Jan 1, 2020
Jan 1, 2020
Jan 1, 2020
As Senior Financial Analyst, Jeff generates reports and analyzes data to ensure the financial health of the company. He also assists with billing, compensation, and financial analysis of Mergers and Acquisitions. Prior to joining NewEdge Advisors, Jeff was a...
Jan 1, 2020
As Senior Operations & Onboarding Specialist with over 14 years of experience, Heather plays an integral role supporting internal teams and advisors with a successful transition to NewEdge Advisors. Heather holds her life and health insurance license along with...
Jan 1, 2020
In her role as Account Data Supervisor, Emily oversees data in Orion for NewEdge Advisors. This includes quality control checks against custodial data and reviewing data entered into the system. She also works closely with the Billing, Operations, Compliance, and...
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