Colin Beamish, Cfp®
About Colin Beamish, Cfp®
Colin Beamish, CFP®, serves as an Assistant Vice President and Private Client Analyst at City National Bank in La Jolla, CA. He has a background in sales and management within the sports and banking industries, having previously worked for organizations such as the Los Angeles Avengers and ING DIRECT.
Work at City National Bank
Colin Beamish has been employed at City National Bank since 2011, where he holds the position of Assistant Vice President and Private Client Analyst. His role involves providing tailored financial solutions to clients, focusing on wealth management and investment strategies. Beamish's experience in the banking sector has contributed to his ability to analyze client needs effectively and deliver appropriate financial advice. He operates out of the La Jolla, CA branch.
Previous Experience in Sales
Before joining City National Bank, Colin Beamish gained significant experience in sales roles. He worked at ING DIRECT from 2005 to 2011, serving as both Assistant Manager and Sales Manager. In these positions, he focused on enhancing customer service and driving sales performance. Prior to that, he held inside sales positions with the Florida Panthers and the Los Angeles Avengers in 2004 and 2005, respectively, where he developed skills in client engagement and sales strategy.
Education and Expertise
Colin Beamish earned a Bachelor of Science degree in Sport Management from the University of Tennessee, Knoxville, where he studied from 2000 to 2004. This educational background provided him with foundational knowledge in management principles and the sports industry, which he has applied throughout his career in various sales and financial roles.