Advisory Committee Member Profile
Edelman Financial Engines
Manager, Corporate Strategy and Operations
Areas of Expertise
Your Customers, Their Journey, Accelerate & Improve Decisions With Data
As a Manager of Corporate Strategy and Operations at one of the largest Independent Investment Advisory firms in the U.S., Roger provides support on key strategic initiatives, competitive insights for the business and Executive leadership team at Edelman Financial Engines.
In his 15+ years in financial services, Roger has worked in various research, consulting and strategy roles providing him with a unique perspective on the role financial services firms play in the eyes of the consumer. He holds a B.A. in Finance and Economics from Sacred Heart University and is pursuing his MS in Leadership and Administration from Boston College.