Pierce Edwards Email & Phone Number

Denver, Co, Us

Westminster, Co, Us

Greenwood Village, Colorado, Us

∙ Spearheaded research efforts to identify high-appeal lower-duration fixed income mutual funds to mitigate bond portfolio interest rate risk. The accepted proposal resulted in the movement of over $300MM, safeguarding close to $20MM of client funds as interest rates rose.∙ Prepared financial plans and investment performance reports for client meetings, maintaining keen attention to detail and identifying value-add opportunities for each client.∙ Served as the in-house financial analyst for Excel-intensive research projects, such as portfolio tax analysis, income projections, and financial consulting for small businesses.∙ Developed and periodically presented a financial literacy lecture to medical school students.

Menlo Park, California, Us

∙ Provided service to customers via phone and email communication. Achieved top 10% nationwide for quality assurance, customer service satisfaction scores, and cases solved.∙ Elevated to “Onboarding Pro” by management due to excellent performance. Additional responsibilities included hosting shadow and Q&A sessions and coaching new hires.

Boston, Ma, Us

∙ Made outbound calls to 100+ leads daily while demonstrating effective use of a client interaction model and ranking in the top 15% of the company for new business generation.∙ Presented a weekly market update to the team and hosted coaching sessions for new hires.

Loveland, Co, Us

∙ Assisted land acquisition team with investment analysis for new residential development. Areas of focus included financial feasibility analysis, nearby competitor analysis, local government research, and creating proformas for potential developments.∙ Transitioned tracking of a 700,000+ sq. ft. CRE portfolio from Excel to ARGUS, which vastly improved senior management’s ability to understand real-time performance.