Beacon Financial Partners
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.
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Beacon Financial Partners Employees
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
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'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
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
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
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
Beacon Financial Partners Financial AdvisorLincoln Financial AdvisorsJanuary 1994 - December 2006
Education
Miami University 1981 — 1984
Finance, Business
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
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
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
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