Gregory Beard has been a SVP in Salem Trust Company since 2006. Additionally, the person has professional experience at more than ten companies in the relevant field. Gregory has a total work experience of 19+ years. Gregory Beard studied at the Ohio Northern University—Claude W. Pettit College of Law from 2001 to 2004. Nowadays this professional lives in Chicago, Illinois region. Find this professional's actual email address and number through our search.
Name variants:
Gregor Beard,
Greg Beard
Last updated May 18, 2024
Contact Information
Workplace
Colleagues
Work History
SVP
Deerfield Beach & Tampa, Florida
SVP Manager of Wealth Management and Business Development
from Jun 2006
SVP
Chicago/Lisle, Illinois
SVP Manager of Wealth Management and Institutional Services; Manager Business Development; Member of the Management Team
from Jun 2004
SVP
Milwaukee, Wisconsin
SVP Manager of Wealth Management Relationships and Business Development
from Jun 2004
SVP
Lisle, Chicago, Milwaukee, New York, Tampa & Deerfield Beach
Financial Services; 75 employees; $28+ Billion in assets
from Jun 2004
SVP; Manager of the Investment Advisors
Ran wealth management, institutional trust and the whole investment advisor division for the Chicago affiliate
Jan 2000 — Jun 2004
SVP
SVP Manager of the Investment Advisors Group (Wealth Management; Private Banking; Institutional Services; Fifth Third Securities and Insurance for the Chicago Affiliate)
2000 — 2004
SVP; Manager of Trust and Investments
Northwest Indiana
Increased the department profitability and doubled the AUM.
Oct 1998 — Dec 1999
SVP; Manager of Trust
Chicago, Illinois
Started the company's Chicago trust marketplace to include the northern half of Illinois.
Oct 1996 — Oct 1998
SVP; Manager of Trust and Investments; Director of the Illinois Affiliate
Chicago, Illinois
Opened the Illinois marketplace and introduced Private Banking
Jan 1990 — Sep 1996
SVP
SVP Manager of the Trust and Investment Departments
Apr 1987 — Dec 1989
Education
1966 — 1970
Occupations
Executive
Senior Vice President
Manager
Accountant
Finance and Accounting Specialist
Vice President
Chief Executive
Operations Manager
Accounting Bookkeeper
Bookkeeper
Skills
Wealth Management
Investments
Securities
Investment Advisory
Banking
Fixed Income
Portfolio Management
Asset Managment
Funding
Mutual Funds
Equities
Capital Markets
Private Banking
Risk Management
Derivatives
Asset Management
Financial Services
Relationship Management
Start Ups
Retirement Planning
Financial Planning
Cash Management
Mergers and Acquisitions
Treasury Management
Executive Management
Strategic Financial Planning
Investment Management
Alternative Investments
Trust Services
Retirement
Insurance
Series 7
Asset Allocation
Employee Benefits
Financial Institutions
Hedge Funds
Sales Management
Client Service
Customer Relations
Compliance
Budgeting
401K
Bonds
FAQs about Gregory Beard
What is the main profession of Gregory Beard?
Gregory is a SVP.
What are the profession of Gregory Beard?
These person's professions are Executive and Senior Vice President
Where does Gregory Beard live?
The professional currently lives in Chicago, Illinois.
What is Gregory Beard's email?
Gregory Beard's email is gr**@salemtrust.com.
How many companies did Gregory Beard work at?
The professional worked at ten jobs.
Does Gregory Beard have personal webpage or blog?
Gregory Beard`s website is http://[email protected] and http://PennantManagement.com.
What education does Gregory Beard have?
Gregory studied at the Ohio Northern University—Claude W. Pettit College of Law from 2001 to 2004.
What languages does Gregory Beard speak?
Gregory Beard speaks Spanish.