Keith Kotfica

SVP - Wealth Planning Group at Edelman Financial Engines

Keith Kotfica is a highly experienced and accomplished professional who has held various senior leadership roles in companies like Edelman Financial Engines, HealthEquity, Xerox Human Resource & Outsourcing Solutions, CitiStreet (now Voya), Kwasha Lipton (now Conduent), and Towers Perrin. Keith's expertise lies in client and partner relationship management, implementation services, service delivery, and program management. With an MBA in Business Administration from Babson College and a BBA in Finance from Baruch College, Keith brings a wealth of knowledge and experience to their current role as the SVP of Wealth Planning Group at Edelman Financial Engines.

Links

Previous companies

Towers Watson logo
HealthEquity logo

Timeline

  • SVP - Wealth Planning Group

    May, 2022 - present

  • Head Of Direct Sponsor And Recordkeeper Relationships

    June, 2014

View in org chart