Charley Edson, CFP®

Land Acquisition Manager at LandX
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Hermosa Beach, California, United States, US

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now

Credentials

  • Data Scientist Career Path
    Codecademy
    May, 2020
    - Nov, 2024
  • Series 66
    FINRA
    Aug, 2017
    - Nov, 2024
  • Series 7
    FINRA
    Sep, 2016
    - Nov, 2024

Experience

  • LandX
    • United States
    • Real Estate
    • 1 - 100 Employee
    • Land Acquisition Manager
      • Aug 2022 - Present

      • Generated 100% ROI on all property acquisitions by combining negotiating skills on both the sale and buy side and communicating with local real estate agents to acquire property at least 50% below fair market values. • Reduced time from lead in to purchase by making property due diligence 20% more efficient leading to 25% more properties able to be evaluated. • Valued potential land acquisitions by communicating with local real estate agents and negotiated with sellers to buy properties for 70% from FMV. Show less

  • Signature Estate & Investment Advisors, LLC
    • United States
    • Financial Services
    • 100 - 200 Employee
    • Associate Financial Advisor
      • Jun 2020 - Aug 2022

      •Achieved a promotion to Associate Advisor in 50% less time relative to company guidelines in addition to achieving my CFP in less time than 50% of industry average. •Developed a custom portfolio rebalancer in excel that increased process efficiency by 300% and calculated deeper portfolio analytics leading to a 50% increase in tracking preferred benchmarks. •Responsible for making investment and asset allocation decisions for $250M of assets. •Researched and implemented a shift from growth to value sectors in September of 2020, resulting in outperformance relative to appropriate benchmark by 15%. •Designed and implemented a new client service model and onboarding process that increased client retention rate 24% while leading prospective and current client meetings during this process. Show less

  • M&C Trading
    • Energy Trader
      • May 2019 - Jun 2020

      •Achieved greater than 50% success rate in all trades placed using proprietary quantitative methods. •Designed and built out risk models in excel for business partners to determine appropriate position sizing and risk per trade. •Research and identify trading opportunities in NYMEX energy markets based upon current product spreads. •Created newsletters for potential clients showing upcoming calendar spread opportunities based upon proprietary research and trading methodologies. •Achieved greater than 50% success rate in all trades placed using proprietary quantitative methods. •Designed and built out risk models in excel for business partners to determine appropriate position sizing and risk per trade. •Research and identify trading opportunities in NYMEX energy markets based upon current product spreads. •Created newsletters for potential clients showing upcoming calendar spread opportunities based upon proprietary research and trading methodologies.

  • Signature Estate & Investment Advisors, LLC
    • United States
    • Financial Services
    • 100 - 200 Employee
    • Research Analyst
      • Jun 2016 - Apr 2019

      •Partnered with Capital Markets and trading teams to reduce market impact of traders greater than $50M leading to > $10,000 in savings per trade. •Designed interviewing process and intern programs to save multiple weeks’ worth of time and money for new hire and decreased turnover by 50% of new intern hires. •Performed due diligence on Fund companies with quantitative and qualitative methods by conducting meetings with asset managers and utilizing data metrics for analysis. •Spearheaded ETF Due Diligence Research resulting in a creation of ETF trading rules and advisor education of best investing practices. •Created custom client portfolios based on client needs with tactical tilts through market research and macro-economic trends. •Built in-house excel tools for use to manage large databases for advisory teams. •Wrote commentaries to help convey investment themes that are client facing. Show less

  • Legacy Financial Group
    • Internship
      • Sep 2015 - Apr 2016

      -Coordinated revamping of firm website increasing traffic to site by 300%. -Developed quantitative methodology to analyze 3x more funds for inclusion in client portfolios. -Responsible for Fund Analysis and Marketing. -Coordinated revamping of firm website increasing traffic to site by 300%. -Developed quantitative methodology to analyze 3x more funds for inclusion in client portfolios. -Responsible for Fund Analysis and Marketing.

  • ESF Financial
    • Manhattan Beach
    • Intern
      • May 2015 - Aug 2015

      -Responsible for aiding and creating financial plans for clients. -Helped perform forensic work in identifying client assets. -Assisted in client portfolio allocations. -Responsible for aiding and creating financial plans for clients. -Helped perform forensic work in identifying client assets. -Assisted in client portfolio allocations.

Education

  • devCodeCamp
    Web Development, 102.35%
    2022 - 2023
  • Arizona State University
    Bachelor of Science (B.S.), Finance, General
    2012 - 2016
  • CodeAcademy
    Data Scientist
  • CFP Institute
    Certified Financial Planner, Financial Planning and Services
    2020 - 2021
  • CFA Institute
    2017 - 2017

Community

You need to have a working account to view this content. Click here to join now