Verified recordFinancial Services

Eric Edstrom

Compliance Director of Cash Management & Money Movement at Vanguard

Based in Atlanta, United States

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Seniority

Director

Department

Finance & Accounting

Location

Atlanta

Industry

Financial Services

Company size

26K

Contact information

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Email

1 credit

e•••••••@investor.vanguard.com

Phone

5 credits

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Background

About Eric Edstrom

Wealth & Investment Management | FinTech & WealthTech | Banking & Financial Services. Executive with 20+ years of experience leading wealth management, banking & financial services, open bank platform, digital transformation, consultative, business development, sales & sales management, technical and operational, and new product innovation. Unique experience across the top global 100 financial services companies, digital technology and payment firms, and entrepreneurial organizations including FinTech and WealthTech. My skills include Liquidity and Credit Management, Sales & Business Development Account Relationship Management; Innovative Product Leader; Respected; Energetic; Ambitious; Confident Leader; Managed upwards of $285B in Liquidity Sweep balances – Multi-bank FDIC Sweep and Money Market Fund Sweep programs. Coordinated Treasury Deposit Management of over $22B. C-Suite access and business development. Digital Money Movement innovation and development. FINRA Licensed Series 7 & 63 and Six Sigma Greenbelt.

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