James Beam Email & Phone Number
Head of Wealth Distribution @ E-Logic Info Tech Ltd
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James Beam Location
- Philadelphia, PA, US
James Beam Work
- Head of Wealth Distribution @ (September 2025 - Present)
- President TD PCW and Head of Investment Management, Brokerage, Planning, Retirement and Strategy @ (December 2021 - September 2025)
- SVP, Head of Investment Advisory @ (May 2019 - March 2022)
- SVP, Regional Investment Director @ (July 2015 - May 2019)
- Vice President (VP) - Sr. Investment Advisor @ (November 2013 - June 2015)
- Finance Committee @ SARC, Sarcoma Alliance for Research Through Collaboration (December 2012 - January 2024)
- Vice President (VP) - Sr. Investment Product Specialist @ (May 2006 - November 2013)
James Beam Education
- University of Michigan - Stephen M. Ross School of Business
Master of Business Administration (MBA) (Management)
- University of Nebraska-Lincoln
Master of Science (MSc) (Financial Planning)
- Rowan University
Bachelor of Science; BSBA (Business Administration; Finance)
James Beam Skills
- Portfolio Management
- Wealth Management
- Investments
- Recruiting
- Derivatives
- Strategic Planning
- Securities
- Investment Strategies
- Strategic Financial Planning
- Asset Management
- Risk Management
- Business Strategy
- Financial Planning
- Business Development
- Asset Allocation
- Alternative Investments
- Leadership
- Strategic Leadership
- Team Building
- Wealth Management Services
- Retention Strategies
- Options Strategies
- High Net Worth Individuals
- Global Investment Management
- FINRA
- Relationship Management
- Series 7
- Unified Managed Accounts
- SMA
- SMA
James Beam Summary
- James Beam, based in Philadelphia, PA, US, is currently a Head of Wealth Distribution at TD. James Beam brings experience from previous roles at TD. James Beam holds a Master of Business Administration (MBA) in Management @ University of Michigan - Stephen M. Ross School of Business. With a robust skill set that includes Portfolio Management, Wealth Management, Investments, Recruiting, Derivatives and more. James Beam has 1 emails and 1 mobile phone numbers on RocketReach.
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Top E-Logic Info Tech Ltd Employees
Stephen Sparkes
Chief Information Security Officer
New York, NY, US
Jennie Platt
Chief Marketing Officer, TD Bank U.S.
New York, United States
Mick McDonough
Managing Director, Senior Relationship Manager
New York, NY, US
Mike French
President and CEO, TD Group US Holdings LLC
Toronto, ON, CA
Lalit Dhawan
CIO, US Commercial Banking and AI Solutions
Cranbury Township, NJ, US
Venkat Ram
Chief Product Owner
Kitchener, ON, CA
Leo Salom
President and CEO, TD Bank U.S.
New York, NY, US
Aline Arslanian
CIO and SVP - Head of Engineering U.S.
Philadelphia, PA, US
Jennifer Weber
Chief Information Officer
Philadelphia, PA, US
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