• Broad experience in working with Private Banks, Family Offices, Trust Companies, Institutional Money Management Firms, Registered Investment Advisors (RIA), and CPA firms • Accomplished team leader, manager, sales professional, and relationship manager • Successfully represented and distributed asset management solutions to ultra high net worth individuals through the aforementioned channels • In depth knowledge of mutual funds, separately managed accounts, unified managed accounts, mutual fund wrap programs, personal trust services, and comprehensive wealth management services • Advanced selling and sales management skills utilizing the Miller-Heiman Strategic and Conceptual Selling Program • Advanced skills leveraging the Miller Heiman Large Account Management Process for Relationship Management and Growth

Managing Director, Head of Institutional Business Development @ Head of Global and Institutional Business Development Formally of Prudential, Wealth Management Solutions became part of Envestnet in July of 2013. Envestnet provides services including investment platform technology, investment research consulting, and professional development designed to help wealth management organizations scale advice delivery encompassing both proprietary and non-proprietary investment management capabilities. The group offers a multi-currency investment platform that helps enable financial institutions to support growth, improve profitability and better manage risk. More information is available at http://www.envestnet.com/wms Envestnet, Inc. (NYSE: ENV) is a leading provider of unified wealth management technology and services to investment advisors. Our open-architecture platforms unify and simplify the wealth management process, delivering unparalleled flexibility, accuracy, performance and value. Envestnet solutions enable the transformation of wealth management into a transparent, conflict-free and fully-aligned standard of care, and empower advisors to deliver better results. From May 2011 to Present (4 years 8 months) Managing Director @ Managing Director While at Fortigent, I was responsible for directing Fortigent’s business development strategies and developing new relationships with Family Offices, Advisors and Complex Financial Institutions who service ultra high net worth clients. Primary solutions and services that were offered were third party Open Architecture Investment Management Research, Advanced Practice Management Consulting, Performance Reporting, Technology Integration, Unified Managed Accounts, and access to Alternative Investments. From July 2007 to May 2011 (3 years 11 months) Managing Director @ Advisor Network • Led the unit in recruiting new advisors onto the SEI Platform. • Supervised 10 state territory and managed 5 sales executives representing approximately $6 billion in assets under management • Responsible for practice management, business consulting, marketing planning, sales, and relationship management with an elite group of clients Money Manager Market Unit • Managed a team to sell SEI services to institutional money management firms in the United States. Services included operations outsourcing, fund accounting, compliance, fund administration, and distribution consultation Private Banking & Trust Division • Instrumental in the development, marketing, sales, and sales management of SEI’s outsourcing solutions to community banks. Outsourcing services included asset management, technology, and operations personnel • Responsible for developing new relationships with regional and community banks in the Northeast Region From July 1992 to July 2007 (15 years 1 month)

BA, Economics @ Bucknell University From 1988 to 1992 John C. Yackel is skilled in: Negotiation, Financial Services, Business Development, Wealth Management Services, Wealth Management, Investments, Asset Managment, Mutual Funds, Complex Sales, Alternative Investments, Separately Managed Accounts, Strategy, Asset Management, Financial Advisory, Management