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Edward Proctor Location
Wilmington, DE, US
Edward Proctor Work
Pension Strategy and Solutions Associate @ (May 2025 - Present)
Investment Consultant @ (March 2024 - May 2025)
Investment Consultant @ (March 2024 - May 2025)
Investment Analyst, Specialist @ (June 2022 - March 2024)
Finance Specialist @ (May 2020 - June 2022)
Financial Associate @ (January 2020 - March 2020)
Brokerage Specialist @ (November 2019 - January 2020)
Contractor @ (December 2018 - November 2019)
Pension Strategy and Solutions Associate @ (May 2025 - Present)
Client Portfolio Manager @ Forbes Family Trust (August 2013 - December 2018)
Investment Officer @ (April 2007 - August 2013)
Financial Advisor and Trainee @ Morgan Stanley DW Inc (June 2005 - May 2006)
Intern @ Morgan Stanley DW Inc (May 2004 - August 2004)
Edward Proctor Education
The University of the South
BA (Economics)
2001-2005
Wilmington Friends School
Edward Proctor Skills
Alternative Investments
PowerPoint
Public Speaking
Fixed Income
Portfolio Management
Bloomberg
Finance
Asset Allocation
Investment Advisory
Wealth Management
Mutual Funds
Microsoft Office
Investment Strategies
Microsoft Excel
Training
Monte Carlo Simulation
Financial Analysis
Private Equity
Management
Due Diligence
Research
Trading
Statistics
Hedge Funds
Financial Markets
Asset Management
Securities
Investment Management
Edward Proctor Summary
Edward Proctor, based in Wilmington, DE, US, is currently a Pension Strategy and Solutions Associate at Marsh. Edward Proctor brings experience from previous roles at Marsh, Mercer, Vanguard and Vanguard Charitable. Edward Proctor holds a 2001 - 2005 BA in Economics @ The University of the South. With a robust skill set that includes Alternative Investments, PowerPoint, Public Speaking, Fixed Income, Portfolio Management and more. Edward Proctor has 2 emails and 1 mobile phone numbers on RocketReach.
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