Beverly Dube

Beverly Dube has over 25 years of experience in the financial services industry. Beverly began their career in 1995 as Manager of Accounting and Regional Compliance Officer at Banc of America Investments. In 1996, they moved to Hoefer & Arnett, Inc. as Chief Financial Officer/Chief Compliance Officer. In 2000, they were hired at Wells Fargo Funds Management as Vice President of Sales Reporting & Analysis. In 2005, they joined Celera Systems LLC as Director of Client Services and Product Manager. In 2020, they were hired by SalesPage Technologies as Director of Client Services, where they helped asset managers use data to connect investment products to clients who will benefit from them most. In 2022, they were promoted to Director, Platform Product Manager at SalesPage Technologies.

Beverly Dube obtained a BBA in Business Administration from Golden Gate University. In 1990, they obtained a Financial and Operations Principal certification from the Financial Industry Regulatory Authority (FINRA). In 1991, they obtained a Municipal Securities Principal certification and a Uniform Securities Agent State Law certification from FINRA. In 1996, they obtained a General Securities Principal certification from FINRA.