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Details of 2022 event to be announced soon

Dani Fava
Head of Strategic Development at Envestnet

Profile

As Head of Strategic Development, Dani works closely with Envestnet, Inc.’s business, product, and client-facing teams to advance and accelerate the firm’s strategic vision. Dani is part of Envestnet’s newly created Strategy Office, which manages strategic development, engagement, and planning across the Envestnet organization to help advisors make financial wellness a reality for more people.

Dani draws on more than 15 years of wealth management and technology experience to identify and prioritize transformative opportunities for enabling financial advisors to provide essential advice in a rapidly evolving marketplace. She most recently served as Director of Institutional Innovation at TD Ameritrade Institutional, where she managed the launch of the iRebal portfolio rebalancing solution on the Veo platform, as well as the rollout of the Model Market Center, an innovative approach to bringing outsourced investment management capabilities to RIAs.

Dani was also responsible for launching TD Ameritrade’s voice-first capabilities, which deploy conversational AI for communicating with advisors. Prior to joining TD Ameritrade in 2012, Dani was a Senior Product Manager and Strategist at Fiserv.

Dani was named to the 2020 IA25 by ThinkAdvisor, which also honored her as one of the Top Women in WealthTech for 2019 and Investment News Women to Watch in 2020. She earned a Bachelor of Science in Finance from Wagner College, and has a wide variety of interests, ranging from big data and fintech startups to basketball and CrossFit. Follow Dani on Twitter at @ENVDani.

Agenda Sessions

  • Opening Keynote – Embedded Finance: The Next Digital Disruption

    9:05am
  • Intro & Chair Remarks

    9:00am