Profile
Richard Aneser currently works at The Nature Conservancy In Pennsylvania, as Vice Chairman, Nature Conservancy of Delaware, as Vice Chairman, Fiduciary Exchange LLC, as Director, and Advisor Credit Exchange LLC, as Director.
Mr. Aneser also formerly worked at Lincoln Financial Distributors, Inc., as Chief Marketing Officer and Envestnet, Inc., as Chief Strategy Officer from 2021 to 2024.
Mr. Aneser received his undergraduate degree from St. Michael's College.
Richard Aneser active positions
| Companies | Position | Start |
|---|---|---|
Nature Conservancy of Delaware | Director/Board Member | - |
The Nature Conservancy In Pennsylvania | Director/Board Member | - |
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 | Director/Board Member | - |
Fiduciary Exchange LLC
Fiduciary Exchange LLC Information Technology ServicesTechnology Services Provides technology solutions that connect the brokerage, insurance and advisory ecosystems | Director/Board Member | - |
Former positions of Richard Aneser
| Companies | Position | End |
|---|---|---|
| ENVESTNET, INC. | Corporate Officer/Principal | 2024-08-31 |
Lincoln Financial Distributors, Inc.
Lincoln Financial Distributors, Inc. Investment Banks/BrokersFinance Provides fund management services | Corporate Officer/Principal | - |
Training of Richard Aneser
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 7 |
|---|---|
Lincoln Financial Distributors, Inc.
Lincoln Financial Distributors, Inc. Investment Banks/BrokersFinance Provides fund management services | Finance |
St. Michael's College
St. Michael's College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Envestnet, Inc.
Envestnet, Inc. Packaged SoftwareTechnology Services Develops wealth management platform | Technology Services |
The Nature Conservancy In Pennsylvania | |
Fiduciary Exchange LLC
Fiduciary Exchange LLC Information Technology ServicesTechnology Services Provides technology solutions that connect the brokerage, insurance and advisory ecosystems | Technology Services |
Nature Conservancy of Delaware | |
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 |
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