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“What started out in 2020 as an “initiative” has become the fabric of how we operate as a firm. Our multiyear, multi-faceted DE&I and ERG strategy has become part of the foundation of our employee experience, our values and our employment brand – and something we should all be proud of.” Erin (O'Brien) Lovering, Chief Human Resources Officer, Edelman Financial Engines Cheers to our Employee Resource Groups! You connect our colleagues through stories, personal struggles, and honesty. You inspire us to be better with your ideas and thoughtful leadership. As an EFE Team, we are mobilized! Check out some of our ERG’s accomplishments in 2023 in this blog. Thank you, ERG Leaders! Susan Murray Cronin, Ellen Stewart, Stephanie Rodriguez, Linda Campbell, CFP®, Widmark De Jesus Cano, Treymane Christopher, MBA, Josh Andreasen, CFP® CRPC®, Yulinda Ma, James Golichowski CFP®, CRPC™, Tracy Hopkins, Venus Matson, Debarshi Barat, Christina Grotheer, Abbey Toye, CRPC®, Harry Milling, Kay Russell, AAMS®, Wendy Martinez, CRPC®, Sasha Shteyn, CFP®, Christy (Drake) Dodge, Cristina Lipson, Sara Merker, Jason Song, Michelle Muhammed, CFP®, ChFC®, CDFA®, Jennifer Maccannon, Holly Ludwig, Sara Perrott, James Williams-Willis, CRPC®; Jamie Watson, CRPC®, Abigail Hunt-Metzbower, Sheila Milliron, Carmen Vander Wal, DJ Banks, Locke Spencer, Jodi M. Picht, Amy Sapienza, Cynthia Ray, Karen Krusmark, Lorene Wescott, Jennifer Biseinere, Kristen Wheeler, Marcus Bufford, Sean Wintz hashtag#FromHereForw
In appreciation of #VeteransDay, our Valor Employee Resource Group hosted Coach Bryan Hoddle, who has worked extensively with injured soldiers at Walter Reed Army Medical Center Hospital in Washington, DC, Lakeshore Foundation in Birmingham, Alabama and across the U.S. helping amputees, traumatic brain injuries, blind and wheelchair soldiers. Coach Hoddle is a recipient of the Veterans of Foreign War National Citizenship Education Teacher Award and as Veterans of Foreign War Teacher of the Year for the State of Washington. In 2004, Bryan was selected as Head Coach for the 2004 USA Paralympics Track and Field Team held in Athens, Greece. Coach Hoddle is currently on the Board of Trustees for the Invictus Foundation, an organization dedicated to “healing the invisible wounds of war,” and continues to work with athletes and injured soldiers. Coach Hoddle and his wife, Sherri are also valued EFE clients. Coach Hoddle’s purposeful career and immeasurable impact on every individual he works with is an inspiration. When asked what makes him so adept at helping Veterans, he shared, “A college professor once told our class to, ‘Listen to understand, not listen to reply.’ I truly thinks that's the secret.” Join us in thanking our Veterans today for the dedication and sacrifices you and your families make to serving our country. #FromHereForward
We’re excited to open our internship applications for the summer of 2024. We offer a robust internship experience including impactful projects aligned with your team’s objectives, a cross-functional group project with other interns, one-on-one mentorship, and a professional development series focused on investing in your growth and learning. Check out what our previous interns have to say about their EFE experience and apply today at: https://bit.ly/46ZSZFz #FromHereForward
I'm proud to announce Edelman Financial Engines' new partnership with Out in Finance! Huge thank you to our Out & Allies Employee Resource Group leaders for spearheading this partnership Josh Andreasen, CFP® CRPC®, Abbey Toye, CRPC®, Harry Milling, Christina Grotheer, Marcus Bufford, and Robert Blakley! Out in Finance shares many of the same visions that Edelman Financial Engines does, including advancing inclusion and equity across the industry. Out in Finance collaborates with firms to advocate for furthering LGBTQ+ workplace policies through programming and events, engaging with the community and providing a networking forum for financial services professionals. Here at Edelman Financial Engines, we believe that everyone deserves to move their financial life forward, no matter who you are or who you love. https://outinfinance.org/ #FromHereForward #financialservices
This year, Edelman Financial Engines' UNIDOS (United for Latinos) Employee Resource Group is delving into how their Hispanic heritage has enhanced their ability to support their communities. Discover their stories. Stephanie Rodriguez, Widmark De Jesus Cano, Cristina Lipson. #FromHereForward
On National Day of Service and Remembrance, and in honor of loved ones lost, EFE colleagues packed over 1,000 meals at the #911Day Meal Pack events in Boston and Houston. Thank you to EFE’s Valor Employee Resource Group for sponsoring such an impactful opportunity for colleagues to give back to our communities. #FromHereForward #IWillFor911Day #NeverForget
As part of Edelman Financial Engines’ CFP Diversity Scholarship Program, we hosted a Meet and Greet with the awardees, Taylor Morales, Trevar Brown, Laela Erickson, and Sharon Garcia Xajil! The session included a glimpse into the planning profession with EFE colleagues Carin DeSimone, Josh Andreasen, Widmark Cano, Kyle Evans, and Pammi Bhullar. Each awardee and panelist shared their motivations for pursuing a career in financial planning. “The prominent theme across all attendees was this desire to educate and help others plan for their families, unexpected circumstances, and create stability through education and financial planning. These motivations stemmed from each attendee’s firsthand experiences seeing how detrimental financial illiteracy can be to families, and how life-changing financial guidance can be. Financial Planners can make pivotal, transformative impact in their client’s stability for not just one generation, but for generations to come.” Pammi Bhullar, Director, Diversity, Equity, and Inclusion Congratulations to our awardees! Thank you for sharing your inspiring motivations and journeys with us!
This month, our #WIL members had the opportunity to listen in to an important conversation with bestselling author, TED speaker and featured podcast guest, Dr. Nashater Deu Solheim. Dr. Solheim took us through an interactive presentation on the power of influence and negotiation skills in leading teams, deal-making and conflict resolution – and how to apply these principles to real-life scenarios. You can learn more about Dr. Solheim by visiting: https://lnkd.in/gUcqq9AQ. #FromHereForward
Inclusive Leadership Tip 1: “Focus on concept vs. execution when new ideas are proposed.” Check out my new blog for more tips on how to serve as an inclusive leader! #FromHereForward
Last week, we had the opportunity to speak with business owners at the Small Business Expo in NYC. We discussed the importance of offering a retirement plan to employees and how our small-business retirement services can help. Learn more here: https://bit.ly/3AfeCV9 #FromHereForward
