Kelly ODonnell — SPARQNOW

At-a-Glance

C-Level Financial Services Executive at Edelman Financial Engines, focusing on growth and transformation.
Drove meaningful transformation at Edelman Financial Engines, scaling advisory services that now support millions of Americans.
Architected and executed Edelman Financial Engines’ workplace distribution strategy, growing AUM to $230B.
Spearheaded the acquisition and integration of The Mutual Fund Store.
Partnered with public and private equity boards on corporate strategy, capital transactions, and governance for over 15 years.
Founder and sponsor of the Edelman Financial Engines Women in Leadership program.

Biography

Kelly O'Donnell is a growth-focused financial services executive with over 20 years of experience driving transformation and expanding access to financial advice. She has played a pivotal role at Edelman Financial Engines, where she helped scale advisory services that now support millions of Americans.

Her career began at PricewaterhouseCoopers and Cerulli Associates, building a foundation in strategy and market analysis.