Ed Meltzer Email & Phone Number
Head of Distribution @ Modern Capital Inc.
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Ed Meltzer Location
- Chicago, IL, US
Ed Meltzer Work
- 2026 -now Head of Distribution @
- 2023 -now Co-Founder @ EMB Financial Health Solutions
- 2021 -2023 Vice President of Sales @
- 2019 -2021 Sr. Vice President - Worksite Sales @
- 2017 -2021 Vice President Strategic Partnerships - Business Development @
- 2014 -2017 Director, Client Services @
- 2010 -2013 HRO Sales Executive @
- 2008 -2010 Financial Services Product Consultant @
- 2003 -2008 Hewitt Financial Services - Head of Operations @
- 2001 -2003 Financial Advisor @
- 2026 -now Chief Commercial Officer (CCO) @
- 2025 -2026 Sr. Sales Executive @
- 2023 -2025 Director of Sales And Strategic Partnerships @
Ed Meltzer Education
- Illinois State University
BS (Finance)
Ed Meltzer Skills
- Defined Benefit
- 401k
- Retirement
- Personal Finance
- Financial Services
- Asset Allocation
- Wealth Management
- Retirement Planning
- Pensions
- Employee Benefits
- Series 63
- Relationship Management
- Series 7
- Defined Contribution
- ERISA
- Finance
- Benefits Administration
- Health Insurance
- Mutual Funds
- Pension Administration
- Investments
- Executive Pay
- HRO
- Management
- 401(k) Retirement Savings Plans
- Business Process Improvement
- Consulting
- Leadership
- Vendor Management
- Loans
- 401k Retirement Savings Plans
- Financial Analysis
- Strategic Planning
- Software Quality
- Process Improvement
- Operations
- 401 Retirement Savings Plans
Ed Meltzer Summary
- Ed Meltzer, based in Chicago, IL, US, is currently a Head of Distribution at Modern Capital Inc.. Ed Meltzer brings experience from previous roles at EMB Financial Health Solutions, Brightside and Questis, Inc. Ed Meltzer holds a BS in Finance @ Illinois State University. With a robust skill set that includes Defined Benefit, 401k, Retirement, Personal Finance, Financial Services and more. Ed Meltzer has 3 emails and 2 mobile phone numbers on RocketReach.
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