Financial Advisor
Current
Jun 2023 - Present
AeroLeads people directory · profile
David S. Email & Phone Number
Financial Advisor
at
Edelman Financial Engines
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Financial Advisor
Location
Phoenix, Arizona, United States
Company size
Who is David S.? Overview
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Quick answer
David S. is listed as Financial Advisor at Edelman Financial Engines, a with 1029 employees, based in Phoenix, Arizona, United States. AeroLeads shows a matched LinkedIn profile for David S..
David S. previously worked as Enterprise Account Executive at Involve.Ai and Strategic Account Development Executive at Doordash. David S. holds Bachelor'S Degree, Corporate Consumer Affairs from California State University, Northridge.
Company email context
Email format at Edelman Financial Engines
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Edelman Financial Engines
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Profile bio
About David S.
Results-focused account executive with a proven track record of building strong client relationships and driving revenue growth in the technology sector. Passionate about leveraging innovative solutions to help businesses achieve their strategic objectives. Skilled in identifying customer needs, developing tailored proposals, and closing deals. Committed to doing what's best for the client and for the organization. Let's connect to discuss how I can contribute to your organization's success.
Current workplace
David S.'s current company
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Edelman Financial Engines
4 roles
David S. work experience
A career timeline built from the work history available for this profile.
Enterprise Account Executive
Apr 2022 - May 2023
Strategic Account Development Executive
Sep 2021 - Mar 2022
Sales Lab-Account Executive
Mar 2019 - Sep 2021
Team & coworkers
Colleagues at Edelman Financial Engines
Other employees you can reach at edelmanfinancialengines.com. View company contacts for 1029 employees →
ML
Maggie Loyd
Colleague at Edelman Financial EnginesSpring Hill, Tennessee, United States
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WM
Wilson M.
Colleague at Edelman Financial EnginesGreater Phoenix Area, United States
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J(
James (Jamie) Cook
Colleague at Edelman Financial EnginesGreater Phoenix Area, United States
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NS
Narendra Singh
Colleague at Edelman Financial EnginesDelhi, India
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RC
Ryan Cosgrove, Crpc®
Colleague at Edelman Financial EnginesLos Angeles, California, United States
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AR
Aileen Rodriguez
Colleague at Edelman Financial EnginesDenver, Colorado, United States
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KR
Ken Robair-Diamond
Colleague at Edelman Financial EnginesManassas, Virginia, United States
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AM
Alissa Macgillivray
Colleague at Edelman Financial EnginesFort Myers, Florida, United States
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HH
Haley Hofeld, Cfp®
Colleague at Edelman Financial EnginesPortland, Oregon, United States
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BR
Brady Ruth
Colleague at Edelman Financial EnginesChicago, Illinois, United States
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Maggie Loyd
Colleague at Edelman Financial EnginesSpring Hill, Tennessee, United States
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WM
Wilson M.
Colleague at Edelman Financial EnginesGreater Phoenix Area, United States
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J(
James (Jamie) Cook
Colleague at Edelman Financial EnginesGreater Phoenix Area, United States
View →
NS
Narendra Singh
Colleague at Edelman Financial EnginesDelhi, India
View →
RC
Ryan Cosgrove, Crpc®
Colleague at Edelman Financial EnginesLos Angeles, California, United States
View →
AR
Aileen Rodriguez
Colleague at Edelman Financial EnginesDenver, Colorado, United States
View →
KR
Ken Robair-Diamond
Colleague at Edelman Financial EnginesManassas, Virginia, United States
View →
AM
Alissa Macgillivray
Colleague at Edelman Financial EnginesFort Myers, Florida, United States
View →
HH
Haley Hofeld, Cfp®
Colleague at Edelman Financial EnginesPortland, Oregon, United States
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BR
Brady Ruth
Colleague at Edelman Financial EnginesChicago, Illinois, United States
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1 education record
David S. education
FAQ
Frequently asked questions about David S.
Quick answers generated from the profile data available on this page.
What company does David S. work for?
David S. works for Edelman Financial Engines.
What is David S.'s role at Edelman Financial Engines?
David S. is listed as Financial Advisor at Edelman Financial Engines.
Where is David S. based?
David S. is based in Phoenix, Arizona, United States while working with Edelman Financial Engines.
What companies has David S. worked for?
David S. has worked for Edelman Financial Engines, Involve.Ai, and Doordash.
Who are David S.'s colleagues at Edelman Financial Engines?
David S.'s colleagues at Edelman Financial Engines include Maggie Loyd, Wilson M., James (Jamie) Cook, Narendra Singh, and Ryan Cosgrove, Crpc®.
How can I contact David S.?
You can use AeroLeads to view verified contact signals for David S. at Edelman Financial Engines, including work email, phone, and LinkedIn data when available.
What schools did David S. attend?
David S. holds Bachelor'S Degree, Corporate Consumer Affairs from California State University, Northridge.
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