Responsible for all aspects of accounting, financial reporting, treasury management, financing, human resources, self-insured health insurance program, property & casualty insurance, ERP system, energy hedging, banking, costing, budgeting, retirement planning and management of all aspects of technology and IT. As a Senior Company Officer I'm responsible for working with and leading the business unit leaders to ensure company maximizes our growth and profitability goals.

Confidant, LLC utilizes years of hands-on experience to provide proven advice for starting a family office, family office ongoing operations and business consulting, to successful families all across the United States.​Whether you are a family with an established family office or a successful family that is interested in creating one from scratch, Edward can provide the critical and strategic advice required for success.

- Managed a multi-generational single family office for the Crane family- Worked daily with around 60 external advisors covering taxes, estate planning, banking, accounting, insurance, investments and legal.- Education Program o Creator and lead instructor for three financial management courses, basic to advanced financial classes for top executives. o Creator of multiple education shows, using multiple delivery methods, relating to estate planning, insurance, company structure, strategic planning and finance. o Identified education needs of family members and facilitated and, in many times, took the lead on providing the actual education.- Family Businesses o Assisted with purchase due diligence, closing and start-up consulting. o Provided ongoing consultation for every area of the business. o Prepared financial statements for the entities in accordance with GAAP. o Negotiated deals, assisted with financing and provide oversight, as needed.- Member of the Executive Council of Family Office Exchange, a global family office organization located in Chicago with over 300 families. The council included 24 other, well known, high net worth families from around the United States.- Personal financial statement preparation and reporting. Consolidated the assets for 25 households, including hundreds of brokerage accounts, trusts, bank accounts, homes, entities and notes.- Estate plan administration and monitoring. Worked with wide range of estate planning techniques and trust instruments.- Responsible for creation, maintenance and security of private family website.- Reviewed all transactions relating to all the various trusts, partnerships and LLCs to ensure the safekeeping of the assets and the good legal standing of the entity.- Participated and in many instances took the lead to help find the solution to questions or issues relating to legal, tax, investment, trust, personal business, insurance etc…

- Traveled to various business units to provide oversight and consulting- Created and maintained business metrics for which all our business are still measured.- Prepared the quarterly market and income analysis for all investments- Prepared annual and quarterly company valuation reports- Maintained the company pension plan books- Helped maintain the financial books for Crane Chile- Various projects to assist and train business unit personnel- Worked with some of Crane Group Co.’s real estate and private equity investments- Prepared quarterly Crane Group Co. banking covenants- Various Crane family member projects

- Managed a department of three employees in the areas of accounting, accounts payable/receivable, purchasing, payroll, credit, and information technology.- Member of executive management team- Assisted with the strategic planning for financial and operational company vision- Responsible for all areas of accounting and information technology.- Created financial education program for management and employees.- Responsible for financial statement preparation, monthly closing, preparation of all budget variance analysis, and other financial and operational management reports.- Monitored all daily banking, cash flow, and loan activity. - Prepared bank loan covenant compliance report. - Provided management with financial advice on key decisions affecting the company.- Responsible for annual budget preparation- Selected and implemented an ERP system.

Formerly Karrington Assisted Living.

Formerly Karrington Assisted Living.