Rick Falcone Email & Phone Number
Manager @ Envestnet, Inc
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Rick Falcone Location
- Philadelphia, PA, US
Rick Falcone Work
- 2021 -now Manager @
- 2021 -now AVP, institutional Client Service Supervisor at Envestnet Inc @
- 2019 -2021 Institutional Client Service Senior Specialist at Envestnet @
- 2016 -2021 Institutional Client Service Specialist @
- 2007 -2016 Control Accountant Unit Supervisor @
- 2007 -2007 Control Accounting Senior @
- 2005 -2007 Control Accounting Specialist @
Rick Falcone Education
- University of Delaware
Bachelor of Science (BS) (History)
2000-2004
Rick Falcone Skills
- Leadership
- Team Building
- Social Media
- Banking
- Accounting
- Client Relations
- Fixed Income
- Employee Learning And Development
- Reliability
- Financial Modeling
- Investments
- Team Leadership
- Process Improvement
- Financial Services
- Equities
- Account Reconciliation
- Mutual Funds
- Risk Management
- Asset Management
- Microsoft Excel
- Credit
- Customer Service
- Financial Analysis
- Management
- Financial Reporting
- Project Management
- Hedge Funds
Rick Falcone Summary
- Rick Falcone, based in Philadelphia, PA, US, is currently a Manager at Envestnet. Rick Falcone brings experience from previous roles at Envestnet, Inc and BNY Mellon. Rick Falcone holds a 2000 - 2004 Bachelor of Science (BS) in History @ University of Delaware. With a robust skill set that includes Leadership, Team Building, Social Media, Banking, Accounting and more. Rick Falcone has 2 emails and 1 mobile phone numbers on RocketReach.
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