Robert Beal Email & Phone Number
Regional Sales Director @ Columbia Threadneedle Investments
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Robert Beal Location
- Scituate, MA, US
Robert Beal Work
- 2000 -now Regional Sales Director @
- 1992 -1999 Personal Counsel Investment Consultant @ Scudder Investments
- 1996 -1999 Scudder Personal Counsel, Sales @ Scudder, Stevens & Clark
Robert Beal Education
- University of Massachusetts Boston
Bachelor of Arts (Economics)
1983-1987
Robert Beal Skills
- 401k
- Mutual Funds
- Asset Allocation
- Series 63
- Financial Advisory
- Retirement
- Investment Management
- Sales
- Series 7
- Investments
- Defined Benefit
- Retirement Planning
- Separately Managed Accounts
- 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 @ University of Massachusetts Boston. With a robust skill set that includes 401k, Mutual Funds, Asset Allocation, Series 63, Financial Advisory and more. Robert Beal has 1 emails and 1 mobile phone numbers on RocketReach.
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