Edwin C.

Edwin C. has a wealth of experience in client experience management. In 2019, they joined Advisen Ltd. as the Director of Client Experience and Client Experience Manager. Prior to this, Edwin worked at FIS Global/Wall Street Concepts from 2017 to 2019, where they were the Product Support. Edwin'srole included new client onboarding, training, entitlement management, and escalation resolution for a premium client base of 187 small to mid-size banks. Edwin also processed tax form generation, including tax corrections for major financial institutions. From 2008 to 2017, Edwin worked at BNY Mellon | Pershing as a Transition Manager. Edwin worked closely with C-level executives and senior management to direct and advise on the transition process of client account assets and data onto the BNY Pershing platform.

Edwin C. holds a Bachelor of Business Administration (BBA) from Concordia College-New York.