enterprise relationship management team · andy simonetti vp, relationship manager 617.692.9751...
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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 Manager212.642.7420courtney.robertiello@envestnet.com
Boston
Kristin Allard AVP, Relationship Manager 617.692.9701kristin.allard@envestnet.com
Andy SimonettiVP, Relationship Manager617.692.9751andy.simonetti@envestnet.com
Denver
Wiley AsherVP, Senior Relationship Manager 303.824.8113wiley.asher@envestnet.com
Management Team
Andrew StavaridisManaging Director, Head of Relationship Management617.692.9754andrew.stavaridis@envestnet.com
Michelle GarrettSVP, Director Enterprise Relationships312.827.7026michelle.garrett@envestnet.com
Katie WilliamsSVP, Director of Independent Advisor Network Relationships312.827.3967katie.williams@envestnet.com
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 Support312.827.3968libby.chase@envestnet.com
Lucy DolyaEnterprise Liaison312.601.2761lucy.dolya@envestnet.com
Karle FlentgeVP, Relationship Manager312.827.3958karle.� entge@envestnet.com
Andrea Istwan VP, Senior Relationship Manager312.827.2811andrea.istwan@envestnet.com
Nicola PerryVP, Relationship Manager312-827-3982nicola.perry@envestnet.com
Lauren RobertsVP, Relationship Manager312.827.7051lauren.roberts@envestnet.com
Hok TaingAVP, Associate Relationship Manager312.601.2753hok.taing@envestnet.com
Amanda WarnerAVP, Relationship Manager312.827.2818amanda.warner@envestnet.com
Chicago
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