Sandra Beeghley

Public Relations

Phone: 858-350-7539 x10
Fax: 858-350-9867
E-mail:
 

Sandra brings more than 17 years of experience in the investment services industry to the firm, with the most recent 13 years specializing in the development and management of strategic marketing and distribution programs for regional, bank-managed mutual fund companies, including Bank of Hawaii, Bank of Oklahoma, Bank of the West and BB&T Asset Management.

While her expertise encompasses website development, environmental design, print collateral, media advertising, and event planning and promotion, it is her in-depth knowledge of investment products and the investment services industry - including FINRA and SEC compliance – that make her an integral part of our firm. 

In her current capacity, her extensive client relationship and project management skills are a prerequisite for providing the highest-level of personal service, ensuring all client- and vendor- related activities are handled intelligently and efficiently from start to finish. In addition to ensuring each client's expectations are met, it is Sandra's mission to develop ways to increase the “investment and financial literacy” of all clients, through regular communications and periodic seminars and presentations. 

Sandra studied Liberal Arts at Scottsdale Junior College. To compliment her current role in Public Relations, she completed her Financial Services Assistant Training in 2012 and is currently working to complete her investment company and variable contracts product representative (Series 6 and 63) and general securities representative (Series 7) registrations. 

Sandra Beeghley is not registered with SagePoint Financial, Inc.