Envestnet
Travis Paquette is an experienced professional in client service management, currently serving as Client Service Manager in Key Account Management at Envestnet, Inc. since December 2014. In this role, Travis focuses on establishing strong relationships with institutional clients, addressing problems proactively, and implementing effective solutions. Prior to this, Travis was the Manager of Institutional Client Support, supervising client relations and managing a team to meet service objectives. Travis's career includes a significant tenure at State Street from November 2005 to December 2014, where responsibilities included overseeing enhanced custody operations, managing equity financing, and developing procedures for revenue growth. Travis holds a Bachelor of Science in Finance from Merrimack College.
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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.