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The speakers will tackle important topics facing wealth managers and financial advisors, the technology that is driving their business growth and productivity, and ultimately, better outcomes for their clients.
- Andrew Stavaridis, Chief Relationship Officer and Group Head of Wealth Solutions Distribution
- Dana D'Auria, CFA, Co-Chief Investment Officer and Group President, Envestnet Solutions
- Molly Weiss, Group President Wealth Management Platform
- Tom Sipp, Executive Vice President, Business Lines
MASTERCLASS: Envestnet Exclusive