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    George Earle

    Berwyn, Pennsylvania

    Assistant Vice President, Institutional Business Development

    Envestnet Financial Technologies, Inc

    Specialties

    check markAccount Managementcheck markBusiness Developmentcheck markSalescheck markPharmaceutical/Medical Salescheck markSales Engineeringcheck markSales Management & Operations
    Where I've Worked
    E

    Feb 2020 – Feb 2021

    Assistant Vice President, Institutional Business Development

    Envestnet Financial Technologies, Inc
    E

    Jul 2017 – Feb 2020

    Assistant Vice President

    Envestnet Financial Technologies, Inc
    T

    Mar 2016 – Jul 2017

    Controller, Strategic Investments Group

    Tracked the value of JPMorgan's Strategic Investment portfolio holdings
    B

    May 2007 – Apr 2008

    Investor Services Representative

    Barclays Global Investors Call Center
    D

    Aug 2006 – May 2007

    Investor Services Representative

    Dealer and Investor Services
    Where I've Studied

    2019

    MBA, Analytics

    Villanova University School of Business

    2005

    BA, Fine Arts

    Hamilton College

    2001

    The Haverford School

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    Envestnet Financial Technologies, Inc

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