Patrick Beard

Patrick Beard Email and Phone Number

Multi-Unit Franchisee at Kahala Brands @ Kahala Brands
scottsdale, arizona, united states
Patrick Beard's Location
Easton, Maryland, United States, United States
Patrick Beard's Contact Details

Patrick Beard personal email

n/a
About Patrick Beard

Multi-Unit Franchisee at Kahala Brands. Capital Markets experience including Institutional Equity Sales, Trading & Product Management.

Patrick Beard's Current Company Details
Kahala Brands

Kahala Brands

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Multi-Unit Franchisee at Kahala Brands
scottsdale, arizona, united states
Website:
kahalabrands.com
Employees:
323
Patrick Beard Work Experience Details
  • Kahala Brands
    Multi-Unit Franchisee
    Kahala Brands Aug 2013 - Present
    Baltimore, Maryland Area
    Developed & acquired a portfolio of five units. Recognized as a top performer within the brand. Experienced in fast-casual business development, operations, finance, talent acquisition, marketing & compliance. Current franchisee advisory board member.
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  • Stifel Financial Corp.
    Director, Institutional Equity Sales
    Stifel Financial Corp. May 2009 - Mar 2016
    Baltimore, Maryland
    Serviced major Mid Atlantic & New York institutional investors a differentiated, research-driven equity product with a dedication to value and results. Book managed, lead managed & co-managed equity offerings across industry verticals, growth profiles and deal sizes to Mid-Atlantic & New York institutional investors. Coordinated, organized and led hundreds of Non-Deal Roadshow & Analyst Marketing trips across territory serviced involving over a thousand client meetings. Regularly in top 10 and steadily in top 15 of Broker Vote across voting accounts covered. Promoted from Associate to Vice President to Director over seven years.
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  • Stifel Financial Corp.
    Institutional Marketing Desk Analyst
    Stifel Financial Corp. Apr 2007 - May 2009
    Baltimore, Maryland
    Managed and facilitated the Stifel Nicolaus Morning Research Call. Acted as a liaison between institutional equity sales, trading and research on the dissemination of key research ideas and market data. Monitored market data as it pertained to the over fourteen hundred companies under research coverage. Maintained a working knowledge of companies under research coverage in order to help traders and sales better serve their clients.
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  • Legg Mason
    Equity & Fixed Income Trader
    Legg Mason Oct 2005 - Apr 2007
    Baltimore, Maryland
    Traded domestic equities, foreign equities, options, warrants, preferreds and all fixed income classes for Legg Mason Investment Counsel, a $10b+ asset management firm committed to providing investment counsel and trust services for affluent individuals, families, trusts, foundations, endowments and institutions.
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Patrick Beard Skills

Equities Investments Fixed Income Asset Management Trading Options Market Data Institutional Investments Marketing Sales Series 7 Financial Modeling Hedge Funds Bloomberg Capital Markets Equity Research Valuation

Patrick Beard Education Details

Frequently Asked Questions about Patrick Beard

What company does Patrick Beard work for?

Patrick Beard works for Kahala Brands

What is Patrick Beard's role at the current company?

Patrick Beard's current role is Multi-Unit Franchisee at Kahala Brands.

What is Patrick Beard's email address?

Patrick Beard's email address is pb****@****nds.com

What is Patrick Beard's direct phone number?

Patrick Beard's direct phone number is +144322*****

What schools did Patrick Beard attend?

Patrick Beard attended Loyola University Maryland, Mount St. Mary's University.

What skills is Patrick Beard known for?

Patrick Beard has skills like Equities, Investments, Fixed Income, Asset Management, Trading, Options, Market Data, Institutional Investments, Marketing, Sales, Series 7, Financial Modeling.

Who are Patrick Beard's colleagues?

Patrick Beard's colleagues are Mandy Andrews, Lance Eldert, Kevin Montgomery, Amanda Diercksmeier, Beth Staples, Maria Alvarez, Bridgette Seip.

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