Glenn Edwards

Glenn Edwards Email and Phone Number

Senior Strategic Customer Success Manager @ SS&C Intralinks
New York, NY, US
Glenn Edwards's Location
New York, New York, United States, United States
Glenn Edwards's Contact Details

Glenn Edwards personal email

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,

Glenn Edwards's Current Company Details
SS&C Intralinks

Ss&C Intralinks

View
Senior Strategic Customer Success Manager
New York, NY, US
Glenn Edwards Work Experience Details
  • Ss&C Intralinks
    Senior Strategic Customer Success Manager
    Ss&C Intralinks
    New York, Ny, Us
    View
  • Ss&C Intralinks
    Senior Strategic Customer Success Manager
    Ss&C Intralinks 2019 - Present
    New York, Us
    View
  • Smartasset
    Strategic Partnerships
    Smartasset 2019 - 2019
    New York, Ny, Us
    View
  • Learnvest
    Strategic Account Manager
    Learnvest 2017 - 2018
    New York, New York, Us
    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.
    View
  • Merrill Lynch
    Business Development Manager / Team Financial Advisor
    Merrill Lynch 2015 - 2017
    New York, Ny, Us
    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.
    View
  • Ubs Financial Services
    Wealth Strategy Associate / Investments Analyst
    Ubs Financial Services 2013 - 2014
    Zurich, Ch
    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.
    View
  • Ubs Wealth Management
    Investment Advisory Sales Consultant
    Ubs Wealth Management 2009 - 2012
    Zurich, Ch
    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.
    View
  • Ubs Wealth Management
    Graduate Training Rotational Program (Gtp) Analyst
    Ubs Wealth Management 2007 - 2009
    Zurich, Ch
    - 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.
    View

Glenn Edwards Skills

Investment Advisory Wealth Management Investments Portfolio Management Strategy Strategic Planning Uniform Combined State Law Mutual Funds Finance Trading Bloomberg Leadership Management Project Management Office Financial Services Business Management Project Management Consulting Research Financial Planning Sales Asset Management Management Consulting Business Development Marketing Agile And Waterfall Methodologies Scrum Account Management Business Strategy Business Intelligence Program Management Project Planning Program Development Business Analysis Vendor Management Event Management Microsoft Office Microsoft Excel Software As A Service Peoplesoft Salesforce.com Bloomberg Terminal Microsoft Project Communication Problem Solving Critical Thinking Relationship Management Factset

Glenn Edwards Education Details

  • Morehouse College
    Morehouse College
    Finance
  • The London School Of Economics And Political Science (Lse)
    The London School Of Economics And Political Science (Lse)
    Bargaining & Negotiation
  • The London School Of Economics And Political Science (Lse)
    The London School Of Economics And Political Science (Lse)

Frequently Asked Questions about Glenn Edwards

What company does Glenn Edwards work for?

Glenn Edwards works for Ss&c Intralinks

What is Glenn Edwards's role at the current company?

Glenn Edwards's current role is Senior Strategic Customer Success Manager.

What is Glenn Edwards's email address?

Glenn Edwards's email address is gr****@****ail.com

What schools did Glenn Edwards attend?

Glenn Edwards attended Morehouse College, The London School Of Economics And Political Science (Lse), The London School Of Economics And Political Science (Lse).

What skills is Glenn Edwards known for?

Glenn Edwards has skills like Investment Advisory, Wealth Management, Investments, Portfolio Management, Strategy, Strategic Planning, Uniform Combined State Law, Mutual Funds, Finance, Trading, Bloomberg, Leadership.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.