Beacon Financial Group

Beacon Financial Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Beacon Financial Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.

Beacon Financial Group Salaries. You can even request information on how much does Beacon Financial Group pay if you want to. Learn about salaries, pros and cons of working for Beacon Financial Group directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

20 Beacon Financial Group employees in database. Find out everything there's to know about Beacon Financial Group employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Beacon Financial Group Employees

Employee
Years
Job
Industry
Alexandra Loder Alexandra Loder Cincinnati, Ohio Details
Alexandra Loder's Beacon Financial Group Experience June 2012 - August 2012
Job P&G Project Leader
Industry Logistics and Supply Chain
Experience
Procter & Gamble  2014 - Present
Limited Brands  June 2013 - August 2013
Beacon Financial Group   June 2012 - August 2012

Skills
Supply Chain Management, Microsoft Excel, Microsoft Office, Labor Relations, Economics, Time Management, Organizational Design, Procurement, Cross-functional Team...

Education
Penn State University   2010 — 2014
Bachelor of Science (B.S.), Supply Chain and Information Systems

Hempfield High School

James Romera James Romera North Salt Lake, Utah Details
James Romera's Beacon Financial Group Experience 1996 - Present
Job Financial Services with Allegis Investment Advisors
Industry Financial Services
Experience
Allegis Investment Advisors   2014 - Present
Beacon Financial Group   1996 - Present
Beneficial Financial Group  1992 - 2006

Skills
Customer Service, Management, Microsoft Office, Microsoft Excel, Leadership, Project Management, Strategic Planning, Sales, Microsoft Word, Financial Analysis

Education
Washington High School
High School

Brigham Young University
Education

California State University Hayward

Nick Frydlewicz Nick Frydlewicz Warren, New Jersey Details
Nick Frydlewicz's Beacon Financial Group Experience June 2013 - Present
Job Executive Assistant Beacon Financial Group
Industry Financial Services
Experience
Beacon Financial Group   June 2013 - Present
The Cheesecake Factory  July 2010 - Present
State Farm - Karen Mojka Agency   November 2011 - May 2013
Maggiano's Little Italy  October 2006 - June 2010
Lerner David Littenberg Krumholz &  
 
Bonefish Grill  August 2005 - October 2006

Skills
Data Entry, Training, PowerPoint, Microsoft Excel, Payroll, Microsoft Word, Sales, Accounting, Editing, Restaurant Management, Restaurants, Food Service, Photoshop, Food & Beverage, Menu Development, Databases, Bartending, Hospitality, Catering, Fine Dining, Culinary Skills

Education
Rutgers University   2003 — 2008
Bachelor's, Criminal Justice

Scott Page Scott Page Fayetteville, Arkansas Area Details
Scott Page's Beacon Financial Group Experience January 1997 - June 1999
Job SVP People and Culture at CCF Brands
Industry Consumer Goods
Experience
CCF Brands  June 2014 - Present
CCF Brands  December 2010 - Present
Fellowship Bible Church of NWA   July 1999 - December 2010
Beacon Financial Group   January 1997 - June 1999
Newll and Company   January 1995 - December 1997

Skills
Public Speaking, Social Media Consulting, Church Growth, Leadership Development, Community Outreach, Non-profits, Church Events, Leadership, Team Building, Discipleship, Strategic Planning, Social Media Marketing, Marketing, Event Planning, Nonprofits, Management, Marketing Strategy, Volunteer Management, Social Media, Fundraising, Customer Service, Program Development, Microsoft Office, Marketing Communications, Youth Ministry, Theology, Pastoral Care, Preaching, Team Leadership, Teaching, Coaching, Missions, Sales, Board Development, Organizational..., Training, Social Networking, Event Management, Staff Development, Non-profit..., Community Development

Education
University of Arkansas at Fayetteville   1989 — 1994
Arts and Science, Communication

University of Arkansas
Bachelor of Science, Business/Corporate Communications

Mandi Davis Mandi Davis Dallas/Fort Worth Area Details
Mandi Davis's Beacon Financial Group Experience 2000 - 2002
Job Administrative Assistant at The Harder Organization
Industry Architecture & Planning
Experience
The Harder Organization   August 2002 - Present
Beacon Financial Group   2000 - 2002

Skills
Process Scheduler, Microsoft Office, Construction, Submittals, Residential Homes, Microsoft Excel, Real Estate, Construction Management, Contract Negotiation, Customer Service, Renovation, Budgets, Real Estate Development, Contract Management, QuickBooks, AutoCAD, Architecture

Education
Tarrant County College   1999 — 2002

Christopher Becker, RTRP Christopher Becker, RTRP Greater New York City Area Details
Christopher Becker, RTRP's Beacon Financial Group Experience September 2014 - Present
Job Financial Consultant at Beacon Financial Group
Industry Accounting
Experience
Beacon Financial Group   September 2014 - Present
Beckers Tax Service   January 2003 - Present
Hewitt Associates  September 2000 - December 2003
Merrill Lynch  May 2000 - August 2000
Deutsche Financial Services  September 1997 - April 2000

Skills
Financial Planning, Tax, Series 7, Real Estate, Life Insurance, Strategic Financial..., RTRP

Education
University of Delaware   1992 — 1997
Bachelors, Marketing&Management Majors, Economics Minor

Kimberly Zipfel Kimberly Zipfel Austin, Texas Details
Kimberly Zipfel's Beacon Financial Group Experience March 2011 - Present
Job Investment Manager Consultant
Industry Financial Services
Experience
Beacon Financial Group   March 2011 - Present
E360 Power, LLC   February 2010 - December 2010
Griffon Energy Capital, LLC   March 2008 - September 2009
Griffon Energy Capital, LLC   March 2005 - February 2008
American Electric Power: Energy Services   February 2004 - February 2005
American Electric Power: Energy Services   February 2003 - February 2004
American Electric Power: Energy Services   June 2002 - February 2003

Education
The University of Texas at Austin - Red McCombs School of Business   2009 — 2012
Masters, Business Administration

The Ohio State University Fisher College of Business   1998 — 2002
BSBA, Double Major: Finance and Real Estate & Urban Analysis

Bill Levy CMC, CRMS Bill Levy CMC, CRMS Melbourne, Florida Area Details
Bill Levy CMC, CRMS's Beacon Financial Group Experience 1990 - Present
Job President at Beacon Financial Group Secializing in Real Estate Financing
Industry Banking
Experience
Beacon Financial Group   1990 - Present
Beacon Financial Group Inc.   1990 - Present

Education
Bentley University
BSA, ASA, Accounting, Finance

Stephen C. Locker,CFP & Chief Executive Officer Stephen C. Locker,CFP & Chief Executive Officer Greater New York City Area Details
Stephen C. Locker,CFP & Chief Executive Officer's Beacon Financial Group Experience July 1996 - Present
Job Chief Executive Officer of Beacon Financial Group
Industry Financial Services
Experience
Beacon Financial Group   July 1996 - Present
Beacon Financial Group   July 1996 - Present
Beacon Financial Group   May 1997 - Present
American Express Financial Advisors  March 1993 - July 1996

Skills
Strategic Financial..., Retirement Planning, Financial Advisory, Certified Financial..., Investment Strategies, Operations Management, Registered Principal, Chief Operating Officer

Education
Rutgers University-New Brunswick   1987 — 1991
BA, Economics, Accounting

Westfield High School   1984 — 1987

April DeVito April DeVito Warren, New Jersey Details
April DeVito's Beacon Financial Group Experience January 1997 - Present
Job Senior VP Corporate Operations
Industry Financial Services
Experience
Beacon Financial Group   January 1997 - Present
American Express  July 1994 - September 1996
American Express Business Travel  July 1985 - September 1996

Skills
Police, Member Benefits, Retirement Planning, Health Insurance, Life Insurance, College Savings Plans, Strategic Planning, Membership Development, Membership Growth, Community Service, Enforcement, Business Development, Employee Benefits, Fundraising, Charity Work, Operations Management, Project Planning, Leadership Development, Training, Internal Investigations, Strategic Financial..., Sales, Risk Management, Insurance, Customer Service, Management, Team Building, Tactics, Coaching, Event Planning, Investment Strategies, Fixed Annuities, 401k, Interviews, Conflict Resolution, Leadership, Estate Planning, Government, Employee Relations, Asset Management, Investments, Investment Advisory, Wealth Management, Retirement, Policy, Financial Advisory, Variable Annuities, Financial Services, Finance, Protection

Education
Rutgers, The State University of New Jersey-New Brunswick

Joseph Accardi Joseph Accardi Basking Ridge, New Jersey Details
Joseph Accardi's Beacon Financial Group Experience May 2015 - Present
Job Economics Major at Gettysburg College
Industry Financial Services
Experience
Beacon Financial Group   May 2015 - Present
Gettysburg College  September 2012 - Present

Skills
Research, Data Analysis, PowerPoint, Microsoft Excel, Microsoft Word, Social Media

Education
Gettysburg College   2012 — 2016
Bachelor of Arts (B.A.), Economics

The London School of Economics and Political Science (LSE)   2014 — 2014
Applied Economics

Michelle Jacoby Michelle Jacoby Basking Ridge, New Jersey Details
Michelle Jacoby's Beacon Financial Group Experience June 2014 - Present
Job Executive Director, Insurance Division Beacon Financial Group
Industry Insurance
Experience
Beacon Financial Group   June 2014 - Present
Beacon Benefit Services   January 2010 - September 2014

Skills
Insurance, Employee Benefits, Disability Insurance, Term Life Insurance, Life Insurance, Access, Strategic Financial..., Long Term Care Insurance, Risk Management, Fixed Annuities, Sales, Health Insurance, Underwriting, Management, Long-term Care, Finance, Whole Life, Strategic Planning, Financial Services, Universal Life, Customer Service, Leadership, Marketing

Education
University of Hartford   1989 — 1993
Bachelor of Fine Arts (BFA)

Brett Richter Brett Richter Jericho, New York Details
Brett Richter's Beacon Financial Group Experience June 2014 - August 2014
Job Financial Planning Intern at Mariner Wealth Advisors
Industry Financial Services
Experience
Mariner Wealth Advisors  June 2015 - Present
Beacon Financial Group   June 2014 - August 2014
UBS Wealth Management  June 2013 - August 2013
Derris & Company  June 2012 - August 2012
Chemtob Moss & Forman, LLP   July 2011 - August 2011

Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, English, Marketing, Sales, Public Relations, Windows, Mac, Finance, Investments

Education
University of Maryland - Robert H. Smith School of Business   2012 — 2016
Bachelor's degree, Finance

Jericho High School

Kevin Noll Kevin Noll Washington D.C. Metro Area Details
Kevin Noll's Beacon Financial Group Experience January 1997 - June 2000
Job Principal Engineer at Time Warner Cable
Industry Computer Networking
Experience
Time Warner Cable  July 2011 - Present
Time Warner Cable  September 2007 - July 2011
Versatile Systems, Inc.   June 2000 - August 2007
Perfect Order, Inc.   2000 - 2005
Beacon Financial Group   January 1997 - June 2000
PlanetCable   January 1997 - June 2000
Cumberland Technologies International   January 1995 - December 1996
Coleman Research Corporation  1994 - 1996
Harris Corporation  February 1991 - April 1993

Skills
BGP, Product Management, Enterprise Architecture, Cisco Technologies, Solaris, OSPF, VoIP, IP, DNS, Network Architecture, EIGRP, WiMAX, Network Administration, Ethernet, Linux, IPv6, Network Design, DHCP, Servers, TCP/IP, Wireless, Broadband, DOCSIS, Telecommunications, Integration, Mobile Devices, Networking, System Deployment

Education
Villanova University   2008 — 2008
N/A, Signal Processing and Communications

Penn State University   2006 — 2007
N/A, Electrical Engineering

University of Central Florida   1991 — 1993
BS, Electrical Engineering

Lake City Commuity College   1989 — 1991
AA, Pre-Engineering

Heather (Rinaldi) Pollack Heather (Rinaldi) Pollack Cleveland/Akron, Ohio Area Details
Heather (Rinaldi) Pollack's Beacon Financial Group Experience August 2002 - Present
Job C(k)P, Beacon Financial Group
Industry Financial Services
Experience
Beacon Financial Group   August 2002 - Present
ING  1999 - 2002
John Hancock  1992 - January 1999

Education
The Retirement Advisor University in collaboration with UCLA Anderson School of Mgmt. Exec. Educ.   2011 — 2012
C(k)P

Saint Anselm College   1988 — 1992
Bachelor of Arts (BA)

Ruth Harlow Ruth Harlow Greater New York City Area Details
Ruth Harlow's Beacon Financial Group Experience 2001 - 2007
Job Insurance
Industry Insurance
Experience
Brown and Brown Insurance  June 2014 - Present
Liberty Mutual Insurance  May 2012 - 2014
Harlow & Associates..Exclusive Horace Mann insurance Rep   December 2010 - July 2012
Beacon Financial Group   2001 - 2007
Matson Financial Advisors   1998 - 2001
Health Net  1996 - 1998

Skills
Customer Relations, Health Insurance, Insurance, Employee Benefits, Medicare, Financial Planning, Market Analysis, Account Management, Customer Retention, Customer Service, Life Insurance, Management, Property, Sales, Strategic Financial..., Underwriting, Brokers, Term Life Insurance

Education
Southern Connecticut State University
B.A., Communications

Donna Wolf Financial & Investment Analyst Donna Wolf Financial & Investment Analyst Dallas/Fort Worth Area Details
Donna Wolf Financial & Investment Analyst's Beacon Financial Group Experience April 2008 - October 2009
Job Business Analyst | Financial Analyst | Treasurer Assistant| Assistant Treasurer| Investment Analyst| Financial Assistant
Industry Banking
Experience
Beacon Financial Group   April 2008 - October 2009
St. Francis of Assisi Catholic Church  January 2005 - June 2006
RCM Management   August 1993 - July 1996
Bluebonnet Savings & Loan   May 1990 - May 1993
Commerce Savings & Loan   August 1988 - May 1990

Education
The University of Texas at Dallas
BS, Finance

Brent Besinger Brent Besinger Cleveland/Akron, Ohio Area Details
Brent Besinger's Beacon Financial Group Experience 1994 - Present
Job Investment Advisor Representative at Beacon Financial Group
Industry Financial Services
Experience
Beacon Financial Group   1994 - Present

Skills
Retirement, High Net Worth..., Strategic Planning, Mutual Funds, Investments, Succession Planning, Strategic Financial..., Finance, Financial Analysis

Education
John Carroll University
B.S.B.A., Business Marketing, Economics