Simone Edwards
St. John's University-New York · Class of 2018
Simone Edwards
St. John's University-New York · Class of 2018
Education
Work history
- Support institutional fixed income sales team with a diversified middle markets client base: banks, municipalities, corporations, and credit unions. - Support rates and credit fixed income traders in matching inventor…
- Transition all client accounts from UBS to Wells Fargo Advisors through ACATS - Monitor all private equity investment due diligence such as capital calls, partnership distributions and investor communications - Execute…
- Maintain client relations through exceptional client communications through phone and email - Send cash and security transactions through wire transfers, ACH, and internal journals - Educate clients with account inform…
- Process private placement illustrations for an ultra-high net worth clientele to determine premiums for specific risk class - Calculate initial rate of returns for prospective clients to determine what life insurance c…