Trevor Santoro

Senior Client Manager at Edelman Financial Engines | Partnering with Large Plan Sponsors to Deliver Personalized Retirement Advice

Role: Senior Client Manager at Edelman Financial Engines
Location: Chicago, IL, US
LinkedIn followers: 500 followers

Customer/Client ServiceView LinkedIn profile

Experience

Senior Client Manager
Edelman Financial Engines
Feb 2026 — Present · Chicago, IL, US

Education

Wisconsin School of Business
Master of Business Administration - MBA
2022 — 2025
University of Illinois Urbana-Champaign
Bachelor of Science - BS
2011 — 2015

Skills

Public Speaking
Microsoft Office
Pricing Strategy
Customer Service
Retirement Solutions
Sports Marketing
Financial Wellness
Marketing
Market Research
Time Management
Leadership
Community Service
Facebook
Financial Welness
Research

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

Senior Client Manager

Education

Wisconsin School of Business

University of Illinois Urbana-Champaign

Skills

Find verified contacts for anyone on LinkedIn