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Victoria Perez

Client Service Associate at Edelman Financial Engines

  • LinkedIn

Experienced Client Services Manager with a demonstrated history of working in the financial services industry. Skilled in Operations Management, Sales, Management, Payments, and Business ...

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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

Karan Desai

Client Services Associate

Mallory Dinis

Director, Financial Planning

Kevin Colleran

Associate Director, Financial Planning

Matthew Preddy

Director, Financial Planning

Jacob Altic

Client Service Associate

Carrie Streeter

Senior New Accounts Specialist

Jim Collicott

Director, Financial Planning

Frequently Asked Questions Regarding Victoria Perez

Answer: Victoria Perez works for Edelman Financial Engines as Client Service Associate

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Answer: Victoria Perez is the current Client Service Associate at Edelman Financial Engines.... Read More

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

Answer: Edelman Financial Engines's Client Service Associate is Victoria Perez

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

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