Formanek Email & Phone Number
Director of Operations @ Burton Enright Welch
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Formanek Location
- California, United States
Formanek Work
- 2024 -now Director of Operations @
- 2020 -2024 Director of Operations @
- 2018 -2019 VP, Business Operations, Partner Development @
- 2017 -2018 Director of Customer Success @
- 2012 -2016 Investment Systems @
- 2010 -2012 Client Partner @
- 2007 -2010 Investment and Product Operations @
- 2004 -2006 Investment Research Analyst @
Formanek Education
- University of Arizona, Eller College of Management
Undergraduate (BS, Chimes Honorary Society)
- St. Mary's College of California
Graduate (MS, Financial Analysis & Investment Management)
- CFA
Level 2 Candidate (Financial Analysis & Investment Management)
Formanek Skills
- Problem Solving
- Influential Communicator
- Leadership
- Operational Excellence
- FinTech
- Business Operations
- Performance Reporting
- Customer Success
- Product Operations
- Hiring
- Wealth Management Services
- Social Impact
- Executive Leadership
- Software Development Life Cycle (SDLC)
- Product Management
- Business Analysis
- Wealth Management Technology
- Executive Management
- Derivatives
- Strategic Financial Planning
- Risk Management
- Strategy
- Asset Allocation
- Strategic Consulting
- Financial Advisory
- Start-ups
- Investment Management
- Operations Management
- Regulatory Compliance
- SQL
- Salesforce.com
- Relationship Management
- Accounting Applications
- Salesforce.com Administration
- RIAs
- Financial Software
- Envestnet
- Management
- Business Development
- Business Strategy
- Customer Service
Formanek Summary
- Formanek, based in California, United States, is currently a Director of Operations at Burton Enright Welch. Formanek brings experience from previous roles at Veris Wealth Partners, LLC, StratiFi and Wells Fargo. Formanek holds a Undergraduate in BS, Chimes Honorary Society @ University of Arizona, Eller College of Management. With a robust skill set that includes Problem Solving, Influential Communicator, Leadership, Operational Excellence, FinTech and more. Formanek has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Burton Enright Welch Employees
Chris Hughes
Lead Advisor, Principal
Walnut Creek, CA, US
Peter Burton
Principal, Senior Advisor
Walnut Creek, CA, US
Jeremy Welch
Managing Principal, Senior Advisor
Walnut Creek, CA, US
Formanek
Director of Operations
California, United States
Robert Enright
Principal, Senior Advisor
Walnut Creek, CA, US
Ben Peters
Lead Advisor and CCO, Principal
Walnut Creek, CA, US
Elaine Little
Front Office Administrator
Walnut Creek, CA, US
Jacob Templeton
Operations Associate
Moraga, CA, US
Annie Klopstock
Associate advisor
Walnut Creek, CA, US
Kelly Randall
Lead Advisor, Principal
Walnut Creek, CA, US
David Espineira
Director of Retirement Plans
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Teresa Escano
Director Of Client Services
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Gerwin de Haan
Financial Planning Associate
California, United States
Alayna Danska
Client Services Associate
California, United States
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