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Ed Knight is listed as The estate paperwork professional - we handle all the administrative red-tape! at Transference, based in Orange, Connecticut, United States. AeroLeads shows a work email signal at meritfa.com and a matched LinkedIn profile for Ed Knight.
Ed Knight previously worked as Founder at Transference and Client Services Manager at Merit Financial Advisors. Ed Knight holds Bachelor’S Degree, English Literature (British And Commonwealth) from Providence College.
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Transference resolves the administrative red-tape issues for...Newly appointed executors of an estateIndividuals handling the affairs of a deceased loved onePowers of attorney caring for aging parents and/or family membersOur service will reduce errors, delays and ultimately shorten the amount of time it takes to get things done. Transference finally gives clients a reliable admin partner they can turn to.When working with clients we first perform an in depth information gathering session. We want to know who's on the accounts, how many accounts exist, what type of account it is and where the accounts are located. Once our research is completed we'll explain the steps involved in removing either the deceased's and/or former spouse's name off of the statements (also known as the re-registration process).
Listed skills include Series 6, Series 63, Series 65, Series 7, and 49 others.
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We resolve administrative red-tape issues for...Newly appointed executors of an estateIndividuals handling the affairs of a deceased loved onePowers of attorney caring for aging parents and/or family members
Alpharetta, Ga, Us
Develop and maintain wealth management relationships between clients and Investment Advisors. Proactively handle onboarding process with clients and act as point of contact for all administrative questions and concerns.
Boston, Ma, Us
• Promoted to Sr. Relationship Manager due to excellent work ethic and an organizational impact. • Utilized customer consultative sales approach to define customer goals and developed solutions that cultivated strong relationships with customers.• Received Customer Advocate Award (Q3: 2014) and Excellence in Action Award (Q2: 2015) due to exceptional work ethic.• Scheduled 15-20 appointments per week which involved all aspect of financial planning, resulting in exceeding goal by 55%. • Acted as a relationship manager to existing customers, providing continuing financial advice as appropriate, determines customer’s commercial loan and deposit needs and deepens existing customer relationship.• Worked closely with business partners in commercial, securities, and mortgage departments to create additional customer contact and sales opportunities. • Analyzed current financial situations for 100+ clients and created detailed reports with 99.9% accuracy rate. • Contributed to the training and motivation of team members in areas of wealth management and relationship management. • Made tough decisions, taking on and addressing complex staffing issues resulting in managing out of one employee and turning another 180 degrees, driving that employee improvements. • Collaborated with technology vendors team to review portfolio’s needs, develop action items to meet them and enable financing of additional volume resulting in properly sized credit lines through peak periods of the year.
New York, Ny, Us
• Oversaw client onboarding process and continued to cultivate client relationships. Served as a main point of contact for client needs and request. • Performed all aspect of account maintenance including transfer, wires, check issuance and documents request.• Executed trades and established 20+ accounts in less than a year. Organized and managed daily tasks for the team.
New York, Ny, Us
• Prepared and conducted prospective client presentations, introducing the firm capabilities, team expertise, market structure, market performance and highlighting investment opportunities and recommendation based on individual client needs. • Cultivated relationships with high-net-worth investors and formulated investment strategies that preserved and grew wealth through disciplined approach across multiple asset classes. • Analyzed client's financial goals to develop customized financial plans and recommend investment strategies. • Recruited to perform all aspect of a financial advisor including developing strategies for maintaining and further developing existing client relationships through warm calling and referral system with various partners. • Attracted new clients through networking, seminar facilitation and 1-1 meeting. Serviced and monitored existing client assets by applying proper asset allocation fundamentals.
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Ed Knight works for Transference.
Ed Knight is listed as The estate paperwork professional - we handle all the administrative red-tape! at Transference.
AeroLeads has found 1 work email signal at @meritfa.com for Ed Knight at Transference.
Ed Knight is based in Orange, Connecticut, United States while working with Transference.
Ed Knight has worked for Transference, Merit Financial Advisors, Fidelity Investments, Merrill Lynch, and Metlife.
You can use AeroLeads to view verified contact signals for Ed Knight at Transference, including work email, phone, and LinkedIn data when available.
Ed Knight holds Bachelor’S Degree, English Literature (British And Commonwealth) from Providence College.
Ed Knight is listed with skills including Series 6, Series 63, Series 65, Series 7, Life/Acciedent And Health, Property And Casualty, Ct Real Estate Licensed, and Investments.
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