Andina Anderson, Executive Managing Director, Envestnet Tamarac Episode 12

Episode Notes

Incorporating a culturally diverse workforce is critical for firms to have different perspectives and hard questions brought to the table by executives and employees that have widely disparate life experiences.

In this episode, Christine Shaw speaks with Andina Anderson, Executive Managing Director of Envestnet Tamarac. Andina shares her early experiences as a top female executive in a historically male-dominated industry and explains how mentors helped to instill confidence in her as a leader. 

In this episode, you will learn:

  • What financial wellness is and how technology can help
  • The importance of diversity in the workplace
  • About the experiences that shaped Andina’s career
  • Why having a mentor who has confidence in you is so important
  • Diversity initiatives that Envestnet supports
  • And more!

Tune in to hear from Andina Anderson, Executive Managing Director of Envestnet Tamarac!

Resources: InvestmentNews | Christine Shaw | Envestnet | Andina Anderson

Guest Bio: Andina Anderson has been in the financial industry since 1999. Prior to Envestnet Tamarac, she worked for Ragen MacKenzie as an Institutional Equity Sales Trader. Andina has been with Tamarac since February of 2006 when she was brought in to lead client support. Her efforts have led to the creation of the client implementation process and the support structure for the company. Her contributions also include the design of a number of key Tamarac software features and input into a new user interface founded on client feedback. She has been instrumental in building Tamarac’s Consulting services.

Anderson holds a B.A. with double concentration in Marketing and Finance from the University of Washington, an M.B.A. from the University of Adelaide (Australia) and is Vice President of the Seattle Security Trader’s Association. 

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