Senior Retirement Specialist @ (July 2020 - May 2023)
Retirement Plans Specialist @ (November 2016 - September 2019)
Retirement Plans Specialist @ (October 2015 - January 2017)
Independent Contractor @ (June 2015 - October 2015)
Internal Wholesaler @ (August 2014 - March 2015)
Business Strategist @ TLB Media and Entertainment Consulting (January 2011 - August 2014)
Outreach Coordinator @ (May 2011 - October 2011)
Retirement Plans Specialist @ (June 2010 - October 2010)
Financial Consultant @ (July 2009 - January 2010)
Product Specialist @ (December 2006 - April 2009)
Keith Beasley Education
University of the District of Columbia David A. Clarke School of Law (UDC Law)
Doctor of Law - JD
2025-2030
Georgetown University School of Continuing Studies
Certificate in Financial Planning (Financial Planning )
2017-2018
Morehouse College
Bachelor of Arts (Business Administration, Finance)
2006
Keith Beasley Skills
Series 7
Fixed Income
Equities
Investments
Portfolio Management
Alternative Investments
Asset Allocation
Mutual Funds
Wealth Management
Securities
Investment Strategies
CFA Level one candidate
Entrepreneurship
Financial Advisory
Analysis
Management
Leadership
Team Building
Microsoft Office
Strategic Planning
Public Speaking
Finance
Customer Service
Financial Services
Retirement Planning
Financial Planning
Life Insurance
Series 66
Financial Coaching
Retirement Plan Consulting
Motivational Speaking
Money Management
Leadership Development
Asset Management
Real Estate
401(k) Retirement Savings Plans
Retirement Savings
Business Strategy
Financial Analysis
New Business Development
Sales
Start-up Consulting
Personal Financial Planning
Children's Books
Entrepreneurship Development
Conference Speaking
Series 63
Keith Beasley Summary
Keith Beasley, based in Washington, DC, US, is currently a Senior Specialist, Client Services – ETFs and Derivatives at ProShares. Keith Beasley brings experience from previous roles at Nationwide, MissionSquare Retirement, ICMA-RC and World Financial Group (WFG). Keith Beasley holds a 2025 - 2030 Doctor of Law - JD @ University of the District of Columbia David A. Clarke School of Law (UDC Law). With a robust skill set that includes Series 7, Fixed Income, Equities, Investments, Portfolio Management and more. Keith Beasley has 4 emails and 2 mobile phone numbers on RocketReach.
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