Monica first heard about Financial Engines from a trusted friend who repeatedly tried to convince her to join the company. She put her friend off for quite some time before finally agreeing to research the organization. After learning more, Monica was strongly drawn to the opportunity to help ordinary people further their finances, and she put in her application.
Monica sits on the Financial Engines Quasar Team, which means she works on all back-end issues. She supports Advisors and clients with issues surrounding account linking, IRA rollovers, and complaint escalations via the company’s email and chat communication systems. Monica’s main aim is to resolve conflict by providing informational understanding.