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