Keith A. Beasley

Keith A. Beasley Email and Phone Number

Senior Specialist, Client Services at ProShares, Realtor, Coldwell Banker, Author, A Way Forward @ ProShares
Keith A. Beasley's Location
Washington, District of Columbia, United States, United States
Keith A. Beasley's Contact Details

Keith A. Beasley personal email

Keith A. Beasley phone numbers

About Keith A. Beasley

Currently Senior Specialist, Client Services at ProShares (2023 to present)Licensed residential and commercial real estate agent (DC, MD, VA & NJ) with Coldwell Banker Realty (2019 to present) Licensed financial industry professional (Series 7, Series 66 and Life and Health Insurance) with a certificate in Financial Planning from Georgetown University’s School of Continuing Studies and a candidate for the Chartered Financial Analyst, CFA, designationAuthor of, A Way Forward: A Path of Progress from Promise to Possession (2014) and children's book, Booski Baby and Friends Conquer their Fear of the Dark (2020). Retirement Specialist at Nationwide serving MD state employees. (2020-2023)Retirement Specialist at MissionSquare (formerly ICMA-RC) managing a midwest book of business that included about 600 retirement plans, 6000 participants and $265 million in retirement plan assets prior to joining a five person team of retirement plans specialists serving the retirement needs of local public sector employees in Washington, DC. with plan assets totaling about $1.8 billion. (2015 - 2019)

Keith A. Beasley's Current Company Details
ProShares

Proshares

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Senior Specialist, Client Services at ProShares, Realtor, Coldwell Banker, Author, A Way Forward
Keith A. Beasley Work Experience Details
  • Proshares
    Senior Specialist, Client Services
    Proshares May 2023 - Present
    Bethesda, Maryland, Us
  • Coldwell Banker
    Realtor
    Coldwell Banker Apr 2021 - Present
    Madison, Nj, Us
    Licensed real estate agent serving the DC, MD, VA and NJ by facilitating real estate transactions for buyers, sellers, investors and renters.
  • Forward Is The Way, Inc.
    Founder And Ceo
    Forward Is The Way, Inc. Dec 2020 - Present
  • Forward, Llc
    Founder And Ceo
    Forward, Llc May 2019 - Present
    FORWARD LLC helps connect people to their goals worldwide. FORWARD LLC is also the owner of Booski Baby LLC.
  • Author
    A Way Forward
    Author Mar 2014 - Present
    My first book, A Way Forward, is available now. Don't hesitate. Go to Godzchildproductions.net, get a copy, read it and let me know what you think. Thanks for the support.Summary Our individual and collective purpose is to pursue the promises of God and God’s purpose is to keep God’s promises. But the most recent financial crisis has made it much more difficult for a growing number of people to adequately pursue and attain the promises of God. This has led to heightened senses of anxiety, insecurity and inferiority as many people face dwindling prospects and limited opportunities for advancement. In A Way Forward Keith Beasley retells the story of the biblical Exodus in a way that captures its paradigmatic power and reveals a path of progress that leads toward the promises of God. Combining self-help with spiritual insight and social responsibility Keith Beasley contends that we have to be willing to undergo personal change in order to qualify ourselves for promotion. But when personal changes are not enough because of policies and procedures, perceptions and prejudices that effectively work against us we have to believe that God will intervene in order to liberate and deliver us from whatever or whoever is impeding our ability to pursue and attain the promises of God. Then, we have to be willing to partner with God and by extension others by actively participating in not only our own liberation and deliverance but that of others as well. In the end, we’ll not only glorify God by pursuing and attaining the promises of God but we’ll become living manifestations of God who take on the interventionist’s character of God. A way forward is available, progress is achievable, and the biblical Exodus is a roadmap. Read A Way Forward, and begin moving toward the promises of God!
  • Nationwide
    Senior Retirement Specialist
    Nationwide Jul 2020 - May 2023
    Us
  • Keller Williams Realty, Inc.
    Real Estate Agent
    Keller Williams Realty, Inc. Oct 2019 - Mar 2021
    Austin, Tx, Us
    Licensed real estate agent serving the DC metro area by facilitating real estate transactions for buyers, sellers, investors and renters.
  • Missionsquare Retirement
    Retirement Plans Specialist
    Missionsquare Retirement Nov 2016 - Sep 2019
    Washington, District Of Columbia, Us
    Joined the Washington, DC team serving the retirement needs of local public sector employees who work in Washington, DC over the phone, online and in person. Plan assets total about $1.8 billion. Also served on the Field Sales Advisory Council representing the Washington, DC team.
  • Icma-Rc
    Retirement Plans Specialist
    Icma-Rc Oct 2015 - Jan 2017
    Washington, Dc, Us
    Served the retirement needs of public sector employees in the Midwest over the phone and online. Managed a book of business that included about 600 plans, 6000 participants and $265 million in assets. Also served on the Field Sales Advisory Council representing the Direct Marketing Unit.
  • World Financial Group (Wfg)
    Independent Contractor
    World Financial Group (Wfg) Jun 2015 - Oct 2015
    Duluth, Ga, Us
  • Foresters Financial Services
    Internal Wholesaler
    Foresters Financial Services Aug 2014 - Mar 2015
    New York, Ny, Us
    Supported registered representatives by strategically identifying (recognizing suitability) and servicing selling opportunities.Consulted registered representatives on how to position and present solutions over the phone and web. Developed and conveyed effective portfolio positioning ideas using asset allocation and diversification.Utilized as a main contact for sales and service related issues. Handled inbound calls, prepared and delivered sales presentations and demonstrated a strong understanding of securities markets and financial products. Proactively engaged in case preparation involving detailed discussions, applying the appropriate sales tools and making the proper recommendations.
  • Tlb Media And Entertainment Consulting
    Business Strategist
    Tlb Media And Entertainment Consulting Jan 2011 - Aug 2014
    Procure and manage client relationships through excellent service and quality representation. Create and maintain comprehensive demographic reports that help clients better understand and relate to target markets. Utilize market analysis to develop new and engaging programming recommendations. Assess company value and viability in light of industry trends and domestic market conditions.Enhance the value of transaction opinions and financial and strategic analysis.Evaluate operational procedures and improvement plans including cost reducing measures.
  • Harvest Of Hope Family Services Network, In
    Outreach Coordinator
    Harvest Of Hope Family Services Network, In May 2011 - Oct 2011
    Us
  • Merrill Lynch
    Retirement Plans Specialist
    Merrill Lynch Jun 2010 - Oct 2010
    New York, Ny, Us
    Evaluated and analyzed qualified retirement portfolios totaling $539 billion in assets to ensure investment suitability with plan sponsor guidelines and participant mandates.Processed approved financial and non-financial transactions in compliance with all legal and regulatory procedures.Collaborated with plan administrator to mitigate concerns and liaison between plan sponsors and participants.Managed client relationships through excellent service and quality representation of the plan sponsor to its participants.
  • Axa Advisors
    Financial Consultant
    Axa Advisors Jul 2009 - Jan 2010
    New York, Ny, Us
    Performed need and goal analysis in cooperation with prospects and clients to determine their current financial position. Designed client portfolios to maximize performance according to each client's profile focusing on GIO (guaranteed interest option) products which allowed AXA clients to better manage risk. Communicated rationale behind investment strategies and/or product recommendation to prospects and clients as needed. Proactively educated prospects and clients on changes in the economy and or domestic markets.
  • Smith Barney
    Product Specialist
    Smith Barney Dec 2006 - Apr 2009
    New York, Ny, Us
    Assisted portfolio managers in operating block trading systems and entire account rebalances for efficient execution of orders without any errors.Supported the transfer of $25 billion in assets to Smith Barney Advisor, raising total platform assets to more than $40 billion which kept those assets at the firm and not transferred to a competitor.Presented investment and investment trading strategies and their expected risk/return characteristics to portfolio managers. Leveraged professional experience and relationships with corporate management to help financial advisors build their businesses. Built security portfolios and asset allocation models for clients that were utilized and implemented by portfolio managers to save time and ensure suitability. Trained and assisted portfolio managers across various open architecture software applications (Nextgen, Reuters, etc.)

Keith A. Beasley Skills

Series 7 Fixed Income Equities Investments Portfolio Management Alternative Investments Asset Allocation Mutual Funds Wealth Management Securities Investment Strategies Cfa Level One Candidate Entrepreneurship Financial Advisory Analysis Management Leadership Team Building Microsoft Office Strategic Planning Public Speaking Finance Customer Service Financial Services Retirement Planning Financial Planning Life Insurance

Keith A. Beasley Education Details

  • Georgetown University School Of Continuing Studies
    Georgetown University School Of Continuing Studies
    Financial Planning
  • Morehouse College
    Morehouse College
    Finance

Frequently Asked Questions about Keith A. Beasley

What company does Keith A. Beasley work for?

Keith A. Beasley works for Proshares

What is Keith A. Beasley's role at the current company?

Keith A. Beasley's current role is Senior Specialist, Client Services at ProShares, Realtor, Coldwell Banker, Author, A Way Forward.

What is Keith A. Beasley's email address?

Keith A. Beasley's email address is kb****@****arc.org

What is Keith A. Beasley's direct phone number?

Keith A. Beasley's direct phone number is (202) 962*****

What schools did Keith A. Beasley attend?

Keith A. Beasley attended Georgetown University School Of Continuing Studies, Morehouse College.

What are some of Keith A. Beasley's interests?

Keith A. Beasley has interest in Faith And Finance.

What skills is Keith A. Beasley known for?

Keith A. Beasley has skills like Series 7, Fixed Income, Equities, Investments, Portfolio Management, Alternative Investments, Asset Allocation, Mutual Funds, Wealth Management, Securities, Investment Strategies, Cfa Level One Candidate.

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