Dan Beam, CMB®
senior vice president - director residential lending at firstrust bank@ Firstrust Bank
Greater Philadelphia
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Dan Beam, CMB(r) is a financial professional with 29.3 years of experience in mortgage lending, loans, finance, credit risk, and mortgage banking. He has a strong background in fixed income asset management and has successfully managed mortgage pipelines and delivered whole loans to private investors. Currently, he serves as the department head at Firstrust Bank, where he specializes in Microsoft Office Suite, Bloomberg, Powerseller, WINOAS, Thomson Reuters EIKON, Encompass, and Motivity. Dan's expertise and extensive work experience make him a valuable asset in the mortgage industry.
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Emails and Phone Numbers

@firstrust.com
@comcast.net
+1 610238****
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About

Financial professional with extensive experience in fixed income asset management with respect to mortgage-backed-securities. In the past I have been responsible for the management of mortgage pipelines and also the timely delivery of whole loans to private investors. I have help build a mortgage department from scratch to over $1B in MSR’s and I’m currently the department head.Specialties: Microsoft Office Suite, Bloomberg, Powerseller, WINOAS, Thomson Reuters EIKON, Encompass, Motivity

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Work Experience

15 E. Ridge Pike, Conshohocken, PA, 19428, US

Banking

437
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Dan Beam, CMB®'s Professional Milestones

  • Vice President Capital Markets (2011-03-01~2016-04-01): Expanding market presence through strategic investment decisions and effective risk management strategies.
  • senior vice president - director residential lending at firstrust bank (2011-03-01~2016-04-01): Driving sales and market dominance through strategic initiatives and effective leadership.
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Education

Fox School of Business at Temple University
Fox School of Business at Temple University

Finance,

General,

Finance, General

2000-2005