As a Client Service Associate, Edward serves as a primary point of contact for clients, assisting them throughout the onboarding process, coordinating money movement requests, maintaining records and more.
Before joining the NewEdge team, he served as a Client Service Associate at Morgan Stanley.
Edward received his BBA in Finance from The University of Miami. He holds his Series 7 and 66 licenses.
He grew up in Miami, FL, where he currently resides. In his free time, Edward can be found golfing and spending time with family and friends.