Envestnet
Emily David, CPA, currently serves as the Director of Revenue Accounting at Envestnet, Inc., since June 2021, after previously holding the title of Accounting Manager. Prior experience includes serving as Audit Manager and Audit Senior at Plante Moran from October 2018 to June 2021, following EKS&H LLLP’s merger with Plante Moran. Emily began career progression as an Audit Senior and Audit Staff at EKS&H LLLP from September 2015 to October 2018, along with earlier roles including an internship at EKS&H and experience at the CU Real Estate Center. Educational qualifications include a Concurrent B.S and M.S in Business Administration with a focus on Accounting from the University of Colorado Boulder, completed in 2015. Additional leadership experiences encompass event planning for undergraduate case competitions and financial management roles within student organizations.
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Envestnet
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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.