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Bethany Iverson

Senior Director, Brand & Insights Strategist at Edelman Financial Engines
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About Bethany Iverson

Bethany Iverson is Senior Director, Brand & Insights Strategist of Edelman Financial Engines based in 3315 Scott Blvd 4th Floor Santa Clara, California 95054, US. Previously worked at Independent Operator Inc as a Brand Strategy + Market Research. Edelman Financial Engines is a Finance, Funds and Trusts company in 3315 Scott Blvd 4th Floor Santa Clara, California 95054, US with 1156 employees.

Bethany Iverson has 23 years of professional experience, with an average of 5 years per position throughout their career. Their recent employment history shows 1 changes in the past 3 years, with high job stability. they do not have Fortune 500 company experience.

Bethany Iverson Social
Bethany Iverson Work
Bethany Iverson have been working for 23 years. Currently Bethany Iverson is the Senior Director, Brand & Insights Strategist @Edelman Financial Engines, with experience in CO-Founder & Partner @Empress
Edelman Financial Engines
Senior Director, Brand & Insights Strategist
Jan 2025 - Present · 7 months
Empress
CO-Founder & Partner
Mar 2018 - Present · 7 years and 5 months
Independent Operator Inc
Brand Strategy + Market Research
Oct 2017 - Jan 2025 · 7 years and 3 months
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About Bethany Iverson's Current Company
Edelman Financial Engines
1001-5000 Employees

Edelman Financial Engines is founded in 1987, operates from its headquarter in 3315 Scott Blvd 4th Floor Santa Clara, California 95054, US. The company operates in the Finance, Funds and Trusts sector, providing Financial Planning Firm, Investment Services, and more to its customers. Currently, Edelman Financial Engines is a international company

Edelman Financial Engines specializes in Sophisticated investment modeling tools, Financial planning, Wealth management, High-tech and high-touch services, Personalized financial solutions, Investment advice, Financial life planning, and offers services including Wealth Management services, Investment advice, and Personalized financial solutions.

Edelman Financial Engines has hired 17 new employees in the past 6 months. During the past 6 months, 11 employees departed.

Website
https://www.edelmanfinancialengines.com/
Year Founded
1987
Social Media
LinkedinFacebookTwitter
Company Type
Public
Primary Industry
Finance, Funds and Trusts
HQ Location
3315 Scott Blvd 4th Floor Santa Clara, California 95054, US
Main Products
Financial Planning FirmInvestment ServicesFinancial AdvisorInvestment AdviserFinancial PlannerFinancial FirmConsultantsWealth AdvisorWealth AdviserWealth Management Firm
Expertise
Sophisticated investment modeling toolsFinancial planningWealth managementHigh-tech and high-touch servicesPersonalized financial solutionsInvestment adviceFinancial life planning
Solutions
Wealth Management servicesInvestment advicePersonalized financial solutionsWorkplace investment advisory servicesIntegrated suite of personalized financial solutions
Keywords
Asset AllocationFinancial PlanningFinancial WellnessWealth ManagementInvestment AdvisoryRetirement PlanningEstate PlanningFinancial AdvisorInvestment ManagementPortfolio Management
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Bethany Iverson Skills
Project and Plan Management
Management, Qualitative Research, Strategic Planning
Team and Leadership
Team Management, Team Management, Fundraising, Leadership, Leadership
Technology and Engineering
Change Management
Business and Strategy
Market Research, Operations Management, Strategy, Strategic Communications, Creative Direction, Brand Development
Customer Relations and Sales
Advertising, Marketing Strategy, Digital Marketing, Marketing Communications
Other
Campaign Strategy Development, Campaign Strategy Development, Communications Planning, Brand Strategy, Brand Strategy, Strategic Planning for Growth, New Media, Brand Architecture, Digital Strategy, Digital Strategy, Creative Strategy, Interactive Marketing, Experience Design, Creative Problem Solving, Customer Insight, Creative Briefs, Interactive Advertising, Integrated Marketing

Bethany Iverson Email & Phone number

These email and Phone numbers are the most updated and verified contact information for Bethany Iverson found in 2025.

  • Email AddressB**@edelmanfinancialengines.comPersonal Email
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  • Phone Number(xxx)xxx-xxxxPersonal Phone
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