Kara Beam
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Kara Beam Email & Phone Number

Senior Manager at Charles Schwab
Location: St Louis, Missouri, United States 8 work roles 1 school
1 work email found @tdameritrade.com 3 phones found area 314 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 3 phones

Work email k****@tdameritrade.com
Direct phone (314) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Senior Manager
Location
St Louis, Missouri, United States
Company size

Who is Kara Beam? Overview

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Quick answer

Kara Beam is listed as Senior Manager at Charles Schwab, a company with 33019 employees, based in St Louis, Missouri, United States. AeroLeads shows a work email signal at tdameritrade.com, phone signal with area code 314, and a matched LinkedIn profile for Kara Beam.

Kara Beam previously worked as Senior Manager - AdvisorDirect at Td Ameritrade Institutional and Regional Sales Director at Morningstar. Kara Beam holds Bs, Business And Accounting from University Of Missouri-Saint Louis.

Company email context

Email format at Charles Schwab

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{first}.{last}@tdameritrade.com
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AeroLeads found 1 current-domain work email signal for Kara Beam. Compare company email patterns before reaching out.

Profile bio

About Kara Beam

Kara Beam is a Senior Manager at Charles Schwab. She possess expertise in wealth management, mutual funds, investment advisory, business planning, asset allocation and 14 more skills.

Listed skills include Wealth Management, Mutual Funds, Investment Advisory, Business Planning, and 15 others.

Current workplace

Kara Beam's current company

Company context helps verify the profile and gives searchers a useful next step.

Charles Schwab
Charles Schwab
Senior Manager
St. Louis, MO, US
Website
Employees
33019
AeroLeads page
8 roles · 30 years

Kara Beam work experience

A career timeline built from the work history available for this profile.

Senior Manager - Advisordirect

Current

Greater St. Louis Area

  • Manage Scottrade Advisor Access Referral Program and subsequent program AdvisorDirect, acting as relationship manager for independent registered investment advisors within the program
  • Work with key stakeholders throughout Scottrade to ensure the needs of theretail investor are being met with ongoing matrix of advisors
  • Present quarterly program performance to Scottrade leadership team
  • Lead project management on any new initiatives for the program
  • Conduct initial and ongoing due diligence with prospective advisory firms,including on-site visits, quarterly reviews and oversight on key risk indicators
Aug 2015 - Present

Regional Sales Director

Working with Independent Advisors offering Integrated technology solutions with Morningstar advisor solutions.

Feb 2011 - Jul 2015

Executive Director

Independent Advisors, Llc

A recruiting and consulting firm.

Feb 2010 - Feb 2011

External Wholesaler

Wholesaler for the Missouri MOST 529 plan

Apr 2005 - Mar 2006

Regional Vice President

Walnut Street Securities
1999 - 2005 ~6 yrs

401 (K) Enrollment Specialist

Boatmen'S Trust Company
1996 - 1997 ~1 yr
Team & coworkers

Colleagues at Charles Schwab

Other employees you can reach at schwab.com. View company contacts for 33019 employees →

1 education record

Kara Beam education

FAQ

Frequently asked questions about Kara Beam

Quick answers generated from the profile data available on this page.

What company does Kara Beam work for?

Kara Beam works for Charles Schwab.

What is Kara Beam's role at Charles Schwab?

Kara Beam is listed as Senior Manager at Charles Schwab.

What is Kara Beam's email address?

AeroLeads has found 1 work email signal at @tdameritrade.com for Kara Beam at Charles Schwab.

What is Kara Beam's phone number?

AeroLeads has found 3 phone signal(s) with area code 314 for Kara Beam at Charles Schwab.

Where is Kara Beam based?

Kara Beam is based in St Louis, Missouri, United States while working with Charles Schwab.

What companies has Kara Beam worked for?

Kara Beam has worked for Charles Schwab, Td Ameritrade Institutional, Morningstar, Independent Advisors, Llc, and Charles Schwab Advisor Services.

Who are Kara Beam's colleagues at Charles Schwab?

Kara Beam's colleagues at Charles Schwab include Kelley Mila, Austin Jarvis, Jd Mba, Sal Valencia, Matthew Mairel, and Marc Villa.

How can I contact Kara Beam?

You can use AeroLeads to view verified contact signals for Kara Beam at Charles Schwab, including work email, phone, and LinkedIn data when available.

What schools did Kara Beam attend?

Kara Beam holds Bs, Business And Accounting from University Of Missouri-Saint Louis.

What skills is Kara Beam known for?

Kara Beam is listed with skills including Wealth Management, Mutual Funds, Investment Advisory, Business Planning, Asset Allocation, Investments, Asset Management, and Investment Management.

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