Jonathan Soja currently serves as Principal Director of Program & Project Management at Envestnet, Inc. since April 2021, previously holding the title of Director of Project Management & Client Experience. Between May 2019 and April 2021, Jonathan was the Director of Client Success at Harvest Savings & Wealth Technologies. Prior experience includes roles at FIS, where Jonathan was Director of Customer Success and Account Manager at FIS Mobile, as well as various positions at Advent Software, including Manager of Custom Engineering Services and Professional Services Project Manager. Jonathan began a career at Morgan Stanley Wealth Management as Associate - Client Reporting Services Manager. Education includes a Bachelor's degree in Economics from Stonehill College.
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