2007 -2019 Senior Vice President Sales and Marketing @
2003 -2007 Vice President Sales and Marketing @
2001 -2003 Senior Account Executive and Registered Principal @
1997 -2001 Regional Marketing Director, Great Lakes Region @ First Mercantile Trust Company
1996 -1997 Assistant Vice President @ First Financial Services Group, N.A.
1993 -1996 Registered Principal, Institutional Client and Marketing Administration @ Harbor Funds Distributors, Inc.
1991 -1993 Supervisor, In-House Sales and Marketing Analysis (Harbor Capital Advisors) @ Harbor Funds Distributors, Inc.
1989 -1991 Registered Representative @ Harbor Funds Distributors, Inc.
Ed Leedom Education
College for Financial Planning
CFP (Financial Planning)
1994
Bowling Green State University
Bachelor of Science-Business Adminstration (Marketing-Sales)
Ed Leedom Skills
Mutual Funds
Series 63
Series 7
Series 6
Designation
Investments
401k
Uniform Combined State Law
Investment Advisory
Asset Allocation
Financial Services
Series 26
DCIO
Retirement Planning
Macroeconomics
C-Level Relationships
Revenue Growth Generation
Team Mentoring
Team Leadership
Strategic Marketing
Institutional Asset Management
Intermediary Firm Relations
Negotiation
Client Services
Investment Management
Securities
Pension Funds
Social Media
Project Management
Advisory
Asset Management
Management
Customer Service
Intermediary
Software Development
Research
Leadership
Investment Policy
Integration
Consulting
401k Retirement Savings Plans
C Level Relationships
Retirement
Portfolio Management
401 Retirement Savings Plans
Ed Leedom Summary
Ed Leedom, based in Zanesville, OH, US, is currently a Financial Consultant at Webb Financial Group LLC. Ed Leedom brings experience from previous roles at Harbor Funds Distributors, Inc. and First Mercantile Trust Company. Ed Leedom holds a CFP in Financial Planning @ College for Financial Planning. With a robust skill set that includes Mutual Funds, Series 63, Series 7, Series 6, Designation and more. Ed Leedom has 3 emails and 3 mobile phone numbers on RocketReach.
Get contact details of over 700M profiles across 60M companies - all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension.
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API.