KERON EDWARDS
Summary
Strategic leader with a track record of driving growth, managing complex transactions, and new projects. Skilled in business development, mergers & acquisitions, investment management, and management consulting.
Overview
21
21
years of professional experience
Work History
Director
BPLW Consulting
01.2018 - Current
- Develop new business relationships and lead engagements end-to-end
- Managed Ghanaian fast moving consumer goods company, increase sales 63% YoY
- Executed consultative sales strategy and implemented incentive compensation structure for sales team
- Developed financial reporting framework, identified technology needs, and executed implementation plan
- Designed purchase-to-pay process linking inventory procurement and finance departments
- Built sales and operations departments for health food startup
- Introduced sales credit terms to retailers that increased average order value improving operating margins
- Trained sales staff to cross-sell new products to retailers, expanding product mix and increasing sales
- Restructured product delivery routes to reduce delivery time to retailers, improving customer satisfaction
- Reduced driver work hours, improved employee morale, and lowered costs
- Provided financial planning guidance to FinTech start-up to developing AI model for investment clients
- Provided guidance to software engineering team to streamline systems UX/UI functions
- Provided decisioning steps for programming cash flow, asset allocation, and investment algorithms
Financial Advisor
Waddell & Reed Financial Advisors
01.2016 - 01.2018
- Partnered with team of advisors to successfully manage $125 million investment portfolio
- Develop new client relationships through networking, seminars presentations, and referral sources
- Conducted in-depth reviews of clients’ financial position to determine next steps to achieve goals
- Developed investment strategies to increase portfolio returns and limit risk
Financial Advisor
Morgan Stanley Smith Barney
01.2014 - 01.2016
- Partnered with team of advisors to successfully manage $100 million investment portfolio
- Organized, created content, and presented at financial planning and investing seminars to prospects
- Leveraged network of relationships acquired over past 11 years of work experience to build client portfolio
Manager, Mergers & Acquisitions
GE Capital
01.2010 - 01.2014
- Led cross-functional teams to develop proposals, term sheets, financial models, and purchase & sale agreements for $12 billions of closed acquisitions & divestitures
- Lead corporate develop initiatives to support inorganic growth
- Created and presented valuation models using various valuation methodologies
- Managed buy & sell side due diligence teams, created & presented pitch deck for transaction approval
- Assessed strategic fit of potential acquisitions
- Managed deal pipeline review sessions aligned with corporate strategy
Senior Financial Analyst
GE Capital
01.2009 - 01.2010
- Reviewed debt and equity financial models totaling over $2 billion to determine fair asset values
- Reduced quarterly mark-to-market asset valuation completion time by 2 days and streamlined process by developing standard templates to facilitate documentation of model assumptions and inputs
- Managed quarterly equity mark-to-market asset valuation process for $125 billions of equity investments
Senior Associate, Mergers & Acquisitions
GE Capital
01.2007 - 01.2009
- Supported team efforts to acquire earning assets and increase business footprint
- Used cold calling/emailing strategy to build relationships with small regional banks resulting in 93 prospects and 4 transaction opportunities worth $3 billion in assets
- Created executive presentation summaries to facilitate deal discussions
- Reviewed transaction specific financial models to negotiate terms and maximize profitability
Senior Business Accountant
GE Capital
01.2004 - 01.2007
- Managed 12 oversees staff to complete daily accounting, financial reporting, and account reconciliations
- Completed monthly general ledger closing for $14 billion balance sheet business
- Supervised daily accounting & reporting for $540 million equity portfolio
Education
FinTech Bootcamp: Python, SQL, Machine Learning, Blockchain
Columbia University
New York, NY01.2020
B.S. - Accounting
University of Connecticut
01.2003
Skills
- Sales Cycle Management
- Pipeline Management
- Mergers & Acquisitions
- Contract Negotiation
- Financial Modeling
- Relationship Management
Training
- Business development leadership course
- Influencing skills
- Executive presentation skills
- Financial modeling for mergers & acquisitions
Timeline
Director
BPLW Consulting
01.2018 - Current
Financial Advisor
Waddell & Reed Financial Advisors
01.2016 - 01.2018
Financial Advisor
Morgan Stanley Smith Barney
01.2014 - 01.2016
Manager, Mergers & Acquisitions
GE Capital
01.2010 - 01.2014
Senior Financial Analyst
GE Capital
01.2009 - 01.2010
Senior Associate, Mergers & Acquisitions
GE Capital
01.2007 - 01.2009
Senior Business Accountant
GE Capital
01.2004 - 01.2007
FinTech Bootcamp: Python, SQL, Machine Learning, Blockchain
Columbia University
B.S. - Accounting
University of Connecticut
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