Envestnet
Carrie Yoshida is a highly experienced professional with a diverse background in auditing, finance, healthcare, and administrative support. Currently serving as a Staff Internal Auditor at Envestnet, Inc. since October 2021, Carrie has previously held various roles including Accounts Payable Associate and multiple positions at Kenray Corporation, where responsibilities encompassed payroll management and operational optimization. Experience as a Lead Medical Assistant at Spine Center and roles in administrative support at institutions like the University of Colorado further highlight a commitment to efficiency and quality in patient care and operational workflows. Academic credentials include a Master’s of Science in Biomedical Sciences from Barry University and a Bachelor’s of Arts in Physiology, Psychology, and Neuroscience from the University of Colorado Boulder.
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.