Joshua David Mayer
Chief Operating Officer chez ENVESTNET, INC.
Profil
Joshua David Mayer is currently a Director at Fiduciary Exchange LLC and Advisor Credit Exchange LLC.
He previously worked as the Chief Operating Officer at Envestnet, Inc. from 2004 to the present.
Before that, he was an Operations Director at Oberon Financial Technology, Inc. from 2000 to 2004.
Mr. Mayer completed his undergraduate degree at Georgetown University.
Postes actifs de Joshua David Mayer
| Sociétés | Poste | Début |
|---|---|---|
| ENVESTNET, INC. | Chief Operating Officer | 01/01/2004 |
Advisor Credit Exchange LLC
 Advisor Credit Exchange LLC Internet Software/ServicesTechnology Services Advisor Credit Exchange LLC engages in the provision of wealth management services. It offers a platform which compares borrower profiles against lender requirements to generate credit proposals. The company is headquartered in Berwyn, PA. | Director/Board Member | - |
Fiduciary Exchange LLC
 Fiduciary Exchange LLC Financial ConglomeratesFinance Fiduciary Exchange LLC provides financial services. It offers technology empowered network that integrates the brokerage, insurance and advisory ecosystems to offer annuities and insurance solutions. The company was founded in 2017 and is headquartered in Berwyn, PA. | Director/Board Member | - |
Anciens postes connus de Joshua David Mayer
| Sociétés | Poste | Fin |
|---|---|---|
Oberon Financial Technology, Inc.
 Oberon Financial Technology, Inc. Electronics DistributorsDistribution Services Oberon Financial Technology, Inc. engages in the provision of asset management software services. It also develops turnkey, custody-neutral platform for financial services firms. The company was founded by Michael Apker, Viggy Mokkarala, and Scott Grinis in 1999 and is headquartered in DE. | Chief Operating Officer | - |
Formation de Joshua David Mayer
| Georgetown University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| ENVESTNET, INC. | Technology Services |
| Entreprise privées | 3 |
|---|---|
Oberon Financial Technology, Inc.
Oberon Financial Technology, Inc. Electronics DistributorsDistribution Services Oberon Financial Technology, Inc. engages in the provision of asset management software services. It also develops turnkey, custody-neutral platform for financial services firms. The company was founded by Michael Apker, Viggy Mokkarala, and Scott Grinis in 1999 and is headquartered in DE. | Distribution Services |
Fiduciary Exchange LLC
Fiduciary Exchange LLC Financial ConglomeratesFinance Fiduciary Exchange LLC provides financial services. It offers technology empowered network that integrates the brokerage, insurance and advisory ecosystems to offer annuities and insurance solutions. The company was founded in 2017 and is headquartered in Berwyn, PA. | Finance |
Advisor Credit Exchange LLC
Advisor Credit Exchange LLC Internet Software/ServicesTechnology Services Advisor Credit Exchange LLC engages in the provision of wealth management services. It offers a platform which compares borrower profiles against lender requirements to generate credit proposals. The company is headquartered in Berwyn, PA. | Technology Services |
