![Joshua David Mayer](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Joshua David Mayer
Directeur/Membre du Conseil chez
Advisor Credit Exchange LLC
Profil
Joshua David Mayer is currently a Director at Fiduciary Exchange LLC and a Director at Advisor Credit Exchange LLC.
Previously, he worked as an Operations Director at Oberon Financial Technology, Inc. from 2000 to 2004.
He then served as the Chief Operating Officer at Envestnet, Inc. from 2004 to 2023.
Mr. Mayer obtained his undergraduate degree from Georgetown University.
Postes actifs de Joshua David Mayer
| Sociétés | Poste | Début |
|---|---|---|
Advisor Credit Exchange LLC
 Advisor Credit Exchange LLC Internet Software/ServicesTechnology Services Operates a online platform, which unites banks and lenders with wealth management advisors | Directeur/Membre du Conseil | - |
Fiduciary Exchange LLC
 Fiduciary Exchange LLC Information Technology ServicesTechnology Services Provides technology solutions that connect the brokerage, insurance and advisory ecosystems | Directeur/Membre du Conseil | - |
Anciens postes connus de Joshua David Mayer
| Sociétés | Poste | Fin |
|---|---|---|
| ENVESTNET, INC. | Directeur des opérations | 01/12/2023 |
Oberon Financial Technology, Inc.
 Oberon Financial Technology, Inc. Electronics DistributorsDistribution Services Engages as asset management software company | Directeur des opérations | - |
Formation de Joshua David Mayer
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
66
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Oberon Financial Technology, Inc.
Oberon Financial Technology, Inc. Electronics DistributorsDistribution Services Engages as asset management software company | Distribution Services |
Georgetown University
 Georgetown University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Envestnet, Inc.
 Envestnet, Inc. Packaged SoftwareTechnology Services Develops wealth management platform | Technology Services |
Fiduciary Exchange LLC
Fiduciary Exchange LLC Information Technology ServicesTechnology Services Provides technology solutions that connect the brokerage, insurance and advisory ecosystems | Technology Services |
Advisor Credit Exchange LLC
Advisor Credit Exchange LLC Internet Software/ServicesTechnology Services Operates a online platform, which unites banks and lenders with wealth management advisors | Technology Services |
