Ruiyong (Roy) H. is a seasoned financial professional with extensive experience in financial operations and investment management. Currently serving as Senior Manager of Financial Operations at Edelman Financial Engines since September 2022, Ruiyong previously held a position as Operations Manager. Prior roles include Manager of Investment and Compliance at Herrmann & Cooke Wealth Management from September 2017 to December 2022, and Manager of Payroll and Stock Plans at SoFi for a brief period in 2017. Ruiyong's earlier experience also includes roles as Portfolio Accountant/Trade Operations at Herrmann & Cooke Wealth Management, Associate at Highperlink, and Business Development Analyst Intern at Stone Creek Insurance. Ruiyong holds a Bachelor’s Degree with Honors in Financial Services, along with a minor in Economics and Mathematics from Saint Mary’s College of California.
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