CHICAGO, Sept. 29, 2016 /PRNewswire/ -- Envestnet |
Retirement Solutions (ERS) has appointed Kelly Michel, who has more than 25 years of
experience in the retirement services industry, as its Chief
Marketing Officer.
In her new role, Ms. Michel is responsible for the firm's
strategic marketing initiatives, and will work closely with the
sales, product development, and client management teams to position
ERS for continuous growth.
"Kelly will harness the expertise she gained from working with
advisors at record-keepers and broker-dealers to help us
communicate the benefits of our innovative technology and fiduciary
solutions to the retirement marketplace," said Babu Sivadasan,
Group President of Envestnet | Retirement Solutions. "We look
forward to collaborating with her on initiatives to help more
service providers and retirement plan advisors understand how our
technology can contribute to better outcomes for all plan
stakeholders."
Prior to joining ERS, Ms. Michel served as Executive Vice
President of Sales and Marketing for Newport Group, and Senior Vice
President and Head of Retirement Consulting Services for AIG
Advisor Group. She also held many roles at Transamerica, an AEGON
company, including Senior Vice President of Institutional Business
Development. Ms. Michel began her retirement services career at
Empower, where she worked for eight years before joining
Transamerica.
Ms. Michel holds the Accredited Investment Fiduciary (AIF)
designation from the Center for Fiduciary Studies.
"All areas of the retirement services industry are grappling
with compliance challenges due to the new fiduciary standards,"
said Ms. Michel. "In today's rapidly evolving marketplace,
ERS's holistic approach to connecting advisors and recordkeeping
service providers enables these parties to deliver transparency,
fiduciary support, and improved overall results for plan sponsors
and participants."
About Envestnet | Retirement Solutions
Envestnet, Inc.
(NYSE: ENV) is a leading provider of unified wealth management
technology and services to investment advisors. Our
open-architecture platforms unify and fortify the wealth management
process, delivering unparalleled flexibility, accuracy,
performance, and value. Envestnet solutions enable the
transformation of wealth management into a transparent,
independent, objective, and fully-aligned standard of care, and
empower advisors to deliver better outcomes.
Envestnet | Retirement Solutions (ERS), a majority-owned
subsidiary of Envestnet, Inc., provides retirement advisors with an
integrated platform that combines one of the industry's leading
practice management technology, research and due diligence, data
aggregation, compliance tools and intelligent managed account
solutions. ERS leverages Envestnet's advanced capabilities and
resources, along with its experience in investment research,
portfolio construction and investment management, to meet the
specialized needs of each retirement plan stakeholder, from plan
participants to sponsors, advisors to home offices and record
keepers to DCIOs.
For more information on Envestnet | Retirement Solutions, please
visit www.envestnet.com.
Media Contact:
Dana
Taormina
JConnelly
(973) 850-7305
dtaormina@jconnelly.com
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SOURCE Envestnet | Retirement Solutions (ERS)