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Deborah A. Beard is listed as Financial Services Representative based in New York, New York, United States. AeroLeads shows phone signal with area code 347 and a matched LinkedIn profile for Deborah A. Beard.
Deborah A. Beard previously worked as Financial Services Representative at World Financial Group/Transamerica and Financial Advisor at Self Employed. Deborah A. Beard holds Communications from Queens College.
I looked forward to 2020 when I could make upgrades to my home, take a well deserved vacation, and study for the Series 63, and Series 65 securities exams.The unthinkable happened, a global pandemic struck.Since the first week of April, I have been helping an elderly relative with various challenges."Jane Doe" is a hoarder, and she fell in her home. While at the hospital, lawyers for her co-op threatened legal action against her. I went to the hospital and got her house keys.During the height of the pandemic, my daughter and I cleaned up her apartment. We hired a junk removal company that carried off several tons of trash and rotting food."Jane's" home is clean again, however, she may not return to it.As financial professionals, we've always told our clients, and professional clients to have a POA, health proxy, and a will. Unfortunately, many people aren't listening.In the coming weeks, I will be studying for the Series 63 Securities exam, followed by the Series 65.I look forward to starting my own business, with an exceptional staff of like-minded financial professionals.The very Best is yet to come...Stay tuned!
Listed skills include Marketing, Public Speaking, Leadership, Sales, and 18 others.
A career timeline built from the work history available for this profile.
Greater New York City Area
I solicit and meet with potential clients to educate them about financial literacy. I interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person to be insured, and to discuss any existing coverage.I explain features, advantages and disadvantages of various policies to promote the sale of.
Greater New York City Area
Greater New York City Area
Sold various types of policies and fixed annuities. Ensured that policy requirements are fulfilled, including any necessary medical examinations, and the completion of appropriate forms.Maintained all required records in complete confidentially. Complied with all industry rules and regulations regarding fiduciary agreements.Actively participated in.
Greater New York City Area
PTA President. Worked closely with dedicated parents to bring the best education and services to the students. Chaired meetings regarding tuition, school lunches, curriculum, etc.Established fund raising events. Acted as liaison with publishers regarding book fairs.Assisted on field trips, and after school programs. Implemented study programs under the.
Greater New York City Area
Liaison with building management, maintenance staff, and all vendors. Maintained office budget.Purchasing agent for office supplies and artist's materials. Oversaw mail room and messenger operations. Supervised temporary and permanent administrative support staff.Kept and maintained confidential company records.
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Deborah A. Beard is listed as Financial Services Representative.
AeroLeads has found 1 phone signal(s) with area code 347 for Deborah A. Beard.
Deborah A. Beard is based in New York, New York, United States.
Deborah A. Beard has worked for World Financial Group/Transamerica, Self Employed, New York Life Insurance Company, Mrs. Beard'S Residence, and Caliber Design Planning, Inc..
You can use AeroLeads to view verified contact signals for Deborah A. Beard, including work email, phone, and LinkedIn data when available.
Deborah A. Beard holds Communications from Queens College.
Deborah A. Beard is listed with skills including Marketing, Public Speaking, Leadership, Sales, Management, Customer Service, Financial Analysis, and Insurance.
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