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Bill Tracy

Portfolio Manager at Edelman Financial Engines

  • LinkedIn

I began my career in financial services twelve years ago and have spent the entirety with one organization, working through several acquisitions and mergers along the way. During that tim...

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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

Cfp® Paul Jordan

Financial Advisor/Manager

Shreedhar Ganapathy

Vice President, Software Engineering

Briana Rowe

Human Resources Specialist

Dylan Wilkinson

Director of Financial Planning

Karan Desai

Client Services Associate

Andrew Thomas

Director, Financial Planning

Cfp® Brett Perlman

Director, Financial Planning

Crpc® Ken S. Sakamoto

Director, Financial Planning, Crpc®

Ryan Inverso

Client Service Associate

Frequently Asked Questions Regarding Bill Tracy

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Answer: Bill Tracy is the current Portfolio Manager at Edelman Financial Engines.... Read More

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  • Phone number  :  (***)-***-****
  • Email  :  b****@financialengines.com

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