Envestnet
Stephanie Guereca is a seasoned professional with extensive experience in data conversion and client services. Currently serving as a Senior Data Conversion Specialist at Envestnet, Inc. since October 2014, Stephanie is responsible for managing client conversions and ensuring the accurate loading of data onto the ENV platform. Prior to this role, Stephanie held various positions at New York Life Insurance Company, OppenheimerFunds, and completed internships focused on product management and customer service. Stephanie holds a Master of Arts in Non-Profit/Public/Organizational Management from Ashford University and a Bachelor of Science in International Business and Finance from the University of Denver - Daniels College of Business.
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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.