Vice President, West Coast Sales Director, Transition Management @ (January 1998 - January 2011)
Vice President, Sales Electronic Trading @ Intervest, Inc. (January 1997 - January 1998)
Trader, Municipal Markets @ (January 1994 - January 1996)
Head Trader and Portfolio Manager for Asset Management @ (January 1992 - January 1994)
Trader and Portfolio Manager for Asset Management @ WERTHEIM SCHRODER & COMPANY, INC. (January 1990 - January 1992)
Trader and Portfolio Manager, Chemical Investment Group @ Chemical Bank (January 1986 - January 1990)
Assistant Portfolio Manager, Favia Hill and Associates @ Chemical Bank (January 1983 - January 1986)
Assistant Manager, Metropolitan Division @ Chemical Bank (January 1981 - January 1983)
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 4 emails and 2 mobile phone numbers on RocketReach.
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