Director of Product Marketing @ (March 2024 - August 2025)
Senior Product Marketing Manager @ (January 2024 - March 2024)
Product Marketing Manager @ (November 2021 - January 2024)
Global Product Marketing Secondment @ (February 2023 - May 2023)
Customer Success Manager @ (July 2019 - November 2021)
Trust Officer @ (May 2017 - June 2019)
Financial Consultant @ (May 2016 - May 2017)
Financial Consultant @ (August 2010 - December 2015)
Katie Beard Education
Western Kentucky University
Bachelor of Arts (Public Relations, Political Science, Political Communication)
2004-2009
Katie Beard Skills
401k Rollovers
Retirement Plan Consulting
Retirement Planning
Investment Strategies
Asset Management
Account Management
Public Speaking
Social Networking
Public Relations
Leadership
Customer Service
Event Management
Event Planning
Marketing Strategy
Finance
Nonprofits
Fundraising
Sales
Marketing Communications
Marketing
Microsoft Office
Community Outreach
Social Media
Strategic Planning
Business Development
Client Relations
Coaching
Communication
Customer Engagement
Customer Relationship Management (CRM)
Diversity & Inclusion
Go-to-Market Strategy
Management
Marketing Leadership
PMM
Problem Solving
Product Marketing
Sales & Marketing Leadership
Sales Leadership
Strategic Marketing Management
Strategic Thinking
Team Building
Katie Beard Summary
Katie Beard, based in Chicago, IL, US, is currently a Vice President, Strategic Account Executive at Morningstar. Katie Beard brings experience from previous roles at Morningstar. Katie Beard holds a 2004 - 2009 Bachelor of Arts in Public Relations, Political Science, Political Communication @ Western Kentucky University. With a robust skill set that includes 401k Rollovers, Retirement Plan Consulting, Retirement Planning, Investment Strategies, Asset Management and more. Katie Beard has 3 emails and 1 mobile phone numbers on RocketReach.
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