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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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Employees

Cfp® Felix Kwan

Executive Director, Financial Planning

Carter Pennell

Client Services Associate

Jane Lang

Director of Financial Planning, Cfp®

Bert Boutte

Director, Financial Planning

Aaron Rowe

Director of Operations

Allison Boyd

Senior Director of Product Management

Angela Sheridan

Asset Movement Specialist

Victoria Perez

Client Service Associate

Frequently Asked Questions Regarding Max Connor

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Answer: Max Connor is the current Csa & Tax Planning at Edelman Financial Engines.... Read More

Answer: Max Connor works Edelman Financial Engines located at 28 State Street 21st Floor, Santa Clara, California, 02109, United States

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

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