Shelly JD - Envestnet General Officer

Executive

Shelly JD is General Officer of Envestnet
Age 58
Phone312 827 2800
Webhttps://www.envestnet.com

Envestnet Management Efficiency

The company has Return on Asset of 0.0263 % which means that on every $100 spent on assets, it made $0.0263 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of (0.415) %, meaning that it generated no profit with money invested by stockholders. Envestnet's management efficiency ratios could be used to measure how well Envestnet manages its routine affairs as well as how well it operates its assets and liabilities.
Envestnet has 990.35 M in debt with debt to equity (D/E) ratio of 1.04, which is OK given its current industry classification. Envestnet has a current ratio of 0.75, suggesting that it has not enough short term capital to pay financial commitments when the payables are due. Note however, debt could still be an excellent tool for Envestnet to invest in growth at high rates of return.

Similar Executives

Showing other executives

EXECUTIVE Age

Alex JanasCommVault Systems
N/A
Doug PiperMeridianlink
N/A
Frank PitsikalisAgilysys
55
Matt CampobassoEnfusion
N/A
Devesh KhareMeridianlink
N/A
Scott CPAPROS Holdings
57
Ann RuckstuhlManhattan Associates
62
Kristin SeigworthE2open Parent Holdings
N/A
Rasha HasaneenAspen Technology
N/A
Damian JDPROS Holdings
50
Alphonse JDClearwater Analytics Holdings
54
Elizabeth RieveleyMeridianlink
N/A
Christopher CPAAspen Technology
50
Alphonse ValbruneClearwater Analytics Holdings
53
William MurphyDescartes Systems Group
N/A
Edward GardnerDescartes Systems Group
N/A
Suresh BalasubramanianMeridianlink
N/A
Tianyu XiaHitek Global Ordinary
35
Mike ChenClearwater Analytics Holdings
N/A
Matthew CampobassoEnfusion
46
Dusty BuellE2open Parent Holdings
N/A
Envestnet, Inc., together with its subsidiaries, provides wealth management software and services in the United States and internationally. Envestnet, Inc. was founded in 1999 and is headquartered in Berwyn, Pennsylvania. Envestnet operates under SoftwareApplication classification in the United States and is traded on New York Stock Exchange. It employs 4375 people. Envestnet (ENV) is traded on New York Stock Exchange in USA and employs 3,069 people.

Management Performance

Envestnet Leadership Team

Elected by the shareholders, the Envestnet's board of directors comprises two types of representatives: Envestnet inside directors who are chosen from within the company, and outside directors, selected externally and held independent of Envestnet. The board's role is to monitor Envestnet's management team and ensure that shareholders' interests are well served. Envestnet's inside directors are responsible for reviewing and approving budgets prepared by upper management to implement core corporate initiatives and projects. On the other hand, Envestnet's outside directors are responsible for providing unbiased perspectives on the board's policies.
Sharon Rosenthal, Chief Officer
Dawn Newsome, Chief Business Operations Officer
Grace Wagner, Director Relations
Stuart DePina, President
Charles Roame, Vice Chairman of the Board
Richard Aneser, Chief Officer
Scott Grinis, Chief Technology Officer
Chris Shutler, Head of Market Intelligence
Dana CFA, CoChief Solutions
Jillian Munro, Chief Officer
Valerie Mosley, Independent Director
Matthew Majoros, Senior Reporting
Peter DArrigo, Chief Financial Officer
Christopher CFA, Head Intelligence
Anil Arora, CEO, Vice Chairman of the Board
Zachary Karabell, Head Consultant
Molly Weiss, Group Platform
Gayle Crowell, Independent Director
Donna Peeples, Chief Relationship Officer
Shelly OBrien, Chief Legal Officer, General Counsel, Corporate Secretary
Ross Chapin, Independent Director
Joshua Mayer, Chief Operating Officer
Shelly JD, General Officer
Robert Coppola, Chief Technology Officer
Luis Aguilar, Independent Director
Dana DAuria, Co-Chief Investment Officer
James Fox, Non-Executive Independent Chairman of the Board
Dani Fava, Head Development
Gregory Smith, Independent Director
Peter CFA, Chief Officer
Jason OShaughnessy, Head Sales
Mary Dugan, Chief Officer
Rose Palazzo, Group Planning
Joshua Warren, Chief Officer
William Crager, President, Interim Chief Executive Officer
Brian CFA, Head Relations
Thomas CFA, Executive Lines
Brandon Thomas, Chief Investment Officer
Andrew Stavaridis, Chief Distribution
Farouk Ferchichi, Group Analytics

Envestnet Stock Performance Indicators

The ability to make a profit is the ultimate goal of any investor. But to identify the right stock is not an easy task. Is Envestnet a good investment? Although profit is still the single most important financial element of any organization, multiple performance indicators can help investors identify the equity that they will appreciate over time.

Thematic Opportunities

Explore Investment Opportunities

Build portfolios using Macroaxis predefined set of investing ideas. Many of Macroaxis investing ideas can easily outperform a given market. Ideas can also be optimized per your risk profile before portfolio origination is invoked. Macroaxis thematic optimization helps investors identify companies most likely to benefit from changes or shifts in various micro-economic or local macro-level trends. Originating optimal thematic portfolios involves aligning investors' personal views, ideas, and beliefs with their actual investments.
Explore Investing Ideas  
Check out Investing Opportunities to better understand how to build diversified portfolios. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in board of governors.
You can also try the Portfolio Anywhere module to track or share privately all of your investments from the convenience of any device.

Other Consideration for investing in Envestnet Stock

If you are still planning to invest in Envestnet check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Envestnet's history and understand the potential risks before investing.
Fundamentals Comparison
Compare fundamentals across multiple equities to find investing opportunities
Bonds Directory
Find actively traded corporate debentures issued by US companies
Commodity Directory
Find actively traded commodities issued by global exchanges
Portfolio Suggestion
Get suggestions outside of your existing asset allocation including your own model portfolios
Money Flow Index
Determine momentum by analyzing Money Flow Index and other technical indicators
Stocks Directory
Find actively traded stocks across global markets
FinTech Suite
Use AI to screen and filter profitable investment opportunities
Portfolio Analyzer
Portfolio analysis module that provides access to portfolio diagnostics and optimization engine
Positions Ratings
Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance