Dahlia Jo H.

Role: Business Analyst at Edelman Financial Engines
Location: Boston, MA, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

About Dahlia Jo H.

Experience

Business Analyst
Edelman Financial Engines
May 2022 — Present
Business Analyst using Confluence, Jira, & Salesforce helping to gather and analyze date for growth expansion. Coordinate with different teams to support stakeholders, identify opportunities, and produce positive outcomes for business growth.

Education

St.Edward's University
BBA, Finance & International Business
2008 — 2011

Skills

Financial Modeling
Training
Equities
Economics
Strategic Financial Planning
Contract Negotiation
Management
Corporate Finance
Sales
Financial Services
Strategic Planning
Negotiation
Securities
Entrepreneurship
Business Development
Financial Analysis
Business Analysis
Forecasting
Business Strategy
Asset Management
Start-Ups
Time Management
Risk Management
Microsoft Excel
Teamwork
Mutual Funds
Leadership
International Finance
Analysis
Finance
Financial Planning
Banking
Budgets
Microsoft Word
Credit
Strategy
Marketing
Powerpoint
Wealth Management
Microsoft Office

Contact information

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Work email
•••••@edelmanfinancialengines.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Edelman Financial Engines

Financial Services · 1.6K employees · Founded 1987 · Santa Clara, California, United States

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 sophisticated investment modeling tools that were previously available only to institutional investors, and providing financial planning and wealth management advice with the belief that everyone should have a trusted financial advocate who is always acting in their best interests. Today, we’re one of America’s top independent wealth planning and workplace investment advisory firms, serving more than 1.3 million clients (as of Dec. 2024). Our unique combination of high-tech and high-touch services helps people wherever they are on their personal financial journey. Through our Wealth Management services, we deliver straightforward wealth planning and investment advice to help individuals and families connect the dots between key parts of their financial life so they can build, grow, protect and preserve their wealth. Through our Employer Services, we work with many of the nation’s leading employers, offering an integrated suite of personalized financial solutions to support employees across their major life events and milestones – from their first paycheck all the way through retirement. In serving clients from coast to coast, we know that when individuals have better confidence and command over their own financial journey, this can have a positive lasting impact on families, communities, and generations over time. This mission-driven purpose is deeply embedded in our values, our culture, and across all of our teams.

edelmanfinancialengines.com

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About Dahlia Jo H.

Experience

Business Analyst

Education

St.Edward's University

Skills

Find verified contacts for anyone on LinkedIn