David Ankrom

David Ankrom is a seasoned financial services professional with extensive experience in investment advisory and client relationship management. Currently serving as Senior Vice President of Employee Planning at Edelman Financial Engines since January 2014, David leads licensed Investment Advisor teams and inside sales agents, focusing on the financial needs of 401(k) participants and building long-term relationships with Financial Planners. Prior to this role, David was Vice President of the Engagement Center at Edelman Financial Engines, overseeing advisor relationship management for both institutional and retail investors. David's experience also includes serving as Director of Investor Services at Financial Engines, where responsibilities included managing financial planning services for 401(k) plans. Earlier career highlights include a Senior Manager position at Charles Schwab & Co. Inc., focusing on call center management, and a role as Registered Broker at Hibbard Brown & Co. Inc. David holds a Bachelor of Science degree in Accounting from the Indiana University - Kelley School of Business.