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Patrick Day

Executive Director, Financial Planning at Edelman Financial Engines

  • LinkedIn

I help clients financially manage their life's journey and accumulate enough wealth to enjoy their whole life without the worry of running out. I do this by listening to understand what y...

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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

Ryan Inverso

Client Service Associate

Nate Driggs

Director, Financial Planning

Cfp® Paul Jordan

Financial Advisor/Manager

Chance Vogel

Director, Financial Planning at Edelman Financial Engines

Phil Reiff

Relationship Executive

Anna Sargent

Planner Resources Analyst

Rachelle Advani

Regional Manager, Client Service

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