Ian Gedminas, Cfp® Email & Phone Number
@edelmanfinancialengines.com
LinkedIn matched
Who is Ian Gedminas, Cfp®? Overview
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Ian Gedminas, Cfp® is listed as Director, Financial Planning at Edelman Financial Engines at Edelman Financial Engines, a 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.
Email format at Edelman Financial Engines
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AeroLeads found 1 current-domain work email signal for Ian Gedminas, Cfp®. Compare company email patterns before reaching out.
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.
Ian Gedminas, Cfp®'s current company
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Ian Gedminas, Cfp® work experience
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Client Service Associate
Supervisor Of Advisor Development Specialists/Investment Advisor
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 with other advisors to maintain a $50 million book of business. Responsible for bringing on new clients, quarterly reviews and maintaining client relationships. Collaborated with clients and advisors to identify additional planning opportunities.
Performance, Billing & Trading Specialist, Iar Support
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 new client accounts and the reallocation of their current fund
Colleagues at Edelman Financial Engines
Other employees you can reach at edelmanfinancialengines.com. View company contacts for 1029 employees →
Bhavani Yanamadala
Colleague at Edelman Financial EnginesSunnyvale, California, United States
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Nelson Brown, Awma, Cmfc
Colleague at Edelman Financial EnginesBaton Rouge, Louisiana, United States
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Brian Jensen
Colleague at Edelman Financial EnginesGreater Chicago Area, United States
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Michelle Plymyer
Colleague at Edelman Financial EnginesCentreville, Virginia, United States
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Chase Gorman, Cfp®, Crpc™
Colleague at Edelman Financial EnginesDallas, Texas, United States
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Trent Davidson, Cfp®, Crpc®
Colleague at Edelman Financial EnginesPhoenix, Arizona, 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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David Pfister
Colleague at Edelman Financial EnginesPalo Alto, California, United States
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Andy Hedrick, Cfp®, Chfc®, Clu®, Crpc®, Cbda
Colleague at Edelman Financial EnginesSan Antonio, Texas, United States
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Alexa Caplan, Cpa, Ea
Colleague at Edelman Financial EnginesSan Diego, California, United States
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Ian Gedminas, Cfp® education
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 Bhavani Yanamadala, Nelson Brown, Awma, Cmfc, Brian Jensen, Michelle Plymyer, and Chase Gorman, Cfp®, 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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