Blake Marshall-Attle

• Responsible for expanding the value of Envestnet’s partnership ecosystem with technology partners, asset management solutions, and clients. Increased network by over 25% annually
• Fostered trust-based relationships with partners by maintaining transparency in communications throughout all stages of collaboration
• Created and implemented partnership models to monetize prioritized partnerships and provide third party companies with development and service support for Envestnet’s integration framework
• Led partnership negotiations, resulting in mutually beneficial agreements and increased revenue stream
• Increased partnership fees by over 100% via new and renewed engagements
• Created and managed the intake and evaluation process for potential partner opportunities
• Increased partnership intake by over 75% and evaluation by over 45%
• Partnered with marketing to create digital partner information site
• Partnered with product teams to identify strategic areas of focus to assist with the execution of roadmap priorities and achieve KPIs
• Managed the legal, compliance and info security processes for partnership onboarding
• Led panel discussions on strategic partnerships and integrations at companies annual summit conference
• Generated sponsorships with related and partnering entities to enhance marketing objectives.
• Partnered with marketing to create and distribute press releases to increase brand visibility.

• Define, implement and manage the digital strategy of CNB's online and mobile platforms for ultra high net worth, personal wealth and affluent business clients
• Manager of five product managers working in agile development teams, responsible for channel and journey roadmap, product vision, user stories and product backlog
• Implemented money movement, card management, authorization, investments and account takeover prevention controls to the bank’s online consumer platforms
• Manage and moderate design thinking meetings with stakeholders and various members of the organization to identify new business opportunities, enhancement strategies and features
• Collaborate with Business Development, Sales, Operations, Compliance and Information Security departments to ensure client needs in technology are met while also ensuring risk mitigating controls and process are current
• Implement and manage online security enhancements and operational procedures to the bank's personal client portal. Increased straight through client enrollments by over 50%
• Analyze site traffic patterns and work with appropriate content experts to continually improve the effectiveness of the public and private portal sites
• Conduct digital capabilities and competitive analysis assessments, covering all client facing wealth management platforms and technology available at the bank, it's affiliates and industry competitors

Identified market problems and developed solutions for various personae in the investment management industry.

• Managed the SDLC for multiple product lines of flagship platform and integrated third party applications
• Managed over 60 vendor and third party relationships in areas of integration, service, marketing and sales
• Led campaigns which increased subscriptions by 71%
• Created product vision and strategy for mobile platform
• Worked strategically with third party application vendors and across internal teams to achieve service level, profitability, and risk and growth objectives
• Coordinated product introductions and updates to internal staff and external clients

• Online attribution, performance and allocation advisor platform
• Managed all client relationships and customer support of the product suite
• Performed sales support functions, hosting on-site and web conference presentations of the platform for potential clients. Increased sales over 20% during single campaign
• Implemented and quality controlled client data from custodian feeds, index registration, composites creation and custom reporting
• Identified and documented ideas for future development and improvements to existing functionality.