Beacon Wealth Management

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Beacon Wealth Management Employees

Employee
Years
Job
Industry
Christopher Cacchiola Christopher Cacchiola Greater New York City Area Details
Christopher Cacchiola's Beacon Wealth Management Experience May 2011 - Present
Job Financial Planner with Beacon Wealth Management
Industry Financial Services
Experience
Beacon Wealth Management   May 2011 - Present
Ernst & Young  April 2010 - May 2011

Skills
Financial Planning, Investments, Coaching, PowerPoint, Research, Wealth Management, Microsoft Excel, Strategic Financial..., Risk Management, Financial Analysis, Financial Modeling, Finance, Asset Management, Banking, Equities, Mutual Funds, Insurance, Microsoft Office, Portfolio Management

Education
Kean University   2004 — 2008
B.S., Finance

Linda (Fleming) Zolper Linda (Fleming) Zolper Tampa/St. Petersburg, Florida Area Details
Linda (Fleming) Zolper's Beacon Wealth Management Experience December 2008 - December 2010
Job Advisor at VineIT
Industry Marketing and Advertising
Experience
VineIT   September 2014 - Present
Guardian ad Litem Foundation of Tampa Bay, Inc.   January 2014 - Present
Karlin Creative   October 2004 - April 2014
Beacon Wealth Management   December 2008 - December 2010
Sterling Resources, Inc.   1994 - 1996
Sterling Resources, Inc.   1992 - 1994

Skills
Management, Training, Project Management, Sales, Small Business, Microsoft Office, Consulting, Time Management, Marketing Strategy, Event Planning, Marketing Communications, CRM, Social Media Marketing

Education
Bucknell University   1984 — 1988
BA, Economics & Finance

Osvaldo Vagni Osvaldo Vagni Greater New York City Area Details
Osvaldo Vagni's Beacon Wealth Management Experience November 2005 - April 2006
Job Human Services Specialist 3 Bilingual Spanish/English at Hudson County Division of Welfare
Industry Nonprofit Organization Management
Experience
Passaic County Court Appointed Special Advocates   January 2010 - June 2012
The Learning Circle YMCA   November 2001 - June 2009
The Learning Circle YMCA   November 2001 - June 2009
Integrated Translation Services   August 2005 - November 2007
Beacon Wealth Management   November 2005 - April 2006
Beacon Wealth Management LLC   November 2005 - April 2006
The Learning Circle YMCA   January 2001 - November 2005
Summit Child Care Centers   September 2004 - June 2005
College of Saint Elizabeth  May 2001 - July 2001
College of  January 2001 - January 2001

Skills
Community Outreach, Program Development, Nonprofits, Volunteer Management, Change Management, Microsoft Word, Policy Analysis, Organizational..., Program Management, Coaching, Fundraising, Blogging, Public Speaking, Event Management, Microsoft Office, Psychology, Grant Writing, Social Services, Social Networking, Social Media, Leadership Development, Research, Higher Education, Event Planning, Project Management, Editing, Data Analysis, PowerPoint, Staff Development, Teaching, Leadership, Strategic Planning, Board Development, Healthcare, Budgets, Training, Psychotherapy, Team Building, Customer Service, Grants, Community Development, Public Relations, Government, Marketing

Education
College of Saint Elizabeth   2001 — 2003
M.S.

College of St. Elizabeth   2001 — 2003
M.S

Universal Life Church   1999 — 2001
Ph.D.

New Jersey Institute of Technology   1996 — 2001
B.S.

Rutgers University   1996 — 2000
B.S

Central High School   1998 — 1998
Internship

Mark Germain, CFP®, MBA, ADPA® Mark Germain, CFP®, MBA, ADPA® Greater New York City Area Details
Mark Germain, CFP®, MBA, ADPA®'s Beacon Wealth Management Experience October 2002 - Present
Job Founder and CEO, Beacon Wealth Management
Industry Financial Services
Experience
Beacon Wealth Management   October 2002 - Present
Southern Connecticut State University School of Business   August 2012 - 2012
Apogee Networks  March 2000 - March 2002

Skills
Investments, Wealth, Strategic Financial..., Wealth Management, Securities, Estate Planning, Equities, Entrepreneurship, Accounting, Finance, Financial Reporting, Strategic Planning, Start-ups, Financial Advisory, Public Speaking, Investment Advisory, Management, Asset Managment, Strategy, Bonds, Alternative Investments, Insurance, High Net Worth..., Mutual Funds

Education
D'Amore-McKim School of Business at Northeastern University   1979 — 1981
MBA, Finance Operations

Southern Connecticut State University   1974 — 1979
Bachelor of Science (B.S.), Economics

Karim Mecklai, BA(Econ),Dipl(Acct) Hons., PDO Karim Mecklai, BA(Econ),Dipl(Acct) Hons., PDO Toronto, Canada Area Details
Karim Mecklai, BA(Econ),Dipl(Acct) Hons., PDO's Beacon Wealth Management Experience January 2010 - August 2011
Job Business Development Executive Financial Services
Industry Financial Services
Experience
Bline Save consultants Inc.   September 2015 - Present
Portfolio Strategies Securities Inc   October 2011 - Present
B2B Bank  March 2011 - October 2011
Beacon Wealth Management   January 2010 - August 2011
DundeeWealth Inc.  2009 - January 2010
Assante Wealth Management  July 2003 - November 2008
Equion Financial Group   May 2000 - February 2002
CM Oliver Financial Corporation   July 1998 - April 2000

Skills
Accounting, Regulatory Risk, Investments, Regulations, Wealth Management, Mutual Funds, Strategic Financial..., Securities, Business Development, Investment Strategies, Investment Advisory, Estate Planning, Financial Services, Portfolio Management, Strategy, Financial Advisory, Retirement, Equities, ETFs, Wealth, Retirement Planning, Asset Management, Investment Management, Finance, Financial Planners, Insurance, Alternative Investments, Wealth Management..., Banking, Asset Allocation, Private Equity, Hedge Funds, Relationship Management, High Net Worth..., Fixed Income, Bonds, Capital Markets, Corporate Finance, Financial Risk, Fixed Annuities, Investment Banking, Pensions, Risk Management, Financial Planning

Education
CSI Institute (PDO)   2007 — 2007
PDO (IIROC), Financial services Exam

Langara College (CGA Program)   1987 — 1989
Diploma Hons, Accounting(3rd level CGA)

The University of British Columbia   1980 — 1984
BA, Economics

Tina Powell Tina Powell Greater New York City Area Details
Tina Powell's Beacon Wealth Management Experience January 2010 - Present
Job Founder and CEO at SheCapital
Industry Financial Services
Experience
SheCapital   March 2015 - Present
New York University  December 2014 - Present
Beacon Wealth Management   January 2010 - Present
All Metals & Forge   January 2008 - December 2009
Powell Graphics   September 2000 - April 2009
Northwestern Mutual Financial Network  July 2007 - January 2008
Oradell Parent Teacher Association   September 1996 - May 2004
Close To Cost   September 1984 - May 1990

Skills
Strategy, Marketing, Social Media, Management, Leadership, Business Development, CRM, SEO, Public Speaking, Advertising, Strategic Planning, Entrepreneurship, New Business Development, Integrated Marketing, SEM, Microsoft Office, Sales, Social Networking, Communication Skills, Public Relations, Business Intelligence, Facebook, Marketing Communications, PowerPoint, Marketing Strategy, Analytics, Email Marketing, Strategic Partnerships, Brand Development, Executive Management, Educational Leadership, Newsletters, Lead Generation, Google Analytics, Online Marketing, Digital Marketing, Digital Strategy, Martial Arts, Direct Marketing, Information Technology, Business Planning, Market Research, Creative Writing, Communication, Series 65, Awesomeness

Education
New York University   2008 — 2013
Master of Arts (MA), Graphic Communications Management and Technology, 4.0

Fairleigh Dickinson University-Metropolitan Campus   1984 — 1988
BS, Business Management

John Pinel John Pinel Hackensack, New Jersey Details
John Pinel's Beacon Wealth Management Experience March 2015 - April 2015
Job Associate Financial Planner at Beacon Wealth Management
Industry Financial Services
Experience
SUEZ environnement  May 2015 - Present
Beacon Wealth Management   March 2015 - April 2015
Royal Alliance Associates INC  September 2014 - March 2015
Howard Greditor   August 2013 - September 2014
SoundBoard Angel Fund   June 2013 - August 2013
Fairleigh Dickinson University  August 2012 - June 2013
Fairleigh Dickinson University  September 2012 - May 2013
Mike Reichenbach Ford L-M   June 2012 - August 2012

Skills
Microsoft Excel, PowerPoint, Sales, Research, Microsoft Office, Public Speaking, Budgets, Microsoft Word, Time Management, Management, Social Media, Tutoring, Team Leadership, Customer Service, Photoshop, Teamwork, C++, Java, lumens Systems

Education
Fairleigh Dickinson University   2012 — 2014
Master's Degree, Business/ Finance, 3.5

Fairleigh Dickinson University   2007 — 2012
Bachelor's degree, Chemistry

Kerry Crowley Kerry Crowley Montvale, New Jersey Details
Kerry Crowley's Beacon Wealth Management Experience December 2014 - Present
Job Manager of Operations at Beacon Wealth Management
Industry Financial Services
Experience
Beacon Wealth Management   December 2014 - Present
Beacon Wealth Management   May 2009 - December 2014
Trinity Day School  2008 - 2009
Wealth Financial Group, a Division of Metlife   2007 - 2008

Skills
Asset Allocation, Investments, Mutual Funds, Equities, Hedge Funds

Education
Drew University   2004 — 2008
Bachelor of Science (B.S.), Economics

Keith Dumas Keith Dumas Clarksburg, West Virginia Details
Keith Dumas's Beacon Wealth Management Experience June 2007 - Present
Job Wealth Manager, Beacon Wealth Management
Industry Financial Services
Experience
Beacon Wealth Management   June 2007 - Present

Skills
Investment Advisory, Strategic Planning, Insurance, Investments, Strategic Financial..., Retirement Planning, Retirement, Fixed Annuities, Wealth Management, Financial Advisory, IRAs, Investment Strategies, 401k, Life Insurance, Long-term Care, Mutual Funds, Series 7, Estate Planning, Portfolio Management, Financial Planning

Education
Marshall University   1995 — 1999
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services

Glenn Blafield Glenn Blafield Charlotte, North Carolina Area Details
Glenn Blafield's Beacon Wealth Management Experience 2011 - 2012
Job Teacher at Charlotte Mecklenburg Schools
Industry Education Management
Experience
Charlotte Mecklenburg Schools  January 1992 - Present
Beacon Wealth Management   2011 - 2012
Beacon Wealth Management   2011 - 2012

Skills
Curriculum Design, Thinking Maps, Staff Development, Teaching, Educational Leadership, PowerPoint, Public Speaking, Microsoft Office, Sports, Coaching, Special Education, Sports Coaching, Event Planning, Athletics, Sports Management, Fundraising, Soccer, Research, Football, Nonprofits, Editing, Social Media

Education
University of Tennessee-Knoxville   1975 — 1976
Master of Science (MS), Physical Education Teaching and Coaching

Morehead State University   1971 — 1975
BS, Physical Education / Health

Joshua Ellison Joshua Ellison Greater New York City Area Details
Joshua Ellison's Beacon Wealth Management Experience November 2013 - February 2014
Job Customer service and inside sales rep at TriState Crating & Pallet Co.
Industry Financial Services
Experience
Tri-State Crating & Pallet Co.   March 2014 - Present
Beacon Wealth Management   November 2013 - February 2014
Wall Street Trading, LLC  April 2013 - October 2013
AXA Advisors  August 2012 - January 2013

Skills
Retirement Planning, Finance, Asset Management, Fixed Annuities, Retirement

Education
Hofstra University   2005 — 2012