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Shelby Meyer

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Shelby Meyer

Vice President, Sales Optimization And Shared Services | Edelman Financial Engines

South Carolina, United States

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Shelby Meyer

Summary

Shelby Meyer is a dynamic sales leader and change agent with extensive experience in the depository banking sector. With a strong background in change management and consultative selling, Shelby has successfully led numerous strategic initiatives aimed at enhancing value propositions and transforming sales processes. Currently serving as the Divisional VP at Edelman Financial Engines, Shelby's leadership has been instrumental in optimizing sales strategies and driving organizational growth. With a career spanning over two decades, Shelby has held key positions at reputable institutions including TD Ameritrade and Wachovia Bank. An advocate for continuous improvement, Shelby is passionate about coaching teams to achieve their full potential. Her expertise in wealth management and a solid grasp of regulatory frameworks such as Series 24, 66, and 7 further bolster her professional profile. Outside of work, Shelby enjoys exploring innovative approaches to sales and leadership development.

General

Specialist

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Emerging Technologies

Organisational experience

Corporate Experience

Shelby Meyer

Work Experience

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Vice President, Sales Optimization And Shared Services at

Edelman Financial Engines

Present

💼

Regional Sales Vice President And Divisional Sales Leader at

Charles Schwab

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Vice President, Sales Leader at

Wells Fargo

💼

Managing Director, Retail Sales And Operations at

Td Ameritrade

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Shelby Meyer

Education

Frequently Asked Questions about Shelby Meyer

What is Shelby Meyer email address?

Shelby Meyer's primary email address is ******@edelmanfinancialengines.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Shelby Meyer work for?

Shelby Meyer is a Vice President, Sales Optimization And Shared Services at Edelman Financial Engines, a company specializing in Functions related to depository banking.

Where Shelby Meyer graduated from?

Shelby Meyer holds a degree in from Indiana State University.

How can I directly contact Shelby Meyer?

To contact Shelby Meyer directly, you can use the email address ******@edelmanfinancialengines.com. Complete contact information is available upon registration with Muraena.

Who is Shelby Meyer?

Shelby Meyer is a dynamic sales leader and change agent with extensive experience in the depository banking sector. With a strong background in change management and consultative selling, Shelby has successfully led numerous strategic initiatives aimed at enhancing value propositions and transforming sales processes. Currently serving as the Divisional VP at Edelman Financial Engines, Shelby's leadership has been instrumental in optimizing sales strategies and driving organizational growth. With a career spanning over two decades, Shelby has held key positions at reputable institutions including TD Ameritrade and Wachovia Bank. An advocate for continuous improvement, Shelby is passionate about coaching teams to achieve their full potential. Her expertise in wealth management and a solid grasp of regulatory frameworks such as Series 24, 66, and 7 further bolster her professional profile. Outside of work, Shelby enjoys exploring innovative approaches to sales and leadership development.

Shelby`s contact details

mail

******@edelmanfinancialengines.com

***********@shelbymeyer.net

************@tdameritrade.com

Colleagues

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Cima Sean Wintz

Executive Director, Financial Planning

Patty Wang

Vice President

Eric Peterson

Senior Vice President, Financial Planning

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Cfp Amanda Scull Crpc

Senior Vice President - Financial Planning

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Andrew Coyne

Executive Director of Financial Planning at Edelman Financial Engines

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Cfp Andy Hedrick Chfc Clu Crpc Cbda

Executive Director, Financial Planning

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Artem Udalkin

VP of Engineering

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Gary Murphy

Senior Vice President, Financial Planning

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Sabina Duborg

VP, Head of Procurement, Accounts Payable, Corporate Travel & Third-Party Vendor Risk

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Cfp Stephen Crane

VP, M&A Integration Strategies

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