Keith A. Beasley Email & Phone Number

Bethesda, Maryland, Us

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 LLC helps connect people to their goals worldwide. FORWARD LLC is also the owner of Booski Baby LLC.

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!

Us

Austin, Tx, Us

Licensed real estate agent serving the DC metro area by facilitating real estate transactions for buyers, sellers, investors and renters.

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.

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.

Duluth, Ga, Us

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.

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.

Us

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.

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.

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.)

Certificate In Financial Planning, Financial Planning

Bachelor Of Arts, Business Administration, Finance