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 →
JD
John Davis
Colleague at Edelman Financial EnginesWashington, District Of Columbia, United States
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KC
Kara Cutrona
Colleague at Edelman Financial EnginesUnited States
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LS
Liam Spillane, Mba
Colleague at Edelman Financial EnginesGreater Boston, United States
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SH
Stephanie Halter
Colleague at Edelman Financial EnginesPhoenix, Arizona, United States
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SQ
Sergio Quispe
Colleague at Edelman Financial EnginesMexico City, Mexico
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CK
Chad Kasper, Crpc®, Chsnc®
Colleague at Edelman Financial EnginesGreater Seattle Area, United States
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JS
John Sperger, Cfp ®
Colleague at Edelman Financial EnginesPasadena, California, United States
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AT
Amanda Tully-Doyle
Colleague at Edelman Financial EnginesAshburn, Virginia, United States
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SD
Stephanie Dato
Colleague at Edelman Financial EnginesRockville, Maryland, United States
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GR
Greg Ricks
Colleague at Edelman Financial EnginesYork, Pennsylvania, United States
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John Davis
Colleague at Edelman Financial EnginesWashington, District Of Columbia, United States
View →
KC
Kara Cutrona
Colleague at Edelman Financial EnginesUnited States
View →
LS
Liam Spillane, Mba
Colleague at Edelman Financial EnginesGreater Boston, United States
View →
SH
Stephanie Halter
Colleague at Edelman Financial EnginesPhoenix, Arizona, United States
View →
SQ
Sergio Quispe
Colleague at Edelman Financial EnginesMexico City, Mexico
View →
CK
Chad Kasper, Crpc®, Chsnc®
Colleague at Edelman Financial EnginesGreater Seattle Area, United States
View →
JS
John Sperger, Cfp ®
Colleague at Edelman Financial EnginesPasadena, California, United States
View →
AT
Amanda Tully-Doyle
Colleague at Edelman Financial EnginesAshburn, Virginia, United States
View →
SD
Stephanie Dato
Colleague at Edelman Financial EnginesRockville, Maryland, United States
View →
GR
Greg Ricks
Colleague at Edelman Financial EnginesYork, Pennsylvania, United States
View →
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 John Davis, Kara Cutrona, Liam Spillane, Mba, Stephanie Halter, and Sergio Quispe.
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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