Thi

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Executive Client Services Associate at Edelman Financial Engines|Washington DC-Baltimore Area, United States

Position:

Executive Client Services Associate at Edelman Financial Engines

Location:

Washington DC-Baltimore Area, United States

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Last updated: 2026-07-27
Updated: 2026-07-27

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Business emails:
t***g@edelmanfinancial.com

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Work Experience 15 years

Executive Client Services Associate at Edelman Financial Engines

Aug 2018 - Current

Finance Intern at MicroHealth LLC

May 2018 - Aug 2018

Financial Advisor Associate at Capital One

May 2017 - Mar 2018

Relationship Banker at Capital One

May 2015 - May 2017

Bank Teller at Capital One

Mar 2014 - May 2015

Front Desk Administrator at Diabetes and Endocrine Care Associates

Jun 2012 - Mar 2014

Teller at Bank of America

Jul 2011 - Jul 2012

Thi started working in 2011, then the employee has changed 4 companies and 6 jobs. On average, Thi works for one company for 2 years 2 months.

Thi is proficient in English, Spanish, and Vietnamese. Their professional focus is Accounting, Analytical Skills, and Analytics across 3 core areas.

Thi holds Chartered Retirement Planning Counselor (CRPC), Series 63, and Series 7 certifications.

Education

Northern Virginia Community College

Thi Namesakes

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