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Edward Mercier is currently the Chief Operating Officer at RetireOne, a top independent platform for fee-based retirement income and wealth transfer solutions. Prior to this role, Edward held various positions at Charles Schwab & Co, including serving as Vice President and General Manager in insurance services, mutual fund clearing, and financial intermediary services. Edward also worked as the Director of Strategic Institutional Sales at Liberty Financial Services. Edward earned a BS in Economics from the University of San Francisco.