Envestnet
William Danay is an experienced financial professional currently serving as a Senior Institutional Trader and Client Consultant at Envestnet, Inc. since February 2015. In this role, William enhances operational efficiencies and manages client relationships across various partner firms, custodians, and money managers. Prior to this, William held positions at JPMorgan Chase, focusing on investment services, sales, and client advisory roles. With a background that includes management at Enterprise Rent-A-Car and early career experience in financial services, William possesses a robust skill set in project management, client engagement, and data analysis. William holds a Bachelor of the Arts in Economics and Communication Studies from Augustana College.
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