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Courtney Robertiello

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Courtney Robertiello

Senior Vice President, Enterprise Consulting | SMArtX Advisory Solutions

Village of Garden City, New York, United States

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Courtney Robertiello

Summary

Courtney Robertiello is a seasoned professional with over 15 years of experience in strategic relationship management within the fintech and financial services sectors. Currently serving as a Senior Vice President at Smartx Advisory Solutions, she has a proven track record of enhancing client satisfaction and retention through effective communication and strategic consulting. Courtney's expertise spans account management, investment strategies, and business development, making her a valuable asset in any client-focused organization. She is adept at leading cross-functional teams and implementing innovative solutions that align with client needs. Her passion for fostering client relationships is matched by her commitment to continuous professional growth and networking. Courtney is known for her ability to analyze market trends and leverage CRM systems to drive business success. With a strong educational background from the University of Rhode Island, she possesses a solid foundation in business principles that complements her extensive industry experience.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Emerging Technologies

Leadership Development

Innovation

Organisational experience

Corporate Experience

Courtney Robertiello

Work Experience

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Senior Vice President, Enterprise Consulting at

SMArtX Advisory Solutions

June 2024 - Present

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VP, Senior Enterprise Consultant at

Envestnet, Inc

January 2009 - Present

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Director, Strategic Relationship Management at

Envestnet, Inc

January 2022 - July 2024

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Regional Consultant, Northeast at

Envestnet, Inc

January 2003 - January 2009

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Courtney Robertiello

Education

University of Rhode Island - College of Business

January 1995 - January 1999

Frequently Asked Questions about Courtney Robertiello

What is Courtney Robertiello email address?

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

What company does Courtney Robertiello work for?

Courtney Robertiello is a Senior Vice President, Enterprise Consulting at SMArtX Advisory Solutions, a company specializing in Monetary Authorities-Central Bank.

Where Courtney Robertiello graduated from?

Courtney Robertiello holds a degree in from University of Rhode Island - College of Business.

How can I directly contact Courtney Robertiello?

To contact Courtney Robertiello directly, you can use the email address ********************@envestnet.com. Complete contact information is available upon registration with Muraena.

Who is Courtney Robertiello?

Courtney Robertiello is a seasoned professional with over 15 years of experience in strategic relationship management within the fintech and financial services sectors. Currently serving as a Senior Vice President at Smartx Advisory Solutions, she has a proven track record of enhancing client satisfaction and retention through effective communication and strategic consulting. Courtney's expertise spans account management, investment strategies, and business development, making her a valuable asset in any client-focused organization. She is adept at leading cross-functional teams and implementing innovative solutions that align with client needs. Her passion for fostering client relationships is matched by her commitment to continuous professional growth and networking. Courtney is known for her ability to analyze market trends and leverage CRM systems to drive business success. With a strong educational background from the University of Rhode Island, she possesses a solid foundation in business principles that complements her extensive industry experience.

Courtney`s contact details

mail

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

Colleagues

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Evan Rapoport

Venture Partner

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Brad Haag

Executive Vice President, Asset Manager Solutions

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David Pologe

Re-retired Financial Services Sales

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Brett Murray

SVP Enterprise Sales

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Jonathan Pincus

Chief Executive Officer

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Hunter Hager

Vice President, Asset Manager Solutions

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Alex Thompson

Chief Product Officer

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