Envestnet on Campus

2 © 2025 Envestnet, Inc. All rights reserved. The information, analysis, and opinions expressed herein are for informational purposes only and represent the views of the author, not necessarily the views of Envestnet. The views expressed herein reflect the judgement of the author as of the current date and are subject to change at any time without notice. Nothing contained in this piece is intended to constitute legal, tax, accounting, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. This material does not constitute an endorsement of any particular firm, individual or school, nor does it indicate that the subjects featured have attained a particular level of skill or ability. © 2025 Envestnet, Inc. All rights reserved. Contact us to learn more! envestnet.com/on-campus oncampus@envestnet.com What students are saying Bridging the gap between academia and industry The EOC program's focus on practical, up-to-date knowledge has significantly contributed to my growth in the financial field. In today's competitive job market, having a network of colleagues and mentors is essential for navigating a financial career, and EOC excels in providing this support. Rohini Devi, Union College '25, EOC graduate '23 Envestnet on Campus serves as a valuable resource. Many students are interested in wealth management but lack practical experience. EOC has helped to bridge this gap, providing in-depth training from industry leaders and subject matter experts, where students learn investment solutions and are able to apply what they learn to real-world scenarios. Jessica (Cheng) Jacobs, MSW, Associate Director, Career Programs & Marketing, UCLA Economics, Master of Quantitative Economics The Envestnet on Campus program has been a great supplement to what our students are learning in the classroom we continue to see growing interest in wealth management and our students are so excited about the opportunity to earn a substantive credential that they can add to their resumes as they are applying for internships and jobs. Kate Grady, M.A., Associate Director, Experiential Education & Employer Outreach, Villanova University I was able to gain hands on experience on how exactly the financial world operates on a day-to-day basis, as well as learning core principles that are the foundation of the industry. Sam Goforth, Bryant University, MBA, '22, EOC graduate '19 The EOC provided information on the industry's latest products, solutions, and technologies. The EOC has allowed me to grow in this field and set myself apart from other college graduates searching for entry-level positions in financial services. Paisley Lewis, College of Charleston '23, EOC graduate '22 The program provided excellent insights into the inner workings of wealth management, and it prepared me tremendously for my summer internship in the field. Overall, the program was an indispensable steppingstone, providing me with practical knowledge, industry exposure, and a competitive edge. Carlos Roberto Dias Neto, Stonehill College '24, EOC graduate '23

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