
Lucy DolyaEnterprise [email protected]
Karle FlentgeVP, Relationship Manager312.827.3958karle.� [email protected]
Andrea Istwan VP, Senior Relationship [email protected]
Nicola PerryVP, Relationship [email protected]
Lauren RobertsVP, Relationship [email protected]
Hok TaingAVP, Associate Relationship [email protected]
Amanda WarnerAVP, Relationship [email protected]
Chicago
