Leigh Beaman
Strategic Financial Leader
- Role
- Lead Financial Advisor at Wheels Up Wealth, Inc
- Location
- Sacramento, CA, US
- LinkedIn followers
- 500 followers
About Leigh Beaman
A versatile financial strategist with repeated success in enhancing performance through financial planning and optimizations. Key accomplishments include- Career Pivot: Following my passion for personal finance and helping others by securing the proper education, certification, and experience for a career in Personal Financial Planning- Profitability Optimization: Increasing profitability and decreasing inventory surplus through targeted sales- Revenue Growth: Generating $MM+ in additional revenue by navigating multiple strategic acquisitions and partnerships- Data Analytics: Modernizing financial reporting to provide dynamic insights enterprise-wide.CORE COMPETENCIES: Strategic Planning | Financial Analysis | Growth Strategy | Acquisition Strategy | Revenue Growth | Profitability Optimization | Pricing Strategy | Proposal Development | Budgeting & Forecasting | Data Analytics | Market Research | Financial Reporting | Team Leadership | Relationship Development | Coaching & TrainingTECHNICAL COMPETENCE:eMoney | Tamarac | Holistiplan | Orion | Salesforce | MS Office | OneNote | Adobe Acrobat Pro | JDE | SAP S/4HANA | BPC | EPM | AO |
Experience
Lead Financial Advisor
Jul 2025 — Present
Education
The University of North Carolina at Chapel Hill
Bachelor of Science, Radiologic Science
University of Notre Dame - Mendoza College of Business
Master of Business Administration (M.B.A.), Finance
Skills
- Mri
- Healthcare
- Radiology
- Analysis
- Hospitals
- Medical Devices
- Healthcare Information Technology
- Healthcare Management
- Strategic Planning
- Data Analysis
- Process Improvement
- Quality Assurance
- Cross-Functional Team Leadership
- Budgets
- Finance
- Management
- Forecasting
- Strategy
- Analytical Skills
- Leadership
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