Rick Falcone Email & Phone Number
Senior Manager, Institutional Client Support @ Envestnet, Inc
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Rick Falcone Location
- Philadelphia, PA, US
Rick Falcone Work
- Senior Manager, Institutional Client Support @ (September 2026 - Present)
- Manager @ (November 2021 - Present)
- AVP, institutional Client Service Supervisor at Envestnet Inc @ (October 2021 - Present)
- Institutional Client Service Senior Specialist at Envestnet @ (August 2019 - October 2021)
- Institutional Client Service Specialist @ (May 2016 - October 2021)
- Control Accountant Unit Supervisor @ (September 2007 - May 2016)
- Control Accounting Senior @ (July 2007 - September 2007)
- Control Accounting Specialist @ (February 2005 - July 2007)
Rick Falcone Education
- University of Delaware
Bachelor of Science (BS) (History)
2000-2004
Rick Falcone Skills
- Account Reconciliation
- Accounting
- Asset Management
- Banking
- Client Relations
- Credit
- Customer Service
- Employee Learning & Development
- Equities
- Financial Analysis
- Financial Modeling
- Financial Reporting
- Financial Services
- Fixed Income
- Hedge Funds
- Investments
- Leadership
- Management
- Microsoft Excel
- Mutual Funds
- Process Improvement
- Project Management
- Reliability
- Risk Management
- Social Media
- Team Building
- Team Leadership
- Employee Learning And Development
Rick Falcone Summary
- Rick Falcone, based in Philadelphia, PA, US, is currently a Senior Manager, Institutional Client Support at Envestnet. Rick Falcone brings experience from previous roles at Envestnet. Rick Falcone holds a 2000 - 2004 Bachelor of Science (BS) in History @ University of Delaware. With a robust skill set that includes Account Reconciliation, Accounting, Asset Management, Banking, Client Relations and more. Rick Falcone has 2 emails and 1 mobile phone numbers on RocketReach.
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