Directory

>

Allan Avena

avatar

Allan Avena

VP, Enterprise Consulting | Envestnet, Inc

El Segundo, California, United States

View contact details (it's free)

Allan Avena

Summary

Allan Avena is a seasoned financial professional with extensive experience in asset management and investment advisory services. Currently serving as the VP of Enterprise Consulting at Envestnet, he has a proven track record in driving strategic initiatives within the financial industry. Allan's expertise spans asset allocation, retirement planning, and wealth management, making him a valuable asset in navigating complex financial landscapes. He has held leadership roles at various organizations, including National Planning Holdings and NPC, where he focused on developing advisory practices. Allan is known for his analytical skills and ability to foster relationships with clients and stakeholders. A graduate of the University of California, San Diego, he is committed to continuous professional development in the ever-evolving financial sector. His passion for innovation in financial advisory services sets him apart in a competitive industry.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Allan Avena

Work Experience

company logo

VP, Enterprise Consulting at

Envestnet, Inc

April 2018 - Present

💼

VP, Advisory Practice Strategic Development at

National Planning Holdings LLC

June 2012 - April 2018

company logo

Vice President, NPC Investment Advisory Services at

NPC

September 2006 - November 2012

Logos provided by Logo.dev

Frequently Asked Questions about Allan Avena

What is Allan Avena email address?

Allan Avena's primary email address is ***********@jackson.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Allan Avena work for?

Allan Avena is a VP, Enterprise Consulting at Envestnet, Inc, a company specializing in Functions related to depository banking.

Where Allan Avena graduated from?

Allan Avena holds a degree in from University of California San Diego.

How can I directly contact Allan Avena?

To contact Allan Avena directly, you can use the email address ***********@jackson.com. Complete contact information is available upon registration with Muraena.

Who is Allan Avena?

Allan Avena is a seasoned financial professional with extensive experience in asset management and investment advisory services. Currently serving as the VP of Enterprise Consulting at Envestnet, he has a proven track record in driving strategic initiatives within the financial industry. Allan's expertise spans asset allocation, retirement planning, and wealth management, making him a valuable asset in navigating complex financial landscapes. He has held leadership roles at various organizations, including National Planning Holdings and NPC, where he focused on developing advisory practices. Allan is known for his analytical skills and ability to foster relationships with clients and stakeholders. A graduate of the University of California, San Diego, he is committed to continuous professional development in the ever-evolving financial sector. His passion for innovation in financial advisory services sets him apart in a competitive industry.

Allan`s contact details

mail

***********@jackson.com

***********@envestnet.com

Colleagues

Scott Opper

Senior Vice President, Director of Internal Sales and Consulting

avatar
Sean Powers

VP, Retirement Fiduciary Consultant

avatar
Shannon Bready

Associate Vice President, Vantage Support Supervisor

avatar
Sharon Rosenthal

Chief Human Resources Officer

Parameswaranath Somanathan

Vice President Quality Assurance

Shree Kumar

Vice President Operations

Ajith Balagopal

Vice President Platform Engineering

avatar
Beena Nair

Assistant to Vice President

Belinda Cheeks

VP, Director of Client Relations

View Contact details (it's free)
Request Profile Removal