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Kimberly S. Email & Phone Number
Business Analyst
at
Edelman Financial Engines
1 work email found
@edelmanfinancial.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Business Analyst
Location
Savannah, Georgia, United States
Company size
Who is Kimberly S.? Overview
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Quick answer
Kimberly S. is listed as Business Analyst at Edelman Financial Engines, a with 1029 employees, based in Savannah, Georgia, United States. AeroLeads shows a work email signal at edelmanfinancial.com and a matched LinkedIn profile for Kimberly S..
Kimberly S. previously worked as Analyst at Edelman Financial Engines and Project Management Specialist at Charles Schwab. Kimberly S. holds Software Engineering, Computer Engineering, 3.87; Software Engineering Major Gpa: 4.08 from Ira A. Fulton Schools Of Engineering At Arizona State University.
Company email context
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*@edelmanfinancial.com
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Profile bio
About Kimberly S.
Edelman Financial Engines, the largest independent advisory firm in the U.S., benefits from my expertise as an Analyst, where I deliver innovative & engaging content & solutions for partners & stakeholders. With near a decade of experience in the financial services industry, I have a strong technical understanding of FinTech & IT, as well as an unique intimate relationship with broker services as a previously registered broker (Series 7 & 63). I'm adept at business process improvement, project management & technical communication. I'm also pursuing a degree in Software Engineering at ASU, to enhance my skills & knowledge in the rapidly evolving field of technology. I'm always eager to learn new things, embrace new challenges & collaborate with diverse and talented teams.
Listed skills include Communication, Analytical Skills, Business Process Improvement, Microsoft Excel, and 21 others.
Current workplace
Kimberly S.'s current company
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Edelman Financial Engines
5 roles
Kimberly S. work experience
A career timeline built from the work history available for this profile.
Analyst
Achievements: Applied leadership, collaboration, project management and execution of Workplace Rebrand print project for all Direct and Sub-advised clients. Collaborated to launch new campaign strategy program: changing processes, updating systems, redesigning communications, training teams, and more. Collaborated to launch new investment objective product across six providers. Team ticketing completion within SLA at 100% YTD. Current Projects: MarTech print development and rollout, MarTech email integration process and launch
Project Management Specialist
Achievements: Launched multiple programs on newly-acquired platform. Employed Agile methodology to include writing requirements, UAT and production. Decreased administrative time for awards with scalable recognition solutions resulting in improved headcount in multiple departments. Networked to develop Tableau reports and storyboards to track and monitor attrition rates and other KPI. Spearheaded Women's Mentoring Program, reducing female attrition rates. Earned Series 7 and 63 FINRA licenses.
Jun 2017 - Oct 2019
Client Banking Specialist
Achieved high-performing status through creation of best practices, centralized doc repositories, and leveraging teaching principles to train colleagues. Targeted team development support initiatives to decrease escalations and align policy and legal compliance within a process redesign framework.
Feb 2016 - Jun 2017
Assistant Director Of Operations
Increased business by 200% over two year period, growing to over 600 students and 40 teachers, encompassing three locations. Previously with 300 students, 20 teachers, and one location.
Sep 2013 - Apr 2015
Team & coworkers
Colleagues at Edelman Financial Engines
Other employees you can reach at edelmanfinancialengines.com. View company contacts for 1029 employees →
BJ
Brad Johnson, Crpc®
Colleague at Edelman Financial EnginesReston, Virginia, United States
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LV
Lacey Vander Slik
Colleague at Edelman Financial EnginesPeoria, Arizona, United States
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IG
Ian Gedminas, Cfp®
Colleague at Edelman Financial EnginesSunbury, Ohio, United States
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PF
Pamela Foster
Colleague at Edelman Financial EnginesLas Vegas, Nevada, United States
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GC
George Cleary
Colleague at Edelman Financial EnginesAliso Viejo, California, United States
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AM
Alex Measures
Colleague at Edelman Financial EnginesArlington, Massachusetts, United States
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AC
Ann Crehan
Colleague at Edelman Financial EnginesWashington Dc-Baltimore Area, United States
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SC
Steve Czech
Colleague at Edelman Financial EnginesGreater Chicago Area, United States
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CA
Catherine A. Jones, Cfp®
Colleague at Edelman Financial EnginesUnited States
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CL
Craig Lange
Colleague at Edelman Financial EnginesBoston, Massachusetts, United States
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Brad Johnson, Crpc®
Colleague at Edelman Financial EnginesReston, Virginia, United States
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LV
Lacey Vander Slik
Colleague at Edelman Financial EnginesPeoria, Arizona, United States
View →
IG
Ian Gedminas, Cfp®
Colleague at Edelman Financial EnginesSunbury, Ohio, United States
View →
PF
Pamela Foster
Colleague at Edelman Financial EnginesLas Vegas, Nevada, United States
View →
GC
George Cleary
Colleague at Edelman Financial EnginesAliso Viejo, California, United States
View →
AM
Alex Measures
Colleague at Edelman Financial EnginesArlington, Massachusetts, United States
View →
AC
Ann Crehan
Colleague at Edelman Financial EnginesWashington Dc-Baltimore Area, United States
View →
SC
Steve Czech
Colleague at Edelman Financial EnginesGreater Chicago Area, United States
View →
CA
Catherine A. Jones, Cfp®
Colleague at Edelman Financial EnginesUnited States
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CL
Craig Lange
Colleague at Edelman Financial EnginesBoston, Massachusetts, United States
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2 education records
Kimberly S. education
Software Engineering, Computer Engineering, 3.87; Software Engineering Major Gpa: 4.08
Technical Communications Specialist, Communication, General
FAQ
Frequently asked questions about Kimberly S.
Quick answers generated from the profile data available on this page.
What company does Kimberly S. work for?
Kimberly S. works for Edelman Financial Engines.
What is Kimberly S.'s role at Edelman Financial Engines?
Kimberly S. is listed as Business Analyst at Edelman Financial Engines.
What is Kimberly S.'s email address?
AeroLeads has found 1 work email signal at @edelmanfinancial.com for Kimberly S. at Edelman Financial Engines.
Where is Kimberly S. based?
Kimberly S. is based in Savannah, Georgia, United States while working with Edelman Financial Engines.
What companies has Kimberly S. worked for?
Kimberly S. has worked for Edelman Financial Engines, Charles Schwab, and North Fulton School Of Music.
Who are Kimberly S.'s colleagues at Edelman Financial Engines?
Kimberly S.'s colleagues at Edelman Financial Engines include Brad Johnson, Crpc®, Lacey Vander Slik, Ian Gedminas, Cfp®, Pamela Foster, and George Cleary.
How can I contact Kimberly S.?
You can use AeroLeads to view verified contact signals for Kimberly S. at Edelman Financial Engines, including work email, phone, and LinkedIn data when available.
What schools did Kimberly S. attend?
Kimberly S. holds Software Engineering, Computer Engineering, 3.87; Software Engineering Major Gpa: 4.08 from Ira A. Fulton Schools Of Engineering At Arizona State University.
What skills is Kimberly S. known for?
Kimberly S. is listed with skills including Communication, Analytical Skills, Business Process Improvement, Microsoft Excel, Project Management, Problem Solving, Business Process, and Customer Service.
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