Patricia Beans Email & Phone Number
Vice President, Head of Global Business Development and Client Reporting @ Franklin Templeton
Patricia Beans's Location
Miami, FL, US
Patricia Beans's Work
- Vice President, Head of Global Business Development and Client Reporting @ Franklin Templeton
- Vice President, Strategic Accounts for Americas Financial Institutions Group @ Franklin Templeton
- Managing Director, Head of Client Engagement and Business Administration @ Legg Mason
- Director, Strategic Offshore Accounts for the Americas @ Legg Mason
- Director, Offshore Funds and Private Portfolio Group (PPG) @ Citigroup Asset Management - Acquired by Legg Mason
- Manager, Offshore Sales Desk @ Citigroup Asset Management - Acquired by Legg Mason
- Assistant Sales Director @ Smith Barney Asset Management - sister firm of Citigroup
- Broker Associate and Registered Representative @ Citi Smith Barney
Patricia Beans's Education
- Webster University
Master of Arts - MA (Management/Marketing)
- North Central College
Bachelor of Arts - BA (Psychology)
Patricia Beans's Skills
- Mutual Funds
- Asset Managment
- Series 63
- Series 7
- Wealth Management
- Investments
- Asset Management
- Securities
- Retirement
- CRM
Patricia Beans's Summary
Patricia Beans, based in Miami, FL, US, is currently a Vice President, Head of Global Business Development and Client Reporting at Franklin Templeton, bringing experience from previous roles at Franklin Templeton, Legg Mason (Acquired by Franklin Templeton) and Citigroup Asset Management - Acquired by Legg Mason. Patricia Beans holds a Master of Arts - MA in Management/Marketing @ Webster University. With a robust skill set that includes Mutual Funds, Asset Managment, Series 63, Series 7, Wealth Management and more, Patricia Beans contributes valuable insights to the industry. Patricia Beans has 5 emails and 1 mobile phone number on RocketReach.
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