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Bill Tracy

Portfolio Manager at Edelman Financial Engines

  • LinkedIn

I began my career in financial services twelve years ago and have spent the entirety with one organization, working through several acquisitions and mergers along the way. During that tim...

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EDELMAN FINANCIAL ENGINES

EDELMAN FINANCIAL ENGINES

  • description Description
    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 s...

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  • Employees count Employees 1001-5000
  • Revenue Revenue 500 Million to 1 Billion
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Edelman Financial Engines Org Chart and Mapping

Employees

Victoria Wirt

Executive Client Service Associate

Suzanne Clark

Client Services Associate

Cfp® Brett Perlman

Director, Financial Planning

Raginn Fusaro

Sr. Program Manager, Lead Management

Rob Lesher

Executive Director Client Service Associate

Kimberly Hartman

Client Service Associate

Christopher Ziola

Director of Financial Planning

Jennifer Haddad

Executive Client Service Associate

Frequently Asked Questions Regarding Bill Tracy

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Answer: Bill Tracy is the current Portfolio Manager at Edelman Financial Engines.... Read More

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  • Phone number  :  (***)-***-****
  • Email  :  b****@financialengines.com

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