Envestnet, announces that Dani Fava has joined the firm as Head of Strategic Development. In her newly created role, Ms. Fava will work closely with business, product, and client-facing teams to identify, analyze, and prioritize transformative opportunities to expand and deliver on Envestnet’s strategic roadmap.
Read More: Equifax Launches Innovative New Solutions for Credit Monitoring and Identity Theft Protection
Ms. Fava reports to Rich Aneser, Group Head of Strategy at Envestnet, who came aboard in the first quarter of this year to build Envestnet’s new Strategy Office. The group partners with teams across Envestnet to manage strategic development, engagement, and planning across the organization, including organic cross-functional efforts, external partnerships, inorganic M&A, and evaluation of growth opportunities.
“Since our establishment 20 years ago, Envestnet has helped advisors stay one step ahead of the ever-evolving wealth management industry,” said Bill Crager, CEO of Envestnet. “Dani and the other members of our Strategy Office will work closely with teams across our organization to respond proactively to industry trends, and ensure the needs of advisors and their clients continue to drive the financial wellness network we are building.”
Ms. Fava most recently served as Director of Institutional Innovation at TD Ameritrade Institutional, where she managed the launch of the iRebal portfolio rebalancing solution on the Veo platform, and the Model Market Center. She was also responsible for rolling out TD Ameritrade’s voice-first capabilities, which deploy conversational AI for communicating with advisors. Prior to joining TD Ameritrade in 2012, Ms. Fava was a Senior Product Manager and Strategist at Fiserv.
Read More: GlobalFintechSeries Interview with Christian Spaltenstein, Managing Director – Americas at AFEX
