Anthony Kukulich
Data & Analytics Leadership
Wilmington,DE
Summary
Strategic-thinking team leader experienced in producing analytical products in financial services with strong domain knowledge within the wealth management industry. Collaborates across teams and functions to create revenue producing and company strategic data products. Experienced in building agile teams focused on leveraging and growing the data assets of the firm.
Overview
4
4
years of post-secondary education
15
15
years of professional experience
Work History
Group Director, Product
Envestnet
03.2026 - Current
- Lead for Envestnet's data platform strategy overseeing a new data foundation, analytics, data science, and various AI solutions.
- Delivered curated data marts filling longstanding clients needs and additional subscription revenue.
- Managed the creation of AI products to contextualize revenue opportunities for financial advisors.
Principal Director, Product
Envestnet
06.2022 - 03.2026
- Oversaw continual growth of the Envestnet Insights Engine adoption leading to new direct platform revenue and associated subscription revenue.
- Modernized the Envestnet analytics platform leading to client growth, product resiliency, and costs reductions.
- Managed the data science team to create predictive Insights to assist the advisor with revenue generating opportunities.
- Assumed new product team to integrate Insights Engine with retail banking data and predictive models to help banks grow their revenue streams.
- Presents annually at the Envestnet Elevate and Envestnet Alliance Conferences demonstrating product for client executives.
Vice President, Product & Engineering
Envestnet
06.2020 - 06.2022
- Conceptualized and produced Envestnet's Insights Engine product delivering over 20 million insights across Envestnet's ecosystem.
- Leveraged Insights Engine with Broker Dealer and RIA clients to grow firm revenue, Envestnet revenue, and better serve financial advisor investors.
- Created CRM software packages to capture advisor activity data from Salesforce and Microsoft Dynamics to then push Insights directly into the CRM.
- Reduced aggregate development spend while funneling resources into higher value projects.
- Hired for key roles across product, engineering, and data analysts.
Vice President, Analytics
Envestnet
10.2016 - 06.2020
- Directed development of multiple Asset Manager business intelligence packages leading to the largest analytics revenue stream with over 200 clients.
- Consulted with key client executives around best practices using new data sets to drive business results.
- Established four Broker Dealer analytical products to be consumed by Home Office users, Branch Managers, and Financial Advisors
- Created a RIA analytics product to aid RIAs in monitoring their business and growing their practices leading to new Envestnet revenue and over 150 new clients.
- Partnered with Envesntet MoneyGuide to construct and distribute a Planning analytics package.
Vice President, Analytics
Wheelhouse Analytics (acquired By Envestnet)
05.2011 - 10.2016
- Team leader and responsible for all analytical products and projects at Wheelhouse Analytics (a wealth management focused analytics startup).
- Built custom analytics products for Asset Managers to help their national distribution teams track results, find opportunities, and manage campaigns.
- Led communication with key clients on new initiatives and ideation sessions.
- Hired and managed a team of data analysts to support the growing number of clients.
Education
Certificate - Leading Through Personal Excellence
Stanford University
Online 03.2022 - 06.2022
Bachelor of Science - Finance
University of Delaware
Newark, DE 09.2007 - 05.2011
Skills
Team Management & Leadership
Analytics : SQL, Snowflake, DBT, Data Visualization
Data Science & AI Solution Management
Timeline
Group Director, Product
Envestnet
03.2026 - Current
Principal Director, Product
Envestnet
06.2022 - 03.2026
Certificate - Leading Through Personal Excellence
Stanford University
03.2022 - 06.2022
Vice President, Product & Engineering
Envestnet
06.2020 - 06.2022
Vice President, Analytics
Envestnet
10.2016 - 06.2020
Vice President, Analytics
Wheelhouse Analytics (acquired By Envestnet)
05.2011 - 10.2016
Bachelor of Science - Finance
University of Delaware
09.2007 - 05.2011