Patrick Beaman Email and Phone Number
Patrick Beaman work email
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Patrick Beaman personal email
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Steering UBS’s Retirement Plan and Financial Wellness division, my role involves deep immersion in investment strategies and securing clients' financial futures. With over a decade in investment management, our team has forged robust retirement solutions tailored for corporate and institutional clients.The expertise in securities and pension funds has been integral to my approach, consistently aligning with UBS's ethos of excellence. Notably, my tenures at Transamerica, Invesco, and Merrill Lynch were distinguished by a National Sales Award, underscoring a commitment to innovation in retirement planning and financial wellness.
Earned
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Director Of Client Development – Retirement Plan And Financial Wellness ConsultantEarnedNew Orleans, La, Us
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Executive Director - Retirement Plan And Financial Wellness ConsultantUbs Dec 2021 - PresentZurich, ChRetirement Plan Consulting, Financial Wellness, Sales and Business Development, Corporate and Institutional Advisory Services -
Vice President Institutional SalesTransamerica Jan 2020 - Dec 2021Baltimore, Maryland, UsCo-Lead for sales reporting, product development, business development, marketing, and strategic alliances. Externally involved in consultant and advisory channel retirement consulting and investment sales. • National Sales Award for 2020. -
Senior Vice President - Retirement Plan ConsultantInvesco Us Jun 2011 - Jul 2019Atlanta, Ga, UsSubject matter expert with a deep understanding of investment capabilities, product and service offerings, culture and vision to effectively communicate each in a compelling way. National sales award recipient. -
Vice President - Institutional And Retirement ServicesNeuberger Berman Jul 2008 - Jun 2011New York, Ny, UsEnhance presence with leading retirement plan platforms, industry groups and key advisors. National sales award recipient. -
Vice President - Retirement Plan ConsultantMerrill Lynch Jan 2004 - Aug 2008New York, Ny, UsConsulting including plan design, fund placement, investment solutions, and communications programs in the southeast and southwest regions. National sales award recipient. -
Captian - AviationUs Army 1989 - 2000Arlington, Virginia, UsActive and Reserve Duty
Patrick Beaman Skills
Patrick Beaman Education Details
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Georgia Southern UniversityMaster Of Public Administration -
The Wharton SchoolCima
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The United States Army Officer Candidate School Alumni AssociationAviation
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Georgia Southern UniversityPsychology
Frequently Asked Questions about Patrick Beaman
What company does Patrick Beaman work for?
Patrick Beaman works for Earned
What is Patrick Beaman's role at the current company?
Patrick Beaman's current role is Director of Client Development – Retirement Plan and Financial Wellness Consultant.
What is Patrick Beaman's email address?
Patrick Beaman's email address is pa****@****ail.com
What schools did Patrick Beaman attend?
Patrick Beaman attended Georgia Southern University, The Wharton School, The United States Army Officer Candidate School Alumni Association, Georgia Southern University.
What skills is Patrick Beaman known for?
Patrick Beaman has skills like Retirement Planning, Retirement, 401k, Asset Allocation, Wealth Management, Investments, Alternative Investments, Finra, Investment Advisory, Investment Strategies, Mutual Funds, Pensions.
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