Eric J. Edstrom Email & Phone Number

Atlanta, Ga, Us

Armagh Capital provides expertise in Federal Sustainable & Renewable Energy Tax Credits Transfers. Our team offers 22+ years of Tax Credit Transfer experience. We know how to close your transaction quickly, seamlessly, using our proven transfer process. Sell with Confidence through Armagh Capital- Our firm provides a diverse network of 2,000+ potential buyers, your offering is guaranteed to receive qualified offers and quick cash redemptions.Purchase/Buy Credits Worry-free- Our due-diligence documentation, our purchase agreements include protection to safeguard you from risks and liabilities, including recaptures.For more information contact me at eric@armaghcapital.com or mobile 302-545-4381

Toronto, Ontario, Ca

As Director of Cash Management, I lead development and execution of RBC's cash management strategy to deliver digital cash management and banking solutions to clients. Focused to oversee and enhance existing cash management and banking services solutions. Develop and implement required new cash and banking product solutions for RBC US Wealth Management Clients. Actively manage RBC's multi-billion dollar cash, bank & money market sweep portfolios to maximize capacity and revenue opportunities. Negotiate with and manage bank sweep program's affiliated & 3-rd party participatory program banks.Responsible to design, manage, and execute strategies for RBC's Investment Access Accounts, payments (checks, VISA Platinum Debit Card, and online bill payment.Lead development of client segmentation strategy necessary to define service and solution bundles target segments to redesign premier client benefits.Manage and select various suppliers to support delivery of all cash management products and services.Develop and deliver on cash management and banking services platform to an integrated digital platform that offers seamless client experience.

New York, New York, Us

Advance growth of the FICA® for Advisors program with StoneCastle’s brokerage and RIA client segments. FICA® for Advisors is a Federally Insured Cash Account Designed to Capture and Protect Client Wealth. The FICA® program is direct cash vehicle that leaves untouched the advisor’s ability to transact daily trades through their existing cash sweep platform. While sweeps are designed primarily for transaction convenience with yield as a secondary tenet, FICA® looks beyond the sweep and strives to appeal to advisors’ fiduciary responsibilities of seeking to safely maximize yields for their clients’ idle cash balances without assuming the risks of uninsured investments, like money funds.

Westlake, Texas, Us

Charles Schwab & Co. (“SCHW”) – April 2016 – March 2019 (Denver, CO)Managing Director – Deposits & Payments Products & StrategyLeads a team of 6 professionals and is a critical member of the Cash Strategy, Deposits, and Payments leadership team. Responsible for the strategy and roadmap development of Schwab Banks deposit products (including various Bank Sweeps, High Yield Investor Checking, Investor Savings, and Schwab One) and the payment features for bank and brokerage (such as Debit Cards, Checks, and Bill Pay). Implement client experience & engagement through robust Digital/Mobile platform. Leverage FinTech Agile methodology.• Analyze competitive and regulatory environment, market opportunities, and client needs/preferences/behaviors to develop strategies, product builds, and enhancements that increase product penetration and client satisfaction;• Participate in deposit product pricing and rate implementation Coordinates product reporting (monthly, quarterly, and ad hoc) and ensures ongoing presentation of metrics drive insights and action;• Initiated & developed bank marketing to increase client engagement with primary checking account; Targeted clients increased deposits by 200% & investment assets by 165%; Cross marketed deposit products within Stock Plan & Retirement Plan Services Participate in bank audits and implement regulatory changes impacting products• Engages with vendors and provides subject matter expertise to strategic business partners – FIS, VISA, FiServ, Bank of New York, etc.Prepared and presented strategic plans and materials for the Bank's leadership team (C-Level Executive).

Charlotte, Nc, Us

Responsible for Affluent Client Segmentation strategy and product development, including Signature Advantage the firm's premier cash management account. The scope of the Affluent Client Segment Strategy crosses all SunTrust's business lines. Increased deposit balances >$2.5B. Worked as part of a team to redefine the firm's Checking Value Proposition. The improvements included bundling several product's value components using the checking accounts as the anchoring product. Clients benefit with increased services and reduced fee structures with the product bundling. Implement 4 direct marketing strategies to increase penetration of Sign.Adv cash management accounts. Improved household assets under management and upgraded clients to premium checking products.

Philadelphia, Us

Strategist that provides advice/guidance to money market fund, bank deposit products, bank transaction services; 2010 Promoted FVP.Liquidity Investment Management – ~$5.5B liquidity investment programs. Meet or exceed annual revenue objectives and AUM goals. Conceptualized, developed and introduced an FDIC multi-bank deposit program organically grown to ~$3.9B. Expanded money market fund investment – Dreyfus, Federated, JPMorgan, Fidelity, Vanguard, etc.; Negotiate multi-year agreements with suppliers. Improve revenue/profitability by increasing non-correlated products. Initiated expense & compliance controls to protect clients FDIC Coverage Limits. Innovated firm’s client segmentation pricing strategies.Credit Solutions - Margin & Non-Purpose Loans – Enhanced preferred margin lending opportunities using firm wide client segmentation strategy. Increased margin debits by ~$24MM. Introduced & marketed a new non-purpose loan relationship with TriState Capital Bank. e.g., affiliated or control persons, Rule 144 stock, > 50% LTV requests, or alternative loan structures. Added ~$10M in TriState non-purpose loans Bank Services Platform - Facilitated RFPs to select new product and service providers – i.e., BNY Mellon BTS. Lead conversion to new bank platform provider in 2011-12. Expanded client experience, reduced costs and executed strategic plan to expanded product penetration. Segmented client loyalty program into two tiers;strategy increased client satisfaction and reduced expenses by ~$500K annually. Reduced check production expenses of $100K. Compliance, Regulatory and Industry - Extensive participation in industry due diligence meetings internal/external; 2010 - 2013 Co-Chairman SIFMA AMA Roundtable; 2008 ICI President’s Working Group & 2013 SIFMA’s response to SEC’s Money Market Fund Reform Proposal. Conference speaker Crane Data Resources Money Market Fund Conference.

Norwalk, Ct, Us

Established relationships to offer GECF’s Personal Finance product through B2B partnerships. Student Lending, Mortgages, Lines of Credit, Credit Cards, Small Business Products. Target market includes Financial Institutions, Retailers, Affinity and Co-brand programs. Successfully developed 4 long-term relationships for GECF, estimated assets $500MM.Negotiated co-branded credit card deals with Sotheby’s Auction House; Dillards; Hancock Bank. Negotiated and established 1st licensing co-brand deal with American Express Bank, i.e., Dillard AmEx Co-brand.

New York, New York, Us

Senior Vice President (2003 – 2004) – The Geneva Companies specializing in buy & sell side Middle Market Mergers & Acquisitions. Developed sales plans, financial plans & investment plans. Key Account and Marketing professional with Citigroup’s Commercial Bankers to approach credit facility client to sell, transition, or buy businesses. Expanded business model to include Smith Barney’s broker-dealer clients. Conducted client strategy meetings; successfully transitioned 8 client to a liquidity event; 3 clients expanded business by acquiring other businesses.Vice President (2001 – 2003) – Citigroup Credit Card Mergers & Acquisitions - Business Dev. Affinity Expansion Markets Generated $56 Million in EBIT; 42% of Expansion Market’s EBIT Goal in 2003. Portfolio Sales and Acquisitions negotiated various transactions exceeding $1.5B. Organized, Participated and Evaluated portfolios during due diligence. Affinity/Co-brand Credit Card Sales – Develop new affinity co-brand relationships. Negotiated financial terms and conditions, proformas and marketing plans. Negotiated long-term contracts. Vice President (1999 – 2001) – Director Professional Affinity Relationships and Marketing - Developed and maintained strategic partnerships with Citi’s largest affinity associations American Dental and American Bar Associations. Negotiated annual marketing support dollars for accounts. Managed a $503 Million Portfolio. Coordinate 37 Trade Shows. Directly responsible for program’s P&L in excess of $25.2 Million. Managed the efforts of three team members. Developed and coordinated new products and marketing materials to managed relationships. Cross-sold other Citi Financial Services. Designed and developed 12 endorsing states marketing campaigns and managed those relationships. Hosted, coordinated and structured presentations to Senior Management at Associations and Citi.

Atlanta, Ga, Us

Vice President - Key Account Manager, Financial Institution Division - Developed and maintained strategic partnerships with financial institutions and third party marketing firms such as Bank America, California Federal Bank, Washington Mutual, FNIC, and LPL.Negotiated annual marketing support dollars for managed accounts. Successfully added new products and marketing materials to managed relationships. Cross-sold Annuity, Retirement and Wrap Fee Products: 401(k) Plans, 403(b), IRAs. Accountable for over $480 million in new sales for Financial Institution Division. Created and implemented customized sales and marketing plans to increased sales and market share. Completed MAPP, Major Account Planning Process on managed accounts. Analyzed wholesaler territories to determine that key objectives were accomplished. Implemented and organized CalFed’s Portfolio & Investment conference in January 1999. 125 Managers, Financial Consultants and Home Office staff attended the P&I Conference Event with a budget of $150,000; actual cost was $120,000; a 20% savings.

Charlotte, Nc, Us

Held several positions with MBNA (now Bank of America) Assistant Vice President (1996 – 1998) - National Sales Manager Prospected & developed new co-brand financial service product endorsements, primarily in the transportation/motorsports industries. Managed and Directed 8 sales executives. Achieved 143% of goal for new marketable names and 117% of goal for new endorsements. Created and delivered formal presentations to top-level executive decision-makers. Negotiated contracts, advances and guarantees. Managed and directed the daily activities and goals of 8 sales executives in regional/district offices. Collaborated with other department managers on various programs. Held direct profit and loss accountability for national endorsement sales. Senior Banking Officer (1993 – 1996) - Wholesaler/Account Executive/Program Manager (Ohio) Developed the 1994 Marketing Plan for the Midwest Regional Center, which resulted in effectively increasing outstanding balances to $56.3 million from $33.4 million in Financial Institution Div. Served as the principal client liaison, troubleshooting potential problems, responding to inquiries and special requests, and building strong client relationships. Educated 189 Midwest Endorsing Organizations on credit card products and selling techniques. Successfully negotiated 100% of the contracts assigned in 1994 and 1995 with 3-5 year extensions. Developed a regional alternative to the Sales Associate Program. Managed a staff of 8 sales coordinators. Cross-sold 101 new products including Consumer Loans, Sales Associates, Business Card, etc.Personal Banking Officer (1993 – 1993) - Account Development Manager - Developed a new credit card marketing plan for 200 Endorsing Organizations. Received 35 telemarketing endorsements; a total of 75 cross sells. Secured marketing commitments for 145 Endorsing Organizations. Increased balances to $113.4 million from $89 million. Created & implemented a bank-wide customer contact database.

Reynolds Metal Corporation (1989 – 1990) Newark, DE – Internal and External Sales Metal Services SupplierRyerson Steel (1987 – 1989) Philadelphia, PA – Internal Sales Metal Services Supplier

Ba, Political Science - Economics

Certificate Of Catechetical Studies

Education record