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@fuse.net
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5 phones found area 859
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LinkedIn matched
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Billy Beach is listed as Financial Representative at Fidelity based in Louisville, Kentucky, United States. AeroLeads shows a work email signal at fuse.net, phone signal with area code 859, and a matched LinkedIn profile for Billy Beach.
Billy Beach previously worked as Financial Representative at Fidelity Investments and High Net Worth / Service Trading at Fidelity Investments. Billy Beach holds Bachelor'S Degree, Accounting And Finance from University Of Cincinnati College Of Business.
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AeroLeads found 1 current-domain work email signal for Billy Beach. Compare company email patterns before reaching out.
Service, and sales professional with over 13 years of progressive experience and responsibility in the financial services industry. Multiple process improvements implemented and awarded with multiple "Excellence in Action" awards as a result. Passionate to help clients achieve their financial goals while delivering the best client experience.
Listed skills include Series 7, Series 63, Customer Service, Microsoft Office, and 15 others.
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Lyndon, KY
Serviced 4 Account Executives books of business totaling over 1400 households. Responsible for Risk and Compliance reviews. Ran portfolio reviews and utilized consultative selling skills to uncover new business and create financial plans. Created multiple operational process improvements. Identified sales opportunities through walk-ins, inbound, and.
Covington, KY
Responsible for enhancing client relationships with superior customer first service. Placed 1000's of flawless equity, fixed income, and option trades. Educated and empowered clients through insightful conversations and online resources. Uncovered 100's of leads thru consultative selling.
Covington, KY
Managed book of business including over 300 DC plans with assets ranging from $100,000 to $2,000,000,000. Partnered collectively with clients, auditors, accountants, CFO's and CEO's to efficiently prepare 5500's. Assisted clients with the download of census data, questionnaire completion, and testing of each plan.
Florence, KY
Successfully utilized negotiation skills to cross-sell a variety of special products and services. Utilized effective problem solving skills to resolve customer issues. Won numerous awards for both service feedback and sales results. Trained new associates and served as a subject matter expert to multiple teams.
Activities and Societies: Soccer, Baseball, Wrestling
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Billy Beach is listed as Financial Representative at Fidelity.
AeroLeads has found 1 work email signal at @fuse.net for Billy Beach.
AeroLeads has found 5 phone signal(s) with area code 859 for Billy Beach.
Billy Beach is based in Louisville, Kentucky, United States.
Billy Beach has worked for Fidelity Investments and Citi.
You can use AeroLeads to view verified contact signals for Billy Beach, including work email, phone, and LinkedIn data when available.
Billy Beach holds Bachelor'S Degree, Accounting And Finance from University Of Cincinnati College Of Business.
Billy Beach is listed with skills including Series 7, Series 63, Customer Service, Microsoft Office, Microsoft Excel, Sales, Microsoft Word, and Strategic Planning.
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