Executive appointment
Kelly O'Donnell
Edelman Financial Engines → Choreo
What changed
Named Choreo's chief people and transformation officer; spent 21 years at Financial Engines/Edelman Financial Engines, most recently president of workplace.
- Reported / discovered
- Sep 15, 2026
- Effective
- Not reported
- New role
- Chief People and Transformation Officer
- Previous role
- Not reported
- Market
- Not reported
- Reported book
- Not disclosed
- Reported team size
- Not disclosed
- Named people
- 1
Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.
Sources & evidence
WealthManagement.com ↗Sep 15, 2026 · Reporting
Private Wealth Daily ↗Sep 15, 2026 · Reporting
Private Wealth Daily ↗Sep 15, 2026 · Reporting
This record is supported by reporting. It has not been independently corroborated by a linked registration observation.
Record history
3 observations consolidated into one event.
Oct 2, 2026Source evidence reconciled