Maeve Beard Email & Phone Number
First Vice President and Wealth and Fiduciary Advisor @ BankPlus
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Maeve Beard Location
- Jackson, MS, US
Maeve Beard Work
- 2023 -now First Vice President and Wealth and Fiduciary Advisor @
- 2021 -2023 Vice President and Wealth and Fiduciary Advisor at BankPlus @
- 2019 -2021 Senior Investment Officer and Trust Officer @
- 2017 -2019 Senior Vice President, Director of Investment Support @
- 2015 -2017 Senior Vice President of Operations @
- 2012 -2015 Investment Officer @
- 2010 -2012 Associate Relationship Manager @
Maeve Beard Education
- SMU Cox School of Business 2006-2010
- Southern Methodist University
(Finance)
2006-2010
Maeve Beard Skills
- Investments
- Estate Planning
- Financial Analysis
- Wealth Management
- Retirement Planning
- Asset Allocation
- Asset Management
- Alternative Investments
- Strategic Financial Planning
- Series 7
- Equities
- Investment Advisory
- Mutual Funds
- Microsoft Excel
- Portfolio Management
- Bloomberg
- Financial Planning
- Financial Modeling
- Project Management
- Strategic Financial
- Research
Maeve Beard Summary
- Maeve Beard, based in Jackson, MS, US, is currently a First Vice President and Wealth and Fiduciary Advisor at BankPlus. Maeve Beard brings experience from previous roles at BankPlus and Pinnacle Trust. Maeve Beard holds a 2006 - 2010 SMU Cox School of Business. With a robust skill set that includes Investments, Estate Planning, Financial Analysis, Wealth Management, Retirement Planning and more. Maeve Beard has 2 emails and 1 mobile phone numbers on RocketReach.
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