Glenn Edwards Email & Phone Number
@intralinks.com
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Who is Glenn Edwards? Overview
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Glenn Edwards is listed as Senior Strategic Customer Success Manager at SS&C Intralinks, based in New York, United States. AeroLeads shows a work email signal at intralinks.com and a matched LinkedIn profile for Glenn Edwards.
Glenn Edwards previously worked as Strategic Partnerships at Smartasset and Strategic Account Manager at Learnvest. Glenn Edwards holds Bachelor Of Arts - Ba, Finance from Morehouse College.
Email format at SS&C Intralinks
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AeroLeads found 1 current-domain work email signal for Glenn Edwards. Compare company email patterns before reaching out.
About Glenn Edwards
I am a Senior Strategic Customer Success Manager and Account Management professional with a successful track record in Tech/Finance and over 15 years of experience covering SAAS, global wealth management, business development, strategy, and financial planning.I have a BA from Morehouse College in Finance and studied Bargaining & Negotiation at the London School of Economics & Political Science (LSE).I enjoy making new professional acquaintances so please reach out if you would like to connect: gredwards3@gmail.comSpecialties: Customer Success Strategy, SaaS, Program Management, Account Management, Public Speaking, Customer Development, Business Partnering, CRM Systems, Customer Advocacy, Vendor Management, and Proactive Problem Solving,
Listed skills include Investment Advisory, Wealth Management, Investments, Portfolio Management, and 44 others.
Glenn Edwards's current company
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Glenn Edwards work experience
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Senior Strategic Customer Success Manager
Current
Strategic Partnerships
Strategic Account Manager
Grew and managed Business to Business (B2B) corporate financial wellness program while providing project management for plan set-up, administration, customization and service improvements. Responsible for increasing volume growth, market share, and profitability in premier accounts. Established and implemented strategic initiatives designed to optimize the performance of key accounts. Worked closely with Brand and Marketing teams to devise and deliver a customized communication strategy for each client. Partnered with both Product and Engineering Development teams to address technical issues.
Business Development Manager / Team Financial Advisor
Collaborated in a financial advisor partnership managing client assets of over $1.3 Billion USD while creating and implementing internal systems to streamline operations, customer service, office management and compliance. Worked additionally as the Family Office Technology Liaison - Operating wealth management software and developing a comprehensive planning process. Delivered team marketing initiatives including website, newsletters, print ads and client events. Presented investment and financial planning seminars to clients and prospective clients.
Wealth Strategy Associate / Investments Analyst
Provided guidance and implementation on asset allocation, portfolio construction and investment strategies while serving as portfolio manager for team model portfolios (All Cap, Equity Dividend and Master Limited Partnership). Performed investment manager analysis and due diligence modeling using analytical tools (Morningstar, PSN, PMR). Ran monthly investment and asset allocation committees.
Investment Advisory Sales Consultant
Prepared Financial Advisor Teams for client meetings to position the investment capabilities of products offered on the UBS platform. Presented radio network broadcasts and created materials featuring actionable sales ideas. Delivered weekly sales presentations to senior management and targeted financial advisors.
Graduate Training Rotational Program (Gtp) Analyst
- National Sales: Delivered communications strategy from home office to Financial Advisors in the field.- Banking Products: Provided analytical and technical services as part of the lending team to determine end client needs.- Segmentation – Investment Center: Contributed to build-out of Emerging Affluent Investment Center in Charlotte, NC.- Marketing – Client Communications Initiative: Developed processes and workflow for firm-wide Paperless Project.- Sales Management: Built framework for a major Financial Advisor Recruiting & Teaming Initiative.- Philanthropic Services: Developed charitable platform for both Foundations and Donor Advised Funds at UBS.
Glenn Edwards education
Bachelor Of Arts - Ba, Finance
Bargaining & Negotiation
Education record
Frequently asked questions about Glenn Edwards
Quick answers generated from the profile data available on this page.
What company does Glenn Edwards work for?
Glenn Edwards works for SS&C Intralinks.
What is Glenn Edwards's role at SS&C Intralinks?
Glenn Edwards is listed as Senior Strategic Customer Success Manager at SS&C Intralinks.
What is Glenn Edwards's email address?
AeroLeads has found 1 work email signal at @intralinks.com for Glenn Edwards at SS&C Intralinks.
Where is Glenn Edwards based?
Glenn Edwards is based in New York, United States while working with SS&C Intralinks.
What companies has Glenn Edwards worked for?
Glenn Edwards has worked for Ss&C Intralinks, Smartasset, Learnvest, Merrill Lynch, and Ubs Financial Services.
How can I contact Glenn Edwards?
You can use AeroLeads to view verified contact signals for Glenn Edwards at SS&C Intralinks, including work email, phone, and LinkedIn data when available.
What schools did Glenn Edwards attend?
Glenn Edwards holds Bachelor Of Arts - Ba, Finance from Morehouse College.
What skills is Glenn Edwards known for?
Glenn Edwards is listed with skills including Investment Advisory, Wealth Management, Investments, Portfolio Management, Strategy, Strategic Planning, Uniform Combined State Law, and Mutual Funds.
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