Gloria Lee

Client Service Administrator at Edgewood Management

Role: Client Service Administrator at Edgewood Management Llc
Location: New York, NY, US
LinkedIn followers: 500 followers

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Experience

Client Service Administrator
Edgewood Management Llc
Jan 2022 — Present

Education

Bucknell University
Bachelor of Arts (BA)
2011 — 2015

Skills

Fixed Income
Trade Operations
Sales
Corporate Bonds
Trades Processing
Recruiting
Teamwork
Mutual Funds
Time Management
Social Media Marketing
Marketing Strategy
Spss
Reconciliation
Customer Service
Microsoft Word
Account Reconciliation
Outlook
Economics
English
Microsoft Excel
Powerpoint
Spanish
Creative Writing
Equities
Stata

Contact information

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Work email
g•••@edgewood.com
Personal email
•••••@•••••.com
Direct dial
+12•••••••72

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Current company

Edgewood Management Llc

Investment Management · 79 employees · Founded 1974 · Greenwich, Connecticut, United States

Edgewood Management is an SEC registered investment adviser originally formed in 1974 as a family office providing asset management services to family groups and substantial net worth individuals. Edgewood currently manages assets on behalf of individuals, family groups and institutions including endowments, foundations and pension plans. We are 100% employee owned and we strive to provide the highest level of service to our clients. The Edgewood team relies on stock selection in constructing a concentrated portfolio of growth companies it deems to be of high quality with moderate turnover over the course of a year. Using an investment horizon of three to five years, careful attention is paid to valuation, quality of earnings, strength of the balance sheet and cash generation. Edgewood is dedicated to providing the highest level of service and transparency in growing our clients’ assets over many different economic cycles.

edgewood.com

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Experience

Client Service Administrator

Education

Bucknell University

Skills

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