Edward is an executive, results-driven professional with extensive operational management experience in the financial services industry with a strong focus on business development. He is skilled at developing and executing targeted business initiatives, is a highly effective communicator and leader, and has an extensive history in operations and client services. In his previous role, he served as the Director of Operations and as a Financial Consultant at Triumph Capital Management.
Edward graduated from the University of Colorado Denver Business School and maintains Series 65 and Series 63 licenses.
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