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Matthew Preddy

Director, Financial Planning at Edelman Financial Engines

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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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Edelman Financial Engines Org Chart and Mapping

Employees

Robert Aceves

Registered Client Service Associate

Ryan Warm

Associate Portfolio Manager

Ashley Zephir

Director, Financial Planning

Jack London

Executive Director, Financial Planning

Lipika Swarup

Financial Planning Analyst

Rachelle Advani

Regional Manager, Client Service

Gayle Thomas

Client Service Associate

Qi Guo

Client Service Associate

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  • Phone number  :  (***)-***-****
  • Email  :  m****@edelmanfinancial.com

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