Fred Diaz Email & Phone Number
Regional Consultant - National Accounts - Central @ Envestnet, Inc
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Fred Diaz Location
- Lake in the Hills, IL, US
Fred Diaz Work
- Regional Consultant - National Accounts - Central @ (January 2026 - Present)
- Investment Product Consultant, Metro NY and NJ @ (January 2024 - January 2026)
- Business Development Director, Northeast @ (January 2022 - October 2024)
- Practice Solutions Director - Northeast @ (June 2021 - June 2022)
- Associate Vice President, Senior Regional Consultant - Southeast @ (January 2014 - January 2022)
- Senior Trader, Institutional Trading @ (November 2007 - December 2013)
- Team Lead - Cashiering and Account Administrator @ (April 2006 - October 2007)
- Banker and Investment Advisor @ (April 2005 - April 2006)
Fred Diaz Education
- DePaul University
Finance
2002-2004 - Roosevelt University 2001-2002
Fred Diaz Skills
- Business Development
- Business Relationship Management
- Equities
- Equity Trading
- Fixed Income Trading
- LinkedIn Learning
- Portfolio Management
- Project Coordination
- Technical Analysis
- Trading
- Investment Management
Fred Diaz Summary
- Fred Diaz, based in Lake in the Hills, IL, US, is currently a Regional Consultant - National Accounts - Central at Envestnet. Fred Diaz brings experience from previous roles at Envestnet. Fred Diaz holds a 2002 - 2004 Finance @ DePaul University. With a robust skill set that includes Business Development, Business Relationship Management, Equities, Equity Trading, Fixed Income Trading and more. Fred Diaz has 4 emails and 1 mobile phone numbers on RocketReach.
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