Blake Wood Email & Phone Number
Head of Strategic Partnerships @ Envestnet, Inc
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Blake Wood Location
- Highland Park, IL, US
Blake Wood Work
- 2026 -now Head of Strategic Partnerships @
- 2024 -2026 Head of Platform Strategy @
- 2022 -2024 CEO Lumiant US @
- 2020 -2022 SVP, Director Corporate Strategy @
- 2017 -2020 SVP, Director of Product Strategy @
- 2016 -2017 Senior Vice President, Director of Program Innovation @
- 2014 -2016 Senior Vice President - Product Management @
- 2012 -2014 VP, Product Development @
- 2011 -2012 VP, Advisory Services @
- 2010 -2011 AVP, Strategic Initiatives @
- 2009 -2010 Strategic Project Specialist @
- 2009 -2009 Sr. Training and Orientations Specialist @
- 2008 -2008 Sr. Relationship Manager @
- 2007 -2008 Business Analyst and Consultant @
- 2005 -2007 Regional Service Manager @
- 2002 -2002 Trading @ Ameritrade
- 2000 -2000 MAX Desk Rep @
Blake Wood Education
- Harvard Business School Executive Education
High Potentials Leadership Program (Leadership)
2017-2017 - CIMBA
MBA (International Management)
2007-2008 - The University of Kansas School of Business
MBA (Management)
2007-2008 - The University of Kansas
BGS (Economics)
1999-2004
Blake Wood Skills
- APL
- MS Project
- Unified Managed Household
- MS Office
- Performance Reporting
- Six Sigma
- Green Belt
- Microsoft Office
- Unified Communications
- Separately Managed Accounts
- Household
- Financial Advisory
- Leadership
- Asset Management
- Finance
- Strategy
- Wealth Management
- Program Management
- Relationship Management
- Trading
- Management
- Entrepreneurship
- Series 7
- Business Analysis
- Equities
- Product Development
- SDLC
- Bonds
- Investments
- Project Management
- ETFs
- CRM
- Equity
- Risk Management
- Asset Allocation
- Financial Services
- Alternative Investments
- Process Improvement
- Financial Analysis
- FINRA
- Investment Advisory
- Training
- Bloomberg
- Mutual Funds
- Investment Strategies
- Series 63
- Fixed Income
- Investment Management
- Portfolio Management
- Series 24
Blake Wood Summary
- Blake Wood, based in Highland Park, IL, US, is currently a Head of Strategic Partnerships at Envestnet. Blake Wood brings experience from previous roles at Envestnet, Lumiant and Envestnet, Inc. Blake Wood holds a 2017 - 2017 High Potentials Leadership Program in Leadership @ Harvard Business School Executive Education. With a robust skill set that includes APL, MS Project, Unified Managed Household, MS Office, Performance Reporting and more. Blake Wood has 5 emails and 2 mobile phone numbers on RocketReach.
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Blake Wood
Senior Manager, Signature Success Sales - Enterprise
San Francisco, CA, US
Top Envestnet, Inc Employees
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