Patrick Beaman is currently the Director of Client Development at Earned Wealth, focusing on Retirement Plan and Financial Wellness consulting. With over two decades of experience in investment management, they have held senior roles at notable firms such as UBS, Invesco, and Merrill Lynch, where they received multiple National Sales Awards for their innovative approaches to retirement planning. Patrick's background includes serving as a Captain in the US Army and acquiring advanced education, including a Master of Public Administration from Georgia Southern University and a CIMA from The Wharton School.
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