Karl Wonstolen
Strategy at Edelman Financial Engines
- Role
- Senior Director - Corporate Strategy at Edelman Financial Engines
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
About Karl Wonstolen
Karl joined the financial industry in 2006, since then he has worked to build world-class asset management businesses. Currently at Atomic he is focused on strategic initiatives to fulfill the mission of making wealth building accessible to every single human being. Prior to Atomic, at Personal Capital Karl lead a strategic team focused on projects, business intelligence, and operations. He built and managed the Portfolio Recommendation function for Fisher Investments Europe in London providing advice to clients across Europe. Before that, he was a Research Analyst assisting to manage over $50 billion across multiple equity and fixed income strategies. Outside the office, Karl values spending time with his wife, three young children and is an avid skier who enjoys a variety of outdoor sports.
Experience
Senior Director - Corporate Strategy
Mar 2024 — Present
Education
University of Colorado Boulder - Leeds School of Business
BA, Finance, International Relations
2003 — 2007
University of Colorado Boulder
Bachelor's degree, Finance, General
2003 — 2007
Skills
- Capital Markets
- Economics
- Financial Modeling
- Financial Analysis
- Portfolio Management
- Bloomberg
- Sales
- Analytics
- Microsoft Excel
- Investments
- Analysis
- Investment Strategies
- Excel
- Data Analysis
- Research
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