Issue link: https://resources.envestnet.com/i/1534950
11 FOR HOME OFFICE AND ADVISOR USE ONLY. Scott Liddell, CFA, Director, Investment Product Consultant Scott Liddell, CFA, serves as a product specialist and provides customized support and in-depth product knowledge on the full suite of Envestnet | PMC product offerings. He offers strategic product guidance to advisors to help them determine the appropriate portfolio strategies for their clients in partnership with the PWC investment specialist team. Previously, Scott was a Managing Regional Director and Portfolio Consultant for Natixis Investment Managers covering wire-house and RIAs clients in New York City. Before that, he was a Senior Director on the John Hancock Asset Allocation team which manages John Hancock's target-risk and target-date funds. Scott began his career on the institutional fixed income desk at UBS. Andrea McAndrew, CFA , Director, Investment Specialist Andrea McAndrew, CFA, serves as a senior investment specialist and is responsible for consulting with financial advisors on asset allocation and investment manager selection for client portfolios. She offers investment insight as a liaison for the Envestnet | PMC investment research team and provides investment guidance to advisors to help them determine the appropriate portfolio strategies for their clients. Prior to joining PMC in 2022, Andrea worked at Fiducient Advisors as a consultant and research analyst. She holds a BS in Industrial Engineering from Lehigh University and is a CFA charterholder. Anup Sharma, Director, Sustainable Investment Solutions Anup is a part of the Envestnet ("ENV") Sustainable Investment Team and is responsible for all Enterprise & Home office engagements across current clients and prospects. His primary functions include driving ENV's overall Sustainable Investment strategy as well as working closely with our Sales and Relationship Management teams to offer customized sustainable solutions to our clients. Anup began his career with Envestnet in 2019 as a senior member of our Service/ Relationship Management Team. Prior to ENV, Anup spent over 13 years with a leading Private Markets firm across Institutional Client Relationship Management, Fundraising, and Product Management functions. A lion's share of Anup's previous experience has been centered around the creation, launch, and ongoing relationship management for Impact/ Sustainable investment solutions for institutional investors globally. Carlee Griffeth, Research Analyst, Sustainable Investing Carlee Griffeth is an ESG Data and Research Analyst for Envestnet | PMC's Sustainable Investing Team. Her work is focused on ESG and thematic impact due diligence. She is also responsible for sourcing and analyzing ESG data to support the development of sustainable products and reporting tools for advisors. Prior to Envestnet, Carlee served in the federal government for eight years, including the White House and both chambers of Congress. She earned her Master's Degree in Urban Planning at Harvard University, where she focused her studies on sustainable development and decarbonized infrastructure. Monique Harake, Investment Specialist Monique Harake serves as an internal investment specialist for Envestnet | PMC. Prior to joining PMC, Ms. Harake worked at Applied Medical as an Instructional Designer specializing in projects relating to statistics, engineering, and information technology. Ms. Harake received her Bachelor of Arts degree from California State University in Economics, minoring in Mathematics and a Master of Science in Applied Quantitative Finance from the University of Denver. She holds the Chartered SRI Counselor™ designation. Jeremy Dziedzina, Institutional Consultant Jeremy Dziedzina serves as an Institutional Consultant for Envestnet|PMC. Within this role, Mr. Dziedzina acts as a liaison for Envestnet | PMC's enterprise and RIA clientele via PMC's Premium Research and CIO Support Services offering. Mr. Dziedzina works to create custom wealth management solutions for his clients, leveraging off of PMC's Portfolio Management and Research capabilities. Prior to joining Envestnet in January 2015, Mr. Dziedzina worked at Curian Capital as a Portfolio Management Analyst, helping in the management of Curian Capital's separate account strategies and fund strategist portfolios. He started his career in investment management at RDA Financial Network. Mr. Dziedzina holds a BS degree in Business Administration with a concentration in Finance from the University of Iowa and an MBA from the University of Colorado at Denver. He also holds the FINRA Series 63 securities license.