Dan Latham - Account Manager
Envestnet | MoneyGuide
With over 17 years of experience, Dan Latham brings a wealth of industry knowledge to Envestnet MoneyGuide, the creators of the industry leading financial planning software, MoneyGuidePro®.
In his current role as Account Manager, Daniel is responsible for initiating and managing key relationships with advisors to increase practice efficiencies and revenue. He prides himself in being a valuable resource to firms interested in developing a financial planning centered practice.
Before holding the position of Account Manager, Daniel was a member of the MoneyGuide Client Services Team. In this role, Dan provided technical support and helped ensure that all financial professionals using MoneyGuide were able to deliver high-quality financial plans to their clients.
Prior to joining Envestnet MoneyGuide, Dan worked at Village Bank and First Market Bank where he served as a Financial Planner. Dan earned a B.A. in Economics from Hampden-Sydney College and currently resides in Richmond, VA with his wife and children.