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Patrick Beaman Email & Phone Number
Director of Client Development – Retirement Plan and Financial Wellness Consultant
at
Earned
1 work email found
@ubs.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Director of Client Development – Retirement Plan and Financial Wellness Consultant
Location
United States
Company size
Who is Patrick Beaman? Overview
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Quick answer
Patrick Beaman is listed as Director of Client Development – Retirement Plan and Financial Wellness Consultant at Earned, a with 55 employees, based in United States. AeroLeads shows a work email signal at ubs.com and a matched LinkedIn profile for Patrick Beaman.
Patrick Beaman previously worked as Executive Director - Retirement Plan and Financial Wellness Consultant at Ubs and Vice President Institutional Sales at Transamerica. Patrick Beaman holds Master Of Public Administration from Georgia Southern University.
Company email context
Email format at Earned
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{first}.{last}@ubs.com
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AeroLeads found 1 current-domain work email signal for Patrick Beaman. Compare company email patterns before reaching out.
Profile bio
About Patrick Beaman
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.
Listed skills include Retirement Planning, Retirement, 401K, Asset Allocation, and 14 others.
Current workplace
Patrick Beaman's current company
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Earned
7 roles · 38 years
Patrick Beaman work experience
A career timeline built from the work history available for this profile.
Executive Director - Retirement Plan And Financial Wellness Consultant
CurrentRetirement Plan Consulting, Financial Wellness, Sales and Business Development, Corporate and Institutional Advisory Services
Dec 2021 - Present
Vice President Institutional Sales
Co-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.
Jan 2020 - Dec 2021
Senior Vice President - Retirement Plan Consultant
Subject 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.
Jun 2011 - Jul 2019
Vice President - Institutional And Retirement Services
Enhance presence with leading retirement plan platforms, industry groups and key advisors. National sales award recipient.
Jul 2008 - Jun 2011
Vice President - Retirement Plan Consultant
Consulting including plan design, fund placement, investment solutions, and communications programs in the southeast and southwest regions. National sales award recipient.
Jan 2004 - Aug 2008
1989 - 2000
~11 yrs
4 education records
Patrick Beaman education
Master Of Public Administration
Georgia Southern University
Cima
The Wharton School
Commission, Aviation
The United States Army Officer Candidate School Alumni Association
Bachelor Of Science, Psychology
Georgia Southern University
FAQ
Frequently asked questions about Patrick Beaman
Quick answers generated from the profile data available on this page.
What company does Patrick Beaman work for?
Patrick Beaman works for Earned.
What is Patrick Beaman's role at Earned?
Patrick Beaman is listed as Director of Client Development – Retirement Plan and Financial Wellness Consultant at Earned.
What is Patrick Beaman's email address?
AeroLeads has found 1 work email signal at @ubs.com for Patrick Beaman at Earned.
Where is Patrick Beaman based?
Patrick Beaman is based in United States while working with Earned.
What companies has Patrick Beaman worked for?
Patrick Beaman has worked for Earned, Ubs, Transamerica, Invesco Us, and Neuberger Berman.
How can I contact Patrick Beaman?
You can use AeroLeads to view verified contact signals for Patrick Beaman at Earned, including work email, phone, and LinkedIn data when available.
What schools did Patrick Beaman attend?
Patrick Beaman holds Master Of Public Administration from Georgia Southern University.
What skills is Patrick Beaman known for?
Patrick Beaman is listed with skills including Retirement Planning, Retirement, 401K, Asset Allocation, Wealth Management, Investments, Alternative Investments, and Finra.
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