Neil Edmonds Email & Phone Number
Partner @ Ascent Wealth Partners, LLC
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Neil Edmonds Location
- Saratoga Springs, NY, US
Neil Edmonds Work
- Partner @ (July 2024 - Present)
- Managing Director @ (December 2015 - Present)
- Financial Consultant @ (August 2015 - December 2015)
- Investment Consultant @ (March 2014 - August 2015)
- Major Accounts Manager @ ADP, Inc (October 2013 - March 2014)
- Corporate Intelligence, Finance and Treasury Specialist @ (June 2009 - October 2013)
- Director Institutional Equity Sales @ (June 2008 - June 2009)
- Equity Research Sales @ (January 2006 - December 2008)
- Institutional Equity Sales @ (September 2004 - October 2006)
Neil Edmonds Education
- UMass Boston
MBA (Finance)
2007-2009
Neil Edmonds Skills
- Onvio
- Equities
- Competitive Intelligence
- Salesforce.com
- Competitive Analysis
- Bloomberg
- Equity Research
- Relationship Management
- Business Analysis
- Capital Markets
- Portfolio Management
- Analysis
- Finance
- Financial Modeling
- Data Analysis
- Fixed Income
- Investments
- Financial Analysis
- Management
- Business Development
- Strategy
Neil Edmonds Summary
- Neil Edmonds, based in Saratoga Springs, NY, US, is currently a Partner at Ascent Wealth Partners, LLC. Neil Edmonds brings experience from previous roles at Ascent Wealth Partners, LLC, Fidelity Investments and ADP, Inc. Neil Edmonds holds a 2007 - 2009 MBA in Finance @ UMass Boston. With a robust skill set that includes Onvio, Equities, Competitive Intelligence, Salesforce.com, Competitive Analysis and more. Neil Edmonds has 3 emails and 2 mobile phone numbers on RocketReach.
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