Beacon Pointe Advisors
Industry: Company
DescriptionFounded: 2002 Subsidiary: Beacon Pointe Advisors, Llc, Asset Management Arm
Beacon Pointe Advisors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Beacon Pointe Advisors. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Beacon Pointe Advisors Salaries. You can even request information on how much does Beacon Pointe Advisors pay if you want to. Learn about salaries, pros and cons of working for Beacon Pointe Advisors 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!
56 Beacon Pointe Advisors employees in database. Find out everything there's to know about Beacon Pointe Advisors 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 Pointe Advisors Employees
Employee
Years
Job
Industry
Hillary Huang Hillary Huang's Beacon Pointe Advisors Experience June 2014 - Present
Job Marketing Analyst at Beacon Pointe Advisors
Industry Financial Services
Experience
Beacon Pointe Advisors June 2014 - Present
Beacon Pointe Advisors February 2014 - June 2014
Northwestern Mutual June 2013 - February 2014
UC Irvine School of Law November 2011 - August 2013
Palm and Associates Matchmaking Agency April 2013 - May 2013
Perrix November 2008 - December 2011
Rina R. Tringali, CPA, CFE June 2009 - August 2009
Skills
Microsoft Excel, Event Planning, Social Media, Public Speaking, Facebook, Research, Microsoft Word, Management, PowerPoint, Microsoft Office, Leadership, Fundraising, Customer Service, Non-profits, Editing, Legal Writing, Legal Research, Corporate Law, Business Development, Public Relations, Marketing Research, Hootsuite, LinkedIn, Twitter, Junxure, Tumblr, Pinterest, Social Media Marketing, Digital Marketing, Nonprofits, Social Networking, Marketing, Teamwork, Time Management, Market Research
Education
University of California, Irvine 2010 — 2014
Bachelor of Applied Science (B.A.Sc.), Business/Managerial Economics
Monterey High School 2006 — 2010
General Education, 3.9
Beacon Pointe Advisors June 2014 - Present
Beacon Pointe Advisors February 2014 - June 2014
Northwestern Mutual June 2013 - February 2014
UC Irvine School of Law November 2011 - August 2013
Palm and Associates Matchmaking Agency April 2013 - May 2013
Perrix November 2008 - December 2011
Rina R. Tringali, CPA, CFE June 2009 - August 2009
Skills
Microsoft Excel, Event Planning, Social Media, Public Speaking, Facebook, Research, Microsoft Word, Management, PowerPoint, Microsoft Office, Leadership, Fundraising, Customer Service, Non-profits, Editing, Legal Writing, Legal Research, Corporate Law, Business Development, Public Relations, Marketing Research, Hootsuite, LinkedIn, Twitter, Junxure, Tumblr, Pinterest, Social Media Marketing, Digital Marketing, Nonprofits, Social Networking, Marketing, Teamwork, Time Management, Market Research
Education
University of California, Irvine 2010 — 2014
Bachelor of Applied Science (B.A.Sc.), Business/Managerial Economics
Monterey High School 2006 — 2010
General Education, 3.9
Regina Fales Regina Fales's Beacon Pointe Advisors Experience January 2013 - December 2013
Job Managing Director at Janus Capital Group
Industry Financial Services
Experience
Janus Capital Group January 2014 - Present
Beacon Pointe Advisors January 2013 - December 2013
Commonfund January 2008 - December 2012
Capital Group January 2007 - December 2007
Capital Group January 2001 - December 2006
Capital Group June 1994 - January 2001
Skills
Series 7, Series 63, Client Relations, Client Service, Asset Allocation, Investments, Financial Analysis, Asset Management, Finance, Business Development, Training, Project Management, Sales, Cold Calling, Proposal Writing, Workshop Facilitation, Institutional Consulting, Client Services, Communication Skills, Financial Modeling, Wealth Management, Strategic Financial..., Financial Services, Investment Advisory, Securities, Alternative Investments, Public Relations, Financial Advisory, Hedge Funds, Strategy, Portfolio Management, Institutional..., Investor Relations, Risk Management, Mutual Funds, Asset Managment, Valuation, FINRA, Private Equity, Managerial Finance
Education
Chapman University 1997 — 2000
MBA, Business
California State University-Fullerton 1990 — 1994
BA, Accounting
Janus Capital Group January 2014 - Present
Beacon Pointe Advisors January 2013 - December 2013
Commonfund January 2008 - December 2012
Capital Group January 2007 - December 2007
Capital Group January 2001 - December 2006
Capital Group June 1994 - January 2001
Skills
Series 7, Series 63, Client Relations, Client Service, Asset Allocation, Investments, Financial Analysis, Asset Management, Finance, Business Development, Training, Project Management, Sales, Cold Calling, Proposal Writing, Workshop Facilitation, Institutional Consulting, Client Services, Communication Skills, Financial Modeling, Wealth Management, Strategic Financial..., Financial Services, Investment Advisory, Securities, Alternative Investments, Public Relations, Financial Advisory, Hedge Funds, Strategy, Portfolio Management, Institutional..., Investor Relations, Risk Management, Mutual Funds, Asset Managment, Valuation, FINRA, Private Equity, Managerial Finance
Education
Chapman University 1997 — 2000
MBA, Business
California State University-Fullerton 1990 — 1994
BA, Accounting
Jack Cooper's Beacon Pointe Advisors Experience May 2011 - January 2013
Job Associate Partnership Integration at Beacon Pointe Wealth Advisors
Industry Investment Management
Experience
Beacon Pointe Wealth Advisors July 2015 - Present
TD Ameritrade Institutional August 2014 - June 2015
TD Ameritrade Institutional June 2014 - August 2014
Boston College Cable TV Services September 2011 - May 2014
Natixis Global Asset Management June 2013 - August 2013
Beacon Pointe Advisors May 2011 - January 2013
Eastman Technologies February 2010 - August 2010
Jack's Surfboards July 2008 - October 2009
U.S. House of Representatives July 2009 - July 2009
Skills
Fixed Income, Financially Literate, Proficient Communicator, Client Service Oriented, Asset Allocation, Rebalancing, Zephyr Style Advisor, Junxure, Guidestar, Morningstar, Wilshire, Social Networking, Recruiting, Private Client Services, Value Investing, Alternative Investments, Institutional Consulting, Strategic Financial..., Financial Accounting, Inventory Analysis, Negotiation, Human Resources, Business Ethics, Professional Ethics, Risk Management, Internal Controls, Communication, Client Services, Financial Planning, Microsoft Office
Education
Boston College 2010 — 2014
Bachelor of Arts (B.A.), History
Mater Dei High School 2006 — 2010
Andersen
Beacon Pointe Wealth Advisors July 2015 - Present
TD Ameritrade Institutional August 2014 - June 2015
TD Ameritrade Institutional June 2014 - August 2014
Boston College Cable TV Services September 2011 - May 2014
Natixis Global Asset Management June 2013 - August 2013
Beacon Pointe Advisors May 2011 - January 2013
Eastman Technologies February 2010 - August 2010
Jack's Surfboards July 2008 - October 2009
U.S. House of Representatives July 2009 - July 2009
Skills
Fixed Income, Financially Literate, Proficient Communicator, Client Service Oriented, Asset Allocation, Rebalancing, Zephyr Style Advisor, Junxure, Guidestar, Morningstar, Wilshire, Social Networking, Recruiting, Private Client Services, Value Investing, Alternative Investments, Institutional Consulting, Strategic Financial..., Financial Accounting, Inventory Analysis, Negotiation, Human Resources, Business Ethics, Professional Ethics, Risk Management, Internal Controls, Communication, Client Services, Financial Planning, Microsoft Office
Education
Boston College 2010 — 2014
Bachelor of Arts (B.A.), History
Mater Dei High School 2006 — 2010
Andersen
Jace Prows Jace Prows's Beacon Pointe Advisors Experience January 2014 - Present
Job Vice President at Beacon Pointe Advisors
Industry Financial Services
Experience
Beacon Pointe Advisors January 2014 - Present
Fidelity Investments September 2013 - January 2014
TD Ameritrade November 2012 - September 2013
TD Ameritrade November 2011 - January 2013
TD Ameritrade March 2008 - November 2011
Skills
Investments, Uniform Combined State..., Series 63, Series 7, FINRA, Mutual Funds, Asset Allocation, Investment Strategies, Investment Advisory, ETFs, Wealth Management, Securities, 401k, Retirement, Finance, Communication, Sales Management, Financial Services, Equities, Separately Managed..., Options, High Net Worth..., Registered Investment..., IRAs, Options Strategies, Series 66
Education
University of North Texas
Beacon Pointe Advisors January 2014 - Present
Fidelity Investments September 2013 - January 2014
TD Ameritrade November 2012 - September 2013
TD Ameritrade November 2011 - January 2013
TD Ameritrade March 2008 - November 2011
Skills
Investments, Uniform Combined State..., Series 63, Series 7, FINRA, Mutual Funds, Asset Allocation, Investment Strategies, Investment Advisory, ETFs, Wealth Management, Securities, 401k, Retirement, Finance, Communication, Sales Management, Financial Services, Equities, Separately Managed..., Options, High Net Worth..., Registered Investment..., IRAs, Options Strategies, Series 66
Education
University of North Texas
Jeremy Saltzberg Jeremy Saltzberg's Beacon Pointe Advisors Experience 2011 - 2013
Job Vice President at Spectrum Asset Management
Industry Investment Management
Experience
Spectrum Asset Management, Inc. 2014 - Present
Spectrum Asset Management, Inc. 2013 - 2014
Beacon Pointe Advisors 2011 - 2013
Skills
Investments, Equities, Asset Allocation, Investment Management, Wealth Management, Emerging Markets, Equity Research, Investment Advisory, Portfolio Management, Value Investing
Education
University of California, Santa Barbara
Spectrum Asset Management, Inc. 2014 - Present
Spectrum Asset Management, Inc. 2013 - 2014
Beacon Pointe Advisors 2011 - 2013
Skills
Investments, Equities, Asset Allocation, Investment Management, Wealth Management, Emerging Markets, Equity Research, Investment Advisory, Portfolio Management, Value Investing
Education
University of California, Santa Barbara
Lindsay Kuzmich Lindsay Kuzmich's Beacon Pointe Advisors Experience May 2008 - June 2008
Job Regional Director at Inspirato with American Express
Industry Hospitality
Experience
Inspirato with American Express July 2015 - Present
Inspirato April 2013 - Present
Bernstein Global Wealth Management September 2010 - April 2013
PIMCO May 2008 - August 2008
Beacon Pointe Advisors May 2008 - June 2008
Nordstrom May 2007 - August 2007
Skills
CRM, Investments, Business Development, Sales, Customer Service, Fixed Income, Microsoft Excel, Event Planning, Proposal Writing, PowerPoint, Microsoft Office, Social Media
Education
University of Colorado Boulder - Leeds School of Business 2006 — 2010
BS
University of Virginia
Inspirato with American Express July 2015 - Present
Inspirato April 2013 - Present
Bernstein Global Wealth Management September 2010 - April 2013
PIMCO May 2008 - August 2008
Beacon Pointe Advisors May 2008 - June 2008
Nordstrom May 2007 - August 2007
Skills
CRM, Investments, Business Development, Sales, Customer Service, Fixed Income, Microsoft Excel, Event Planning, Proposal Writing, PowerPoint, Microsoft Office, Social Media
Education
University of Colorado Boulder - Leeds School of Business 2006 — 2010
BS
University of Virginia
Lisa Bosley Lisa Bosley's Beacon Pointe Advisors Experience January 2014 - Present
Job Consultant and Writer
Industry Investment Management
Experience
Western Asset Management June 2015 - Present
Claremont McKenna College November 2014 - Present
Beacon Pointe Advisors January 2014 - Present
AUM Partners 2011 - 2014
Kayne Anderson Capital Advisors 2011 - 2012
Analytic Investors 2005 - 2010
The Professional Association for Investment Communications Resources (PAICR) 2006 - 2009
Parkinson's Resource Organization 2004 - 2004
Nicholas Applegate 2000 - 2004
Skills
Investments, Asset Managment, Executive Coaching, Professional Mentoring, Leadership, Motivational Speaking, Marketing Communications, Proposal Writing, Persuasive Writing, Close Attention to..., Interpersonal..., Change Management, Hiring Practices, Collaboration, Making Connections, Identifying Trends, Consulting, Productivity Coaching, Project Management, Event Planning, Business Technology, CRM Integration, Alternative Investments, Analysis, Asset Management, Financial Services, Marketing, CRM, Business Development, Equities, Hedge Funds, Analytics, Asset Allocation, Due Diligence, Institutional..., Investment Advisory, Investment Management, Investment Strategies, Leadership Development, Mutual Funds
Education
Claremont McKenna College
B.A., Economics and Literature
La Canada High School
Western Asset Management June 2015 - Present
Claremont McKenna College November 2014 - Present
Beacon Pointe Advisors January 2014 - Present
AUM Partners 2011 - 2014
Kayne Anderson Capital Advisors 2011 - 2012
Analytic Investors 2005 - 2010
The Professional Association for Investment Communications Resources (PAICR) 2006 - 2009
Parkinson's Resource Organization 2004 - 2004
Nicholas Applegate 2000 - 2004
Skills
Investments, Asset Managment, Executive Coaching, Professional Mentoring, Leadership, Motivational Speaking, Marketing Communications, Proposal Writing, Persuasive Writing, Close Attention to..., Interpersonal..., Change Management, Hiring Practices, Collaboration, Making Connections, Identifying Trends, Consulting, Productivity Coaching, Project Management, Event Planning, Business Technology, CRM Integration, Alternative Investments, Analysis, Asset Management, Financial Services, Marketing, CRM, Business Development, Equities, Hedge Funds, Analytics, Asset Allocation, Due Diligence, Institutional..., Investment Advisory, Investment Management, Investment Strategies, Leadership Development, Mutual Funds
Education
Claremont McKenna College
B.A., Economics and Literature
La Canada High School
Jonathan Acosta Jonathan Acosta's Beacon Pointe Advisors Experience February 2013 - Present
Job Senior Wealth Advisor Beacon Pointe Advisors
Industry Financial Services
Experience
Beacon Pointe Advisors February 2013 - Present
PIMCO September 2011 - February 2013
LOBA Jr 2008 - September 2011
AVP Pro Beach Volleyball Tour 2007 - 2010
Skills
Client Servicing, Client Development, Relationship Management, Wealth Management, Wealth Management..., Wealth Planning
Education
Pepperdine University School of Law
J.D.
UCLA Anderson School of Management
Master of Business Administration (MBA), Finance
University of California, Los Angeles
B.A., Political Science
Beacon Pointe Advisors February 2013 - Present
PIMCO September 2011 - February 2013
LOBA Jr 2008 - September 2011
AVP Pro Beach Volleyball Tour 2007 - 2010
Skills
Client Servicing, Client Development, Relationship Management, Wealth Management, Wealth Management..., Wealth Planning
Education
Pepperdine University School of Law
J.D.
UCLA Anderson School of Management
Master of Business Administration (MBA), Finance
University of California, Los Angeles
B.A., Political Science
Bennett Cooper's Beacon Pointe Advisors Experience June 2013 - August 2014
Job Wealth Management Intern at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional June 2015 - Present
Beacon Pointe Advisors June 2013 - August 2014
The Coca-Cola Company September 2013 - January 2014
Vineyard Vines September 2011 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Junxure, Social Media, Team Leadership, Teamwork, English, Salesforce.com
Education
Boston College - Carroll School of Management 2012 — 2016
Bachelor of Science, Finance, History
Boston College 2012 — 2016
Bachelor of Science (B.S.), Finance, History
Mater Dei High School 2008 — 2012
High School Diploma
TD Ameritrade Institutional June 2015 - Present
Beacon Pointe Advisors June 2013 - August 2014
The Coca-Cola Company September 2013 - January 2014
Vineyard Vines September 2011 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Junxure, Social Media, Team Leadership, Teamwork, English, Salesforce.com
Education
Boston College - Carroll School of Management 2012 — 2016
Bachelor of Science, Finance, History
Boston College 2012 — 2016
Bachelor of Science (B.S.), Finance, History
Mater Dei High School 2008 — 2012
High School Diploma
Marcus Minami Marcus Minami's Beacon Pointe Advisors Experience June 2012 - August 2012
Job On Premise Sales Rep at MillerCoors
Industry Food & Beverages
Experience
MillerCoors May 2014 - Present
Capstone Partners Financial and Insurance Services September 2013 - March 2014
MLM Group Inc. July 2013 - September 2013
Beacon Pointe Advisors June 2012 - August 2012
Orange County Community Foundation July 2011 - September 2011
PVP Advanced EO, Inc. June 2010 - August 2010
Tiger Woods Learning Center April 2007 - August 2009
Skills
Team collaborator, Organized, Persistence, Dependable Team Player, Sales, Marketing, Finance
Education
University of Oregon - Charles H. Lundquist College of Business 2009 — 2013
Bachelor of Science (B.S.), Marketing and Finance
Universidad Pablo de Olavide 2012 — 2012
Business
MillerCoors May 2014 - Present
Capstone Partners Financial and Insurance Services September 2013 - March 2014
MLM Group Inc. July 2013 - September 2013
Beacon Pointe Advisors June 2012 - August 2012
Orange County Community Foundation July 2011 - September 2011
PVP Advanced EO, Inc. June 2010 - August 2010
Tiger Woods Learning Center April 2007 - August 2009
Skills
Team collaborator, Organized, Persistence, Dependable Team Player, Sales, Marketing, Finance
Education
University of Oregon - Charles H. Lundquist College of Business 2009 — 2013
Bachelor of Science (B.S.), Marketing and Finance
Universidad Pablo de Olavide 2012 — 2012
Business
Ryudo Hirayama's Beacon Pointe Advisors Experience December 2014 - May 2015
Job C17 Supply Chain Intern at Boeing
Industry
Experience
Boeing June 2015 - August 2015
Beacon Pointe Advisors December 2014 - May 2015
Bren Events Center November 2012 - December 2014
Thales July 2014 - September 2014
Skills
Public Speaking, Leadership, Analysis, Customer Service, Communication, Nonprofits, Microsoft Word, Social Media, Teamwork, Conflict Resolution, Data Analysis
Education
University of California, Irvine 2012 — 2016
Bachelor's Degree, Buisness Information Management, GPA 3.3
Westmont High School 2008 — 2012
Boeing June 2015 - August 2015
Beacon Pointe Advisors December 2014 - May 2015
Bren Events Center November 2012 - December 2014
Thales July 2014 - September 2014
Skills
Public Speaking, Leadership, Analysis, Customer Service, Communication, Nonprofits, Microsoft Word, Social Media, Teamwork, Conflict Resolution, Data Analysis
Education
University of California, Irvine 2012 — 2016
Bachelor's Degree, Buisness Information Management, GPA 3.3
Westmont High School 2008 — 2012
Trip Secrist Trip Secrist's Beacon Pointe Advisors Experience September 2014 - Present
Job Vice President at Beacon Pointe Advisors
Industry Financial Services
Experience
Beacon Pointe Advisors September 2014 - Present
Global Hunter Securities 2013 - 2014
Barclays 2008 - 2013
Lehman Brothers 2007 - 2008
Merrill Lynch 2003 - 2007
Bear Stearns 2000 - 2003
Pacific Gas and Electric Company 1999 - 2000
Coastal Corporation 1994 - 1998
Skills
Investment Advisory, Asset Allocation, Series 63, Wealth Management, Securities, Investment Strategies, Fixed Income, Alternative Investments, Series 7, Asset Management, Portfolio Management, Investments, Hedge Funds, Commodity, Equities
Education
University of Southern California 1986 — 1991
Torrey Pines High School 1983 — 1986
Beacon Pointe Advisors September 2014 - Present
Global Hunter Securities 2013 - 2014
Barclays 2008 - 2013
Lehman Brothers 2007 - 2008
Merrill Lynch 2003 - 2007
Bear Stearns 2000 - 2003
Pacific Gas and Electric Company 1999 - 2000
Coastal Corporation 1994 - 1998
Skills
Investment Advisory, Asset Allocation, Series 63, Wealth Management, Securities, Investment Strategies, Fixed Income, Alternative Investments, Series 7, Asset Management, Portfolio Management, Investments, Hedge Funds, Commodity, Equities
Education
University of Southern California 1986 — 1991
Torrey Pines High School 1983 — 1986
Jacob Markus's Beacon Pointe Advisors Experience June 2013 - August 2013
Job Financial Analyst at Apple
Industry Financial Services
Experience
Apple June 2014 - August 2014
Beacon Pointe Advisors June 2013 - August 2013
mobileStorm June 2013 - August 2013
iOVA Communications June 2012 - August 2012
Skills
Consulting, Microsoft Office, Leadership, Multivariable Calculus, Highly Ambitious, SEO, Problem Solving, Statistics, Competitive Analysis, Market Research, Public Speaking
Education
University of California, Berkeley - Walter A. Haas School of Business 2011 — 2015
Bachelor of Science (BS), Business Administration, Management and Operations
Thousand Oaks High School 2007 — 2011
King's College London
Business Management
Apple June 2014 - August 2014
Beacon Pointe Advisors June 2013 - August 2013
mobileStorm June 2013 - August 2013
iOVA Communications June 2012 - August 2012
Skills
Consulting, Microsoft Office, Leadership, Multivariable Calculus, Highly Ambitious, SEO, Problem Solving, Statistics, Competitive Analysis, Market Research, Public Speaking
Education
University of California, Berkeley - Walter A. Haas School of Business 2011 — 2015
Bachelor of Science (BS), Business Administration, Management and Operations
Thousand Oaks High School 2007 — 2011
King's College London
Business Management
Bo Hendrickson's Beacon Pointe Advisors Experience January 2014 - Present
Job Analyst Intern at Beacon Pointe Advisors
Industry Accounting
Experience
Beacon Pointe Advisors January 2014 - Present
UC Irvine Extension October 2011 - Present
Respite Care, Inc June 2010 - June 2011
AVID - Advancement Via Individual Determination September 2008 - June 2010
Skills
Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Event Planning, Customer Service, Time Management, Research, Facebook, Outlook, Data Analysis, Access
Education
University of California, Irvine - The Paul Merage School of Business 2010 — 2014
Napa High School 2006 — 2010
Napa Valley College 2008 — 2009
Beacon Pointe Advisors January 2014 - Present
UC Irvine Extension October 2011 - Present
Respite Care, Inc June 2010 - June 2011
AVID - Advancement Via Individual Determination September 2008 - June 2010
Skills
Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Event Planning, Customer Service, Time Management, Research, Facebook, Outlook, Data Analysis, Access
Education
University of California, Irvine - The Paul Merage School of Business 2010 — 2014
Napa High School 2006 — 2010
Napa Valley College 2008 — 2009
Sarah Colgate Sarah Colgate's Beacon Pointe Advisors Experience May 2014 - Present
Job Administrative Assistant at Beacon Pointe Advisors, Educator at lululemon athletica
Industry Retail
Experience
lululemon athletica May 2014 - Present
Beacon Pointe Advisors May 2014 - Present
Pediatric Cancer Research Foundation February 2014 - March 2014
Island Hotel Newport Beach September 2013 - January 2014
Zale January 2013 - June 2013
United Way of Lane County June 2012 - September 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Organization, Teamwork, Psychology, Blogging, Social Media, Sales, Time Management, Interpersonal Sk, Interpersonal Skill, Communication, Customer Outreach, Team Leadership
Education
University of Oregon 2009 — 2013
Bachelor of Science (B.S.) Psychology, Minor Business Administration
Budapesti Corvinus Egyetem 2012 — 2012
Corona Del Mar High School 2005 — 2009
lululemon athletica May 2014 - Present
Beacon Pointe Advisors May 2014 - Present
Pediatric Cancer Research Foundation February 2014 - March 2014
Island Hotel Newport Beach September 2013 - January 2014
Zale January 2013 - June 2013
United Way of Lane County June 2012 - September 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Organization, Teamwork, Psychology, Blogging, Social Media, Sales, Time Management, Interpersonal Sk, Interpersonal Skill, Communication, Customer Outreach, Team Leadership
Education
University of Oregon 2009 — 2013
Bachelor of Science (B.S.) Psychology, Minor Business Administration
Budapesti Corvinus Egyetem 2012 — 2012
Corona Del Mar High School 2005 — 2009
Steven Hillgren Steven Hillgren's Beacon Pointe Advisors Experience May 2009 - August 2009
Job AVP Relationship Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo August 2014 - Present
Sunwest Bank September 2011 - August 2014
Belle Haven Investments June 2010 - August 2010
Beacon Pointe Advisors May 2009 - August 2009
Skills
Accounting, Credit, Banking, Loans, Investments, Commercial Banking, Credit Risk, Equities, Microsoft Excel
Education
Georgetown University 2007 — 2011
BS, Management
Corona del Mar High School 2004 — 2007
Wells Fargo August 2014 - Present
Sunwest Bank September 2011 - August 2014
Belle Haven Investments June 2010 - August 2010
Beacon Pointe Advisors May 2009 - August 2009
Skills
Accounting, Credit, Banking, Loans, Investments, Commercial Banking, Credit Risk, Equities, Microsoft Excel
Education
Georgetown University 2007 — 2011
BS, Management
Corona del Mar High School 2004 — 2007
Emily Marroquin's Beacon Pointe Advisors Experience January 2011 - November 2012
Job Associate at Peregrine Realty Partners
Industry Financial Services
Experience
Peregrine Realty Partners June 2012 - Present
Beacon Pointe Advisors January 2011 - November 2012
Skills
Excel, PowerPoint, Word, Microsoft Office, Research, Customer Service, Teamwork, Asset Allocation, Microsoft Excel, Investment Advisory, Economics, Accounting, Financial Analysis, Investments, Microsoft Word, Social Media Marketing
Education
State University of New York College at Oswego 2008 — 2012
Bachelor of Science, Finance
Peregrine Realty Partners June 2012 - Present
Beacon Pointe Advisors January 2011 - November 2012
Skills
Excel, PowerPoint, Word, Microsoft Office, Research, Customer Service, Teamwork, Asset Allocation, Microsoft Excel, Investment Advisory, Economics, Accounting, Financial Analysis, Investments, Microsoft Word, Social Media Marketing
Education
State University of New York College at Oswego 2008 — 2012
Bachelor of Science, Finance
Jonathan (Jono) Keedy's Beacon Pointe Advisors Experience May 2013 - August 2013
Job Student at Boston College
Industry Public Relations and Communications
Experience
adidas Group June 2015 - August 2015
Fluent Grp February 2014 - April 2014
The Coca-Cola Company January 2014 - April 2014
Beacon Pointe Advisors May 2013 - August 2013
Campus Vacations September 2012 - January 2013
Skills
Social Media, PowerPoint, Social Media Marketing, Social Networking, Microsoft Excel, Event Planning, Marketing Communications, Microsoft Word, Microsoft Office, Marketing Strategy, Customer Service, Public Speaking, Leadership, Time Management, Facebook, Junxure, Final Cut Studio
Education
Boston College 2012 — 2016
Bachelor of Arts (B.A.), Communication and International Studies
The University of Edinburgh 2014 — 2014
Corona del Mar High School 2008 — 2012
adidas Group June 2015 - August 2015
Fluent Grp February 2014 - April 2014
The Coca-Cola Company January 2014 - April 2014
Beacon Pointe Advisors May 2013 - August 2013
Campus Vacations September 2012 - January 2013
Skills
Social Media, PowerPoint, Social Media Marketing, Social Networking, Microsoft Excel, Event Planning, Marketing Communications, Microsoft Word, Microsoft Office, Marketing Strategy, Customer Service, Public Speaking, Leadership, Time Management, Facebook, Junxure, Final Cut Studio
Education
Boston College 2012 — 2016
Bachelor of Arts (B.A.), Communication and International Studies
The University of Edinburgh 2014 — 2014
Corona del Mar High School 2008 — 2012
Matt Cooper's Beacon Pointe Advisors Experience March 2002 - Present
Job President, Beacon Pointe Wealth Advisors
Industry Investment Management
Experience
Alliance for RIAs 2012 - Present
Beacon Pointe Wealth Advisors March 2002 - Present
Beacon Pointe Advisors March 2002 - Present
Financial Services Firm March 1989 - December 2001
Education
University of Southern California 1986 — 1988
BS, Finance
Alliance for RIAs 2012 - Present
Beacon Pointe Wealth Advisors March 2002 - Present
Beacon Pointe Advisors March 2002 - Present
Financial Services Firm March 1989 - December 2001
Education
University of Southern California 1986 — 1988
BS, Finance
Alex Kohara Alex Kohara's Beacon Pointe Advisors Experience February 2010 - Present
Job Associate Investment Consultant at Beacon Pointe Advisors
Industry Investment Management
Experience
Beacon Pointe Advisors February 2010 - Present
Watermarke Properties Inc September 2009 - February 2010
Marukatsu Hot House July 1999 - December 2009
Tax & Financial Group January 2009 - June 2009
Skills
Asset Allocation, Investments, Investment Management, Wealth Management, Investment Advisory, Mutual Funds, Financial Analysis, Economics, Financial Services, Institutional..., Microsoft Excel, Wealth Management...
Education
University of California, Riverside 2005 — 2009
Bachelor of Business Administration (B.B.A.)
Asahi Gakuen 1992 — 1998
Beacon Pointe Advisors February 2010 - Present
Watermarke Properties Inc September 2009 - February 2010
Marukatsu Hot House July 1999 - December 2009
Tax & Financial Group January 2009 - June 2009
Skills
Asset Allocation, Investments, Investment Management, Wealth Management, Investment Advisory, Mutual Funds, Financial Analysis, Economics, Financial Services, Institutional..., Microsoft Excel, Wealth Management...
Education
University of California, Riverside 2005 — 2009
Bachelor of Business Administration (B.B.A.)
Asahi Gakuen 1992 — 1998
Shannon Eusey Shannon Eusey's Beacon Pointe Advisors Experience March 2002 - Present
Job President and CoFounder at Beacon Pointe Advisors
Industry Financial Services
Experience
Beacon Pointe Advisors March 2002 - Present
Beacon Pointe Women Advisory Initiative 2012 - Present
UCI Merage School of Business April 2013 - May 2013
Roxbury Capital Management January 1994 - January 2002
Roxbury Capital Management 1994 - 2002
Education
University of California, Los Angeles 1999 — 2002
MBA, Finance
University of California, Irvine 1988 — 1992
BA
Beacon Pointe Advisors March 2002 - Present
Beacon Pointe Women Advisory Initiative 2012 - Present
UCI Merage School of Business April 2013 - May 2013
Roxbury Capital Management January 1994 - January 2002
Roxbury Capital Management 1994 - 2002
Education
University of California, Los Angeles 1999 — 2002
MBA, Finance
University of California, Irvine 1988 — 1992
BA
Michael Lambrakis, CFP®'s Beacon Pointe Advisors Experience November 2013 - Present
Job Portfolio Strategist / Investment Analyst at Beacon Pointe Advisors
Industry Financial Services
Experience
Beacon Pointe Advisors November 2013 - Present
Wells Fargo Advisors, LLC July 2011 - November 2013
Wells Fargo Bank, NA January 2010 - July 2011
Skills
Portfolio Management, Wealth Management, Fixed Income, Alternative Investments, Asset Allocation, Asset Management, Investment Advice, Investment Analysis
Education
University of California, Los Angeles 2007 — 2009
Bachelor of Arts, History
Newport Harbor High School 2000 — 2004
High School Diploma
Beacon Pointe Advisors November 2013 - Present
Wells Fargo Advisors, LLC July 2011 - November 2013
Wells Fargo Bank, NA January 2010 - July 2011
Skills
Portfolio Management, Wealth Management, Fixed Income, Alternative Investments, Asset Allocation, Asset Management, Investment Advice, Investment Analysis
Education
University of California, Los Angeles 2007 — 2009
Bachelor of Arts, History
Newport Harbor High School 2000 — 2004
High School Diploma
Ellie Chizmarova, CFA Ellie Chizmarova, CFA's Beacon Pointe Advisors Experience December 2007 - Present
Job Beacon Pointe Advisors
Industry Investment Management
Experience
Beacon Pointe Advisors December 2007 - Present
Metropolitan West Capital Management, LLC March 2001 - November 2007
Citigroup Institutional Consulting October 1998 - February 2001
Skills
Equities, Wealth Management, Fixed Income, Investment Strategies, Investment Management, Asset Allocation, Mutual Funds, Hedge Funds, Asset Management, Investments, Financial Advisory, Portfolio Management, Investment Advisory
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1997 — 1999
MBA, Finance
American University in Bulgaria 1993 — 1997
BA, Business Administration & History
Beacon Pointe Advisors December 2007 - Present
Metropolitan West Capital Management, LLC March 2001 - November 2007
Citigroup Institutional Consulting October 1998 - February 2001
Skills
Equities, Wealth Management, Fixed Income, Investment Strategies, Investment Management, Asset Allocation, Mutual Funds, Hedge Funds, Asset Management, Investments, Financial Advisory, Portfolio Management, Investment Advisory
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1997 — 1999
MBA, Finance
American University in Bulgaria 1993 — 1997
BA, Business Administration & History
Allie Flint Allie Flint's Beacon Pointe Advisors Experience June 2005 - October 2008
Job .
Industry Financial Services
Experience
LPL Financial June 2015 - Present
Metropolitan West Capital Management, LLC February 2010 - Present
Lee and Sakahara Architects October 2008 - March 2009
Beacon Pointe Advisors June 2005 - October 2008
Skills
Asset Managment, Asset Management
Education
University of San Diego 2003 — 2007
BBA, Business Administration
LPL Financial June 2015 - Present
Metropolitan West Capital Management, LLC February 2010 - Present
Lee and Sakahara Architects October 2008 - March 2009
Beacon Pointe Advisors June 2005 - October 2008
Skills
Asset Managment, Asset Management
Education
University of San Diego 2003 — 2007
BBA, Business Administration
Irving Lopez Irving Lopez's Beacon Pointe Advisors Experience January 2014 - June 2014
Job Risk Assurance Experienced Associate at PwC
Industry Computer & Network Security
Experience
PwC July 2014 - Present
Beacon Pointe Advisors January 2014 - June 2014
Skills
Team Leadership, Public Speaking, Social Media, Career Strategist, Management Consulting, Communication, Time Management, Nonprofits, Recruiting, Data Analysis, Strategy, Entrepreneurship, Marketing, Brand Awareness, Community Outreach, Mergers & Acquisitions, Valuation, Project Management, Investment Strategies
Education
Renmin University of China 2013 — 2013
UCLA Travel Study, Beijing, China: Globalization and 21st Century China
University of California, Irvine
B.A. International Studies, Conflict Resolution and B.A. Business Administration, Accounting
Don Bosco Technical Institute
High School Diploma, Automotive Engineering Technology/Technician, 9-12th
PwC July 2014 - Present
Beacon Pointe Advisors January 2014 - June 2014
Skills
Team Leadership, Public Speaking, Social Media, Career Strategist, Management Consulting, Communication, Time Management, Nonprofits, Recruiting, Data Analysis, Strategy, Entrepreneurship, Marketing, Brand Awareness, Community Outreach, Mergers & Acquisitions, Valuation, Project Management, Investment Strategies
Education
Renmin University of China 2013 — 2013
UCLA Travel Study, Beijing, China: Globalization and 21st Century China
University of California, Irvine
B.A. International Studies, Conflict Resolution and B.A. Business Administration, Accounting
Don Bosco Technical Institute
High School Diploma, Automotive Engineering Technology/Technician, 9-12th
Wyatt Elliott Wyatt Elliott's Beacon Pointe Advisors Experience June 2013 - August 2013
Job IT Security and Compliance Analyst at Mitchell International
Industry
Experience
Mitchell International June 2015 - Present
Sovereign Capital Management Group June 2014 - April 2015
Beacon Pointe Advisors June 2013 - August 2013
Skills
Due Diligence, Research, Microsoft Office, Microsoft Excel, Python, SQL, Visual Studio, Acquisitions, Information Technology, Leadership
Education
San Diego State University-California State University 2010 — 2015
Bachelor of Science (B.S.), Business Administration: Management Information Systems, 3.3
San Diego State University-California State University 2010 — 2015
Bachelor of Science (B.S.) in Business Administration: Management Information Systems, Business Administration: Management Inforamtion Systems
Mitchell International June 2015 - Present
Sovereign Capital Management Group June 2014 - April 2015
Beacon Pointe Advisors June 2013 - August 2013
Skills
Due Diligence, Research, Microsoft Office, Microsoft Excel, Python, SQL, Visual Studio, Acquisitions, Information Technology, Leadership
Education
San Diego State University-California State University 2010 — 2015
Bachelor of Science (B.S.), Business Administration: Management Information Systems, 3.3
San Diego State University-California State University 2010 — 2015
Bachelor of Science (B.S.) in Business Administration: Management Information Systems, Business Administration: Management Inforamtion Systems
Eve-Marie Kuntzman's Beacon Pointe Advisors Experience March 2002 - April 2015
Job Associate Development Director | Casa Romantica Cultural Center and Gardens
Industry Nonprofit Organization Management
Experience
Casa Romantica Cultural Center and Gardens April 2015 - Present
Beacon Pointe Advisors March 2002 - April 2015
Canterbury Consulting June 1998 - March 2002
Canterbury Consulting June 1992 - June 1998
Skills
Nonprofits, Grant Writing, Social Media, Fundraising, Marketing Communications, Marketing Strategy, Financial Services, Direct Marketing, Marketing, Volunteer Management, RFP, Strategy, Grants, Request for Proposal, Client Services, Grant Research, Creative Writing, Leadership, Management, Strategic Planning, Cause Marketing, Business Development, Copywriting, Proposal Writing
Education
Arizona State University, W. P. Carey School of Business
Master of Business Administration (MBA), Marketing
California State University-Fullerton
BA, Sociology
http://www.animalcenter.org/acu/
Certificate in The Business of Saving Lives, Business/Animal Welfare
Casa Romantica Cultural Center and Gardens April 2015 - Present
Beacon Pointe Advisors March 2002 - April 2015
Canterbury Consulting June 1998 - March 2002
Canterbury Consulting June 1992 - June 1998
Skills
Nonprofits, Grant Writing, Social Media, Fundraising, Marketing Communications, Marketing Strategy, Financial Services, Direct Marketing, Marketing, Volunteer Management, RFP, Strategy, Grants, Request for Proposal, Client Services, Grant Research, Creative Writing, Leadership, Management, Strategic Planning, Cause Marketing, Business Development, Copywriting, Proposal Writing
Education
Arizona State University, W. P. Carey School of Business
Master of Business Administration (MBA), Marketing
California State University-Fullerton
BA, Sociology
http://www.animalcenter.org/acu/
Certificate in The Business of Saving Lives, Business/Animal Welfare
Juna Chiang, CFP® Juna Chiang, CFP®'s Beacon Pointe Advisors Experience 2010 - Present
Job Vice PresidentStrategic and Financial Planning at Beacon Pointe Advisors
Industry Financial Services
Experience
Beacon Pointe Advisors 2010 - Present
JC Financial Planning & Investments LLC 2009 - 2010
Skills
Strategic Financial..., Retirement Planning, College Planning, Protection Planning, Real Estate, Life Insurance
Education
University of California, Los Angeles
MSPH
Providence College, Taiwan
Bachelor of Science (BS)
Beacon Pointe Advisors 2010 - Present
JC Financial Planning & Investments LLC 2009 - 2010
Skills
Strategic Financial..., Retirement Planning, College Planning, Protection Planning, Real Estate, Life Insurance
Education
University of California, Los Angeles
MSPH
Providence College, Taiwan
Bachelor of Science (BS)
Emilie Jajonie Emilie Jajonie's Beacon Pointe Advisors Experience September 2012 - August 2013
Job Field Marketing Representative at Power Crunch
Industry Marketing and Advertising
Experience
Power Crunch May 2015 - Present
Hayes Martin Associates May 2014 - August 2014
Beacon Pointe Advisors September 2012 - August 2013
Tyler Rose Swimwear March 2013 - June 2013
VOLCOM 2009 - 2013
Skills
Social Media, PowerPoint, Microsoft Word, Social Networking, Facebook, Microsoft Excel, Marketing, Leadership, People Skills, Writing, Communication, Public Speaking
Education
San Diego State University-California State University 2013 — 2017
Public Relations, Advertising, and Applied Communication
Corona del Mar High School 2009 — 2013
Power Crunch May 2015 - Present
Hayes Martin Associates May 2014 - August 2014
Beacon Pointe Advisors September 2012 - August 2013
Tyler Rose Swimwear March 2013 - June 2013
VOLCOM 2009 - 2013
Skills
Social Media, PowerPoint, Microsoft Word, Social Networking, Facebook, Microsoft Excel, Marketing, Leadership, People Skills, Writing, Communication, Public Speaking
Education
San Diego State University-California State University 2013 — 2017
Public Relations, Advertising, and Applied Communication
Corona del Mar High School 2009 — 2013
Calli Conti Calli Conti's Beacon Pointe Advisors Experience June 2012 - August 2012
Job Recruiter at Stryker Corporation, driven to advance individuals' careers
Industry Medical Devices
Experience
Stryker May 2014 - Present
Stryker 2015 - 2015
Stryker 2015 - 2015
Stryker 2015 - 2015
Stryker 2015 - 2015
Giant Noise January 2014 - April 2014
HALO (Healing Autism through Learning Opportunities) May 2013 - June 2013
Beacon Pointe Advisors June 2012 - August 2012
Summer Dance Camp July 2011 - July 2012
WGA Consulting, LLC June 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Financially Literate, Managing Database, Community Outreach, Human Resources, Talent Acquisition, Recruiting
Education
The University of Texas at Austin 2010 — 2014
Marketing and Fine Arts (Acting emphasis), Junior
The University of Edinburgh 2013 — 2013
Business Law
Corona Del Mar High School 2006 — 2010
Stryker May 2014 - Present
Stryker 2015 - 2015
Stryker 2015 - 2015
Stryker 2015 - 2015
Stryker 2015 - 2015
Giant Noise January 2014 - April 2014
HALO (Healing Autism through Learning Opportunities) May 2013 - June 2013
Beacon Pointe Advisors June 2012 - August 2012
Summer Dance Camp July 2011 - July 2012
WGA Consulting, LLC June 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Financially Literate, Managing Database, Community Outreach, Human Resources, Talent Acquisition, Recruiting
Education
The University of Texas at Austin 2010 — 2014
Marketing and Fine Arts (Acting emphasis), Junior
The University of Edinburgh 2013 — 2013
Business Law
Corona Del Mar High School 2006 — 2010
Andy Rovzar Andy Rovzar's Beacon Pointe Advisors Experience May 2010 - August 2010
Job Senior Recruiter at Artemis Search Partners
Industry Sports
Experience
Artemis Search Partners August 2015 - Present
Artemis Search Partners July 2014 - Present
UC Irvine Athletics June 2013 - June 2014
Regal Wine Company August 2012 - May 2013
ORION Property Partners, Inc. May 2011 - August 2011
Beacon Pointe Advisors May 2010 - August 2010
Skills
Sales Operations, Microsoft Excel, Customer Service, Direct Sales, Team Leadership, Teamwork, Sales Management, Pitching Ideas, Creative Pitching, Time Management, Microsoft Office, PowerPoint, Outlook, Cold Calling, Recruiting, Strategic Sourcing
Education
University of Colorado at Boulder 2008 — 2012
Bachelor of Arts (B.A.), Political Science and Government
Artemis Search Partners August 2015 - Present
Artemis Search Partners July 2014 - Present
UC Irvine Athletics June 2013 - June 2014
Regal Wine Company August 2012 - May 2013
ORION Property Partners, Inc. May 2011 - August 2011
Beacon Pointe Advisors May 2010 - August 2010
Skills
Sales Operations, Microsoft Excel, Customer Service, Direct Sales, Team Leadership, Teamwork, Sales Management, Pitching Ideas, Creative Pitching, Time Management, Microsoft Office, PowerPoint, Outlook, Cold Calling, Recruiting, Strategic Sourcing
Education
University of Colorado at Boulder 2008 — 2012
Bachelor of Arts (B.A.), Political Science and Government
Mark Latimer, MBA and JD's Beacon Pointe Advisors Experience 2002 - 2003
Job CEO, Baypointe Equity Group
Industry Capital Markets
Experience
Baypointe Management Inc. 2006 - Present
USC Marshall School of Business 2011 - 2012
Beacon Pointe Advisors 2002 - 2003
Freddie Mac 1988 - 1994
Cal Fed Inc. 1985 - 1988
Barry Development 1979 - 1983
Coopers & Lybrand (now PriceWaterhouseCoopers) 1976 - 1979
Skills
Investments, Asset Managment, Portfolio Management, Valuation, Real Estate Economics, Mergers, Finance, Risk Management, Fixed Income, Venture Capital, Asset Management, Loans, Mergers & Acquisitions, Strategy, Real Estate Development, Mortgage Lending, Management, Private Equity, Real Estate, Investment Properties
Education
University of Southern California
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
Loyola Law School, Loyola Marymount University 1973 — 1975
Doctor of Law (J.D.), Law
London School of Economics and Political Science
Economics, Center for Joint Studies of Conflict Resolution
University of Southern California
Bachelor's degree, Business Administration and Management, General
Baypointe Management Inc. 2006 - Present
USC Marshall School of Business 2011 - 2012
Beacon Pointe Advisors 2002 - 2003
Freddie Mac 1988 - 1994
Cal Fed Inc. 1985 - 1988
Barry Development 1979 - 1983
Coopers & Lybrand (now PriceWaterhouseCoopers) 1976 - 1979
Skills
Investments, Asset Managment, Portfolio Management, Valuation, Real Estate Economics, Mergers, Finance, Risk Management, Fixed Income, Venture Capital, Asset Management, Loans, Mergers & Acquisitions, Strategy, Real Estate Development, Mortgage Lending, Management, Private Equity, Real Estate, Investment Properties
Education
University of Southern California
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
Loyola Law School, Loyola Marymount University 1973 — 1975
Doctor of Law (J.D.), Law
London School of Economics and Political Science
Economics, Center for Joint Studies of Conflict Resolution
University of Southern California
Bachelor's degree, Business Administration and Management, General
Ryan Furness Ryan Furness's Beacon Pointe Advisors Experience March 2013 - May 2013
Job Jr. Staff Accountant at 72andSunny
Industry Financial Services
Experience
72andSunny June 2014 - Present
Beacon Pointe Advisors March 2013 - May 2013
Fruition May 2011 - May 2012
Gap Inc. March 2011 - September 2011
American Medical and Educational Services in Africa (AMES) January 2010 - May 2010
The Marol Academy August 2009 - December 2009
Loyola Marymount University January 2009 - April 2009
Skills
Facebook
Education
Loyola Marymount University
Bachelors, Communications and Finance
Akademie für Internationale Bildung 2009 — 2009
BA, International Business
72andSunny June 2014 - Present
Beacon Pointe Advisors March 2013 - May 2013
Fruition May 2011 - May 2012
Gap Inc. March 2011 - September 2011
American Medical and Educational Services in Africa (AMES) January 2010 - May 2010
The Marol Academy August 2009 - December 2009
Loyola Marymount University January 2009 - April 2009
Skills
Education
Loyola Marymount University
Bachelors, Communications and Finance
Akademie für Internationale Bildung 2009 — 2009
BA, International Business
Brittany Atkinson Brittany Atkinson's Beacon Pointe Advisors Experience January 2013 - Present
Job Accounting at Beacon Pointe Advisors
Industry Financial Services
Experience
Beacon Pointe Advisors January 2013 - Present
Beacon Pointe Advisors July 2012 - December 2012
LivingSocial January 2012 - June 2012
Optex, Inc. May 2010 - December 2011
Optex, Inc. January 2009 - May 2010
Skills
Account Management, Sales Management, New Business Development, Sales, Product Marketing, Marketing Strategy, Access Control, Email Marketing, Strategic Planning, Business Development, Negotiation, Advertising, Marketing Communications, Product Development, Customer Service, Budgets, Salesforce.com, Fire Alarm, Business Strategy, Product Management, Sales Process, Direct Sales, Team Building, Security, Sales Operations, Financial Reporting, Management, Market Research
Education
California State University-Long Beach - College of Business Administration 2004 — 2008
Finance, Finance, Real Estate, and Law
Beacon Pointe Advisors January 2013 - Present
Beacon Pointe Advisors July 2012 - December 2012
LivingSocial January 2012 - June 2012
Optex, Inc. May 2010 - December 2011
Optex, Inc. January 2009 - May 2010
Skills
Account Management, Sales Management, New Business Development, Sales, Product Marketing, Marketing Strategy, Access Control, Email Marketing, Strategic Planning, Business Development, Negotiation, Advertising, Marketing Communications, Product Development, Customer Service, Budgets, Salesforce.com, Fire Alarm, Business Strategy, Product Management, Sales Process, Direct Sales, Team Building, Security, Sales Operations, Financial Reporting, Management, Market Research
Education
California State University-Long Beach - College of Business Administration 2004 — 2008
Finance, Finance, Real Estate, and Law
John Sigmon's Beacon Pointe Advisors Experience January 2012 - April 2013
Job Portfolio Analyst at Capital Group
Industry Investment Management
Experience
Capital Group May 2013 - Present
Beacon Pointe Advisors January 2012 - April 2013
Beacon Pointe Advisors October 2010 - December 2011
Skills
Equity Research, Fundamental Analysis, Investments, Equities, Asset Allocation, Portfolio Analysis, Japanese, Securities, Economics, Financial Analysis, Industry Analysis, Portfolio Management, Hedge Funds, Investment Management, Competitive Analysis, Asset Managment
Education
University of California, Irvine 2005 — 2010
B.A. Economics; B.A. Japanese Language & Literature, Japanese Language and Literature
International Christian University 2007 — 2008
Japanese
Capital Group May 2013 - Present
Beacon Pointe Advisors January 2012 - April 2013
Beacon Pointe Advisors October 2010 - December 2011
Skills
Equity Research, Fundamental Analysis, Investments, Equities, Asset Allocation, Portfolio Analysis, Japanese, Securities, Economics, Financial Analysis, Industry Analysis, Portfolio Management, Hedge Funds, Investment Management, Competitive Analysis, Asset Managment
Education
University of California, Irvine 2005 — 2010
B.A. Economics; B.A. Japanese Language & Literature, Japanese Language and Literature
International Christian University 2007 — 2008
Japanese
Jack Pham Jack Pham's Beacon Pointe Advisors Experience June 2015 - August 2015
Job Administrative Assistant I at WestEd
Industry Management Consulting
Experience
Word Alive Church January 2015 - Present
WestEd September 2009 - Present
Beacon Pointe Advisors June 2015 - August 2015
Word Alive Church May 2008 - January 2015
Oceanside Diner September 2011 - November 2013
50 Forks Restaurant April 2013 - July 2013
Fairmont Hotels & Resorts May 2011 - July 2011
Skills
Bilingual Communications, Organizational..., Detail Oriented, Skilled Multi-tasker, Analytical Skills, Time Management, Communication, Stress Management, Thrive in A Fast-paced..., Customer Service, Customer Satisfaction, Food & Beverage, Audio Transcription, Data Entry, Sales, Computer Proficiency
Education
Cal State Fullerton 2015 — 2017
Bachelor's degree, Business Administration and Management, General
Golden West College 2013 — 2015
Associate's degree, Business Administration and Management, General
The Art Institute of California-Orange County 2011 — 2013
Associate's degree, Culinary Arts/Chef Training
Westminster High School 2007 — 2011
High School Diploma, High School/Secondary Diplomas and Certificates
Word Alive Church January 2015 - Present
WestEd September 2009 - Present
Beacon Pointe Advisors June 2015 - August 2015
Word Alive Church May 2008 - January 2015
Oceanside Diner September 2011 - November 2013
50 Forks Restaurant April 2013 - July 2013
Fairmont Hotels & Resorts May 2011 - July 2011
Skills
Bilingual Communications, Organizational..., Detail Oriented, Skilled Multi-tasker, Analytical Skills, Time Management, Communication, Stress Management, Thrive in A Fast-paced..., Customer Service, Customer Satisfaction, Food & Beverage, Audio Transcription, Data Entry, Sales, Computer Proficiency
Education
Cal State Fullerton 2015 — 2017
Bachelor's degree, Business Administration and Management, General
Golden West College 2013 — 2015
Associate's degree, Business Administration and Management, General
The Art Institute of California-Orange County 2011 — 2013
Associate's degree, Culinary Arts/Chef Training
Westminster High School 2007 — 2011
High School Diploma, High School/Secondary Diplomas and Certificates
Steven Beals Steven Beals's Beacon Pointe Advisors Experience January 2014 - Present
Job Senior Vice President at Beacon Pointe Advisors
Industry Investment Management
Experience
Beacon Pointe Advisors January 2014 - Present
Charles Schwab October 1997 - December 2013
Transamerica June 1997 - October 1997
Skills
Marketing Strategy, Sales Operations, Investments, Operations Management, Financial Services, Mutual Funds, Wealth Management, Securities, Strategic Financial...
Education
Arizona State University
University of Missouri-Kansas City
Beacon Pointe Advisors January 2014 - Present
Charles Schwab October 1997 - December 2013
Transamerica June 1997 - October 1997
Skills
Marketing Strategy, Sales Operations, Investments, Operations Management, Financial Services, Mutual Funds, Wealth Management, Securities, Strategic Financial...
Education
Arizona State University
University of Missouri-Kansas City
Karen Heifferon's Beacon Pointe Advisors Experience February 2010 - Present
Job Senior Vice President at Beacon Pointe Advisors
Industry Investment Management
Experience
Beacon Pointe Advisors February 2010 - Present
Beacon Pointe Women Advisory Initiative 2012 - Present
UCI Paul Merage School of Business January 2014 - January 2014
AfterCollege, Inc. 2001 - 2008
Skills
Institutional..., Endowments, Foundations, Client Servicing, Asset Allocation, Investment Manager..., Investment Strategies, Investment Policy, Investment Policy..., Investment Policy..., Institutional Investors, Investment Advisory, Investment Management
Education
University of California, Irvine 2008 — 2010
Master of Business Administration (M.B.A.), Paul Merage School of Business
Loma Linda University 1999 — 2001
School of Medicine
Loma Linda University 1997 — 1999
MS
Pacific Union College 1992 — 1996
BS, Biochemistry
Beacon Pointe Advisors February 2010 - Present
Beacon Pointe Women Advisory Initiative 2012 - Present
UCI Paul Merage School of Business January 2014 - January 2014
AfterCollege, Inc. 2001 - 2008
Skills
Institutional..., Endowments, Foundations, Client Servicing, Asset Allocation, Investment Manager..., Investment Strategies, Investment Policy, Investment Policy..., Investment Policy..., Institutional Investors, Investment Advisory, Investment Management
Education
University of California, Irvine 2008 — 2010
Master of Business Administration (M.B.A.), Paul Merage School of Business
Loma Linda University 1999 — 2001
School of Medicine
Loma Linda University 1997 — 1999
MS
Pacific Union College 1992 — 1996
BS, Biochemistry
Michael Di Rocco's Beacon Pointe Advisors Experience June 2015 - Present
Job Associate Investment Consultant at Beacon Pointe Advisors, CFA Level II Candidate
Industry Financial Services
Experience
Beacon Pointe Advisors June 2015 - Present
Beacon Pointe Advisors March 2013 - June 2015
Beacon Pointe Advisors November 2012 - February 2013
Skills
Economics, Equity Research, Statistical Finance, Leadership Development, Critical Thinking, Sales, Investments, Retirement Planning, Asset Allocation, Due Diligence, Financial Analysis, Wealth Management, Equities, Portfolio Management, Asset Management, Financial Modeling, Mutual Funds, Investment Management, Emerging Markets, Microsoft Excel
Education
San Jose State University
Bachelor’s Degree, Economics
Beacon Pointe Advisors June 2015 - Present
Beacon Pointe Advisors March 2013 - June 2015
Beacon Pointe Advisors November 2012 - February 2013
Skills
Economics, Equity Research, Statistical Finance, Leadership Development, Critical Thinking, Sales, Investments, Retirement Planning, Asset Allocation, Due Diligence, Financial Analysis, Wealth Management, Equities, Portfolio Management, Asset Management, Financial Modeling, Mutual Funds, Investment Management, Emerging Markets, Microsoft Excel
Education
San Jose State University
Bachelor’s Degree, Economics
Albert Heeg's Beacon Pointe Advisors Experience 2015 - Present
Job Beacon Pointe Advisors
Industry Financial Services
Experience
Beacon Pointe Advisors 2015 - Present
Albert Heeg Investment Management 1993 - 2015
Skills
Investments, Strategic Planning, Financial Modeling, Valuation, Change Management, Due Diligence, Financial Analysis, Business Strategy, Risk Management, Portfolio Management, Executive Management, Leadership, Managerial Finance, Restructuring, Business Process..., Private Equity, Property & Casualty..., Forecasting, Strategic Financial..., Start-ups, Finance, Management Consulting, Financial Reporting, Accounting, Business Planning, Strategy, Financial Services, Asset Management, Commercial Insurance, Analysis, Business Development, Hedge Funds, Investment Banking, Mergers & Acquisitions, Business Analysis, Insurance, Alternative Investments, Corporate Finance
Education
Saint Mary's College of California
Bachelor of Science (BS) Economics
Beacon Pointe Advisors 2015 - Present
Albert Heeg Investment Management 1993 - 2015
Skills
Investments, Strategic Planning, Financial Modeling, Valuation, Change Management, Due Diligence, Financial Analysis, Business Strategy, Risk Management, Portfolio Management, Executive Management, Leadership, Managerial Finance, Restructuring, Business Process..., Private Equity, Property & Casualty..., Forecasting, Strategic Financial..., Start-ups, Finance, Management Consulting, Financial Reporting, Accounting, Business Planning, Strategy, Financial Services, Asset Management, Commercial Insurance, Analysis, Business Development, Hedge Funds, Investment Banking, Mergers & Acquisitions, Business Analysis, Insurance, Alternative Investments, Corporate Finance
Education
Saint Mary's College of California
Bachelor of Science (BS) Economics
Peter deMartino's Beacon Pointe Advisors Experience April 2008 - November 2008
Job Fisher Investments Regional Vice President
Industry Financial Services
Experience
Fisher Investments July 2014 - Present
RNC Genter Capital Management September 2012 - July 2014
Charles Schwab & Co December 2008 - September 2012
Beacon Pointe Advisors April 2008 - November 2008
The Mutual Fund Store Inc November 2007 - April 2008
Hillman Capital Management March 2006 - November 2007
Bernzott Capital Advisors March 2004 - October 2005
Fidelity Investments October 2000 - February 2004
Fidelity Investments November 1998 - February 2004
Fidelity Investments 1998 - 2004
Skills
Mutual Funds, Fixed Income, Retirement, Insurance, Sales, Asset Allocation, Series 7, Investments, Wealth Management, Retirement Planning, Series 63
Education
Pepperdine University Graziadio School of Business
Bachelor of Science, Business Management
Pepperdine University, The George L. Graziadio School of Business and Management
BS, Business Management
Fisher Investments July 2014 - Present
RNC Genter Capital Management September 2012 - July 2014
Charles Schwab & Co December 2008 - September 2012
Beacon Pointe Advisors April 2008 - November 2008
The Mutual Fund Store Inc November 2007 - April 2008
Hillman Capital Management March 2006 - November 2007
Bernzott Capital Advisors March 2004 - October 2005
Fidelity Investments October 2000 - February 2004
Fidelity Investments November 1998 - February 2004
Fidelity Investments 1998 - 2004
Skills
Mutual Funds, Fixed Income, Retirement, Insurance, Sales, Asset Allocation, Series 7, Investments, Wealth Management, Retirement Planning, Series 63
Education
Pepperdine University Graziadio School of Business
Bachelor of Science, Business Management
Pepperdine University, The George L. Graziadio School of Business and Management
BS, Business Management
Darryl Lin's Beacon Pointe Advisors Experience June 2008 - March 2010
Job Business Development at backmeupIT
Industry Information Technology and Services
Experience
backmeupIT August 2015 - Present
Din Tai Fung Restaurant Inc July 2014 - Present
Self Employed March 2010 - Present
Gyu-Kaku Japanese BBQ Restaurant June 2014 - November 2014
Beacon Pointe Advisors June 2008 - March 2010
RGT Capital Management September 2007 - June 2008
University of California, Irvine Extension March 2004 - January 2007
Skills
Asset Allocation, Portfolio Management, Asset Managment, Financial Analysis, Wealth Management, Strategic Financial..., Retirement Planning, Investments, Business Development, Asset Management, Analysis, Economics, New Business Development, Management, Sales, Microsoft Excel, Financial Planning, Customer Service
Education
University of California, Irvine 2002 — 2007
Bachelors, Economics
backmeupIT August 2015 - Present
Din Tai Fung Restaurant Inc July 2014 - Present
Self Employed March 2010 - Present
Gyu-Kaku Japanese BBQ Restaurant June 2014 - November 2014
Beacon Pointe Advisors June 2008 - March 2010
RGT Capital Management September 2007 - June 2008
University of California, Irvine Extension March 2004 - January 2007
Skills
Asset Allocation, Portfolio Management, Asset Managment, Financial Analysis, Wealth Management, Strategic Financial..., Retirement Planning, Investments, Business Development, Asset Management, Analysis, Economics, New Business Development, Management, Sales, Microsoft Excel, Financial Planning, Customer Service
Education
University of California, Irvine 2002 — 2007
Bachelors, Economics
Bennett Ball's Beacon Pointe Advisors Experience April 2011 - February 2013
Job Franchise Owner at Jersey Mike's Subs
Industry Food & Beverages
Experience
Jersey Mike's Subs August 2013 - Present
Beacon Pointe Advisors April 2011 - February 2013
Nordstrom February 2010 - April 2011
Skills
Event Planning, Social Media, Customer Service, Social Media Marketing, PowerPoint
Education
San Diego State University-California State University 2001 — 2006
Bachelor of Science (B.S.), Business Administration Specialization in Integrated Marketing Communications
University of Oxford 2004 — 2005
Associate Student - New College
Jersey Mike's Subs August 2013 - Present
Beacon Pointe Advisors April 2011 - February 2013
Nordstrom February 2010 - April 2011
Skills
Event Planning, Social Media, Customer Service, Social Media Marketing, PowerPoint
Education
San Diego State University-California State University 2001 — 2006
Bachelor of Science (B.S.), Business Administration Specialization in Integrated Marketing Communications
University of Oxford 2004 — 2005
Associate Student - New College
Clark Fritchle's Beacon Pointe Advisors Experience July 2015 - Present
Job Wealth Advisor Private Client Service Group at Beacon Pointe Advisors
Industry Financial Services
Experience
Beacon Pointe Advisors July 2015 - Present
DaVinci Financial & Insurance Associates January 2012 - December 2014
Unum January 2011 - March 2012
JPMorgan Chase & Co. June 2009 - December 2010
Morgan Stanley September 2007 - February 2009
Skills
Strategic Financial..., Asset Allocation, Retirement Planning, Estate Planning, Hedge Funds, Wealth Management, Career Development..., Finance, Financial Analysis, Portfolio Management, Retirement, Equities, Customer Service, Small Business, Financial Planning, Leadership, Sales, Wealth, Management, Investments, Financial Services, Life Insurance, Team Building, Marketing, Risk Management, Financial Advisory, Investment Advisory
Education
Concordia University-Irvine 2003 — 2007
Bachelor of Arts (BA), Business Administration with emphasis in Finance and Management
Beacon Pointe Advisors July 2015 - Present
DaVinci Financial & Insurance Associates January 2012 - December 2014
Unum January 2011 - March 2012
JPMorgan Chase & Co. June 2009 - December 2010
Morgan Stanley September 2007 - February 2009
Skills
Strategic Financial..., Asset Allocation, Retirement Planning, Estate Planning, Hedge Funds, Wealth Management, Career Development..., Finance, Financial Analysis, Portfolio Management, Retirement, Equities, Customer Service, Small Business, Financial Planning, Leadership, Sales, Wealth, Management, Investments, Financial Services, Life Insurance, Team Building, Marketing, Risk Management, Financial Advisory, Investment Advisory
Education
Concordia University-Irvine 2003 — 2007
Bachelor of Arts (BA), Business Administration with emphasis in Finance and Management
Commie Stevens, JD's Beacon Pointe Advisors Experience 2008 - Present
Job Managing Director Strategic and Financial Planning
Industry Financial Services
Experience
Beacon Pointe Advisors 2008 - Present
Beacon Pointe Women Advisory Initiative 2012 - Present
Stevens Consulting 2003 - 2008
Pacific Life 1997 - 2003
Albrecht and Barney, PC 1996 - 1997
New York Life Insurance Company 1995 - 1996
Skills
Personal Financial..., Strategic Financial..., Retirement Planning, College Education..., Estate Planning, Wealth Management..., Women Investors
Education
Pepperdine University School of Law 1992 — 1995
Doctor of Law (JD)
University of California, Los Angeles 1988 — 1992
Bachelor's degree, Economics
Beacon Pointe Advisors 2008 - Present
Beacon Pointe Women Advisory Initiative 2012 - Present
Stevens Consulting 2003 - 2008
Pacific Life 1997 - 2003
Albrecht and Barney, PC 1996 - 1997
New York Life Insurance Company 1995 - 1996
Skills
Personal Financial..., Strategic Financial..., Retirement Planning, College Education..., Estate Planning, Wealth Management..., Women Investors
Education
Pepperdine University School of Law 1992 — 1995
Doctor of Law (JD)
University of California, Los Angeles 1988 — 1992
Bachelor's degree, Economics
Jordan Simmonds's Beacon Pointe Advisors Experience 2010 - 2010
Job Investment Professional at Solis Capital Partners LLC
Industry Venture Capital & Private Equity
Experience
Solis Capital Partners LLC 2015 - Present
Armory Securities, LLC (FKA The Seaport Group) 2013 - 2015
Trinity Capital LLC 2012 - 2013
Rothstein Kass 2010 - 2012
Beacon Pointe Advisors 2010 - 2010
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Financial Accounting, Corporate Finance, Valuation, Due Diligence, US GAAP, Mergers, Investment Banking, CPA, Investments, Banking, Restructuring, Distressed Opportunities
Education
University of California, Santa Barbara 2004 — 2009
Bachelor of Arts (B.A.), Business and Economics with Emphasis in Accounting
Griffith University 2007 — 2007
Global Security and International Relations
Solis Capital Partners LLC 2015 - Present
Armory Securities, LLC (FKA The Seaport Group) 2013 - 2015
Trinity Capital LLC 2012 - 2013
Rothstein Kass 2010 - 2012
Beacon Pointe Advisors 2010 - 2010
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Financial Accounting, Corporate Finance, Valuation, Due Diligence, US GAAP, Mergers, Investment Banking, CPA, Investments, Banking, Restructuring, Distressed Opportunities
Education
University of California, Santa Barbara 2004 — 2009
Bachelor of Arts (B.A.), Business and Economics with Emphasis in Accounting
Griffith University 2007 — 2007
Global Security and International Relations
Nathaniel Chu's Beacon Pointe Advisors Experience October 2012 - Present
Job intern at Beacon Pointe Advisors
Industry Financial Services
Experience
Beacon Pointe Advisors October 2012 - Present
United States Air Force August 2001 - August 2007
Skills
Microsoft Excel, Microsoft Word, Social Media, Organization, Troubleshooting, Creativity, Problem Solving, Efficiency
Education
Cal State Fullerton 2011 — 2013
Bachelor of Science (BS), Business Administration Finance
Cypress College 2009 — 2011
Beacon Pointe Advisors October 2012 - Present
United States Air Force August 2001 - August 2007
Skills
Microsoft Excel, Microsoft Word, Social Media, Organization, Troubleshooting, Creativity, Problem Solving, Efficiency
Education
Cal State Fullerton 2011 — 2013
Bachelor of Science (BS), Business Administration Finance
Cypress College 2009 — 2011
Andrea L. Thibault Sanchez's Beacon Pointe Advisors Experience August 2005 - January 2008
Job .
Industry Philanthropy
Experience
The Let It Be Foundation, Inc. May 2013 - May 2014
IEEE Computer Society January 2008 - May 2013
Beacon Pointe Advisors August 2005 - January 2008
UC Irvine May 2005 - August 2005
Beacon Pointe Advisors August 2003 - May 2005
Skills
Project Management, Contract Negotiation, Client Service Oriented, Brand Management, Product Development, Nonprofits, Publishing, Microsoft Office, Microsoft Excel, PowerPoint, Social Media, Editing, Public Relations, Event Management, Event Planning, Research, Leadership, Fundraising, Grant Writing, Blogging, Public Speaking, Social Media Marketing
Education
University of California, Irvine 1999 — 2003
Bachelor of Arts (B.A.), English Language and Literature, General
The Let It Be Foundation, Inc. May 2013 - May 2014
IEEE Computer Society January 2008 - May 2013
Beacon Pointe Advisors August 2005 - January 2008
UC Irvine May 2005 - August 2005
Beacon Pointe Advisors August 2003 - May 2005
Skills
Project Management, Contract Negotiation, Client Service Oriented, Brand Management, Product Development, Nonprofits, Publishing, Microsoft Office, Microsoft Excel, PowerPoint, Social Media, Editing, Public Relations, Event Management, Event Planning, Research, Leadership, Fundraising, Grant Writing, Blogging, Public Speaking, Social Media Marketing
Education
University of California, Irvine 1999 — 2003
Bachelor of Arts (B.A.), English Language and Literature, General
Marcy Reyes's Beacon Pointe Advisors Experience May 2014 - Present
Job Financial Paraplanner at Beacon Pointe Advisors
Industry Financial Services
Experience
Beacon Pointe Advisors May 2014 - Present
Beacon Pointe Advisors November 2013 - April 2014
State Farm July 2013 - September 2013
Skills
Finance, Savings, Economics, Investment Advisory...
Education
University of California, Irvine 2010 — 2014
Bachelor of Arts (B.A.), Business Economics
Dougherty Valley High School 2008 — 2010
High School Diploma
Beacon Pointe Advisors May 2014 - Present
Beacon Pointe Advisors November 2013 - April 2014
State Farm July 2013 - September 2013
Skills
Finance, Savings, Economics, Investment Advisory...
Education
University of California, Irvine 2010 — 2014
Bachelor of Arts (B.A.), Business Economics
Dougherty Valley High School 2008 — 2010
High School Diploma
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY