J

John Ross's email & phone

Position:Senior Data Aggregation Specialist at Envestnet | Tamarac
Experience:19 years
Location:Bay City, Michigan, United States

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Work Experience

Senior Data Aggregation Specialist at Envestnet | Tamarac

Aug 2025 - Current

Portfolio Accounting at Envestnet | Tamarac

Apr 2019 - Aug 2025

Relationship Specialist at Envestnet | Tamarac

Apr 2019 - Jul 2021

Account Relationship Manager at Schwab Advisor Services

Dec 2016 - Mar 2019

Tax Auditor at North Carolina Department of Revenue

Apr 2007 - Jan 2016

John Ross started working in 2007, then the employee has changed 2 companies and 4 jobs. On average, John Ross works for one company for 4 years.

Education

Master of Business Administration - MBA at North Carolina State University

Bachelor of Science - BS at Eastern Michigan University

Current Company Information Envestnet | Tamarac

Name: Envestnet | Tamarac

Speciality: Portfolio management and performance reporting, Portfolio monitoring, rebalancing and trading, CRM, Outsourced portfolio accounting services

Location: Berwyn, Pennsylvania, United States

Employees: 1000-5000

Description: Envestnet is the Adaptive WealthTech company that helps advisors meet the moment with its comprehensive technology, insights, solutions, and industry-leading support. This empowers...

Frequently Asked Questions

What is John Ross's minimum period of employment in the companies?

John Ross's minimum period of employment in various companies is 2 years 3 months.

What is John Ross's average duration of employment for different companies?

On average, John Ross works for one company for 4 years 11 months

What industries has John Ross worked in?

John Ross works in the Financial Services.

What positions has John Ross held before?

Previously, John Ross worked as a Portfolio Accounting, and Relationship Specialist, and Account Relationship Manager, and Tax Auditor.

How do I contact John Ross?

John Ross's email address is **@envestnet.com, phone number is +1-***-***-5866. Sign up to get contact details.

Who are John Ross's peers at other companies?

John Ross's peers at other companies are Gayathri Rajendran and Lakshmi Devi

John Ross Namesakes

Name
Company
Position
J
Administrative Assistant
J
Ross Home Inspections of Kansas City
Business Owner
J
Employee Benefits Broker

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Other employees at Envestnet | Tamarac

Name
Company
Position
K
Client Service Associate
J
Client Services Associate

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