Thomas McClellan
Director at Envestnet, Inc | Media, Pennsylvania, United States
Thomas McClellan’s Email & Phone Number
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Director at Envestnet, Inc in April 2017 - Present
Business Analyst at FS Investments in January 2013 - March 2017
Business Analyst at BNP Paribas in May 2011 - January 2013
Programmer Analyst at BNP Paribas in October 2008 - May 2011
Senior Programmer at Accenture in November 2007 - October 2008
QA Developer Contractor at Red Hat in November 2006 - March 2007
Programmer at HomeGauge in August 2005 - March 2007
North Carolina State University, BS, Computer Science, July 1999 to July 2026
Envestnet is the Adaptive WealthTech company that helps advisors meet the moment with its comprehensive technology, insights, solutions, and industry-leading support. This empowers advisors to make smart decisions throughout every step of a client's financial life. Backed by 25 years of experience and $7.0 trillion in platform assets, Envestnet is trusted by over a third of all financial advisors across many leading banks, wealth managers, brokerages, and RIAs. For a deeper dive into how Envestnet is shaping the future of financial advice, visit www.envestnet.com. Envestnet refers to the family of operating subsidiaries of the holding company, Envestnet, Inc. Stay connected with us for the latest updates and insights on LinkedIn and X (@Envestnet_). Social Media Disclosure: www.envestnet.com/social-media-disclosure Privacy Policy: https://www.envestnet.com/privacy
Discover more about Envestnet, Inc
Data & Analytics, Digital, PFM; 10 Years of Sales Experience; Emerging Sales Leader
Inside Sales Representative for State of Florida
$1,550,000.00 in closed deals: met sales quota (total contract value) four of first four months on job.
Recruited & converted two channel partners in first sales cycle. Exceeded quota for appts. set - new prospects.
Nominated for “Predict” award by 2 different colleagues in second quarter: built sales comparison, using...
Growth Strategies | Product Strategy | Innovation
VP Product Strategy at Carson Group
(August 2024 – Present)
Director, Business Information Security Office
Director Information Security at Envestnet, Inc
(September 2021 – Present)
Investment Solutions Research at Envestnet
Investment Solutions Research at Envestnet, Inc
(March 2022 – Present)
Finance and Strategy Executive | Wealth Management, Asset Management, Fintech, Business Services
Head of Strategy at Orion
(October 2024 – Present)
Principal Director, Advisor Sales & Wealth Consulting at Envestnet, Inc
Principal Director, Advisor Sales and Wealth Consulting at Envestnet, Inc
(February 2023 – Present)
What is Thomas McClellan email address?
Email Thomas McClellan at [email protected]. This email is the most updated Thomas McClellan's email found in 2026.
How to contact Thomas McClellan?
To contact Thomas McClellan send an email to [email protected].
What company does Thomas McClellan work for?
Thomas McClellan works for Envestnet, Inc.
What is Thomas McClellan's role at Envestnet, Inc?
Thomas McClellan is Director
What industry does Thomas McClellan work in?
Thomas McClellan works in the Banking industry.
