Beacon Pointe Wealth Advisors

Beacon Pointe Wealth 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 Wealth Advisors. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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

27 Beacon Pointe Wealth Advisors employees in database. Find out everything there's to know about Beacon Pointe Wealth 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 Wealth Advisors Employees

Employee
Years
Job
Industry
Andrew Reinhardt, CFP® Andrew Reinhardt, CFP® Phoenix, Arizona Area Details
Andrew Reinhardt, CFP®'s Beacon Pointe Wealth Advisors Experience November 2014 - Present
Job Managing Director at Beacon Pointe Wealth Advisors
Industry Financial Services
Experience
Beacon Pointe Wealth Advisors   November 2014 - Present
Brophy College Preparatory  2014 - Present
Capital Investment Counsel  January 2014 - November 2014
Capital Investment Counsel  January 2012 - December 2013
Capital Investment Counsel  May 2004 - December 2011
Hackett Investment Advisors   April 2004 - June 2007
Charles Schwab  January 2000 - December 2003

Skills
Wealth Management, Strategic Financial..., Investments, Investment Advisory, Portfolio Management, Asset Allocation, Retirement, Asset Management, Investment Management, Retirement Planning, High Net Worth..., Financial Services, Wealth, Investment Advisory..., Retirement Savings, Estate Tax Planning

Education
Northern Arizona University, College of Business Administration   1987 — 1991
Bachelor of Business Administration (B.B.A.), Finance, General

Eric Newby, CFP® Eric Newby, CFP® Scottsdale, Arizona Details
Eric Newby, CFP®'s Beacon Pointe Wealth Advisors Experience September 2014 - Present
Job Vice President at Beacon Pointe Wealth Advisors
Industry Financial Services
Experience
Beacon Pointe Wealth Advisors   September 2014 - Present
Jackson  January 2014 - August 2014
TD Ameritrade  April 2008 - January 2014
AXA Advisors  May 2006 - April 2008

Skills
Wealth Management, Investment Consulting, Financial Planning, College Education..., Investment Advisory, Series 63, Investments, Retirement Planning

Education
Colorado State University-Pueblo   2004 — 2006
Bachelor of Science, Economics / Finance

Chandler/Gilbert Community College   2002 — 2004

Laine Ainsworth, CFP® Laine Ainsworth, CFP® Newport Beach, California Details
Laine Ainsworth, CFP®'s Beacon Pointe Wealth Advisors Experience January 2013 - Present
Job Managing Director and Partner at Beacon Pointe Wealth Advisors
Industry Financial Services
Experience
Beacon Pointe Wealth Advisors   January 2013 - Present
The Center for Investment and Wealth Management at the UC Irvine Merage School of Business   2005 - Present
Chartered Financial Analysts Society of OC   2008 - Present
CASA Orange County   June 2012 - Present
Hoag Diplomat Society   January 2012 - December 2012
PIMCO RIA Advisory Board   January 2009 - December 2012
Wealth Management Network, LLC   2003 - 2012

Skills
Investments, Investment Management, Asset Allocation, Strategic Financial..., Estate Planning, Retirement Planning, Asset Managment, Registered Investment..., RIAs, Wealth Management...

Education
University of California, Los Angeles   1972 — 1975
Bachelor's Degree in Economics

Teri Parker CFP®, Teri Parker CFP®, Greater Los Angeles Area Details
Teri Parker CFP®,'s Beacon Pointe Wealth Advisors Experience April 2013 - June 2014
Job Vice President | CAPTRUST
Industry Financial Services
Experience
CAPTRUST  June 2014 - Present
Beacon Pointe Wealth Advisors   April 2013 - June 2014
Independent Financial Advisors, LLC   2000 - 2013

Skills
Personal Financial..., Investment Management, Retirement Planning, General Insurance, Strategic Financial..., Financial Advisory, Estate Planning, Insurance, Wealth Management..., Wealth, Employee Benefits, Wealth Management, Financial Planners, Finance, Investments, Portfolio Management, Investment Advisory, Retirement, IRAs, Investment Strategies, Series 63, Series 7, Asset Management, Asset Allocation

Education
California State University, San Bernardino
BA, Business

Leadership Riverside

University of California, Riverside
Financial Planning and Services

Jack Cooper Jack Cooper Orange County, California Area Details
Jack Cooper's Beacon Pointe Wealth Advisors Experience July 2015 - Present
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

Rachel Michener Rachel Michener Seattle, Washington Details
Rachel Michener's Beacon Pointe Wealth Advisors Experience July 2012 - January 2014
Job Program Assistant II at Fred Hutchinson Cancer Research Center
Industry Nonprofit Organization Management
Experience
Fred Hutchinson Cancer Research Center  April 2014 - Present
Beacon Pointe Wealth Advisors   July 2012 - January 2014
Private Nanny  April 2011 - June 2012
Sabelhaus West Painting, Inc.   June 2007 - December 2010

Skills
Social Media, Social Networking, Microsoft Excel, PowerPoint, Public Speaking, Microsoft Word, Strategic Financial..., Financial Advisory, Community Outreach, Wealth Management, Morningstar, Retirement Planning, IRAs, Asset Management, Wealth Management..., Critical Thinking, Portfolio Management, Facebook, Sales, Nonprofits, Investment Management

Education
Santa Clara University   2008 — 2012
Bachelor of Science (B.S.), Political Science and Government

Yelm High School   2006 — 2008

Landen Lunsway, CFP® Landen Lunsway, CFP® Scottsdale, Arizona Details
Landen Lunsway, CFP®'s Beacon Pointe Wealth Advisors Experience November 2014 - Present
Job Managing Director at Beacon Pointe Wealth Advisors (llunsway@bpwealthadvisors.com)
Industry Financial Services
Experience
Beacon Pointe Wealth Advisors   November 2014 - Present
Capital Investment Counsel, Inc.   March 2011 - November 2014
Schwab Advisor Services  January 2008 - March 2011
TranquiloLiving.com   March 2006 - December 2007
Schwab Advisor Services  January 2002 - February 2006

Skills
Wealth Management, Portfolio Management, Asset Management, Retirement Planning, Personal Financial..., Investment Advisory, Business Development, Investment Management, Financial Planning

Education
Northern Arizona University   1997 — 2000
Bachelor of Science (B.S.), Finance, General

Matt Armistead, CIMA®, CFP® Matt Armistead, CIMA®, CFP® Scottsdale, Arizona Details
Matt Armistead, CIMA®, CFP®'s Beacon Pointe Wealth Advisors Experience October 2014 - Present
Job Vice President at Beacon Pointe Wealth Advisors
Industry Investment Management
Experience
Beacon Pointe Wealth Advisors   October 2014 - Present
Camelback Wealth Management   October 2007 - September 2014
Oxford Investment Partners  2004 - 2007
Self  2000 - 2004
Intel  1991 - 2000

Skills
Investments, Alternative Investments, Portfolio Management, Wealth Management, Asset Allocation, Finance, Mutual Funds, Investment Advisory, Investment Management, Investment Strategies, Hedging, Hedge Funds, Equities, Private Equity, Asset Management, Managed Futures, Strategic Financial..., Venture Capital, Emerging Markets, Financial Modeling, Valuation, Fixed Income, Risk Management, ETFs, Private Placements, Financial Planning, Asset Managment, Due Diligence, Securities, Trading, Bonds, Retirement, Equity Research

Education
Stanford University   1986 — 1991
BS, MS, Industrial Engineering

Wes Patton Wes Patton Greater Los Angeles Area Details
Wes Patton's Beacon Pointe Wealth Advisors Experience May 2014 - September 2014
Job Assistant Property Manager at Triad Management Systems
Industry Law Practice
Experience
Triad Management Systems   February 2015 - Present
K&M Enterprises, Research and Fund Development   December 2013 - January 2015
Beacon Pointe Wealth Advisors   May 2014 - September 2014
Law Office of Ben Hecht   May 2011 - August 2011
Kaiser Permanente IT  May 2010 - August 2010

Skills
Research, Litigation, Legal Research, Legal Writing, Microsoft Excel, Microsoft Office, Social Media, Microsoft Word, PowerPoint, Facebook, Public Speaking, Leadership, Team Leadership, Data Analysis, Statistics, Marketing Research, Leadership Development, Legal Assistance, Teamwork, Analysis, Entrepreneurship, Social Media Marketing, Spanish

Education
Chapman University, The George L. Argyros School of Business and Economics   2013 — 2014
Master of Business Administration (MBA), International Business

Chapman University   2009 — 2013
Bachelor's degree, Business Administration and Management, General

Connor Michael Ellison Connor Michael Ellison New Orleans, Louisiana Details
Connor Michael Ellison's Beacon Pointe Wealth Advisors Experience June 2015 - Present
Job Summer Intern at Beacon Pointe Wealth Advisors
Industry Entertainment
Experience
Beacon Pointe Wealth Advisors   June 2015 - Present
Tennis Club Of Santa Barbara   June 2015 - Present
The LEAP Foundation, Inc.   July 2014 - Present
NOLA Fashion Week  October 2014 - March 2015
BMG Models and Talent  July 2013 - November 2014
Abercrombie & Fitch  July 2013 - June 2014

Skills
Runway, Leadership, Modeling, Acting, Emotional Intelligence, Soccer, Passion for Success, Creative Writing, Social Media, Digital Photography, Coaching, Energetic team player, Work Ethic, Photo Shoots, PowerPoint, Microsoft Office, Event Planning, Facebook, Customer Service, Management, Public Speaking, Microsoft Excel, Microsoft Word, Social Networking

Education
Loyola University New Orleans   2014 — 2019
High School, Music Industry Studies, Sophomore

Loyola High School   2010 — 2014
High School, High School student, Senior

Gary K. Dorfman Gary K. Dorfman Santa Barbara, California Area Details
Gary K. Dorfman's Beacon Pointe Wealth Advisors Experience August 2013 - Present
Job Managing Director and Partner at Beacon Pointe Wealth Advisors
Industry Financial Services
Experience
Beacon Pointe Wealth Advisors   August 2013 - Present
Pacific Pointe Advisors   June 2009 - August 2013

Skills
Wealth Management, Investments, Investment Consulting, Strategic Financial...

Education
UCSB
Bachelor of Arts - dual emphasis in Business Economics & Political Science

Charles Albrezzi Charles Albrezzi Moreno Valley, California Details
Charles Albrezzi's Beacon Pointe Wealth Advisors Experience August 2013 - July 2014
Job Plan Administrator at American ESOP Advisors LLC
Industry Financial Services
Experience
AmbroseAdvisors   July 2014 - Present
IFC Industrial Fulfillment Co.   June 2009 - Present
Beacon Pointe Wealth Advisors   August 2013 - July 2014

Skills
Basic HTML, synthesis ability, PowerPoint, Microsoft Word, Microsoft Excel, Mandarin Chinese, Wuhan Chinese, Intermediate Photoshop, Wing Chun, Team Building, Facilitate Event, Event Management, Leadership, Public Speaking, Teaching, Social Media, Editing, Marketing, Photoshop, Event Planning, Mandarin, Social Networking, Nonprofits, Research, Microsoft Office

Education
UC Riverside   2008 — 2012
BA, Political Science International Affairs, 3.5

Mark Moehlman Mark Moehlman Newport Beach, California Details
Mark Moehlman's Beacon Pointe Wealth Advisors Experience January 2013 - Present
Job Managing Director and Partner at Beacon Pointe Wealth Advisors
Industry Financial Services
Experience
Beacon Pointe Wealth Advisors   January 2013 - Present
Center for Investment and Wealth Management at the UC Irvine Merage School of Business   2005 - Present
The Wealth Management Network   2003 - 2012
Orange County Employees Retirement Systems (O.C.E.R.S.)   1993 - 1996

Skills
Asset Managment, Investment Management, Private Client Services, Investment Advisory, Wealth Management, Investments, Financial Planning, Retirement Planning, Registered Investment..., Asset Allocation, Estate Planning, IRAs, RIA

Education
University of Southern California   1966 — 1968
Master of Business Administration (MBA), Marshall School of Business

University of Southern California   1962 — 1966
B.S. in Finance, Marshall School of Business

Medha Nadgir Medha Nadgir Greater Boston Area Details
Medha Nadgir's Beacon Pointe Wealth Advisors Experience September 2015 - Present
Job Senior Wealth Advisor at Beacon Pointe Wealth Advisors
Industry Financial Services
Experience
Beacon Pointe Wealth Advisors   September 2015 - Present
TPW Financial   January 2012 - Present
HSS  March 2005 - Present
Precise Dental Care   October 2010 - February 2012
David Witherbee & Associates, Inc.   February 2007 - November 2009
H & R Block  January 2007 - April 2007

Skills
Customer Relations, Client Communication, Database Administration, Asset Allocation, Financial Planning, Microsoft Office, Excel, Problem Solving, Process Improvement, Mentoring, Customer Service, Strategic Financial..., Microsoft Excel, Portfolio Management, Financial Planners, Financial Analysis, Program Management, Management, Business Analysis, Analysis, Leadership, Business Planning, Risk Management, Nonprofits, Investments, Data Analysis, Vendor Management, Finance, Management Consulting, Business Development, Financial Advisory, Investment Advisory, Banking, Equities, Wealth Management, Access, Strategy, Project Planning, Investment Strategies, Business Strategy, Insurance, Team Management, Fixed Income, Financial Modeling, Financial Services, Communication

Education
Boston University Center for Professional Education   2009 — 2011
Certificate

Visvesvaraya National Institute of Technology   1987 — 1989
BE

National Institute of Technology Calicut   1985 — 1987
B Tech

Senior Secondary School Sector IV, Bhilai   1980 — 1984
High School

Matt Cooper Matt Cooper Orange County, California Area Details
Matt Cooper's Beacon Pointe Wealth 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

Tyler Brock, CFP® Tyler Brock, CFP® San Francisco Bay Area Details
Tyler Brock, CFP®'s Beacon Pointe Wealth Advisors Experience February 2015 - Present
Job
Industry Investment Management
Experience
Beacon Pointe Wealth Advisors   February 2015 - Present
Polaris Wealth Advisers, LLC (Formerly Polaris Equity Management, Inc.)   February 2012 - January 2015
US Trust  December 2010 - May 2011
The Presidio Group LLC  August 2009 - December 2010
Bernstein Global Wealth Management  June 2005 - August 2009
Goldman Sachs, SLK Fixed Income Division   January 2003 - June 2005

Skills
Investments, Wealth Management, Wealth Management..., Strategic Financial..., Investment Management, High Net Worth..., Securities, Mutual Funds, Investment Strategies, Investment Banking, Financial Modeling, Tax, Retirement Planning, Investment Advisory, Fixed Income, Hedge Funds, Asset Managment, Valuation, Alternative Investments, Series 63, Portfolio Management, Financial Services, Financial Advisory, Asset Allocation, Private Equity, Equities, Series 7, Bonds, Financial Analysis, ETFs, Estate Planning, Venture Capital, 401k, Banking, Bloomberg, Business Development, Emerging Markets, FINRA, Finance, Financial Markets, Wealth, Trading, Retirement, Equity Research, Due Diligence, Derivatives, Capital Markets

Education
University of Colorado at Boulder - Leeds School of Business   1997 — 2001
Bachelor of Science

Marin Catholic High School

Rocky Lin, CFA Rocky Lin, CFA San Francisco Bay Area Details
Rocky Lin, CFA's Beacon Pointe Wealth Advisors Experience September 2011 - Present
Job Managing Director at Beacon Pointe Wealth Advisors
Industry Financial Services
Experience
Beacon Pointe Wealth Advisors   September 2011 - Present

Skills
Portfolio Management, Global Macro Research, Concentrated Stock, Options, Risk Management, Asset Allocation, Wealth Management, ETFs, Stocks, Hedge Funds, Securities, Investments

Education
University of California, Santa Barbara   1999 — 2003
BA, Business/Economics, English

CFA Program

Lynbrook High School

Chris Palermo, CFA, CFP® Chris Palermo, CFA, CFP® Phoenix, Arizona Area Details
Chris Palermo, CFA, CFP®'s Beacon Pointe Wealth Advisors Experience November 2014 - Present
Job Managing DirectorPortfolio Manager at Beacon Pointe Wealth Advisors
Industry Financial Services
Experience
Beacon Pointe Wealth Advisors   November 2014 - Present
Capital Investment Counsel  January 2012 - November 2014
Northern Trust  May 2008 - November 2011
Charles Schwab  May 2000 - May 2008

Skills
Investments, Portfolio Management, Mutual Funds, Asset Management, Investment Advisory, Investment Strategies, Retirement Planning, Strategic Financial..., Equities, Alternative Investments, Asset Managment, Loans, Series 63, Derivatives, Options, Asset Allocation, Wealth Management, Financial Advisory, Investment Management, Wealth Management..., Wealth, Securities, Financial Services, Estate Planning, Finance, Financial Planning

Education
Northern Arizona University   1998 — 2001
BS, Finance

Mark Mathers, CFP® Mark Mathers, CFP® Boston, Massachusetts Details
Mark Mathers, CFP®'s Beacon Pointe Wealth Advisors Experience September 2015 - Present
Job Managing Director at Beacon Pointe Wealth Advisors
Industry Financial Services
Experience
Beacon Pointe Wealth Advisors   September 2015 - Present
Banyan Partners  August 2013 - January 2015
Silver Bridge  August 2010 - August 2013
Bostonian Group   October 2006 - August 2010
Mathers Financial Group, Inc   August 1999 - September 2006
Bradley Advisory Group, Inc   August 1995 - August 1999

Skills
Leadership, Personal Financial..., Wealth Management, Business Development, Estate Planning, Client Services, High Net Worth..., Management, Financial Planning, Account Management, Asset Allocation, Investments, Asset Management, Estate Tax Planning, Finance, Financial Advisory, Investment Management, Wealth Management..., Relationship Management, Equities, Financial Analysis, Due Diligence, Financial Services, Strategic Planning, Investment Advisory

Education
Ulster University   1984 — 1988
BA (Honors) Business Studies, Marketing

St. Patrick's College, Maynooth   1993 — 1994
Diploma Philosophy, Philosophy

University of San Francisco   1989 — 1989
Business, Export Marketing Certificate at McLaren College of Business

Njambi Hooks Njambi Hooks Santa Barbara, California Area Details
Njambi Hooks's Beacon Pointe Wealth Advisors Experience October 2013 - November 2014
Job Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  November 2014 - Present
Beacon Pointe Wealth Advisors   October 2013 - November 2014
Fidelity Investments  January 2012 - October 2013
HSBC Private Bank  August 2007 - January 2012
Wells Fargo  May 2005 - August 2007
Wells Fargo  September 1999 - May 2005

Skills
Uniform Combined State..., Series 7, CRM, Wealth Management, Financial Analysis, Equities, Business Development, Financial Risk, Investments, Series 66, CA Insurance License, Banking

Education
University of California, Santa Barbara   1998 — 2002
Bachelor of Arts, Global and International Studies; an emphasis on Socioeconomics and Politics

Alissa Weddington Alissa Weddington Santa Barbara, California Details
Alissa Weddington's Beacon Pointe Wealth Advisors Experience December 2014 - Present
Job Vice President, Director of Operations at Beacon Pointe Wealth Management
Industry Financial Services
Experience
Beacon Pointe Wealth Advisors   December 2014 - Present
Mercer Advisors  September 2009 - December 2014

Skills
Wealth Management, Securities, Investments, Investment Advisory, Retirement Planning, Mutual Funds, Portfolio Management, Asset Management, Asset Allocation, Series 7, Retirement, Strategic Financial..., Bloomberg, Financial Services, Series 63, Investment Management, Financial Advisory, Equities

Education
University of California, Santa Barbara
Bachelor of Arts (B.A.), Psychology

Nichole Barrera Nichole Barrera Greater Los Angeles Area Details
Nichole Barrera's Beacon Pointe Wealth Advisors Experience June 2013 - Present
Job Senior Associate Client Services at Beacon Pointe Wealth Advisors
Industry Higher Education
Experience
Beacon Pointe Wealth Advisors   June 2013 - Present
Barr Realty   June 2011 - June 2013
University of California, Riverside  September 2009 - June 2011
University of California at Riverside  January 2007 - September 2009

Education
University of California, Riverside - A. Gary Anderson Graduate School of Management   2009 — 2011
Master of Business Administration (M.B.A.)

University of California, Riverside   2005 — 2009
Bachelors in Science, Business Administration

Daniel Kang Daniel Kang San Francisco Bay Area Details
Daniel Kang's Beacon Pointe Wealth Advisors Experience June 2013 - September 2013
Job Associate Financial Analyst at Workday
Industry Computer Software
Experience
Workday  August 2015 - Present
Broadcom  February 2014 - December 2014
UC Irvine  September 2013 - June 2014
Beacon Pointe Wealth Advisors   June 2013 - September 2013
Eureka Capital, LLC   January 2013 - June 2013

Skills
Microsoft Excel, Finance, Sales Compensation, Public Speaking, Data Analysis, Salesforce.com, Customer Service, Leadership, Sales, PowerPoint, Research, Time Management, Team Leadership, Microsoft Office, Microsoft Word, Public Relations, Sales Finance, Xactly Incent, Market Research, Social Networking

Education
University of California, Irvine - The Paul Merage School of Business   2011 — 2015
Bachelor’s Degree, Business Administration - Emphases in Finance, Accounting, and Marketing

Otay Ranch High School   2007 — 2011

Sue Fritts Sue Fritts Orange County, California Area Details
Sue Fritts's Beacon Pointe Wealth Advisors Experience January 2013 - Present
Job Director of Operations at Beacon Pointe Wealth Advisors
Industry Financial Services
Experience
Beacon Pointe Wealth Advisors   January 2013 - Present
Wealth Management Network, LLC   September 2009 - December 2012
Customer Advantage Consulting   January 2006 - September 2009
Fidelity National Information Services  1998 - 2006
Fidelity National Financial  1998 - 2005
Fidelity National Information Solutions  2000 - 2003
First American Title  1993 - 1998

Skills
Change Management, Strategic Planning

Education
Lawrence Technological University

Susie Brousseau Susie Brousseau Scottsdale, Arizona Details
Susie Brousseau's Beacon Pointe Wealth Advisors Experience April 2013 - January 2014
Job Senior Vice President Wealth Advisor at Blackhawk Capital Partners
Industry Financial Services
Experience
Blackhawk Capital Partners   February 2014 - Present
Beacon Pointe Wealth Advisors   April 2013 - January 2014
Enterprise Bank & Trust  2011 - 2013
Legacy Bank, Scottsdale, AZ   January 2005 - January 2011
Compass Bank  April 2002 - December 2004

Skills
Wealth Management, Estate Planning, Strategic Financial..., Retirement Planning, Investments, Portfolio Management, Insurance, Mutual Funds, Risk Management, Investment Advisory, Asset Allocation, Investment Strategies, Retirement, Wealth Management..., Wealth, Credit, Financial Services, Finance, Financial Planners, Securities, Private Banking, Financial Advisory, Mortgage Lending, Professional..., Strategic Planning, Asset Management, 401k, Professional Experience

Education
College of Charleston   1969 — 1972
Medical Technology, Medical Technology

Brooke Jess Brooke Jess Scottsdale, Arizona Details
Brooke Jess's Beacon Pointe Wealth Advisors Experience April 2015 - Present
Job Director of Client Services Beacon Pointe Wealth Advisors
Industry Investment Management
Experience
Beacon Pointe Wealth Advisors   April 2015 - Present
Versant Capital Management, Inc.   August 2011 - April 2015
GenSpring Family Offices  January 2009 - August 2011
Inlign Wealth Management, LLC   April 2007 - January 2009
FBR Investment Management, Inc.   May 2005 - April 2007
Fidelity Investments  January 2000 - May 2005

Skills
Investment Operations, Client Relationship..., High Net Worth..., Wealth Management, Investment Advisory, Portfolio Management, Financial Planning, Trading, Asset Allocation, Investment Strategies, Mutual Funds, Investments, Asset Management, Investment Management, Series 63, Hedge Funds, Alternative Investments, Securities, Retirement Planning, Series 65, CRM Databases

Education
Arizona State University   1994 — 1999
Bachelor's, Exercise Science

Elizabeth Bolanos Elizabeth Bolanos Costa Mesa, California Details
Elizabeth Bolanos's Beacon Pointe Wealth Advisors Experience 2013 - 2014
Job Financial Services Professional
Industry Financial Services
Experience
Hamner Law Offices LP   2014 - Present
Beacon Pointe Wealth Advisors   2013 - 2014
UC Irvine Health  March 2013 - August 2013

Education
University of California, Irvine   2010 — 2014
Bachelor of Arts (B.A.), Sociology