President
Current
Peak 5 Consulting
Market Research, reserve studies, debt and equity instruments, financial analysis
Mar 2019 - Present
AeroLeads people directory · profile
Spencer Beard Email & Phone Number
Capital Markets Analysis | FP&A | Portfolio Management
at
Peak 5 Consulting
1 work email found
@fidelity.com
3 phones found area 801
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Peak 5 Consulting
Role
Capital Markets Analysis | FP&A | Portfolio Management
Location
Salt Lake City, Utah, United States
Who is Spencer Beard? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Spencer Beard is listed as Capital Markets Analysis | FP&A | Portfolio Management at Peak 5 Consulting, based in Salt Lake City, Utah, United States. AeroLeads shows a work email signal at fidelity.com, phone signal with area code 801, and a matched LinkedIn profile for Spencer Beard.
Spencer Beard previously worked as President at Peak 5 Consulting and Equities Trader | Account Executive | Registered Representative at Alpine Securities. Spencer Beard holds Bachelor Of Science - Bs, Finance (Banking) And Portuguese from Utah State University - Jon M. Huntsman School Of Business.
Company email context
Email format at Peak 5 Consulting
This section adds company-level context without repeating Spencer Beard's masked contact details.
{first}.{last}@fidelity.com
86% confidence
AeroLeads found 1 current-domain work email signal for Spencer Beard. Compare company email patterns before reaching out.
Profile bio
About Spencer Beard
Spencer Beard is a Capital Markets Analysis | FP&A | Portfolio Management at Peak 5 Consulting. He possess expertise in sales, customer service, financial analysis, finance, management and 15 more skills. He is proficient in Spanish and Portuguese.
Listed skills include Sales, Customer Service, Financial Analysis, Finance, and 16 others.
Current workplace
Spencer Beard's current company
Company context helps verify the profile and gives searchers a useful next step.
Peak 5 Consulting
5 roles · 15 years
Spencer Beard work experience
A career timeline built from the work history available for this profile.
Equities Trader | Account Executive | Registered Representative
Alpine Securities
2017 - Feb 2019
Registered Securities Trader
2015 - Feb 2017
Securities - Fixed Income
2013 - 2015
~2 yrs
Assistant Sales Manager
* Lead door-to-door sales team by training and leading in personal production* Generated leads through prospecting, canvasing, and qualifying potential customers and referrals* Produced over $300k in sales revenue for the company in under 4 months* Facilitated the planning and logistics of team trips including hotels and travel accommodations
2012 - 2015
~3 yrs
1 education record
Spencer Beard education
-
Utah State University - Jon M. Huntsman School Of Business
FAQ
Frequently asked questions about Spencer Beard
Quick answers generated from the profile data available on this page.
What company does Spencer Beard work for?
Spencer Beard works for Peak 5 Consulting.
What is Spencer Beard's role at Peak 5 Consulting?
Spencer Beard is listed as Capital Markets Analysis | FP&A | Portfolio Management at Peak 5 Consulting.
What is Spencer Beard's email address?
AeroLeads has found 1 work email signal at @fidelity.com for Spencer Beard at Peak 5 Consulting.
What is Spencer Beard's phone number?
AeroLeads has found 3 phone signal(s) with area code 801 for Spencer Beard at Peak 5 Consulting.
Where is Spencer Beard based?
Spencer Beard is based in Salt Lake City, Utah, United States while working with Peak 5 Consulting.
What companies has Spencer Beard worked for?
Spencer Beard has worked for Peak 5 Consulting, Alpine Securities, Fidelity Investments, Goldman Sachs, and Vivint Smart Home.
How can I contact Spencer Beard?
You can use AeroLeads to view verified contact signals for Spencer Beard at Peak 5 Consulting, including work email, phone, and LinkedIn data when available.
What schools did Spencer Beard attend?
Spencer Beard holds Bachelor Of Science - Bs, Finance (Banking) And Portuguese from Utah State University - Jon M. Huntsman School Of Business.
What skills is Spencer Beard known for?
Spencer Beard is listed with skills including Sales, Customer Service, Financial Analysis, Finance, Management, Microsoft Word, Powerpoint, and Cash Management.
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