Gregory Edwards, CFA

Gregory Edwards, CFA

Financial Advisor

Followers of Gregory Edwards, CFA177 followers
location of Gregory Edwards, CFADurham, North Carolina, United States

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  • Timeline

  • About me

    VP, Senior Investment Advisor at PNC Private Bank

  • Education

    • Cleveland State University

      2001 - 2005
      Bachelor of Business Administration - BBA Marketing
    • Weatherhead School of Management at Case Western Reserve University

      2007 - 2009
      Master of Business Administration - MBA Finance, General
  • Experience

    • Ameriprise Financial Services, Inc.

      Jul 2005 - Oct 2006
      Financial Advisor
    • PNC

      Oct 2006 - now
      • VP, Senior Investment Advisor

        Dec 2020 - now
      • Director; Retail Fixed Income Trading

        Jul 2011 - Dec 2020
      • Rotational Analyst

        Jan 2010 - Jul 2011
      • Resolution Specialist

        Oct 2006 - Jan 2010
  • Licenses & Certifications

    • Series 24

      FINRA (Financial Industry Regulatory Authority)
    • Series 7

      FINRA (Financial Industry Regulatory Authority)
    • Chartered Financial Analyst Charterholder

      CFA Institute
      Jul 2022
      View certificate certificate
    • Series 53

      FINRA (Financial Industry Regulatory Authority)
    • Series 63

      FINRA (Financial Industry Regulatory Authority)
  • Volunteer Experience

    • Board Member

      Issued by StepUp Durham on Apr 2021
      StepUp DurhamAssociated with Gregory Edwards, CFA