Patrick Beaman
Executive Director - Retirement Plan and Financial Wellness Consultant at UBS | United States
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As the Executive Director of Retirement Plan and Financial Wellness Consulting at UBS, Patrick Beaman plays a pivotal role in shaping the financial futures of corporate and institutional clients. With over a decade of experience in investment management, Patrick leads a dedicated team that specializes in developing innovative retirement solutions tailored to meet the unique needs of diverse organizations. His expertise spans a wide array of investment strategies, including asset allocation and securities management, ensuring that clients receive comprehensive advisory services that align with their long-term financial goals.
Patrick's current projects focus on enhancing financial wellness initiatives, which are designed to empower employees with the knowledge and tools necessary to make informed retirement decisions. By leveraging his skills in sales and business development, he drives growth in institutional accounts while fostering strong relationships with clients. His thought leadership in the retirement planning space positions him as a trusted advisor, guiding organizations through the complexities of pension fund management and compliance with Uniform Combined State Law.
In addition to his consulting responsibilities, Patrick is committed to advancing the conversation around financial literacy and wellness. He actively participates in industry forums and workshops, sharing insights on best practices in retirement plan design and investment strategies. His passion for helping clients navigate the intricacies of retirement planning not only enhances their financial security but also contributes to the overall success of UBS’s Retirement Plan and Financial Wellness division. Through his leadership, Patrick continues to set a high standard for excellence in the industry, ensuring that UBS remains at the forefront of retirement solutions.
Executive Director - Retirement Plan and Financial Wellness Consultant at UBS in December 2021 to Present
Vice President Institutional Sales at Transamerica in January 2020 to December 2021
Senior Vice President - Retirement Plan Consultant at Invesco US in June 2011 to July 2019
Vice President - Institutional and Retirement Services at Neuberger Berman in July 2008 to June 2011
Vice President - Retirement Plan Consultant at Merrill Lynch in January 2004 to August 2008
Captian - Aviation at US Army in January 1989 to January 2000
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Dodd-Frank
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Market Analysis
Repossessions
Strategic Services
Sales Presentations
Sales Management
Problem Solving
Interpersonal Skills
Customer-Focused Selling
Customer Satisfaction
Creative Problem Solving
Account Management
Direct Sales
Business Relationship Management
Business Development
Sales
Project Management
Leadership
Management
Thought Leadership
Presentations
Institutional Accounts
Presentation Skills
Design Thinking
Timeline Management
Client-focused
Plan Design
Strategic Partnerships
Business Management
Retirement Planning
Retirement
401k
Asset Allocation
Wealth Management
Investments
Alternative Investments
FINRA
Investment Advisory
Investment Strategies
Mutual Funds
Pensions
Qualified Retirement Plans
Securities
Series 6
Series 63
Series 7
Uniform Combined State Law
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Discover more about UBSWhat is Patrick Beaman email address?
Email Patrick Beaman at [email protected] and [email protected]. This email is the most updated Patrick Beaman email found in 2026.
What is Patrick Beaman phone number?
Patrick Beaman phone number is +14048527903.
How to contact Patrick Beaman?
To contact Patrick Beaman send an email to [email protected] or [email protected]. If you want to call Patrick Beaman try calling on +14048527903. (updated on October 29, 2024)
What company does Patrick Beaman work for?
Patrick Beaman works for UBS
What is Patrick Beaman's role at UBS?
Patrick Beaman is Executive Director - Retirement Plan and Financial Wellness Consultant
What industry does Patrick Beaman work in?
Patrick Beaman works in the Financial Services industry.
Patrick Beaman Email Addresses
Patrick Beaman Phone Numbers
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