Alan Beckham
North Las Vegas,NV
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management. I retired young. I decided I was too young and want to be part of a team again.
Overview
42
42
years of professional experience
Work History
Financial Consultant
Charles Schwab & Co
03.1993 - 01.2024
- Built strong relationships with clients through consistent communication and exceptional customer service.
- Analyzed market trends and identified investment opportunities, resulting in enhanced portfolio performance.
- Managed a diverse range of client portfolios and advised 700+ Million dollars for clients.
- Licenses held and monitored by the NASD, SEC, NYSE: Ser7., Ser 63, Ser, 9, Ser 10, Ser 65., Nevada Insurance License.
Assistant Manager
Mann Theatres
03.1982 - 12.1990
- Supervised day-to-day operations to meet performance, quality and service expectations.
- Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies. Daily safe deposits from registers.
- Counted the weekly cash with manager to confirm deposit at the bank.
- Maintained a clean, safe, and organized store environment to enhance thecustomer experience.
Education
Bachelor of Science - Business Administration- Finance
Univesity Of Arizona
Tucson, AZ1991
Skills
- Technical Analysis
- Trend Analysis
- Capital Raising
- Client Service
- Financial Planning
Timeline
Financial Consultant
Charles Schwab & Co
03.1993 - 01.2024
Assistant Manager
Mann Theatres
03.1982 - 12.1990
Bachelor of Science - Business Administration- Finance
Univesity Of Arizona