Company

As President of Envestnet, Stuart DePina is responsible for the development and execution of the firm’s product roadmap, operations, and technology solutions to support its advisors, while continuing to expand the firm’s financial wellness network and unified advice platform. Mr. DePina oversees Envestnet’s Operations group, including the Data Utility,...

Mr. Ferchichi is a CDO 4.0 pioneer with proven success transforming businesses to create new data analytics products, markets, and business models that enhance customer experience, loyalty, and profitability. He currently serves as the Global Group Head of Envestnet Data and Analytics after serving in similar roles for USAA and Toyota Financial Services...

As the Senior Vice President of Services at Envestnet | Yodlee, Arun Anur brings more than 25 years of industry experience in the consulting and technology industries with a proven success in creating, managing, and growing domestic and international customer relationships and high performing teams. In his role, Arun manages global services, which...

Marc Blouin is the Chief Financial Officer for Envestnet | Yodlee managing the finance, accounting, and legal departments. During his long tenure at Envestnet | Yodlee, helped lead the company through both its IPO and acquisition by Envestnet. Prior to joining Envestnet | Yodlee, Marc was the VP of Finance at Bell Microproducts as well as Agile Software...

Ashley Dahl is the Head of Product for Envestnet I Yodlee. Ashley started her career in the financial industry space at a private investment advisory firm in Seattle before joining Envestnet in 2010. She led application products for 9 years at Envestnet’s Tamarac division – helping to develop the reporting platform that now serves over 1,000 RIA firms...

Lisa Hingley is the Senior Vice President of Strategic Account Management for the Americas at Envestnet | Yodlee. In this role, she leads the Account Management team in building and growing Yodlee’s financial institution and internet innovator client relationships. Lisa brings over 20 years of industry experience and client relationship management to her...

Jillian Munro is Group Head of Technology for Data & Analytics.  In this role she has responsibility for all aspects of engineering the solutions that power the Data & Analytics business for Envestnet | Yodlee.  Jillian has over 25 years of experience in financial services and technology.  Prior to joining ENV, she was the CTO for Spreedly, a...

Jason O’Shaughnessy is the Head of International Business for Envestnet | Yodlee. He is responsible for all new business, strategic partnerships, account management, and customer success for our entire international business. Having previously worked at Envestnet | Yodlee for 15 years, Jason originally started up and grew the International business, and...

Bill Parsons is the Group President, Data & Analytics, and International for Envestnet | Yodlee. After nearly a decade with the company, he has also held the roles of Chief Customer Officer of Yodlee Financial Services, and has been responsible for Global Field Operations. Prior to joining Envestnet | Yodlee, Bill worked at Oracle and PeopleSoft for...

Brandon Rembe is the Senior Vice President of Products for Envestnet | Yodlee. Brandon has been with Envestnet since 2003, running product development as the Chief Technology Officer at Tamarac, and Managing Director at Envestnet | Tamarac. During his tenure at Envestnet | Tamarac, Brandon worked in and managed many aspects of the business from...

Arjun Singh is currently the Managing Director for Asia and the head of Envestnet | Yodlee's growing operations in India. In his role, he oversees the Bangalore development center and also spearheads revenue and user growth in the region. Under Arjun's leadership, the Envestnet | Yodlee India operation has grown exponentially and he has continually...

As Senior Vice President of Data Acquisition and Management, Chad Wiechers drives the development and execution of Envestnet | Yodlee's international data acquisition, integration and management strategies across the enterprise. In this role, Wiechers oversees the creation and implementation of policies and standards for the utilization, protection and...

Act Justly. Love Mercy. Walk Humbly. Jud Bergman was the Chairman and Chief Executive Officer of Envestnet, Inc. He was a remarkable leader whose vision, brilliance and drive built the roadmap for our company’s success. Jud founded Envestnet in 1999 on the premise that technology would change the financial advisor industry. However, he...