Bill McElroy Email
Director, Employee Planning Programs @ Edelman Financial Engines
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Bill McElroy Location
- Phoenix, AZ, US
Bill McElroy Work
- 2026 - now Director, Employee Planning Programs @
- 2025 - 2026 Senior Manager, Program Management @
- 2022 - 2025 Senior Program Manager @
- 2021 - 2022 Program Manager @
- 2016 - 2021 Investment Advisor Representative @
- 2014 - 2016 Brokerage Associate @
- 2013 - 2014 Client Relationship Specialist @
- 2013 - 2013 Accounting and HR Director @ McDowell Mountain Golf Club
- 2011 - 2013 Tournament Coordinator @ McDowell Mountain Golf Club
- 2010 - 2010 Finance Intern @ MC Family of Companies
Bill McElroy Education
- Golf Academy of America
Associate's (Golf Complex Operations & Management)
2010 - 2011 - University of Wyoming
Bachelor of Science (B.S.) (Finance and Banking & Financial Services)
2008 - 2010 - Arizona State University, W. P. Carey School of Business
B.A. (Finance)
2006 - 2008
Bill McElroy Skills
- Microsoft Office
- Corporate Finance
- Series 7
- Finance
- Public Speaking
- Valuation
- Sales
- Project Management
- Bloomberg
- Financial Analysis
- Financial Modeling
- Series 63
Bill McElroy Summary
- Bill McElroy, based in Phoenix, AZ, US, is currently a Director, Employee Planning Programs at Edelman Financial Engines. Bill McElroy brings experience from previous roles at Edelman Financial Engines. Bill McElroy holds a 2010 - 2011 Associate's in Golf Complex Operations & Management @ Golf Academy of America. With a robust skill set that includes Microsoft Office, Corporate Finance, Series 7, Finance, Public Speaking and more. Bill McElroy has 3 emails on RocketReach.
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