David Edge
Senior Advisor at American Retirement Advisors
Based in Scottsdale, United States
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Seniority
Staff
Department
General Business & Management
Location
Scottsdale
Industry
Financial Services
Company size
20
Contact information
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d•••••••@americanretirementadvisors.com
Phone
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Background
About David Edge
35+ years executive experience in Financial Operations and the Money Services Business industry. Formed and Served as President of State Financial association as well as Board member to the National Assoc 12+ years. Held position as Regional Manager and Vice President for 2 International companies. Peers describe me as results driven change agent. More recently (2012) has acquired Arizona Health & Life Certifications and conducts Medicare & Retirement seminars as well as assisting clients with American Retirement Advisers. Specialties:General Operations. Federal and State monetary compliance BSA/AML/SAR. Cash control, Loss Prevention,Security build-out and operations SOP. Facilities and Grounds, Build-out of Branches/retail outlets. Drafting SOP, Advise on Strategic planning. Audit control including recommending corrective actions. Medicare Specialist, Life, Health, Annuities. Retirement Adviser. Public Speaker.
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