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Edward Giese Location
United States
Edward Giese Work
2024 -now Financial Advisor @
2020 -2024 Vice President @
2019 -2020 Associate @ Goldman Sachs Personal Financial Management
2015 -2020 Wealth Manager @
2011 -2020 Relationship Manager @ United Capital Financial Advisers
2010 -2011 Intern @
Edward Giese Education
University of Delaware
Bachelor of Arts (BA) (Political Science)
2005-2010
St. Albans 1996-2005
Edward Giese Skills
Portfolio Management
Investments
Wealth Management
Relationship Management
Securities
Retirement Planning
Risk Management
Equities
Financial Analysis
Finance
Bonds
Microsoft Office
Management
Small Business
Series 63
Strategic Planning
Real Estate
Financial Services
Strategic Financial Planning
Fixed Income
New Business Development
Asset Managment
Commercial Lending
Asset Management
Hedge Funds
Retirement
Alternative Investments
Life Insurance
Long Term Care Insurance
Financial Planning
Research
Edward Giese Summary
Edward Giese, based in United States, is currently a Financial Advisor at Promethium Advisors LLC. Edward Giese brings experience from previous roles at Sargent Investment Group, Goldman Sachs Personal Financial Management, United Capital Financial Advisers, LLC and United Capital Financial Advisers. Edward Giese holds a 2005 - 2010 Bachelor of Arts (BA) in Political Science @ University of Delaware. With a robust skill set that includes Portfolio Management, Investments, Wealth Management, Relationship Management, Securities and more. Edward Giese has 2 emails and 2 mobile phone numbers on RocketReach.
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