Harley Eisner
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Harley Eisner Email & Phone Number

Investment Advisor at Edelman Financial Engines
Location: Phoenix, Arizona, United States 3 work roles
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✓ Verified July 2026 2 data sources Profile completeness 71%

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Current company
Role
Investment Advisor
Location
Phoenix, Arizona, United States
Company size

Who is Harley Eisner? Overview

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Quick answer

Harley Eisner is listed as Investment Advisor at Edelman Financial Engines, a with 1029 employees, based in Phoenix, Arizona, United States. AeroLeads shows a matched LinkedIn profile for Harley Eisner.

Harley Eisner previously worked as Vice President Finance at Voya Financial and Registered Representative at Charles Schwab.

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Email format at Edelman Financial Engines

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Edelman Financial Engines

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Profile bio

About Harley Eisner

I have been a leader in all aspects of Finance throughout my career. In addition, I am passionate about Financial Literacy and helping others understand the importance of Personal Finance. I have extensive knowledge of Investments and the Financial Markets.I am strategic, innovative, and proactive with extensive experience in investments, mergers and acquisitions, integration, business strategy, and financial analysis. Recognized as integral business partner with proven track record of advising senior management teams and Board of Directors and providing comprehensive financial insights utilized in development of strategic objectives, and utilize natural curiosity to generate ideas, create solutions to complex problems, evaluate risk, and propel business forward.I am a situational leader and articulate communicator encouraging individuals to grow and take risks while creating high-performing teams. Remain flexible and open minded to navigate uncertainty while instilling shared sense of purpose to consistently achieve results.My Areas of Expertise:- Strategic Planning - Forecasting - Financial Modeling - Investment Knowledge- Process Improvement & Automation - Client-Focused - M&A / Divestitures- Due Diligence / Business Valuation - Industry Analysis - P&L Focused - Expense Management- RFPs, Benchmarking, & Negotiations - Retirement Plans - Coaching & Mentoring- Direct & Cross-Functional Leadership - Business Intelligence

Current workplace

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Edelman Financial Engines
Edelman Financial Engines
Investment Advisor
sunnyvale, california, united states
Employees
1029
AeroLeads page
3 roles

Harley Eisner work experience

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Vice President Finance

Scottsdale, Arizona, United States

- Directed all aspects of mutual fund business, including financial planning and analysis, monthly reporting, forecasting, and strategy development. - Prepared financial models, earnings forecasts, sales and cash flow reporting, financial dashboards, and key metrics. - Collaborated with internal and external partners, including portfolio managers, fund accounting, operations, legal, and distribution to analyze and develop business plans and objectives. - Served as key member of senior team responsible for making strategic decisions to mutual funds, including product lineup changes. - Provided quarterly financial and strategic presentations to Board of Directors and worked closely with company executives to deliver quarterly earnings presentations and conduct investor calls.

Sep 1998 - Dec 2022
Team & coworkers

Colleagues at Edelman Financial Engines

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FAQ

Frequently asked questions about Harley Eisner

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What company does Harley Eisner work for?

Harley Eisner works for Edelman Financial Engines.

What is Harley Eisner's role at Edelman Financial Engines?

Harley Eisner is listed as Investment Advisor at Edelman Financial Engines.

Where is Harley Eisner based?

Harley Eisner is based in Phoenix, Arizona, United States while working with Edelman Financial Engines.

What companies has Harley Eisner worked for?

Harley Eisner has worked for Edelman Financial Engines, Voya Financial, and Charles Schwab.

Who are Harley Eisner's colleagues at Edelman Financial Engines?

Harley Eisner's colleagues at Edelman Financial Engines include Carrington O’Neil Conley Crpc, Isabel Cooper, Rachelle Advani, Andrew Gullion, Cfp®, and Alice Logsdon.

How can I contact Harley Eisner?

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