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With over 30 years of diverse financial experience, Edward has appeared on the OC500 list — the O.C. Business Journal’s annual list of “the most impactful leaders, innovators, and change-makers in the Orange County business community” — in 2023, 2024, and 2025. Previously, Edward held senior leadership roles at BNY Wealth, Bank of the West | BNP Paribas Wealth Management, and Union Bank.