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 →
SR
Susanna Robarge
Colleague at Edelman Financial EnginesWashington Dc-Baltimore Area, United States
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KH
Kevin Hamel, Cfp®, Crpc®
Colleague at Edelman Financial EnginesWashington Dc-Baltimore Area, United States
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KM
Krysia Mielczarek
Colleague at Edelman Financial EnginesUnited States
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DJ
Diane Jensen
Colleague at Edelman Financial EnginesHillsborough County, New Hampshire, United States
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JH
Jennifer Herrera
Colleague at Edelman Financial EnginesBroomfield, Colorado, United States
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MM
Michael Morgante, Crpc®, Cfs®
Colleague at Edelman Financial EnginesClifton Park, New York, United States
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NB
Nasreen Belfon💥
Colleague at Edelman Financial EnginesUnited States
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ML
Matt Loeffler, Cpa, Pfs, Cfp, Ctfa, Cma
Colleague at Edelman Financial EnginesStrongsville, Ohio, United States
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AT
Amy Treacy
Colleague at Edelman Financial EnginesBallston Lake, New York, United States
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CG
Carla Guthrie
Colleague at Edelman Financial EnginesFort Mill, South Carolina, United States
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Susanna Robarge
Colleague at Edelman Financial EnginesWashington Dc-Baltimore Area, United States
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KH
Kevin Hamel, Cfp®, Crpc®
Colleague at Edelman Financial EnginesWashington Dc-Baltimore Area, United States
View →
KM
Krysia Mielczarek
Colleague at Edelman Financial EnginesUnited States
View →
DJ
Diane Jensen
Colleague at Edelman Financial EnginesHillsborough County, New Hampshire, United States
View →
JH
Jennifer Herrera
Colleague at Edelman Financial EnginesBroomfield, Colorado, United States
View →
MM
Michael Morgante, Crpc®, Cfs®
Colleague at Edelman Financial EnginesClifton Park, New York, United States
View →
NB
Nasreen Belfon💥
Colleague at Edelman Financial EnginesUnited States
View →
ML
Matt Loeffler, Cpa, Pfs, Cfp, Ctfa, Cma
Colleague at Edelman Financial EnginesStrongsville, Ohio, United States
View →
AT
Amy Treacy
Colleague at Edelman Financial EnginesBallston Lake, New York, United States
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CG
Carla Guthrie
Colleague at Edelman Financial EnginesFort Mill, South Carolina, 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 Susanna Robarge, Kevin Hamel, Cfp®, Crpc®, Krysia Mielczarek, Diane Jensen, and Jennifer Herrera.
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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