Robert Beal Email & Phone Number
Regional Sales Director @ Columbia Threadneedle Investments
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Robert Beal Location
- Scituate, MA, US
Robert Beal Work
- Regional Sales Director @ (September 2000 - Present)
- Personal Counsel Investment Consultant @ Scudder Investments (April 1992 - September 1999)
- Scudder Personal Counsel, Sales @ Scudder, Stevens & Clark (January 1996 - January 1999)
Robert Beal Education
- UMass Boston
Bachelor of Arts (Economics)
1983-1987
Robert Beal Skills
- 401k
- Asset Allocation
- Defined Benefit
- Financial Advisory
- Investment Management
- Investments
- Mutual Funds
- Retirement
- Retirement Planning
- Sales
- Separately Managed Accounts
- Series 63
- Series 7
- Project Management
- New Business Development
- Sales Management
Robert Beal Summary
- Robert Beal, based in Scituate, MA, US, is currently a Regional Sales Director at Columbia Threadneedle Investments. Robert Beal brings experience from previous roles at Scudder Investments and Scudder, Stevens & Clark. Robert Beal holds a 1983 - 1987 Bachelor of Arts in Economics @ UMass Boston. With a robust skill set that includes 401k, Asset Allocation, Defined Benefit, Financial Advisory, Investment Management and more. Robert Beal has 2 emails and 1 mobile phone numbers on RocketReach.
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