Mare Campbell-York

Senior Compliance Officer, Edelman Financial Engines

Role: Senior Compliance Officer at Edelman Financial Engines
Location: Boston, MA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Mare Campbell-York

Retirement Plan Services Expertise | New Business Development | Marketing Strategy and…

Experience

Senior Compliance Officer
Edelman Financial Engines
May 2022 — Present · Boston, MA, US

Education

Boston University School of Social Work
MSW, Social Work
2011 — 2014
Emmanuel College (Boston)
Business Administration, Marketing

Skills

Marketing Communications
Sales
Strategy
Rfp Generation
Management
Financial Services
Crm
Strategic Planning
Project Management
Marketing
Investments

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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About Mare Campbell-York

Experience

Senior Compliance Officer

Education

Boston University School of Social Work

Emmanuel College (Boston)

Skills

Find verified contacts for anyone on LinkedIn