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J
Name
Joe Eck
Title
Sr Dir, National Sales Manager, Edelman Financial Engines
Bio
Joe is a Senior Director at Financial Engines and is responsible for expanding our solutions across a broad range of institutional investors. His primary focus is business development of workplace solutions to plan sponsors. Prior to joining Financial Engines in 2019, Joe held a variety of positions since starting his financial services career at State Street more than 30 years ago. He was part of a team developing solutions to help plan sponsors better serve retirees. Within two years, Joe became the Head of Distribution for both DC and DB services focused on serving the Fortune 1000 market and held similar positions at Mellon/Dreyfus and The Hartford. Joe’s consultative approach with plan sponsors and consultants helped shape many of the unique plan design features today. He has always thought of participants as the customers and that helping individuals achieve financial success is paramount. Joe possesses a deep knowledge of the plan sponsor community, consulting firms, and service providers. His track record of success has been built on his ability to understand complex business requirements and provide advice/guidance to clients. Joe graduated from Pennsylvania State University with a B.S. in Finance and minor in Accounting.