As Group President of Product Innovation, Dani works closely with Envestnet, Inc.’s business, product, and client-facing teams to advance and accelerate the firm’s strategic vision. Dani works with Envestnet on strategic development, engagement, and planning across the Envestnet organization to help advisors make financial wellness a reality for more people.
Previously, Dani 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, as well as the rollout of the Model Market Center, an innovative approach to bringing outsourced investment management capabilities to RIAs. Prior to that she was a Senior Product Manager and Strategist at Fiserv.
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