For over 20 years, Ed has helped his clients prepare for, realize and sustain the results of transformation. He is a digital, sales and business strategy leader who specializes in positioning businesses and financial services firms to maximize the value of their customer relationship management (CRM) software.
ABOUT EDSustaining transformation and maximizing the return on an organization’s investment in CRM solutions hinges on aligning the right mix of people, processes and underlying data architecture across the enterprise.”
Ed is an experienced CRM strategist and consultant who specializes in helping financial services firms unlock data, elevate customer experiences and uncover the insights they need to transform. He is a leader within Huron’s Salesforce team and has worked with global Fortune 500 clients and financial services leaders to innovate and enhance the value of their customer relationship management (CRM) software systems.
Throughout his career, Ed has guided the sales optimization processes, client data strategies and revenue initiatives for a portfolio of financial services firms. He specializes in helping organizations view, analyze and harness seamless data as a driver for enterprisewide transformation, increased sales revenue, innovative marketing strategies, enhanced customer experiences and greater operational efficiency. He has assisted his clients in the planning and implementation of innovative CRM solutions, in driving important shifts in the cultural mindset of the organization, in optimizing business processes and team structures to sustain digital transformation, and in leading go-to-market strategies to help organizations achieve long-term growth.
Prior to joining Huron, Ed spent over a decade as the head of global CRM and sales enablement technologies at the Bank of New York Mellon (BNY Mellon), where he implemented an award-winning Salesforce CRM solution. He also served as vice president of CRM solutions at Bank of America.
Ed holds a Bachelor of Arts in business management and marketing from St. Bonaventure University. He is an expert in Salesforce’s Sales, Service, Marketing and Financial Services Clouds and holds more than 15 Salesforce badges.
Over the years, Ed has frequented panels, forums and speaking events, presenting regularly at conferences for PowerObjects and The SME Forum.
Areas of Expertise
- Customer Transformation
- Business Intelligence and Analytics
- Customer Relationship Management
- Data Management
- Digital Strategy
- Business Unit Strategy
- Enterprise Strategy
- Strategic Planning
- Change Management and Leadership
- Cultural Change
- Learning and Development
- Organizational Design and Alignment
- Financial Services
Education & Certifications
- B.A., St. Bonaventure University