Jessica Martin

Jessica Martin is a seasoned professional in the financial services industry, currently serving as the Director of Sales Engineer/Program Manager for the RIA Channel at Envestnet | Tamarac since March 2024. With a tenure at Envestnet Tamarac from May 2008 to March 2024, Jessica held positions as VP of Sales Engineer and VP Regional Sales Director, specializing in an integrated suite of portfolio management technologies. Prior experience includes serving as a Relationship Consultant at Pershing from December 2005 to May 2008, where responsibilities focused on managing and enhancing relationships within the Pershing platform, and as a Sr. Account Manager at Charles Schwab & Co. from 2000 to 2005, where Jessica sold portfolio accounting software and acted as a product specialist. Jessica holds a Bachelor of Science degree in Communications from the University of Delaware, obtained in 1998.