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Max Connor

Csa & Tax Planning at Edelman Financial Engines

  • LinkedIn

I am currently a senior at the University of South Carolina completing a major in finance and a minor in Chinese. Pursuing an entry role in the financial industry. In the workplace, I des...

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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

Becky Tremble

Senior Insights Manager

Samantha Lordi

Vice President, Institutional Marketing

Ryan Warm

Associate Portfolio Manager

David Ketter

Investment Advisor Representative

Bernadette Law

Compliance Officer, Advertising Review

Ann Crehan

Executive Director, Financial Planning

Lakeisha Hill

Associate Director, Financial Planning

Judy Hurley

Sr. Implementation Program Manager

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

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