Financial Advisors | Edelman Financial Engines | Icebreaker

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Financial Advisors | Edelman Financial Engines | Icebreaker

Financial Advisors | Edelman Financial Engines

Edelman Financial Engines offers investing and financial planning services, wealth management, retirement planning, and more.

29 members

Contact info

Link

edelmanfinancialengines.com

Members

Christopher Sosa, CFP®, AEP®

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Mariner Wealth Advisors

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VP, Product Design & Research ✪ Public Speaker ✪ LION ✪ xGlovo xBooking xPWC

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I am a results-driven digital transformation leader with extensive experience across IT infrastructure, cybersecurity, and cloud solutions, including leading cloud migrations that enhanced scalability, boosted organizational resilience, and accelerated innovation. I have guided enterprises through complex technological shifts, optimizing systems for performance, security, and scalability. My expertise spans strategic planning, secure cloud migrations, and aligning technology with business outcomes. I take pride in cultivating strong, collaborative stakeholder relationships to ensure seamless execution and sustained success. I am passionate about leveraging innovation to drive organizational success.

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- Over 15 years experience in defining, creating and managing engaging digital experiences - Proven track record on a broad range of projects, including enterprise-level websites, e-commerce sites, experiential microsites, integrated campaigns, web-based product applications and email and search marketing programs - Experience in the domain name, internet security, e-commerce, retail, finance, entertainment, government and other industries - Excellent communication and presentation skills; and significant managerial experience Specialties: Web Production & Project Management Information Architecture UX Website Optimization and Testing Web Content Development Landing Page Optimization E-mail Marketing Social & Display Ad Strategy SEM SEO Strategy & Implementation Display Marketing Product Positioning & Branding Competitive Market Analysis Multi-Product Line Management Web Analytics Agile Program Management Web Development

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Data-Driven Digital Marketer, Consumer Insights and CRM professional with experience in Retail, CPG, Automotive, Finance and Healthcare industries. Expertise in a variety of quantitative communications and media strategies focused on building customer loyalty, gained through agency experience in Digital, Social, Direct Marketing and Market Research. Demonstrated track record of leadership, strategic thinking, problem-solving, collaboration and creativity. Strong business acumen, relationship-building skills and sense of accountability developed through the evolution from an analyst to an executive. Specialties: CRM, Database Marketing, Direct Response Analytics, Campaign Test Design, Measurement Planning, Acquisition and Retention Strategies, Web Analytics

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A leader in Data Analytics and Machine Learning with over 20 years of experience and a track record of providing thought-leadership and producing world-class products and services. I have established myself as an inspiring leader and supportive mentor, who has built and led teams to accomplish great feats. My research interests are Artificial Intelligence and Machine Learning, including Natural Language Processing, Supervised and Unsupervised Learning, and Deep Learning Neural Networks. I am proficient in multiple programming languages, including Python and Java, with hands-on knowledge in Big Data, Cloud Computing, DevOps, and Agile.

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• Domain expertise - 15 years of software development/architecture/management experience with 11 years in mobile. • Leadership skills – 7 years of experience hiring & developing cross-functional talent. Successful track record of effective leadership and influencing across organization to solve complex problems & build user-centered products. • Project Management skills- Positively contributed to product strategy roadmap development, and effective at navigating changing project requirements under deadline pressures. Technical Skills: Languages: Swift, Objective-C, C++, Java, Kotlin, VB, SQL Design Patterns: MVC, MVVM SDK’s: iOS, Android Web Technologies: JSON, Web services (Rest & SOAP), HTML, Java Script, PHP, XML, DOM Other Technologies: Windows API’s, COM, MAPI Databases: SQLite, My SQL, Oracle, Microsoft Access, Essbase (OLAP) IDE: XCode, Android Studio, App Code, IntelliJ IDEA, Eclipse, Microsoft Visual Studio Tools: Git, SVN, Confluence, JIRA, Jenkins, Sourcetree, TestFlight, Hockey Analytics Tools: Google/Firebase, Adobe Analytics (Omniture SiteCatalyst) Other Libraries: Crashlytics, New Relic, Urban Airship

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Sr. Director, Software Engineering at BILL