Summary
Overview
Work History
Education
Skills
Hobbies
Timeline
Generic

Robert Beam

ALTA LOMA,CA

Summary

Results-oriented energy executive with demonstrated record of accomplishment in streamlining operations, increasing profits and maximizing market penetration. Decisive leader promoting operational improvements, market expansion and positive corporate culture as keys to success.\


Engineer by trade. A love of a personal interactions with individuals to help them to realize their potential.


Versatile business leader bringing 40 years of experience as an accomplished manager of: Finance, Inspiration, Engineering and strategic problem-solving. A visionary executive with success implementing plans to meet current and future needs. Key expertise in energy and engineering.



Overview

40
40
years of professional experience

Work History

President

California Energy Savers
01.2016 - Current
  • Reduced operational costs through strategic cost management initiatives.
  • Shaped solutions and approaches by leveraging trends in customer marketplaces and industries.
  • Managed all aspects of Marketing, Procurement, Engineering, Funding, Installation and Integration
  • Developed and implemented new strategies and policies to establish long-term business objectives and provide strong and sustainable organizational leadership.
  • Hired and managed employees to maximize productivity while training staff on best practices and protocols.
  • Directed technological improvements, reducing waste and business bottlenecks.
  • Oversaw divisional marketing, advertising and new product development.
  • Developed innovative sales and marketing strategies to facilitate business expansion.
  • Established and maintained strong relationships with customers, vendors and strategic partners.

CFO

Green Energy Group, Inc.
09.2008 - 12.2015
  • Oversaw budgets, payroll, and accounts payable and receivable.
  • Prepared accurate financial statements at end of quarter to summarize financial health and business performance.
  • Conducted detailed analysis of company financial information and oversaw preparation of related reports.
  • Directed budget development, creation of budgetary controls and recordkeeping systems and investment management.
  • Oversaw deployment of strategic business plans to accomplish accounting, compliance, and revenue targets.
  • Oversaw production, pricing and distribution activities to generate profit for company.
  • Initiated back-and-forth communication to negotiate and approve contracts and agreements.
  • Directed technological improvements, reducing waste and business bottlenecks.
  • Analyzed inventory strategy, reduced expenses and renegotiated contracts with vendors to increase profit margin.

Financial Advisor

Pruco Securities (Prudential)
09.1996 - 03.2009
  • Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
  • Provided specialized financial planning support for clients with diverse portfolios and individual needs.
  • Assisted clients with estate planning to organize distribution of assets based on client wishes.
  • Collaborated with clients to develop customized investment portfolios.

Business Operations Manager

Comprehensive Alarm Services
01.1988 - 08.1996
  • Oversaw day-to-day business operations on sales floor by fostering deep professional relationships with wholesale contacts and customers.
  • Promoted energetic atmosphere with purpose to drive improvements in customer care and experiences.
  • Recruited, hired, mentored and trained 14 staff on business procedures, policies, duties and customer care methods.
  • Negotiated price and service with customers and vendors to decrease expenses and increase profit.
  • Worked in tandem with peers to better understand business process and initiate improvements, helping company achieve goals.
  • Developed systems and procedures to improve operational quality and team efficiency.
  • Managed inventory and supply chain operations to achieve timely and accurate delivery of goods and services.

Nuclear Electrical Officer

US Navy
11.1983 - 09.1987
  • 6 months basic BEE, 6 months Nuclear Power School NPS Orlando FL, 6 months Prototype training on Nuclear reactors S1W,A1W INEL. Electrical officer CVN 70
  • Qualified for Nuke, Hazardous duty, Sub, Sea service.
  • Maintained overall safe work environment with employee training programs and enforcement of safety procedures.
  • Managed and operated the electrical plant of the Nuclear Power system
  • Attended personnel meetings and training sessions to improve skills and learn new policies and procedures.
  • Reported safety and fire hazards observed on routine patrols and during inspections.


Education

Associate of Science - Engineering

UCLA
Westwood, CA

Skills

  • Organizational Leadership
  • Account Management
  • Sales and Marketing
  • Business Administration
  • Vendor Sourcing and Negotiations
  • Creating and Delivering Presentations
  • Financial Planning
  • Consulting
  • Operations Management
  • Partnership Development
  • Company Representation
  • Profitability Optimization

Hobbies

Vehicle racing (SCCA)

Astronomy

Photography

Boat Racing (NJBA)

Snow Skiing


Timeline

President

California Energy Savers
01.2016 - Current

CFO

Green Energy Group, Inc.
09.2008 - 12.2015

Financial Advisor

Pruco Securities (Prudential)
09.1996 - 03.2009

Business Operations Manager

Comprehensive Alarm Services
01.1988 - 08.1996

Nuclear Electrical Officer

US Navy
11.1983 - 09.1987

Associate of Science - Engineering

UCLA
Robert Beam