Kiera Sample

Kiera Sample is a seasoned professional with extensive experience in account management and customer service within the financial services industry. Currently serving as a Key Account Director and previously as a Customer Experience Manager at Envestnet, Inc. since May 2016, Kiera has a strong foundation in managing key client relationships. Prior to Envestnet, Kiera spent over eight years at SEI, holding various roles including Traditional Income Specialist II, Trade Settlements Supervisor, Middle Office Service Consultant, and Securities Trade Processing Analyst. Kiera's expertise includes developing policies and procedures for income processing, supervising teams, improving technology and processes, and ensuring optimal client experiences through proactive communication and support.