Rachel B Mandeix

Current Employers

Envestnet Pmc

1000 Chesterbrook Boulevard , Suite 250, Berwyn, PA 19312 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2015-04-27

MA RA
APPROVED

Since 2015-04-27

Branch Locations

1000 Chesterbrook Boulevard , Suite 250, Berwyn, PA 19312 • United States

Berkley, MA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Envestnet Asset Management	Chicago	IL	06/2014	12/2018
Envestnet Asset Management	Berwyn	PA	12/2018	Present

06/2014 → 12/2018

Envestnet Asset Management

Chicago, IL
12/2018 → Present

Envestnet Asset Management

Berwyn, PA

Previous Registrations

2012-11-02 → 2014-06-20

Osaic Fa, Inc.

Boston, MA

Other Businesses

CO-TRUSTEE OF FAMILY REAL ESTATE TRUST. BENJAMIN IRREVOCABLE TRUST, MANDEIX IRREVOCABLE TRUST NOT INVESTMENT RELATED. IT IS A REAL ESTATE TRUST. TRUST ADDRESS: 19 NEWTOWN RD, SANDWICH, MA 02563 POSITION/TITLE: CO-TRUSTEE (PARENT'S TRUST) START DATE AS TRUSTEE: SINCE 2012 NUMBER OF HOURS/MONTH DEVOTED TO TRUST: LESS THAN 5 HOURS/YEAR DUTIES: CO-SIGN REQUIRED FOR ANY LOANS FOR WHICH REAL ESTATE IS USED AS COLLATERAL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2012-10-05

S66 Uniform Combined State Law Examination

2012-10-05

View on SEC IAPD