Spencer D Beard is a qualified expert, working in Rb Capital Partners as a Portfolio Manager since 2019. This person gained professional experience in more than six positions at various companies. Spencer D Beard went to the Utah State University and received education from 2011 to 2015. This person has such qualifications as Series 7 License - General Securities Representative Exam (Gsre), Series 63 - Uniform Securities Agent State Law Examination, and Bloomberg Certification. Salt Lake City, Utah is the area, where this expert was known to live. Spencer's phone number and email can be easily accessed through SoftwareOfficial on demand.
Name variants:
Spencer Beard
Last updated Jun 19, 2024
Contact Information
Last Update
Jul 4, 2022
Email
sp**@fidelity.com
Location
Salt Lake City, UT
Company
Rb Capital Partners
Workplace
Portfolio Manager
Work History
Registered Securities Trader
245 Summer St, Boston, MA 02210
At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. We do this by focusing on a diverse set of customers: - from...
Aug 2015 — Feb 2017
Assistant Sales Manager
4931 north West Ln west, Provo, UT 84601
Lead door-to-door sales team by training and leading in personal production
Generate leads through prospecting, canvasing, and qualifying potential customers and referrals
Produced over $...
Jan 2012 — Apr 2015
Securities Intern - Fixed Income Operations
200 West St, New York, NY 10006
Designed a new process whereby all institutional client accounts are consolidated, reconciled, and automatically balanced. This new "auto-rec" system saves 2 hours of work per account that r...
May 2013 — Aug 2013
Education
2011 — 2015
Occupations
Executive
Chairperson
Financial Broker
Portfolio Manager
Accountant
Finance and Accounting Specialist
Equity Trader
Sales Specialist
Account Service Manager
Representative
Chief Executive
Investment Analyst
Financial Analyst
Accounting Bookkeeper
Bookkeeper
Trader
Financial Services Sales Agent
Client Service Officer
Customer Service
Skills
Sales
Customer Service
Financial Analysis
Finance
Management
Microsoft Word
Powerpoint
Cash Management
Banking
Investments
Research
Bloomberg Terminal
Credit
Loans
Retail Banking
Portfolio Management
Valuation Modeling
Pro Active Leader
Staff Mentor
Teaching English As A Second Language
FAQs about Spencer D Beard
What is the main profession of Spencer D Beard?
Spencer D Beard is a President.
What are the profession of The professional?
These person's professions are Executive and Chairperson
Where does Spencer D Beard live?
Spencer D Beard lives in Salt Lake City, Utah.
What is Spencer D Beard's email?
Spencer's email is sp**@fidelity.com.
How many companies did Spencer D Beard work at?
Spencer D Beard worked at six jobs.
What education does Spencer D Beard have?
Spencer studied at the Utah State University from 2011 to 2015.
Are there any certifications, that Spencer D Beard has?
Spencer received the following certifications: Series 7 License - General Securities Representative Exam (Gsre) and Series 63 - Uniform Securities Agent State Law Examination.
What languages does Spencer D Beard speak?
Spencer D Beard speaks Portuguese, Spanish, and Portugese.