Bill McElroy
Director, Employee Planning Programs at Edelman Financial Engines
📍 Greater Phoenix Area, United States
Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.
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Experience
8 Years
Current Role
Director, Employee Planning Programs
Job Level
Mid-senior
Location
Greater Phoenix Area, United States
Personality Overview
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Priorities
Topics Bill cares about
Strategic Priorities
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Career
Work history
3-2026
Director, Employee Planning Programs
Edelman Financial Engines
3-2025 - 3-2026
Senior Manager, Program Management
Edelman Financial Engines
3-2022 - 3-2025
Senior Program Manager
Edelman Financial Engines
6-2014 - 4-2016
Brokerage Associate
Vanguard
10-2013 - 6-2014
Client Relationship Specialist
Vanguard
In the press
Media appearances
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Education
2008 - 2010
Bachelor of Science (B.S.)
University of Wyoming
2010 - 2011
Associate's
Golf Academy of America
Social presence
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