Wealth Management Consultant @ Saybrus Partners / Phoenix Life Insurance (October 2008 - July 2011)
VP, Executive Benefits and Retirement Plans @ (May 2005 - October 2008)
Ted Beach Education
Miami University
Bachelor of Science (Business / Finance)
1979-1983
Mariemont High School 1976-1979
The American College
Chartered Life Underwriter (CLU) & Chartered Financial Consultant (ChFC)
Ted Beach Skills
401k
Disability Insurance
Employee Benefits
Fixed Annuities
Health Insurance
Insurance
Investments
Life Insurance
Long-term Care
Retirement Planning
Risk Management
Sales
Small Business
Term Life Insurance
Wealth Management
Banking
Long Term Care
Ted Beach Summary
Ted Beach, based in Cincinnati, OH, US, is currently a President at C.T. Beach & Company, Inc.. Ted Beach brings experience from previous roles at C.T. Beach & Company, Inc, Saybrus Partners / Phoenix Life Insurance and The Hauser Insurance Group. Ted Beach holds a 1979 - 1983 Bachelor of Science in Business / Finance @ Miami University. With a robust skill set that includes 401k, Disability Insurance, Employee Benefits, Fixed Annuities, Health Insurance and more. Ted Beach has 2 mobile phone numbers on RocketReach.
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