Stephen Edwards Email & Phone Number
VP, Distribution Intelligence and Analytics and Sales Operations @ AMG Funds
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Stephen Edwards Location
- Philadelphia, PA, US
Stephen Edwards Work
- VP, Distribution Intelligence and Analytics and Sales Operations @ (January 2021 - Present)
- Director, Distribution Intelligence and Analytics and Sales Operations @ (January 2013 - January 2021)
- Director, Solutions Product Manager @ (August 2010 - December 2012)
- Manager and Director, Separate Account Services @ (November 2005 - August 2010)
- Senior Associate and Manager - Equity Trader and Team Leader @ (March 2000 - November 2005)
- Senior Associate and Supervisor - International and Domestic Fund Accounting @ (June 1998 - March 2000)
Stephen Edwards Education
- University of Virginia - Darden School of Business
Foundations of Business Strategy
2013-2013 - The Wharton School
Introduction to Operations Management
2013-2013 - Villanova University
Master Certification (Organizational Leadership)
2009-2010 - Fox School of Business at Temple University
Bachelor of Business Administration - BBA (Accounting)
1993-1998
Stephen Edwards Skills
- Analysis
- Asset Allocation
- Asset Managment
- Back Office
- Building Relationships
- Business Analysis
- Business Intelligence
- Business Process Improvement
- Business Relationship Management
- Business Strategy
- Change Management
- Contract Management
- Data Analysis
- Data Modeling
- Data Visualization
- Data-driven Decision Making
- Equities
- Finance
- Financial Services
- Investment Strategies
- Investments
- Management
- Microsoft Azure
- Mutual Fund Wrap
- Mutual Funds
- Operational Excellence
- Operations Management
- Organizational Effectiveness
- Pivot Tables
- Process Improvement
- Product Support
- Program Management
- Project Management
- Relationship Management
- Risk Management
- SQL Server Management Studio
- Sales Compensation
- Sales Enablement
- Sales Process
- Separately Managed Accounts
- Strategy
- Tableau
- Trading
- Unified Managed Accounts
- VBA for Excel
- Securities
- Series 7
- Series 24
- Series 63
- Asset Management
- Product Development
- Wealth Management
- business Analy
- Market Analysis
- Business Process
- Research
- Analytics
- Operations
- Fund Accounting
- Supervisor
- Sales Operations
- Microsoft SQL Server
- Accounting
- Offshore Funds
- Sales
- Distribution
- Microsoft Word
- Reviews
- Big Data
- Financial Analysis
- Series 3
- Dashboard
Stephen Edwards Summary
- Stephen Edwards, based in Philadelphia, PA, US, is currently a VP, Distribution Intelligence and Analytics and Sales Operations at AMG Wealth. Stephen Edwards brings experience from previous roles at AMG Wealth. Stephen Edwards holds a 2013 - 2013 Foundations of Business Strategy @ University of Virginia - Darden School of Business. With a robust skill set that includes Analysis, Asset Allocation, Asset Managment, Back Office, Building Relationships and more. Stephen Edwards has 3 emails and 4 mobile phone numbers on RocketReach.
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