Ed brings more than 25 years of experience spanning investment and insurance products, including sales, distribution, clearing, and general management. He has held multiple senior leadership positions at Charles Schwab & Co., most recently as General Manager of Investment Management Distribution and Clearing Services.
In prior positions at Schwab, Ed was General Manager of Insurance Services, and General Manager of Mutual Fund Clearing. Previously, he worked in strategic institutional sales at Liberty Financial Services.
Ed received a BS in Economics from the University of San Francisco and holds the FINRA Series 7, 9, 10, 24 and 65 licenses.
Learn how our experts can help you with insurance + annuity offerings and bring annuity assets under your management...potentially saving your clients thousands in first-year fees alone.