Kay Russell
- Role
- Director, Financial Planning at Edelman Financial Engines
- Location
- Austin, TX, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Kay Russell
I am passionate about improving the lives of individuals and their loved ones through…
Experience
Director, Financial Planning
Mar 2021 — Present
Education
George Mason University
Bachelor's degree, Speech Communication
College for Financial Planning
Accredited Asset Management Specialist
2012 — 2013
Skills
- Leadership
- Financial Services
- Trading
- Ira Rollovers
- Finance
- Wealth Management Services
- Consulting
- Series 7
- Iras
- Roth Ira
- Qualified Retirement Plans
- Retirement Planning
- Asset Management
- Management
- Public Speaking
- Investments
- Retirement
- Customer Service
- Wealth Management
- Mutual Funds
- Portfolio Management
- Employee Engagement
- 401k
- Series 7, 66. Aams Certification.
- Equities
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