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Suzanne Mc Donald

Regional Manager, Client Services at Edelman Financial Engines

  • LinkedIn

Experience enhancer. Solution finder. I am the go-to person that will find answers for clients and ensure they have a memorable and positive experience. I focus on relationship building w...

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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

Li Yi

Associate Portfolio Manager

Lipika Swarup

Financial Planning Analyst

Erin Kestner

Cyber Security Engineer, Identity & Access Management

Paula Delgado

Client Services Associate

Andrea Cracolici

Regional Client Service Supervisor

Luke Swygard

Director, Financial Planning

Jan Wilson

Executive Client Service Associate

Shannon Maloney

Senior Manager, Workplace Planning & Operations

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  • Phone number  :  (***)-***-****
  • Email  :  s****@planningretirements.com

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