Edward N.

Skills

Institutional Consulting & Pension Plan Advisory
Wealth Management & Financial Planning
Client Relationship Management
Strategic Business Productivity
Cross-Cultural Financial Solutions
Wholesaling
Advisor Hiring and Management
Branch & Region Management

About

Senior Managing Partner with over 30 years of experience in financial services, specializing in wealth management, institutional consulting, and pension plan advisory. Proven ability to design holistic portfolios with asset protection and diversified strategies with a focus on client service, financial planning objectives, and business productivity. Skilled at translating complex financial strategies into actionable solutions for clients and advisors.