Envestnet
Jordan Schneider MBA, CIMA®, AIF® is a seasoned professional in the financial services industry, currently serving as Vice President and Regional Director at Envestnet, Inc. since October 2017. In this role, Jordan leads efforts to empower advisors in the Northeast by leveraging Envestnet's technology platform and providing consultations on manager research, portfolio construction, and practice management. Prior experience includes pivotal positions at Vanguard, where Jordan served as Senior Internal Sales Consultant and Internal Sales Consultant, supporting Registered Investment Advisors with investment strategies and resources. Academic contributions as an Adjunct Professor at Drexel University's LeBow College of Business further highlight Jordan's depth of expertise. Jordan holds both an MBA and a Bachelor's degree in Business Administration with a focus on Finance from Drexel University.
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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.