AeroLeads people directory · profile
Kara Beam Email & Phone Number
Senior Manager
at
Charles Schwab
1 work email found
@tdameritrade.com
3 phones found area 314
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Manager
Location
St Louis, Missouri, United States
Company size
Who is Kara Beam? Overview
A concise factual answer block for searchers comparing this professional profile.
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
This section adds company-level context without repeating Kara Beam's masked contact details.
{first}.{last}@tdameritrade.com
86% confidence
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
8 roles · 30 years
Kara Beam work experience
A career timeline built from the work history available for this profile.
Senior Manager - Advisordirect
Current- 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
Business Development Officer
Jul 2006 - Feb 2010
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 →
KM
Kelley Mila
Colleague at Charles SchwabFort Worth, Texas, United States, United States
View →
AJ
Austin Jarvis, Jd Mba
Colleague at Charles SchwabDenver Metropolitan Area, United States, United States
View →
SV
Sal Valencia
Colleague at Charles SchwabSan Diego County, California, United States, United States
View →
MM
Matthew Mairel
Colleague at Charles SchwabMesa, Arizona, United States, United States
View →
MV
Marc Villa
Colleague at Charles SchwabTempe, Arizona, United States, United States
View →
LS
Leonora Sayritan
Colleague at Charles SchwabCarson, California, United States, United States
View →
SK
Sridhar Katikala
Colleague at Charles SchwabAustin, Texas, United States, United States
View →
DJ
David Jennings
Colleague at Charles SchwabOmaha Metropolitan Area, United States, United States
View →
SK
Steve Knapp
Colleague at Charles SchwabFort Collins, Colorado, United States, United States
View →
LS
Lin Sun Cfp® Chfc®
Colleague at Charles SchwabSan Francisco Bay Area, United States, United States
View →
Kelley Mila
Colleague at Charles SchwabFort Worth, Texas, United States, United States
View →
AJ
Austin Jarvis, Jd Mba
Colleague at Charles SchwabDenver Metropolitan Area, United States, United States
View →
SV
Sal Valencia
Colleague at Charles SchwabSan Diego County, California, United States, United States
View →
MM
Matthew Mairel
Colleague at Charles SchwabMesa, Arizona, United States, United States
View →
MV
Marc Villa
Colleague at Charles SchwabTempe, Arizona, United States, United States
View →
LS
Leonora Sayritan
Colleague at Charles SchwabCarson, California, United States, United States
View →
SK
Sridhar Katikala
Colleague at Charles SchwabAustin, Texas, United States, United States
View →
DJ
David Jennings
Colleague at Charles SchwabOmaha Metropolitan Area, United States, United States
View →
SK
Steve Knapp
Colleague at Charles SchwabFort Collins, Colorado, United States, United States
View →
LS
Lin Sun Cfp® Chfc®
Colleague at Charles SchwabSan Francisco Bay Area, United States, United States
View →
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.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Kara Beam you were looking for.
View similar profiles
