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David Beach has extensive experience in the financial industry, starting with their role as Assistant Manager at Chemical Bank in 1981. David then held various positions at the bank, including Assistant Portfolio Manager and Trader/Portfolio Manager for the Chemical Investment Group. In 1990, they joined WERTHEIM SCHRODER & COMPANY, INC. as a Trader/Portfolio Manager for Asset Management until 1992 when they were hired by Lazard as the Head Trader/Portfolio Manager for Asset Management. From 1994 to 1996, they worked as a Trader in the Municipal Markets division at Merrill Lynch. In 1997, they became the Vice President of Sales Electronic Trading at Intervest, Inc. and moved to State Street in 1998 as the Vice President and West Coast Sales Director for Transition Management. David remained in this role until 2011 when they joined Loomis, Sayles & Company as Vice President of Institutional Sales, focusing on Corporations, Foundations, and Endowments.

David Beach has a Bachelor of Science (BS) degree in Finance from Villanova University. In addition, they have obtained a certification titled "Cold Calling: The First Seven Seconds" from LinkedIn in March 2022. No specific start or end years were provided for their education at Villanova University.