Edward Schweitzer, Cfp(R) Email & Phone Number

Santa Clara, California, Us

• Oversaw and administered firm’s Turnkey Asset Management Program, providing asset management for a nationwide network of over 100 unaffiliated advisors.• Coached, educated and motivated advisors, expanding the program to over 500 million dollars in Assets Under Management (AUM). Key point of contact for advisor and end client issues.• Served as one of nine voting members on firm’s investment committee for the Edelman Managed Asset Program.• Provided oversight of all aspects of program administration, from guaranteeing prompt commission payments to periodic reporting and feedback review.• Acted as a liaison to compliance department in all due diligence matters. Completed unaffiliated firms’ surveys. Assisted in compiling firm’s due diligence procedures, involving creating survey, collecting data, and addressing concerns.• Led firm’s Nonprofit-Institutional Services. In an advisor/sales role, grew the program from 8 million in AUM to 40 million in AUM.• Consulted with organizations to help develop their Investment Policy Statements.• Presented the firm’s entertaining and informative seminars to prospective clients nationally, as a member of firm’s elite team of professional public speakers.• Outperformed benchmarks for speaking team performance, as measured by audience approval surveys and lead generation.

Financial consultant and broker specializing in foreign securities and safe-haven assets.

Member of the Retirement Benefits Group specializing in the 403b marketplace.

Us

First officer flying Airbus 320 series, B-737, Douglas DC-9. Flight engineer, Boeing 727.Type ratings: A-320, BE-1900, BE-200 Super King Air.Airline Transport Pilot rating.

Captain, BE-99 and BE-1900.

Bachelor Of Science - Bs, Administration

Financial Planning Program

Education record