Stephen Sassi
Executive Director, Financial Planning at Edelman Financial Engines | New York City Metropolitan Area, United States
Stephen Sassi’s Email & Phone Number
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Executive Director, Financial Planning at Edelman Financial Engines in October 2016 - Present
Vice President, Financial Consultant at Charles Schwab in April 2013 - October 2016
Financial Advisor at Merrill Lynch in November 2008 - April 2013
Financial Advisor at Morgan Stanley in June 2006 - November 2008
Financial Advisor at UBS in October 2004 - December 2005
Rutgers University, Bachelor of Arts
College for Financial Planning
Bergen Catholic High School
Senior SDE @ EFE | Ex-Senior SDE @FreeCharge | Ex SDE-2 @Amdocs | Backend Developer | Java | Spring Boot | AWS | Microservices | Kafka | Redis | Unix | SQL | Kubernetes
Senior Software Engineer at Edelman Financial Engines
(Sep 2025 – Present)
Financial Technology | Product Management | Strategy | Marketing | Consulting | Data Analytics
Associate Financial Engineer at Edelman Financial Engines
(Jul 2024 – Present)
Chief Planning Officer at Edelman Financial Engines | Behavioral Finance Expert | PhD, Cognitive Psychology
Chief Planning Officer at Edelman Financial Engines
(Aug 2025 – Present)
Senior QA Engineer | Ex-@Swiggy,Cavisson,AP | Rest Assured | HttpClient | REST API & GUI Automation | Quality Assurance | QA Automation | JIRA | GitHub | Java | Selenium
Senior Quality Assurance Engineer at Edelman Financial Engines
(Jul 2023 – Present)
SE@ EFE| x-Top 1% CS Voice|x-SDE Intern@ Ellucian| BE Hons. CSE, BIT| IEEE Xplore| React, Node, JavaScript, Java, Python| 3x NPTEL Star|8x NPTEL & IIT Certified : Java Top 5%| KSPBC Hackathon ’23 Finalist|Microsoft SA
Software Engineer at Edelman Financial Engines
(Mar 2026 – Present)
Sr. Talent Acquisition Partner @ Edelman | PHR, SPHR
Sr. Talent Acquisition Partner at Edelman Financial Engines
(Jun 2022 – Present)
What is Stephen A Sassi email address?
Email Stephen A Sassi at [email protected]. This email is the most updated Stephen A Sassi's email found in 2026.
How to contact Stephen A Sassi?
To contact Stephen A Sassi send an email to [email protected]. (updated on June 2026)
What company does Stephen Sassi work for?
Stephen Sassi works for Edelman Financial Engines.
What is Stephen Sassi's role at Edelman Financial Engines?
Stephen Sassi is Executive Director, Financial Planning
What industry does Stephen Sassi work in?
Stephen Sassi works in the Financial Services industry.
