Donald A. Edmunds
Dc Participant Advisor, Engagement Center Workplace Planning Advisor @Edelman Financial Engines
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WORK HISTORY
Dc Participant Advisor, Engagement Center Workplace Planning Advisor @Edelman Financial Engines
Pittsburgh, PA, US
National Client Engagement Center, Advisory Team member and Workplace Planning Advisor focused on delivering the full breadth of personalized tools, services, and guidance toward fulfilling the outcomes of a diverse mix of DC Plan Participant Clients. MBA, CRPC® Chartered Retirement Planning Counselor™ | FINRA S65
EDUCATION
The Wharton School
IMCA/UPENN Wharton CIS(R) Certified Investment Strategist Program, Executive Education
The Wharton School
IMCA/UPENN Wharton CIMA(R) Certified Investment Management Analyst Program, Executive Education
The University of Chicago Booth School of Business
IWI/UCHI Booth Certified Investment Management Analyst (CIMA) (R) Executive Education
Penn State University
Bachelor’s Degree (BS), Quantitative Business Analysis (QBA) with Economics & Computer Science
Yale School of Management
IMCA/Yale SOM CIMA(R) & CIS(R) Program, Executive Education
American University
Master of Business Administration (MBA), Finance & Investments with International Business
NYU Stern School of Business
IMCA/NYU Stern CIS (R) Certified Investment Strategist Program, Executive Education
ABOUT DONALD A. EDMUNDS
We guide people with the financial advice they need to thrive. With over 25 years of dedicated experience in financial advisory and investment management, my mission at Edelman Financial Engines as a Workplace Advisor is to empower our DC Plan Participant Clients with personalized tools, guidance, and services to focus on opportunity, navigate challenges, and to achieve their retirement dreams. My core competencies include fiduciary investment management and financial risk analysis, which I leverage to align with the organization\'s commitment to excellence. I am driven by the pursuit of delivering outstanding Client service and advisory experiences that resonate with our Client\'s diverse wealth management needs.In my most recent role as Senior Relationship Manager at Mariner Wealth Advisors, I honed my skills in strategic Client engagement and advisory services. We focused on integrating tailored, comprehensive solutions into the wealth management strategies of private and business owner Clients, family offices, Endowments, Foundations, and non-profits. My analytical skills have been crucial in managing fiduciary responsibilities and tailoring investment solutions that meet the intricate demands of our clientele.
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