Lamu Dawa

Edelman Financial Engines

Role: Director, Tax Advisory and Planning at Edelman Financial Engines
Location: Seattle, WA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Director, Tax Advisory and Planning
Edelman Financial Engines
Aug 2023 — Present · Bothell, WA, US

Education

University of Washington
Exchange Programe
2008 — 2008
The University of Texas at Dallas
Master's degree, Accounting
2010 — 2012
Zhejiang University
Bachelor's degree, Literature&Finance
2006 — 2010

Skills

Risk Management
Accounting
Financial Accounting
Internal Controls
Account Reconciliation
Auditing
Gaap
Tax Returns
Restructuring
Quality Auditing
Accpac
Payroll
Fixed Assets

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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Experience

Director, Tax Advisory and Planning

Education

University of Washington

The University of Texas at Dallas

Zhejiang University

Skills

Find verified contacts for anyone on LinkedIn