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Courtney Robertiello
Courtney Robertiello
Senior Vice President, Enterprise Consulting | SMArtX Advisory Solutions
Village of Garden City, New York, United States
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.
Courtney Robertiello
Work Experience
Senior Vice President, Enterprise Consulting at
SMArtX Advisory Solutions
June 2024 - Present
VP, Senior Enterprise Consultant at
Envestnet, Inc
January 2009 - Present
Director, Strategic Relationship Management at
Envestnet, Inc
January 2022 - July 2024
Regional Consultant, Northeast at
Envestnet, Inc
January 2003 - January 2009
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
********************@envestnet.com
Colleagues
Venture Partner
Executive Vice President, Asset Manager Solutions
Re-retired Financial Services Sales
SVP Enterprise Sales
Chief Executive Officer
Vice President, Asset Manager Solutions
Chief Product Officer