Jim Patrick is a Managing Director of Envestnet. He is responsible for strategic development of Envestnet’s advisor directed solutions. Prior to joining Envestnet, Patrick spent a short time as a Consultant to financial services firms, after 12 years in various roles with Allianz Global Investors, including sales and sales leadership, product development, and national accounts across a variety of channels.
His final role was Managing Director, Co-head of US Retail Distribution for Allianz Global Investors. Patrick holds NASD series 7, 66, 24, 26 and obtained the CIMA designation in 1998. He has served on the board and executive committee of the Money Management Institute (MMI). Patrick holds a BS in Business Administration from UNH, having graduated in 1991.