Wesley Bean Email & Phone Number
Chief Investment Officer @ McCarthy & Cox Retirement and Estate Specialists LLC
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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.
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