Alfie Lontoc in

Alfie Lontoc

Trailblazer · DISC type ID
AVP Institutional Support Manager at Envestnet | Tamarac
📍 Raleigh, North Carolina, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
24 Years
Current Role
AVP Institutional Support Manager
Job Level
Middle
Location
Raleigh, North Carolina, United States
Personality Overview

How Alfie shows up

Informal
Values Relationships
Assertive

They do not mind taking risks and can make hard decisions, if necessary. They are charming and have the ability to align others behind their decisions. They are more likely to be open to unproven but exciting technologies.

Priorities

Topics Alfie cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

6-2021
AVP Institutional Support Manager
Envestnet | Tamarac
4-2018 - 6-2021
Team Lead
Envestnet | Tamarac
9-2016 - 4-2018
Client Service Specialist
Envestnet | Tamarac
8-2015 - 9-2016
Client Service Associate
Envestnet | Tamarac
3-2014 - 8-2015
Operations Associate
Envestnet | Tamarac
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2000 - 2004
Bachelor of Computer Science
North Carolina State University
2012 - 2013
Student
Mindful Marketing Academy
Social presence
in
Behavioral profile

DISC profile (public)

I

Influence (I)

Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.

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