Robert Duffy

Robert Duffy is a seasoned professional with extensive experience in process optimization, strategy, and client relationship management. Currently serving as the Process Optimization & Strategy Lead at Envestnet, Inc. since May 2021, Robert focuses on fostering cooperative relationships across operational departments and resolving global issues affecting customers. Prior to this, Robert spent over a decade at InvestEdge, Inc. as a Strategic Relationship Manager, managing key client accounts contributing significantly to the company's revenue, leading professional services, and partnering with executives on strategic initiatives. Robert's earlier career includes various roles at SEI Investments, where responsibilities encompassed sales development, project management, and client services. Robert earned a Bachelor of Science degree in Marketing from Penn State University.