Sharon Beardman Email & Phone Number | Financial services and institutional retirement plan SME professional with 20+ years experience in business development and relationship management roles. Demonstrated success in meeting and exceeding sales and customer service goals with a history of building long term customer/brand loyalty through cultivating strong business relationships with key decision makers. Strong consultative sales skills, highly developed business acumen for gathering industry and competitive intelligence and creativity in strategic product/service distribution management. Excellent communicator experienced in leading teams and mentoring colleagues, creating a vision along with strategic planning and leading by example. Specialties: Institutional sales and distribution channel management in higher education, K12 and nonprofit markets. Extensive knowledge of legislative/regulatory matters and administration/management of 403(b), 401(a), 457 & 457(f), and executive compensation plans in education, healthcare and government markets. Well versed in all aspects of ERISA and non-ERISA DC plans. FINRA Series 7 Registered Representative FINRA Series 24 Registered Principal AIF

Sharon Beardman

Financial services and institutional retirement plan SME professional with 20+ years experience in b...
914 South Bruce Street, Tampa, United States

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Sharon Beardman’s Email sbeardman@tiaa.org

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Sharon Beardman’s Location 914 South Bruce Street, Tampa, United States

Sharon Beardman’s Current Industry Tiaa Cref

Sharon Beardman’s Prior Industry Ing | Segalsibson Consulting

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Director, Advisor Sales

2011-06-01 00:00:00 - Present

Regional Director

2007-07-01 00:00:00 - 2010-01-01 00:00:00

Sr.Consultant

2005-10-01 00:00:00 - 2007-06-01 00:00:00

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Sharon Beardman is a Financial services and institutional retirement plan SME professional with 20+ years experience in business development and relationship management roles. Demonstrated success in meeting and exceeding sales and customer service goals with a history of building long term customer/brand loyalty through cultivating strong business relationships with key decision makers. Strong consultative sales skills, highly developed business acumen for gathering industry and competitive intelligence and creativity in strategic product/service distribution management. Excellent communicator experienced in leading teams and mentoring colleagues, creating a vision along with strategic planning and leading by example. Specialties: Institutional sales and distribution channel management in higher education, K12 and nonprofit markets. Extensive knowledge of legislative/regulatory matters and administration/management of 403(b), 401(a), 457 & 457(f), and executive compensation plans in education, healthcare and government markets. Well versed in all aspects of ERISA and non-ERISA DC plans. FINRA Series 7 Registered Representative FINRA Series 24 Registered Principal AIF