David Beach Email & Phone Number
Vice President, Institutional Sales, Corporations, Foundations and Endowments @ Loomis, Sayles & Company
5 free lookup(s).
David Beach Location
- San Francisco, CA, US
David Beach Work
- 2012 - now Vice President, Institutional Sales, Corporations, Foundations and Endowments @
- 1998 - 2011 Vice President, West Coast Sales Director, Transition Management @
- 1997 - 1998 Vice President, Sales Electronic Trading @ Intervest, Inc.
- 1994 - 1996 Trader, Municipal Markets @
- 1992 - 1994 Head Trader and Portfolio Manager for Asset Management @
- 1990 - 1992 Trader and Portfolio Manager for Asset Management @ WERTHEIM SCHRODER & COMPANY, INC.
- 1986 - 1990 Trader and Portfolio Manager, Chemical Investment Group @ Chemical Bank
- 1983 - 1986 Assistant Portfolio Manager, Favia Hill and Associates @ Chemical Bank
- 1981 - 1983 Assistant Manager, Metropolitan Division @ Chemical Bank
David Beach Education
- Villanova University
Bachelor of Science (BS) (Finance)
David Beach Skills
- Investment Management
- Asset Management
- Hedge Funds
- Asset Managment
- Alternative Investments
- Mutual Funds
- Equities
- Asset Allocation
- Portfolio Management
- Fixed Income
- Investments
- Investment Strategies
- Series 7
- Securities
- Series 3, Series 63 and Series 65 certifications.
- Bloomberg
- Institutional Investments
- Series 63
- ETFs
- Capital Markets
- Bonds
- Equity Research
- Electronic Trading
- Derivatives
- Real Estate
- Series 3
- See 10+see Less
- Project Management
- Trading
- Marketing
- Management
- Sales
- Institutional
- Series 63 and Series 65 Certifications
David Beach Summary
- David Beach, based in San Francisco, CA, US, is currently a Vice President, Institutional Sales, Corporations, Foundations and Endowments at Loomis, Sayles & Company. David Beach brings experience from previous roles at State Street, Intervest, Inc., Merrill Lynch and Lazard. David Beach holds a Bachelor of Science (BS) in Finance @ Villanova University. With a robust skill set that includes Investment Management, Asset Management, Hedge Funds, Asset Managment, Alternative Investments and more. David Beach has 3 emails and 2 mobile phone numbers on RocketReach.
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