Envestnet
Bernard Buckley is a Senior Technical Systems Analyst at Envestnet, Inc. since March 2020, specializing in technology-enabled investment and practice management solutions. Bernard has contributed significantly as a pro bono Technical Product Owner for the Colorado Gerontological Society since October 2017, enhancing the accessibility of the Senior Guidebook. Prior experience includes various roles at Charles Schwab from July 2008 to February 2020, where Bernard served as STS Community Track Leader, Product Owner, Senior Product Manager, and Senior Business Analyst, leading initiatives such as the Department of Labor's Fiduciary Rule and regulatory projects post-2008 financial crisis. Earlier career experience includes a Business Systems Analyst role at TEKsystems and a Client Implementation Manager position at Insurance Technologies. Bernard holds an MBA in Management of Innovation and Technology from Rutgers Business School and a BA in Economics and Communication from the University of Colorado Boulder.
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Envestnet
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Envestnet refers to the family of operating subsidiaries of the public holding company, Envestnet, Inc. (NYSE: ENV). Envestnet is transforming the way financial advice and wellness are delivered. Their mission is to empower advisors and financial service providers with innovative technology, solutions and intelligence to make financial wellness a reality for everyone. Nearly 108,000 advisors and more than 6,000 companies including: 17 of the 20 largest U.S. banks, 46 of the 50 largest wealth management and brokerage firms, over 500 of the largest RIAs and hundreds of FinTech companies, leverage Envestnet technology and services that help drive better outcomes for enterprises, advisors and their clients.