© 2025 Envestnet, Inc.
15
Katy Yocom
Program Management,
Director
Envestnet, Inc.
LinkedIn
LinkedIn
LinkedIn
LinkedIn
LinkedIn
LinkedIn
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Laura James, CIMA® AAMS™
Franklin Templeton
Program Sponsor
Tricia Baxter
Envestnet, Inc.
Linda Lepe, CFP®
University of
Wisconsin-Madison
Eileen Hayes
Women In Wealth
BlackRock
Anand Sekhar
Fidelity Investments
Program Sponsor
Paul Drakeley
BlackRock
Program Sponsor
Tisha Boyd, SHRM-CP
Envestnet, Inc.
Valerie Mosley, CFA
Valmo Ventures
Kipp Cormier
Envestnet, Inc.
Pro Career Network
• Connect 10 more students with
industry professionals by year-end
Enhancement Development
• New look to educational training
modules
• Envestnet On Campus website
will have a new home under
Envestnet.com
Career Development and Engagement
• Fall Career Day event
• Meet & Eat with industry professionals
• Fall session webinar event
• SIE Preparation and Exam session '26
COMING SOON
COMING SOON
Envestnet On Campus Annual Report 2024 - 2025
A Look Ahead
Advisory Board Members
