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Bill Tracy

Portfolio Manager at Edelman Financial Engines

  • LinkedIn

I began my career in financial services twelve years ago and have spent the entirety with one organization, working through several acquisitions and mergers along the way. During that tim...

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EDELMAN FINANCIAL ENGINES

EDELMAN FINANCIAL ENGINES

  • description Description
    For more than 35 years, Edelman Financial Engines has been helping people move their financial lives forward. Our founders set the tone for our mission giving individual investors access to s...

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  • Employees count Employees 1001-5000
  • Revenue Revenue 500 Million to 1 Billion
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Employees

Kyle Evans

Senior Manager - Relationship Center

Thomas Wood

Executive Director, Financial Planning

Mallory Dinis

Director, Financial Planning

David Pfister

Cloud/Platform Architect

Cfp® Jared Rubin

Director, Financial Planning

Shalini Gupta

Staff Software Quality Engineering Team Lead

Carol Battle

Client Service Associate

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  • Email  :  b****@financialengines.com

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