Alan Beckham
North Las Vegas,NV
Summary
Accomplished VP-Financial Consultant at Charles Schwab, adept in business development and corporate communications, I have successfully developed strategic plans that align with long-term goals, enhancing revenue generation. My expertise in operations management and a client-focused approach have been pivotal in achieving individual financial objectives.
Overview
31
31
years of professional experience
Work History
VP- Financiel Consultant
Charles Schwab
Westlake, TX
03.1993 - 01.2024
- Developed strategic plans to align business objectives with the company's long-term goals.
- Estate Planning
- Worked with clients to achieve their individual financial goals.
Education
Bachelor of Science - Finance
University of Arizona
Tucson, AZ12-1991
Skills
- Business development
- Sales
- Operations management
- Schedule management
- Corporate communications
- Revenue generation
Timeline
VP- Financiel Consultant
Charles Schwab
03.1993 - 01.2024
Bachelor of Science - Finance
University of Arizona