Envestnet | MoneyGuide
Daniel Latham, CFP®, is an experienced financial professional with a background in financial planning software consulting and investment advisory services. Currently serving as an Account Manager at Envestnet | MoneyGuide since October 2013, Daniel provides expertise in financial planning tools. Prior to this, Daniel held various positions including VP, Investment Advisor at First Market Bank and Account Manager at Village Bank, where responsibilities included training and support for MGP. Daniel began a career in finance as a Registered Representative at Financial Services of Virginia. Daniel earned a Bachelor of Arts in Economics from Hampden-Sydney College in 2001.
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Envestnet | MoneyGuide
MoneyGuidePro® G4 raises the bar, making the client experience consistent and quality financial plans possible on a large scale. It increases your efficiency and enables you to add value to the planning process based on your experience, knowledge and relationship.