Beacon Financial Partners

Description

Address: 300 Park Ave, New York, NY 10022 Phone: (212) 572-6337: : Place name: : Category: Website: Hours: : : : Website: http://www.beaconfpllc.com/ Category: Newsstand Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Beacon Financial Partners Posting publicly on the Web Write a review Reviews Be the first to review

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

Beacon Financial Partners Salaries. You can even request information on how much does Beacon Financial Partners pay if you want to. Learn about salaries, pros and cons of working for Beacon Financial Partners 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!

11 Beacon Financial Partners employees in database. Find out everything there's to know about Beacon Financial Partners 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 Partners Employees

Employee
Years
Job
Industry
Lisa Newburger Lisa Newburger Cleveland/Akron, Ohio Area Details
Lisa Newburger's Beacon Financial Partners Experience October 2014 - July 2015
Job Marketing Coordinator in transition
Industry Financial Services
Experience
Beacon Financial Partners   October 2014 - July 2015
Discuss Directives, LLC   January 2009 - October 2014
Lisa Newburger, L.I.S.W.-S   September 2000 - January 2010

Skills
Public Speaking, Training, Employee Training, Workshop Facilitation, Leadership, Community Outreach, Leadership Development, Entrepreneurship, Healthcare, Coaching, Wellness, Event Planning, Management, Motivational Speaking, Executive Coaching, Team Building, Strategy, Program Management, Consulting, Mentoring

Education
Loyola University Chicago
Master of Social Work (MSW)

The Ohio State University
B.S.S.W., Social Work

Jill Warfel Jill Warfel Cleveland/Akron, Ohio Area Details
Jill Warfel's Beacon Financial Partners Experience October 2014 - Present
Job Client Relationship Coordinator at Beacon Financial Partners
Industry Financial Services
Experience
Beacon Financial Partners   October 2014 - Present
College Planning Network LLC  2011 - October 2014
Fetch! Pet Care of Greater Westlake Berea aka Purr and Bark Enterprises LLC   June 2009 - June 2012
Grant Thornton LLP  July 2005 - July 2009
U.S. Presidential Campaign of U.S. Senator Robert Graham   2003 - 2004
Oswald Trippe & Co  2002 - 2003
Perkins Coie LLP  2001 - 2002
U.S. House of Representatives, Committee on Education and the Workforce   1999 - 2001
National Democratic Party, Democratic Senatorial Campaign Committee   1996 - 1999

Skills
Outlook, Public Speaking, Event Planning, Fundraising, Marketing

Education
Ohio Wesleyan University

Albe Harlow Albe Harlow Greater New York City Area Details
Albe Harlow's Beacon Financial Partners Experience June 2008 - September 2008
Job _
Industry Publishing
Experience
Albe Harlow's Oeuvre   September 2000 - Present
Albe Harlow's Oeuvre   April 1998 - Present
CareerShift, LLC   June 2011 - January 2013
Beacon Financial Partners   June 2008 - September 2008
iNamics Corporation   December 2007 - April 2008
East Side Grille   April 2001 - November 2004

Skills
Sales, Project Planning, Social Media Marketing, Marketing Strategy, Cold Calling, Entrepreneurship, Market Research, New Business Development, Competitive Analysis, Analysis, Social Media, Business Development, Customer Service, Email Marketing, Blogging

Education
Baldwin Wallace University   2006 — 2007
Finance, General

The Ohio State University
English Language and Literature/Letters

Tracy Catlin Tracy Catlin Cleveland/Akron, Ohio Area Details
Tracy Catlin's Beacon Financial Partners Experience March 2012 - Present
Job Advisory Practice Manager at Beacon Financial Partners
Industry Financial Services
Experience
Beacon Financial Partners   March 2012 - Present
UBS Wealth Management  June 2011 - March 2012
UBS Wealth Management  May 2010 - August 2010
Zeta Tau Alpha  November 2008 - November 2009

Skills
Investments, Strategic Financial..., Alternative Investments, Finance, Wealth Management, Securities, Financial Advisory, Portfolio Management, Retirement Planning, Financial Services, Series 63, Series 7

Education
Elon University - Martha and Spencer Love School of Business   2007 — 2011
Bachelor of Science (B.S.), Finance & Accounting

Kenston High School   2003 — 2007

Tom Genco Tom Genco Cleveland/Akron, Ohio Area Details
Tom Genco's Beacon Financial Partners Experience June 2010 - Present
Job CPA, CFP at Beacon Financial Partners
Industry Financial Services
Experience
Beacon Financial Partners   June 2010 - Present
Cleveland Financial Group  January 1997 - June 2010
Rothschild Meckler & Co   January 1985 - December 1996

Skills
Strategic Financial...

Education
Cleveland State University   1978 — 1983
BBA, Accounting

Raymond Tropp Raymond Tropp Cleveland/Akron, Ohio Area Details
Raymond Tropp's Beacon Financial Partners Experience PartnerBeacon Finanical Partners2007 - Present
Job Owner, Beacon Financial Partners
Industry Financial Services
Experience
Beacon Financial Partners   PartnerBeacon Finanical Partners2007 - Present
Reliance Electric  1990 - 1995

Education
Cleveland State University   1990 — 1994
MBA, Finance

Cleveland State University   1985 — 1987
BBA, Accounting

University of Cincinnati College of Business   1983 — 1985
Accounting

Dean Weemhoff Dean Weemhoff Cleveland/Akron, Ohio Area Details
Dean Weemhoff's Beacon Financial Partners Experience Financial AdvisorLincoln Financial AdvisorsJanuary 1994 - December 2006
Job Partner at Beacon Financial Partners
Industry Financial Services
Experience
Beacon Financial Partners   Financial AdvisorLincoln Financial AdvisorsJanuary 1994 - December 2006

Education
Miami University   1981 — 1984
Finance, Business

Melanie Barni Melanie Barni Beachwood, Ohio Details
Melanie Barni's Beacon Financial Partners Experience February 2015 - Present
Job Client Relationship Coordinator at Beacon Financial Partners
Industry Financial Services
Experience
Beacon Financial Partners   February 2015 - Present
Insurancebroadcasting.com   2000 - 2011
Medical Life Insurance Company  1997 - 2000

Skills
Marketing, Marketing Communications, Marketing Strategy, Sales Presentations, New Business Development, Sales, Customer Service, Customer Retention, Customer Satisfaction, Social Networking, Business Development, Account Management, Sales Process, Membership Development, Member Relations, Customer Support, Office Administration, Database Administration, Networking, Team Building, Event Planning, Budgets

Education
Kent State University
Bachelor of Business Administration (BBA), Marketing

Bryan J. Costin, CPA, CFP® Bryan J. Costin, CPA, CFP® Cleveland/Akron, Ohio Area Details
Bryan J. Costin, CPA, CFP®'s Beacon Financial Partners Experience January 2008 - Present
Job Certified Public Accounting & Financial Advisor
Industry Investment Management
Experience
Beacon Financial Partners   January 2008 - Present
Costin + Company, CPAs   November 2001 - Present
Cleveland Financial Group  February 2003 - December 2007
Plastic Card Systems   2000 - 2001

Skills
Securities, Investments, Retirement Planning, Wealth Management, Estate Planning, Accounting, Income Tax, Personal Tax Planning

Education
Ohio University   1997 — 2000
Bachelor of Business Administration (BBA), Accounting and Management Information Systems

Daniel Bonder JD, MBA, CFP® Daniel Bonder JD, MBA, CFP® Cleveland/Akron, Ohio Area Details
Daniel Bonder JD, MBA, CFP®'s Beacon Financial Partners Experience December 2006 - Present
Job Investment Professional and Planned Giving Consultant
Industry Financial Services
Experience
Beacon Financial Partners   December 2006 - Present
Fairmount Temple  2009 - 2012
Cleveland Financial Group  August 1994 - December 2006
Women's Federal Savings Bank  March 1982 - April 1993
Continental Federal Savings and Loan   June 1975 - March 1982

Education
Cleveland State University   1980 — 1983
MBA, Finance

Cleveland State University - Cleveland-Marshall College of Law   1980 — 1983
Juris Doctorate, Law

John Carroll University   1971 — 1975
BS, Economics

Cleveland Heights High School   1968 — 1971

Elizabeth Isaacs Elizabeth Isaacs Cleveland/Akron, Ohio Area Details
Elizabeth Isaacs's Beacon Financial Partners Experience March 2012 - March 2013
Job Planning Coordinator
Industry Financial Services
Experience
Lincoln Financial Group  March 2013 - Present
Beacon Financial Partners   March 2012 - March 2013

Skills
Series 7, Financial Services, Investments, Retirement Planning, Wealth Management, Investment Advisory, Financial Planning, Customer Service

Education
John Carroll University   2006 — 2008
MBA, International Business

The University of Akron   2002 — 2004
Bachelor of Arts (B.A.), 2004