Profil
Prior to joining Envestnet, Mr. Tennant was the Chief Operating Officer at Ameriprise Financial, heading up brokerage clearing services including securities trading, dividend payment processing and corporate reorganization processing, account transfers, cashiering, customer service, and advisor relations.
Before that, he held several operations-related positions at CIGNA Group Insurance.
Mr. Tennant graduated from the University of South Florida with a degree in management information systems.
Anciens postes connus de Charles Tennant
| Sociétés | Poste | Fin |
|---|---|---|
| ENVESTNET, INC. | Directeur des opérations | 15/08/2011 |
Envestnet Asset Management, Inc.
Envestnet Asset Management, Inc. Investment ManagersFinance Envestnet PMC provides Advisors with a variety of portfolio construction methods utilizing an analytics module that allows choice of multiple programs and products to blend a solution that best meets client requirements. The firm uses the capital markets assumptions (CMA) construction process of Black-Litterman and inverse optimization methods to estimate the expected returns for asset classes when constructing the firm’s proprietary strategies and in assisting Advisors with asset allocations and portfolio construction. | Directeur des opérations | 01/08/2011 |
| AMERIPRISE FINANCIAL, INC. | Corporate Officer/Principal | 01/01/2007 |
Cigna Group Insurance | Corporate Officer/Principal | - |
Formation de Charles Tennant
Expériences
Fonctions occupées
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Inactives
Sociétés cotées
Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 5 |
|---|---|
University of South Florida
University of South Florida Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Cigna Group Insurance | |
Envestnet Asset Management, Inc.
Envestnet Asset Management, Inc. Investment ManagersFinance Envestnet PMC provides Advisors with a variety of portfolio construction methods utilizing an analytics module that allows choice of multiple programs and products to blend a solution that best meets client requirements. The firm uses the capital markets assumptions (CMA) construction process of Black-Litterman and inverse optimization methods to estimate the expected returns for asset classes when constructing the firm’s proprietary strategies and in assisting Advisors with asset allocations and portfolio construction. | Finance |
Ameriprise Financial, Inc.
Ameriprise Financial, Inc. Investment ManagersFinance Provides retirement and protection, wealth & asset management solutions | Finance |
Envestnet, Inc.
Envestnet, Inc. Packaged SoftwareTechnology Services Develops wealth management platform | Technology Services |
















