Wesley Bean Email & Phone Number
Chief Investment Officer @ McCarthy & Cox Retirement and Estate Specialists LLC
5 free lookup(s).
Wesley Bean Location
- Columbus, OH, US
Wesley Bean Work
- 2016 - now Chief Investment Officer @
- 2014 - 2016 Director, Broker and Dealer Suitability and Trading @
- 2011 - 2014 Field Securities Principal @
- 2004 - 2011 Compliance Consultant @
- 2002 - 2004 Portfolio Manager @
- 1999 - 2002 Preferred Client Manager @ Donaldson, Lufkin & Jenrette
Wesley Bean Education
- East Carolina University
Master of Business Administration (M.B.A.)
2010 - 2015 - Catawba College
Bachelor’s Degree
1995 - 2000
Wesley Bean Skills
- Series 4
- Series 6
- Series 7
- Series 24
- Series 27
- Series 31
- Series 51
- Series 53
- Series 63
- Series 65
- Investments
- Securities
- Fixed Income
- Mutual Funds
- Options
- Life Insurance
- Variable Annuities
- 401k
- Retirement Planning
- Investment Advisory
- Asset Management
- Retirement
- Investment Management
- Wealth Management
- Uniform Combined State Law
- FINRA
- Trading
- Microsoft Office
- Bloomberg Terminal
- Axys
- Advent
- Pershing
- MCSE
- Morningstar
- SunGard
- Financial Services
- Financial Risk
- Insurance
- Fixed Annuities
- Leadership
- Risk Management
- Sales
- Customer Service
- First Time Home Buyers
- Strategic Planning
- Project Management
- Marketing
- Single Family Homes
- Disability Insurance
- Ibbotson
- Management
Wesley Bean Summary
- Wesley Bean, based in Columbus, OH, US, is currently a Chief Investment Officer at McCarthy & Cox Retirement and Estate Specialists LLC. Wesley Bean brings experience from previous roles at Nationwide Insurance and Carroll Financial Associates. Wesley Bean holds a 2010 - 2015 Master of Business Administration (M.B.A.) @ East Carolina University. With a robust skill set that includes Series 4, Series 6, Series 7, Series 24, Series 27 and more. Wesley Bean has 2 emails and 1 mobile phone numbers on RocketReach.
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Looking for a different Wesley Bean?
Find contact details for 700 million professionals.
Others Named Wesley Bean
Wesley Bean
President and COO
Saint Petersburg, Florida, United States
Wesley Bean
Chief Investment Officer
Columbus, OH, US
Wesley Bean
Leader
Hesperia, CA, US
Wesley Bean
President and COO
Saint Petersburg, FL, US
Top McCarthy & Cox Retirement and Estate Specialists LLC Employees
Wesley Bean
Chief Investment Officer
Columbus, OH, US
Previn Pandey
Assistant Portfolio Manager
Athens, OH, US
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5 free lookups. 
Search the #1 Contact Database
Get contact details of over 700M profiles across 60M companies - all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension. 
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API. 
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co