Stephen Edwards
VP, Distribution Intelligence/Analytics & Sales Operations at AMG
- Role
- VP, Distribution Intelligence Analytics & Sales Operations at AMG Wealth
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
Supply Chain & LogisticsView LinkedIn profile
Experience
VP, Distribution Intelligence Analytics & Sales Operations
Jan 2021 — Present · Stamford, CT, US
Education
Fox School of Business at Temple University
Bachelor of Business Administration - BBA, Accounting
1993 — 1998
University of Virginia - Darden School of Business
Foundations of Business Strategy
2013 — 2013
The Wharton School
Introduction to Operations Management
2013 — 2013
Villanova University
Master Certification, Organizational Leadership
2009 — 2010
Skills
- Relationship Management
- Series 24
- Process Improvement
- Equities
- Building Relationships
- Investment Strategies
- Separately Managed Accounts
- Wealth Management
- Market Analysis
- Series 7
- Strategy
- Management
- Asset Allocation
- Mutual Funds
- Risk Management
- Product Development
- Analysis
- Data Modeling
- Operations Management
- Operational Excellence
- Program Management
- Securities
- Data Analysis
- Trading
- Microsoft Sql Server
- Change Management
- Vba for Excel
- Asset Managment
- Project Management
- Series 63
- Business Relationship Management
- Product Support
- Business Strategy
- Mutual Fund Wrap
- Back Office
- Organizational Effectiveness
- Financial Services
- Sql Server Management Studio
- Business Analy
- Business Intelligence
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