Years of experience: 25

United States🏐 SportsSport FanFinancial PlannerInvestment OfficerTrader

Trust Score

Exceptionally trusted; proven professional excellence.

80%
Ed's Career Path
Portfolio ManagerAug. 2023 -
Present
Byline BankPortfolio Manager
ChicagoSenior portfolio manager responsible for developing customized investment portfolios for both individuals and institutions. Active in assisting sales force in business development opportunities and client relationship building.
Real Estate BrokerFeb. 2021 -
Present
@propertiesReal Estate Broker
Chicago, Illinois, United StatesI assist clients and neighbors with the purchase or sale of their home and act as a trusted source for your real estate needs in the city of Chicago.
Financial AdvisorJan. 2017 -
Jan. 2019
Merrill Lynch Wealth ManagementFinancial Advisor
Implemented holistic financial plans and strategies utilizing a goals based financial plan. Grew business development pipeline through referral alliances and networking. Worked with internal partners to maximize cross selling opportunities within the bank.

Ed's Posts

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    How I can help you

    Can help with portfolio construction and education on the fixed income markets.

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    How to contact

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