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
- Chief Investment Officer @ (June 2016 - Present)
- Director, Broker and Dealer Suitability and Trading @ (August 2014 - March 2016)
- Field Securities Principal @ (July 2011 - August 2014)
- Compliance Consultant @ (August 2004 - July 2011)
- Portfolio Manager @ (March 2002 - August 2004)
- Preferred Client Manager @ Donaldson, Lufkin & Jenrette (January 1999 - March 2002)
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
- Asset Management
- Bloomberg Terminal
- Financial Services
- Fixed Income
- Investments
- MCSE
- Microsoft Office
- Morningstar
- Mutual Funds
- Options
- Pershing
- Risk Management
- Series 31
- Series 53
- Series 63
- Series 65
- SunGard
- Trading
- Wealth Management
- Series 4
- Series 6
- Series 7
- Series 24
- Series 27
- Series 51
- Securities
- Life Insurance
- Variable Annuities
- 401k
- Retirement Planning
- Investment Advisory
- Retirement
- Investment Management
- Uniform Combined State Law
- FINRA
- Axys
- Advent
- Financial Risk
- Insurance
- Fixed Annuities
- Leadership
- 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 Asset Management, Bloomberg Terminal, Financial Services, Fixed Income, Investments and more. Wesley Bean has 2 emails and 1 mobile phone numbers on RocketReach.
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