Dave Lieberman

In my current role as Principal Director of Product, Envestnet Data Solutions, I help drive Envestnet’s Wealth Data Platform solutions that provide services including enterprise data management capabilities, next best action insights, financial planning, performance reporting, and 3rd party integrations. The Envestnet Wealth Data Platform gives enterprise wealth firms a comprehensive ecosystem of firm and external data that uncovers new data-driven perspectives and unlocks the unrealized value of data. We are transforming how the industry uncovers and acts on opportunities by giving firms a powerful tool for productivity and strategic growth.