Brian W. Jones

Executive Vice President

Brian Jones serves as Executive Vice President for Envision. Brian is responsible for Marketing, Business Development, as well as strategic partnership, product and company planning. Prior to joining Envision, Brian spent six years at Federated Investors as Senior Vice President, Business Planning and Customer Communications. In this role, Brian was responsible for the management of strategic vendor relationships, business and technology planning, new business integration, and customer communication planning and oversight. While at Federated, Brian implemented many innovative business models that dramatically improved customer satisfaction and significantly reduced operating costs. Prior to Federated, Brian was with Fidelity Investments for sixteen years in numerous high level positions. At Fidelity, Brian led various business units responsible for transfer agency, corporate and marketing communications functions. While at both Federated and Fidelity, Brian held NASD series 7 and 24 registered principle licenses. Brian is a member of the ICI Transfer Agency Advisory Committee and is currently Co-Chairperson of the NICSA East Coast Committee.

Brian holds a Bachelor of Science degree in Business Administration with a concentration in Finance and Marketing from Northeastern University of Boston.

• Satnam Gambhir
• Timothy Kan
• Brian Jones
• Thomas Wiedecker
• Prithvi Hariharan
• Harpreet Kwatra
• Manmohan Jaiswal