Experience & Expertise

Edward (Eddie) is a Private Client Services Specialist and is dedicated to providing an excellent client experience.

He graduated in 2021 from the University of Maryland Baltimore County (UMBC) where he spent three years studying Media and Communications earning a Bachelor’s degree. He has always wanted to be a news anchor; it was and continues to be his passion to report on what is happening in the world and around him. It was also at UMBC where he found his love for professional and college basketball. He is a huge basketball fan, “especially after the UMBC Retrievers defeated the #1 seed during March Madness.”

Eddie’s perseverance and determination has gotten him far in life. Edward has previously worked in mortgage banking and other administrative positions where he devoted extra time to clients to ensure all questions or concerns were answered. His signature approach is that the job is never done  – and there is always a new challenge waiting to be met. He is an optimistic and dedicated individual and believes a positive attitude goes a long way and helps you work better with others.

Get Better Acquainted With Edward

Favorite Thing About Working With Clients

“My favorite thing about working with clients is being able to provide them a solution. They count on us for everything and there is no better feeling than knowing you assisted a client. More importantly, they trusted you with the task at hand.”

My Philosophy On Client Service

“No day is ever the same, always put the good foot forward and never shy from a challenge. Own your stuff and let your work do the talking. Take your time, take the initiative, approach a task first from your point of view and then a client’s point of view.”