Edward Roy
About Edward Roy
Edward Roy is an Account Manager with extensive experience, currently employed at Freemark Financial, LLP since 2018 and at Squar Milner since 2014, both located in Beverly Hills, California.
Work at Freemark Financial
Edward Roy has been serving as an Account Manager at Freemark Financial, LLP since 2018. He has accumulated six years of experience in this role, contributing to the financial services offered by the firm. His responsibilities include managing client accounts and ensuring the delivery of quality financial advice and services. Freemark Financial is located in Beverly Hills, California, where Roy plays a key role in maintaining client relationships and supporting the firm's financial objectives.
Work at Squar Milner
Edward Roy has held the position of Account Manager at Squar Milner since 2014. With a tenure of ten years, he has developed extensive expertise in account management within the firm. His role involves overseeing client accounts and facilitating effective communication between clients and the firm. Squar Milner is known for its commitment to providing comprehensive financial services, and Roy's contributions are integral to the firm's operations.
Professional Experience
Edward Roy has a substantial background in account management, with over 16 years of experience across two prominent firms. His roles at Freemark Financial and Squar Milner have equipped him with a diverse skill set in client relations, financial advisory, and account oversight. This extensive experience has allowed him to develop a deep understanding of the financial services industry and the needs of his clients.