Edwin Shea Email & Phone Number

Boston, Massachusetts, Us

Boston, Ma, Us

Virtua Research is a financial services technology company focused on the intersection of fundamental financial modeling and Web-enabled information delivery. The Company’s unique combination of investment research experience, modeling expertise, and software development capabilities enables it to provide industry-leading financial research tools and services for investors, analysts, and corporate management. We believe structural changes created by the economic constraints of the investment research business demand a more efficient research process that can be served by cloud-based solutions and tools. Our cost-effective financial modeling products and services improve the workflows of investors, analysts and investor relations professionals. Headquartered in Boston, with sales offices in North America and multiple offices in India, we are an international, privately held company committed to world-class customer service.

Us

U.S. Trust specializes in the complex financial needs of wealthy individuals and families. For more than 200 years, our global perspective, breadth of capabilities, unique team approach and fiduciary platform have differentiated us from other private banks and enabled us to help manage and preserve wealth across generations.

New York, Ny, Us

Mosaic Research Management ("Mosaic") is a New York City-based provider of technology, customized recruiting services, and proprietary data subscriptions to fund managers who value proprietary research.

Charlotte, Nc, Us

Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company serves approximately 56 million U.S. consumer and small business relationships. It is among the world's leading wealth management companies and is a global leader in corporate and investment banking and trading.- Client Relationship Manager and main point of contact for 300+ Small Business clients (up to $5MM in annual sales)- Tasked with client retention, growth, and sales goals- Responsible for sales in credit, treasury, merchant services and all banking products intended for Small Businesses- Led a team of up to 5 partners to ensure clients needs are met

Us

U.S. Trust specializes in the complex financial needs of wealthy individuals and families. For more than 200 years, our global perspective, breadth of capabilities, unique team approach and fiduciary platform have differentiated us from other private banks and enabled us to help manage and preserve wealth across generations.- Worked with a team supporting Private Client Advisor and Private Client Manager to deliver support to High Net Worth Clients- Worked as inside sales support to help drive business and keep customer satisfaction- Responsible for asset transferring, wire transfers, loans, general knowledge of Bank of America and its banking and wealth management products- Acted as a personal banker for clients while staying in constant contact to make sure clients needs are met

Boston, Massachusetts, Us

PTC (NASDAQ: PTC) is a global provider of technology platforms and solutions that transform how companies create, operate, and service the "things"​ in the Internet of Things (IoT). The company's next-generation ThingWorx® technology platform gives developers the tools they need to capture, analyze, and capitalize on the vast amounts of data being generated by smart, connected products and systems. - Worked within the Direct space (companies $1.25B+ in revenue) covering all Mid-West territories- Was responsible for developing client relationships to fully understand their company strategies, business initiatives, process improvements and technical capabilities- Actively engaged with clients to drive company growth and profitability through product development solutions- Enhanced relationships with current customers and prospect for new customers while developing business-to-business sales skills

Greenville, Sc, Us

- Signed a professional contract in May 2012- Everyday responsibilities amongst the team, practice, games, appearances- Responsible for community service, hospital visits, teaching kids, and other activities around Greenville, SC

Bachelor Of Science (B.S.), Marketing

Education record