Beacon Wealth Management
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Beacon Wealth Management Employees
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
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
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
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
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
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
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
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
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
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
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