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How The Right Tech Choices Can Propel Your Practice In 2021

00:30:00

Dec 15, 2020 01:24 PM

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Speakers

Julie Williams
Senior Vice President, RIA Sales Manager @Envestnet | Tamarac
At Envestnet | Tamarac, Julie leads the RIA sales organization. In this capacity, Julie and her team are responsible for helping to define and execute on the business’ strategic initiatives and sales objectives within the RIA channel. She believes one of the most important aspects of her role is serving as a strong voice and advocate for RIAs and the RIA marketplace in the development and evolution of the Envestnet solutions.
Michael S. Reed
Chief Operating Officer and Managing Partner @Dakota Wealth Management
Michael's avocation is creating a wealth management experience that exceeds his clients’ utmost expectations. His passion for designing elegant and effective business operations has allowed him to build and develop nearly a dozen successful companies over the course of his career, as well as hold executive positions with several for-profit and nonprofit organizations and consult with a wide variety of firms. Most recently, Michael joined Dakota Wealth Management where he is committed to providing a sophisticated and highly customized service experience, built on a foundation of principled and ethical, long-term relationships.