Ian Gedminas, Cfp®
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Ian Gedminas, Cfp® Email & Phone Number

Director, Financial Planning at Edelman Financial Engines at Edelman Financial Engines
Location: Sunbury, Ohio, United States 4 work roles 1 school
1 work email found @edelmanfinancialengines.com LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email i****@edelmanfinancialengines.com
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Current company
Edelman Financial Engines
Role
Director, Financial Planning at Edelman Financial Engines
Location
Sunbury, Ohio, United States
Company size
1029 employees

Who is Ian Gedminas, Cfp®? Overview

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Quick answer

Ian Gedminas, Cfp® is listed as Director, Financial Planning at Edelman Financial Engines at Edelman Financial Engines, a company with 1029 employees, based in Sunbury, Ohio, United States. AeroLeads shows a work email signal at edelmanfinancialengines.com and a matched LinkedIn profile for Ian Gedminas, Cfp®.

Ian Gedminas, Cfp® previously worked as Director, Financial Planning at Edelman Financial Engines and Client Service Associate at Edelman Financial Engines. Ian Gedminas, Cfp® holds Bachelor Of Arts (B.A.), History from Florida International University.

Company email context

Email format at Edelman Financial Engines

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*@edelmanfinancialengines.com
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AeroLeads found 1 current-domain work email signal for Ian Gedminas, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Ian Gedminas, Cfp®

Meticulous planner, who undertakes complex assignments, meets tight deadlines and delivers superior performance. Operates with a strong sense of urgency and thrives in a fast-paced setting.

Listed skills include Final Cut Pro, Microsoft Office, Microsoft Excel, Powerpoint, and 8 others.

Current workplace

Ian Gedminas, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Edelman Financial Engines
Edelman Financial Engines
Director, Financial Planning at Edelman Financial Engines
sunnyvale, california, united states
Website
edelmanfinancialengines.com
Employees
1029
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4 roles

Ian Gedminas, Cfp® work experience

A career timeline built from the work history available for this profile.

Supervisor Of Advisor Development Specialists/Investment Advisor

Horter Investment Management, Llc

Cincinnati, OH

Recruited and on boarded new advisors to the firm, provided guidance and introduction to investment options available on the platform. Assisted new advisors with case design, client risk assessment and use of financial planning software. Lead a team of specialists tasked with providing home office support to over 300 independent advisors.Worked alone and.

Apr 2017 - Jul 2019

Performance, Billing & Trading Specialist, Iar Support

Horter Investment Management, Llc

Cincinnati, Ohio Area

Generates weekly and monthly reports on all assets under management. Processes all client distributions, contributions and reallocations while manually billing daily transactions. Allocates all new assets to correct money managers for investment. Responsible for daily maintenance of Black Diamond billing performance software and processing paperwork for.

Jul 2014 - Apr 2017
Team & coworkers

Colleagues at Edelman Financial Engines

Other employees you can reach at edelmanfinancialengines.com. View company contacts for 1029 employees →

CB Carolyn B. Carolyn B. Colleague at Edelman Financial Engines Boston, Massachusetts, United States, United States View → MD Madelyn Duggleby Madelyn Duggleby Colleague at Edelman Financial Engines Lexington, Virginia, United States, United States View → JE Jennifer Elmore Jennifer Elmore Colleague at Edelman Financial Engines Overland Park, Kansas, United States, United States View → SC Steve Czech Steve Czech Colleague at Edelman Financial Engines Greater Chicago Area, United States View → AW Ashley Warda, Crpc® Ashley Warda, Crpc® Colleague at Edelman Financial Engines Denver Metropolitan Area, United States View → BT Becky Tremble Becky Tremble Colleague at Edelman Financial Engines Granbury, Texas, United States, United States View → JM Janella Matter Janella Matter Colleague at Edelman Financial Engines Austin, Texas, United States, United States View → JM Joseph Marino Joseph Marino Colleague at Edelman Financial Engines White Plains, New York, United States, United States View → CM Claire Mork, Cfp® Claire Mork, Cfp® Colleague at Edelman Financial Engines Denver, Colorado, United States, United States View → WS Whitt Sherrill Whitt Sherrill Colleague at Edelman Financial Engines Elkhorn, Wisconsin, United States, United States View →
1 education record

Ian Gedminas, Cfp® education

FAQ

Frequently asked questions about Ian Gedminas, Cfp®

Quick answers generated from the profile data available on this page.

What company does Ian Gedminas, Cfp® work for?

Ian Gedminas, Cfp® works for Edelman Financial Engines.

What is Ian Gedminas, Cfp®'s role at Edelman Financial Engines?

Ian Gedminas, Cfp® is listed as Director, Financial Planning at Edelman Financial Engines at Edelman Financial Engines.

What is Ian Gedminas, Cfp®'s email address?

AeroLeads has found 1 work email signal at @edelmanfinancialengines.com for Ian Gedminas, Cfp® at Edelman Financial Engines.

Where is Ian Gedminas, Cfp® based?

Ian Gedminas, Cfp® is based in Sunbury, Ohio, United States while working with Edelman Financial Engines.

What companies has Ian Gedminas, Cfp® worked for?

Ian Gedminas, Cfp® has worked for Edelman Financial Engines and Horter Investment Management, Llc.

Who are Ian Gedminas, Cfp®'s colleagues at Edelman Financial Engines?

Ian Gedminas, Cfp®'s colleagues at Edelman Financial Engines include Carolyn B., Madelyn Duggleby, Jennifer Elmore, Steve Czech, and Ashley Warda, Crpc®.

How can I contact Ian Gedminas, Cfp®?

You can use AeroLeads to view verified contact signals for Ian Gedminas, Cfp® at Edelman Financial Engines, including work email, phone, and LinkedIn data when available.

What schools did Ian Gedminas, Cfp® attend?

Ian Gedminas, Cfp® holds Bachelor Of Arts (B.A.), History from Florida International University.

What skills is Ian Gedminas, Cfp® known for?

Ian Gedminas, Cfp® is listed with skills including Final Cut Pro, Microsoft Office, Microsoft Excel, Powerpoint, Visual Basic, Networking, Administrative Work, and Management.

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