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.
This person is not in any teams
This person is not in any offices
Envestnet
20 followers
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.