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Li Yi

Associate Portfolio Manager at Edelman Financial Engines

  • LinkedIn

Investment Professional with 10+ Years of Experience in Economics and Investments Research and Analysis in the Economics & Wealth Management Industries. Demonstrated Ability to Build Effi...

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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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Employees

Chance Vogel

Director, Financial Planning at Edelman Financial Engines

Jim Collicott

Director, Financial Planning

Suzanne McDonald

Regional Manager, Client Services

Lee Antone

Chief Legal & Risk Officer

Carrie Streeter

Senior New Accounts Specialist

Caroline Taylor

Associate Marketing Automation Developer

Heather Will

Operations Supervisor - Recordkeeper Trading

Mallory Dinis

Director, Financial Planning

Frequently Asked Questions Regarding Li Yi

Answer: Li Yi works for Edelman Financial Engines as Associate Portfolio Manager

Answer: Li Yi’s role in Edelman Financial Engines is Associate Portfolio Manager

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Answer: Li Yi works in the industry of: Financial Services

Answer: Li Yi is the current Associate Portfolio Manager at Edelman Financial Engines.... Read More

Answer: Li Yi works Edelman Financial Engines located at 28 State Street 21st Floor, Santa Clara, California, 02109, United States

Answer: Edelman Financial Engines's Associate Portfolio Manager is Li Yi

Answer: Li Yi contact details:

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

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