Karl Wonstolen

Senior Director - Corporate Strategy @Edelman Financial Engines

Denver, CO, US
MOBILE NUMBERS
+17•••••••28

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WORK HISTORY

Mar 2024 — Present

Senior Director - Corporate Strategy @Edelman Financial Engines

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EDUCATION

2003 — 2007

University of Colorado Boulder - Leeds School of Business

BA, Finance, International Relations

2003 — 2007

University of Colorado Boulder

Bachelor's degree, Finance, General

SKILLS

Capital MarketsEconomicsFinancial ModelingFinancial AnalysisPortfolio ManagementBloombergSalesAnalyticsMicrosoft ExcelInvestmentsAnalysisInvestment StrategiesExcelData AnalysisResearch

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.

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