Wesley Bean

Experience

1. Chief Investment Officer

   Mccarthy & Cox Retirement And Estate Specialists Llc

   Jun 2016 — Present · Marysville, OH, US

   Creation, implementation and monitoring of all investment models on the Managed Account Platform.• Placement of all trades and execution of Commonwealth Model Management Program.• Communicate periodic investment & economic themes to advisors and clients. • Provide quarterly investment commentary for newsletter.• Hold monthly investment committee meetings with advisors.• Performance tracking of investment allocations and development and ongoing comparisons to relevant benchmark.• Researching available outside investment vehicles including fixed and variable annuities, mutual funds, ETFs, additional separately managed account strategies/managers, and structured products.This communication is strictly intended for individuals residing in the states of OH. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services.Securities offered through Commonwealth Financial Network®, member & Cox Retirement & Estate Specialists127 West 5th St, Marysville, OH 43••••••••51Please review our Terms of Use here:

Education

• Catawba College

  Bachelor’s Degree

  1995 — 2000

• East Carolina University

  Master of Business Administration (M.B.A.)

  2010 — 2015

Skills

• Wealth Management
• Investment Advisory
• Customer Service
• Series 63
• Microsoft Office
• Sales
• Sungard
• Series 65
• Fixed Annuities
• Series 53
• Series 4
• Retirement
• 401k
• Options
• Financial Risk
• Asset Management
• Mutual Funds
• Series 51
• Risk Management
• Investments
• Financial Services
• Series 27
• Series 7
• Series 6
• Insurance
• Series 24
• Pershing
• Uniform Combined State Law
• Bloomberg Terminal
• Life Insurance
• Series 31
• Retirement Planning
• Finra
• Fixed Income
• Trading
• Morningstar
• Advent
• Leadership
• Mcse
• Investment Management