Katie Beard Email & Phone Number
Vice President, Strategic Account Executive @ Morningstar
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Katie Beard Location
- Chicago, IL, US
Katie Beard Work
- 2025 -now Vice President, Strategic Account Executive @
- 2024 -2025 Director of Product Marketing @
- 2024 -2024 Senior Product Marketing Manager @
- 2021 -2024 Product Marketing Manager @
- 2023 -2023 Global Product Marketing Secondment @
- 2019 -2021 Customer Success Manager @
- 2017 -2019 Trust Officer @
- 2016 -2017 Financial Consultant @
- 2010 -2015 Financial Consultant @
Katie Beard Education
- Western Kentucky University 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
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 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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