Senior Specialist, Client Services
Current
May 2023 - Present
AeroLeads people directory · profile
Keith A. Beasley Email & Phone Number
Senior Specialist, Client Services at ProShares, Realtor, Coldwell Banker, Author, A Way Forward
at
ProShares
1 work email found
@icmarc.org
1 phone found area 202
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Specialist, Client Services at ProShares, Realtor, Coldwell Banker, Author, A Way Forward
Location
Washington, District Of Columbia, United States
Who is Keith A. Beasley? Overview
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Quick answer
Keith A. Beasley is listed as Senior Specialist, Client Services at ProShares, Realtor, Coldwell Banker, Author, A Way Forward at ProShares, based in Washington, District Of Columbia, United States. AeroLeads shows a work email signal at icmarc.org, phone signal with area code 202, and a matched LinkedIn profile for Keith A. Beasley.
Keith A. Beasley previously worked as Senior Specialist, Client Services at Proshares and Realtor at Coldwell Banker. Keith A. Beasley holds Certificate In Financial Planning, Financial Planning from Georgetown University School Of Continuing Studies.
Company email context
Email format at ProShares
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{first_initial}{last}@icmarc.org
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AeroLeads found 1 current-domain work email signal for Keith A. Beasley. Compare company email patterns before reaching out.
Profile bio
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)
Listed skills include Series 7, Fixed Income, Equities, Investments, and 23 others.
Current workplace
Keith A. Beasley's current company
Company context helps verify the profile and gives searchers a useful next step.
16 roles
Keith A. Beasley work experience
A career timeline built from the work history available for this profile.
Realtor
CurrentLicensed real estate agent serving the DC, MD, VA and NJ by facilitating real estate transactions for buyers, sellers, investors and renters.
Apr 2021 - Present
Founder And Ceo
Current
Forward Is The Way, Inc.
Dec 2020 - Present
Founder And Ceo
CurrentFORWARD LLC helps connect people to their goals worldwide. FORWARD LLC is also the owner of Booski Baby LLC.
May 2019 - Present
A Way Forward
Current
Author
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.
Mar 2014 - Present
Senior Retirement Specialist
Jul 2020 - May 2023
Real Estate Agent
Licensed real estate agent serving the DC metro area by facilitating real estate transactions for buyers, sellers, investors and renters.
Oct 2019 - Mar 2021
Retirement Plans Specialist
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.
Nov 2016 - Sep 2019
Retirement Plans Specialist
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.
Oct 2015 - Jan 2017
Independent Contractor
Jun 2015 - Oct 2015
Internal Wholesaler
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.
Aug 2014 - Mar 2015
Business Strategist
Tlb Media And Entertainment Consulting
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.
Jan 2011 - Aug 2014
Outreach Coordinator
May 2011 - Oct 2011
Retirement Plans Specialist
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.
Jun 2010 - Oct 2010
Financial Consultant
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.
Jul 2009 - Jan 2010
Product Specialist
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.
Dec 2006 - Apr 2009
2 education records
Keith A. Beasley education
Certificate In Financial Planning, Financial Planning
Georgetown University School Of Continuing Studies
Bachelor Of Arts, Business Administration, Finance
Morehouse College
FAQ
Frequently asked questions about Keith A. Beasley
Quick answers generated from the profile data available on this page.
What company does Keith A. Beasley work for?
Keith A. Beasley works for ProShares.
What is Keith A. Beasley's role at ProShares?
Keith A. Beasley is listed as Senior Specialist, Client Services at ProShares, Realtor, Coldwell Banker, Author, A Way Forward at ProShares.
What is Keith A. Beasley's email address?
AeroLeads has found 1 work email signal at @icmarc.org for Keith A. Beasley at ProShares.
What is Keith A. Beasley's phone number?
AeroLeads has found 1 phone signal(s) with area code 202 for Keith A. Beasley at ProShares.
Where is Keith A. Beasley based?
Keith A. Beasley is based in Washington, District Of Columbia, United States while working with ProShares.
What companies has Keith A. Beasley worked for?
Keith A. Beasley has worked for Proshares, Coldwell Banker, Forward Is The Way, Inc., Forward, Llc, and Author.
How can I contact Keith A. Beasley?
You can use AeroLeads to view verified contact signals for Keith A. Beasley at ProShares, including work email, phone, and LinkedIn data when available.
What schools did Keith A. Beasley attend?
Keith A. Beasley holds Certificate In Financial Planning, Financial Planning from Georgetown University School Of Continuing Studies.
What skills is Keith A. Beasley known for?
Keith A. Beasley is listed with skills including Series 7, Fixed Income, Equities, Investments, Portfolio Management, Alternative Investments, Asset Allocation, and Mutual Funds.
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