Sales Engineer, Envestnet | Tamarac
Brian Daley

Brian joined Envestnet | Tamarac in 2019 to assist RIA organizations in the decision-making process to improve their back office and client-facing technology. He now works with the largest Envestnet | Tamarac organizations to streamline and make more efficient their use of technology as it relates to client portal, billing, client reporting, trading, and workflow.