Mr. Edwards* serves as Principal of TriscendNP. As a co-founder, Mr. Edward’s vision is to take the experience and discipline from his investment banking background and provide unique products and services to the employee benefits sector. Mr. Edwards has used his extensive investment banking and M&A experience to invent numerous proprietary strategies. These strategies are designed to provide equitable executive benefits, increase the financial efficiency of transactions, protect assets, and build wealth for organizations, business owners, entrepreneurs, and professionals.
Prior to TriscendNP, Mr. Edwards served as Chief Executive Officer of Professional Holding Company, LLC, a diversified holding company offering participant benefit design and underwriting services, and third-party administration. The company offers a wide range of financial products and services to organizations and their key executives, including sophisticated advanced case modeling, underwriting, and servicing.
Mr. Edwards has over 20 years of experience in advanced employee benefit design, investment banking, mergers & acquisitions, transaction engineering and financial products, and has held several senior positions with responsibilities ranging from development, acquisitions and operations. These experiences include extensive professional services positions in employee benefits, managed care, health care mergers and acquisitions, finance, venture capital, and business development.
*Dale Edwards is a registered representative of and offers securities through MML Investors Services, LLC. Member SIPC. TriscendNP is not a subsidiary or affiliate of MML Investors Services, LLC. or its affiliated companies. 4695 MacArthur Ct Suite 1000. Newport Beach, CA 92660. (949) 660-1717. Licensed to offer insurance in: AL, AZ, CA, CT, DE, FL, IA, ID, IL, IN, KS, LA, ME, MI, MN, MO, NC, ND, NE, NJ, NY, OH, OR, PA, SC, TX, UT, VA, WI. Dale Edwards CA Insurance Lic 0D39948 (domiciled in TX). Registered to offer securities in: CA, ID, TX. Check the background of this investment professional on FINRA’s BrokerCheck. View our Customer Relationship Summary. Besides life and disability income insurance, other products and services offered on this website are not offered through MML Investors Services, LLC. or Massachusetts Mutual Life Insurance Company.
