Client Service Specialist
Huda Beal

Education

  • Rowan University BS Finance

  • Rowan University MBA with an emphasis in International Studies

Community Involvement

  • Social Ventures for Sustainability, Past Member

Huda Beal is a Client Service Specialist at Dowling & Yahnke.

With a background in financial service support at State Street and JPMorgan Chase since 2008, Huda joined Dowling & Yahnke in 2014. She interfaces with our clients’ custodian for account maintenance, processing security transfers, prepar­ing forms, and serving as a digital concierge.  In addition, she is responsible for the data integrity of information received from custodians.

Huda has a Master of Business Administration (MBA) degree from Rowan University in addition to a Bachelor of Science degree in Finance.

Born in Philadelphia and raised in New Jersey, Huda moved to San Diego in 2014 with her husband.  She is an avid sports fan and enjoys traveling. 

 

What do you find most rewarding about working at Dowling & Yahnke?

It has been incredibly rewarding to work with people every day that you respect and enjoy their company. I feel like the firm has gone above and beyond to build a very positive office environment.

 

What quality of yours makes you best suited for what you do? 

I love talking and meeting new people, and working at Dowling & Yahnke has afforded me the ability to meet new clients every day. 

 

What is your favorite spot in San Diego? 

Torrey Pines is my favorite/most visited spot in San Diego. I enjoy it year-round, whether it’s for a stroll on the beach, a scenic hike, or an early morning run, it never disappoints. 

 

What is the best concert you ever attended?

I saw Phil Collins live at the Spectrum in Philadelphia back in 2004. My girlfriends and I had “nosebleed” seats in the very last row of the Spectrum, but a trip around the venue to get some ice cream before the show started landed us with four front row seats to see Phil Collins up close and personal. We danced the night away and sang straight into Phil’s microphone to Sussudio. 

 

What brought you to San Diego? 

My husband Drew and his desire to pursue creating his own not-for-profit business centered around eliminating waste from paper coffee cups.