Erik Beach

Erik Beach Email and Phone Number

Trust Administrator and Relationship and Business Manager @ Gottlieb & Gottlieb, P.A.
Columbus, OH, US
Erik Beach's Location
Columbus, Ohio Metropolitan Area, United States, United States
Erik Beach's Contact Details

Erik Beach work email

Erik Beach personal email

n/a
About Erik Beach

A solution-oriented leader with extensive experience in financial services, estate planning, and managing a private company portfolio of over $285MM in assets. Proven effective in client management, relationship management and leading change by facilitating joint ventures, system initiative updates, process improvements and management turnarounds. Successful in working with cross-functional teams and supporting sales and financial planning.

Erik Beach's Current Company Details
Gottlieb & Gottlieb, P.A.

Gottlieb & Gottlieb, P.A.

View
Trust Administrator and Relationship and Business Manager
Columbus, OH, US
Website:
gottlaw.com
Employees:
1
Erik Beach Work Experience Details
  • Gottlieb & Gottlieb, P.A.
    Trust Administrator And Relationship And Business Manager
    Gottlieb & Gottlieb, P.A.
    Columbus, Oh, Us
    View
  • Wesbanco
    Senior Trust Officer
    Wesbanco Jul 2023 - Present
    Wheeling, West Virginia, Us
    View
  • Gottlieb & Gottlieb, P.A.
    Trust Administrator/Relationship & Business Manager
    Gottlieb & Gottlieb, P.A. Sep 2006 - Jul 2023
    ● Promoted from previous position with the company to also supervise and oversee all business operations and employees
    View
  • Gottlieb & Gottlieb, P.A.
    Trust Administrator/Relationship Manager
    Gottlieb & Gottlieb, P.A. Sep 2006 - Oct 2018
    ● Client communication regarding trust provisions● Prepared comprehensive financial reports● Responsible for administration of trust, including filing documents with circuit courts● Interpreted Wills, Trusts, and other legal documents● Account management, including ongoing administration, client contact, problem resolution, accounting preparation, contact with attorneys and accountants as well as other professional service providers● Coordinated preparation of all Federal and State tax returns for accounts held in the Trust
    View
  • Mercer Advisors
    Client Associate
    Mercer Advisors Jan 2019 - Jan 2019
    Denver, Colorado, Us
    ● Provided support to the Advisor Teams by administering client data gathering, investments, and on-going service processes● Frequent client, back office, and advisor team communications● Supported the preparation process for financial planning meetings, including preparing investment paperwork and reports and reviewing financial data● Interacting with other departments, including Investment and Pension
    View
  • Mercer Advisors
    Client Administrator
    Mercer Advisors Nov 2018 - Dec 2018
    Denver, Colorado, Us
    View
  • Lcs Corrections Services, Inc.
    Financial Accounts Manager
    Lcs Corrections Services, Inc. Sep 2006 - Feb 2015
    Us
    ● Established and implemented an automated accounting system, including creating a unique data tracking process; tracking investment funds, monthly interest payments, and private investor information● Communicated regularly with over 3,000 investors regarding portfolio management● Oversaw and managed monthly financial statement process for LCS investors ● Responsible for the set up and processing of approximately $2-3 million in new monthly investments ● Managed annual 1099-INT forms processing and distribution● Personally prepared, maintained and managed investors’ portfolios of documents and account history
    View

Erik Beach Skills

Account Management Strategic Planning Microsoft Excel Program Management Microsoft Word Research Management Leadership Contract Negotiation Team Leadership Insurance Analysis Team Building Operations Management Business Development Negotiation Solution Selling Problem Solving Data Analysis Pattern Recognition Analytic Problem Solving Financial Accounting Financial Reporting Collaborative Problem Solving Accounting Customer Relations Team Management Microsoft Office Quickbooks Accounts Receivable Accounts Payable Account Reconciliation Tax Reporting Spreadsheets Adobe Acrobat Accutrust Sungard Microsoft Publisher Cross Functional Problem Solving Time Management Cashpro Financial Statements Financial Statement Analysis Remote Deposit Capture New Business Development Databases Data Mining Data Migration Database Administration Deposits

Erik Beach Education Details

  • University Of Florida
    University Of Florida
    Aerospace Engineering

Frequently Asked Questions about Erik Beach

What company does Erik Beach work for?

Erik Beach works for Gottlieb & Gottlieb, P.a.

What is Erik Beach's role at the current company?

Erik Beach's current role is Trust Administrator and Relationship and Business Manager.

What is Erik Beach's email address?

Erik Beach's email address is er****@****law.com

What schools did Erik Beach attend?

Erik Beach attended University Of Florida.

What skills is Erik Beach known for?

Erik Beach has skills like Account Management, Strategic Planning, Microsoft Excel, Program Management, Microsoft Word, Research, Management, Leadership, Contract Negotiation, Team Leadership, Insurance, Analysis.

Who are Erik Beach's colleagues?

Erik Beach's colleagues are Richard Gottlieb.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.