Envestnet
Nicholas Ranalli is an accomplished professional with significant experience in client services and project management within the financial sector. Currently serving as Client Service Director for Key Accounts at Envestnet, Inc. since April 2016, previous roles at the company include Senior Client Services Manager and AVP, Client Experience Service Manager. Ranalli's prior experience at Pershing, a BNY Mellon company, involved consulting on block trading, while at SEI, responsibilities included project management for compliance and onboarding new advisor clients. Nicholas holds a Bachelor of Business Administration in Finance and Economics from the University of Delaware and an MBA in Finance from Saint Joseph's 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.