Dale K. Edwards

Mr. Edwards serves as Principal of Triscend^NP. 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 Triscend^NP, 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.

Earlier in his career, Mr. Edwards served as Senior Vice President of Development for a leading medical services company that specialized in management and capital arrangements with leading medical groups in non-urban markets. In addition, Mr. Edwards has served as Vice President for Columbia/HCA, Senior Vice President for Medical Care America, and Vice President for Critical Care America. Mr. Edwards has personally been involved in over 100 M&A transactions representing over $1.6 billion in purchase consideration. These transactions have included ambulatory surgery centers, hospitals, laboratories, ancillary centers, and physician practices.

Mr. Edwards is a graduate of Whitworth College where he received his Bachelor of Science in Biology and Chemistry and pursued his Masters in Health Services Administration. He currently is a member of the Executive Committee of the National Capital Area Council of Boy Scouts of America, an Assistant Scoutmaster for Troop 227, Boy Scouts of America, as well as an Elder in his local church. He is very active in fundraising for several local charitable organizations.

*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.

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