Beaumont Capital Management (BCM)

Description

Address: 250 1st Ave Suite 101, Needham, MA 02494 Hours: Closed ⋅ Opens 8AM Mon Friday8AM–5:30PMSaturdayClosedSundayClosedMonday8AM–5:30PMTuesday8AM–5:30PMWednesday8AM–5:30PMThursday8AM–5:30PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (888) 777-0535Category: : : : : Place name: : Website: : Website: https://investbcm.com/ Category: Financial Institution Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a questionPopular times Fridays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. 8 PM: 6a9a12p3p6p9p12a3a6a9a12p3p6p9p12a3a6aClosed Sundays—pick another dayNot enough data yet for WednesdaysClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on ThursdaysHistogram showing popular times on Fridays Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Beaumont Capital Management Posting publicly on the Web Write a review Reviews 1 Google review

Beaumont Capital Management (BCM) List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Beaumont Capital Management (BCM). You can filter them based on skills, years of employment, job, education, department, and prior employment.

Beaumont Capital Management (BCM) Salaries. You can even request information on how much does Beaumont Capital Management (BCM) pay if you want to. Learn about salaries, pros and cons of working for Beaumont Capital Management (BCM) 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!

17 Beaumont Capital Management (BCM) employees in database. Find out everything there's to know about Beaumont Capital Management (BCM) 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.

Beaumont Capital Management (BCM) Employees

Employee
Years
Job
Industry
Denis Rezendes Denis Rezendes Hyde Park, Massachusetts Details
Denis Rezendes's Beaumont Capital Management (BCM) Experience December 2014 - Present
Job Internal Operations Specialist at Beaumont Capital Management (BCM)
Industry Investment Management
Experience
Beaumont Capital Management (BCM)   December 2014 - Present
P-Solve US   May 2014 - December 2014
R&R Capital, Wealth Management   February 2014 - May 2014
Boston Trust and Investment Management Company   December 2012 - January 2014
Shaw's Supermarkets  July 2008 - June 2013

Skills
Retail, Finance, Financial Analysis, Customer Service, Sales, Investments, Research, Microsoft Excel, Leadership, Entrepreneurship, Microsoft Office, PowerPoint, Microsoft Word, Public Speaking, Social Media, Portfolio Management, Financial Modeling, Analysis, Teamwork, Equities, Social Networking, Market Research, Data Analysis, Valuation, Securities, Time Management

Education
Babson College   2011 — 2014
Cum Laude, Finance

Boston Latin School   2006 — 2011

2016 Level III Candidate in the CFA Program

Jim Bulger Jim Bulger Greater New York City Area Details
Jim Bulger's Beaumont Capital Management (BCM) Experience November 2014 - Present
Job Regional Consultant at Beaumont Capital Management (BCM)
Industry Financial Services
Experience
Beaumont Capital Management (BCM)   November 2014 - Present
AssetMark  May 2011 - October 2014
FundQuest  May 2010 - May 2011
FundQuest  February 2002 - May 2010
Fidelity Investments  1999 - 2001
Morgan Stanley Dean Witter  January 1997 - December 1998
Northwestern Mutual  December 1995 - January 1997

Skills
Mutual Funds, Separately Managed..., Asset Allocation, ETFs, Alternative Investments, Wealth Management, Finance, Series 63, Financial Advisory, Investment Advisory, Retirement Planning, Series 6, Series 65, Securities, Retirement, Investment Strategies, FINRA, Asset Management, Fixed Annuities, Financial Services, Investments, 401k, Equities

Education
University of Rhode Island   1991 — 1995
BA, Economics

Marcia L. Mohler Marcia L. Mohler Greater Los Angeles Area Details
Marcia L. Mohler's Beaumont Capital Management (BCM) Experience September 2014 - Present
Job Regional Sales Consultant at Beaumont Capital Management (BCM)
Industry Investment Management
Experience
Beaumont Capital Management (BCM)   September 2014 - Present
Trust Company of the West  2014 - 2015
Tocqueville Asset Management  February 2012 - September 2013
Bradford & Marzec, LLC   June 2009 - October 2010
Evergreen Investments  May 2006 - July 2007
GE/Genworth Financial   November 2003 - June 2005
AllianceBernstein  September 1999 - August 2003

Skills
Mutual Funds, Asset Allocation, Alternative Investments, Series 7, Investment Advisory, Investments, Hedge Funds, Fixed Income, Investment Strategies, Separately Managed..., Asset Managment, ETFs, Wealth Management, Series 63, Series 65, Dual Contract, National Accounts, Selling Agreement, Fusion Presentation...

Education
University of Phoenix
BSBA, Finance

University of Pennsylvania - The Wharton School
CIMA candidate - currently studying

University of Southern California

Keefe Buchanan CRPC® Keefe Buchanan CRPC® Miami/Fort Lauderdale Area Details
Keefe Buchanan CRPC®'s Beaumont Capital Management (BCM) Experience January 2015 - Present
Job Regional Consultant at Beaumont Capital Management (BCM)
Industry Financial Services
Experience
Beaumont Capital Management (BCM)   January 2015 - Present
Beaumont Capital Management (BCM)   August 2014 - December 2014
John Hancock Investments  January 2011 - July 2014
Signator Investors - Boston Partners Financial Group, LLC   July 2008 - December 2010

Skills
Series 63, Series 6, Series 65, Mutual Funds, Investments, Asset Allocation, CRPC, 401k, Fixed Annuities, Retirement Planning, Wealth Management, Estate Planning, Retirement, Investment Strategies, ETFs, Quantitative Investing, Managed ETFs, Separately Managed..., Unified Managed Accounts, Sales Force, Turnkey Asset..., Sales

Education
University of Maine   2003 — 2008
Bachelor of Business Administration (BBA), Finance, General

High school

Massabesic High School

Adam Wojtkowski, CFP®, EA Adam Wojtkowski, CFP®, EA Wellesley Hills, Massachusetts Details
Adam Wojtkowski, CFP®, EA's Beaumont Capital Management (BCM) Experience February 2014 - Present
Job Relationship Manager at Beaumont Capital Management
Industry Financial Services
Experience
Beaumont Capital Management (BCM)   February 2014 - Present
Citizens Investment Services  April 2013 - February 2014
Fidelity Investments  January 2006 - December 2012
Mutual of Omaha  June 2003 - May 2005

Skills
Retirement Income..., Wealth Management, Insurance Planning, Retirement Planning, Estate Planning, Strategic Financial..., Investment Planning, Wealth Management..., Series 63, Mutual Funds, Retirement, CRM, Series 7, Financial Planners, Asset Allocation, Insurance, Investment Advisory, IRAs, Life Insurance, Fixed Annuities, Asset Managment, Investments, IRS Enrolled Agent, Certified Financial..., Investment Strategies, Income Tax, Tax Preparation, Relationship Management, Financial Planning, Financial Services, Financial Advisory

Education
Suffolk University
Master of Business Administration (MBA), Finance

Assumption College   1999 — 2003
BA, Accounting

Katelyn Mensi Katelyn Mensi Greater Boston Area Details
Katelyn Mensi's Beaumont Capital Management (BCM) Experience April 2015 - Present
Job Marketing Associate at Beaumont Capital Management (BCM)
Industry Marketing and Advertising
Experience
Beaumont Capital Management (BCM)   April 2015 - Present
MFS Investment Management  January 2011 - March 2015
TSL Marketing  October 2010 - January 2011
John Hancock Life Insurance Company (U.S.A.)   January 2010 - July 2010
Ame and Lulu  May 2009 - August 2009
Boston University Office of the President   June 2008 - August 2009
Student Advantage  May 2008 - August 2008

Skills
Marketing, Email Marketing, CRM, Press Releases, Negotiation, Sales, Analysis, Business Development, Customer Service, Marketing Strategy, Salesforce.com, Investments, Market Research, Social Media Marketing

Education
Boston University - School of Management   2005 — 2009
BS, Marketing

Imperial College London   2006 — 2006
Boston University Studied Abroad Program

Rick Darr Rick Darr Greater Boston Area Details
Rick Darr's Beaumont Capital Management (BCM) Experience December 2014 - Present
Job Retirement Sales Consultant at Beaumont Capital Management (BCM)
Industry Financial Services
Experience
Beaumont Capital Management (BCM)   December 2014 - Present
AssetMark, Inc.   November 2010 - October 2014
FundQuest  September 2004 - November 2010
FundQuest  June 2003 - September 2004
Guardian Investor Services Corp.   May 2001 - June 2002
Sun Life Financial  October 2000 - May 2001

Skills
Financial Advisory, Asset, Series 63, Mutual Funds, Series 6, Series 65, ETFs, Separately Managed..., Practice Management, Portfolio Management, Asset Allocation, Finance, Investments, Retirement Planning, 401k, Alternative Investments, Asset Management, FINRA, Financial Services, Fixed Annuities, Investment Advisory, IRAs, Investment Management, Relationship Management, Retirement, Investment Strategies, Strategic Financial..., Uniform Combined State..., Wealth Management, Securities

Education
Roger Williams University   1994 — 1998
B.S., Accounting

Boston College High School   1990 — 1994
College Prep

Jared Cullivan Jared Cullivan Plymouth, Massachusetts Details
Jared Cullivan's Beaumont Capital Management (BCM) Experience January 2015 - Present
Job Internal Sales Consultant at Beaumont Capital Management (BCM)
Industry
Experience
Beaumont Capital Management (BCM)   January 2015 - Present
Fidelity Investments  June 2014 - Present
Bryant University  September 2011 - Present

Skills
PowerPoint, Microsoft Excel, Public Speaking, Teamwork, Microsoft Word, Microsoft Office, Facebook, Social Networking, Leadership, Time Management, Customer Service

Education
Bryant University   2011 — 2015

Kaitlyn Hinck Kaitlyn Hinck Greater Boston Area Details
Kaitlyn Hinck's Beaumont Capital Management (BCM) Experience August 2013 - Present
Job Beaumont Capital Management
Industry Financial Services
Experience
Beaumont Capital Management (BCM)   August 2013 - Present
Bryant University  January 2009 - August 2013
Northeast Delta Dental  June 2010 - August 2011
Bryant University  January 2011 - May 2011
Sunkissed Tanning   January 2008 - January 2009

Skills
Sports, Customer Service, PowerPoint, Time Management, Microsoft Word, Facebook, Microsoft Excel, Microsoft Office, Social Media, Teamwork, Access, Management, Marketing, Event Planning, Social Networking

Education
Bryant University   2012 — 2013
Master of Business Administration (M.B.A.), International Finance, 3.2

Bryant University   2008 — 2012
Business Administration, Management, 3.0

Emily Gross Emily Gross Holliston, Massachusetts Details
Emily Gross's Beaumont Capital Management (BCM) Experience June 2015 - Present
Job West Coast Sales Consultant
Industry Financial Services
Experience
Beaumont Capital Management (BCM)   June 2015 - Present
Braver Capital Management   November 2013 - June 2015
Principal Financial Group  March 2013 - November 2013
American Funds  January 2008 - March 2013
Eaton Vance  May 2006 - December 2007
Putnam Investments  January 2004 - March 2006

Education
University of Massachusetts, Amherst   1998 — 2002
Bachelor of Arts (B.A.), Psychology

Framingham High

Joshua Glazer Joshua Glazer Greater Chicago Area Details
Joshua Glazer's Beaumont Capital Management (BCM) Experience October 2012 - Present
Job Regional Sales Manager at Beaumont Capital Management (BCM)
Industry Investment Management
Experience
Beaumont Capital Management (BCM)   October 2012 - Present
Envestnet  June 2004 - October 2012
AssetMark Investment Services  August 2002 - May 2004
Scudder Investments  April 2000 - August 2002

Skills
Mutual Funds, ETFs, Separately Managed..., Investments, Registered Investment..., Asset Allocation, Asset Management, New Business Development, Consultative Selling, Relationship Management, Series 7, Series 65, Series 6, Series 63, Retirement Planning, Investment Strategies, Wealth Management, Securities, 401k, Wholesaling, Equities, Fixed Income, Alternative Investments, Wrap Accounts, Portfolio Management, Investment Advisory, Capital Markets, Uniform Combined State..., Financial Advisory, FINRA, Retirement

Education
University of Hartford   1994 — 1998
Bachelor of Arts, Communications

Highland Park High School   1990 — 1994

Adam Bourk Adam Bourk Naples, Florida Details
Adam Bourk's Beaumont Capital Management (BCM) Experience June 2009 - Present
Job Regional Relationship Manager at Beaumont Capital Management (BCM)
Industry Investment Management
Experience
Beaumont Capital Management (BCM)   June 2009 - Present
FIDELITY INVESTMENTS  August 2000 - February 2009
Fleet Boston  January 2000 - August 2000

Skills
Investments, Retirement Planning, Financial Risk, Leadership, Financial Services, Portfolio Management, Insurance, Business Development, CRM, Financial Analysis, Wealth Management, Financial Planning, Sales, Customer Service, Marketing, Sales Management, Strategic Planning, Strategy

Education
Bryant University   1998 — 2000
BS, Business management

Wes Taylor Wes Taylor Dallas/Fort Worth Area Details
Wes Taylor's Beaumont Capital Management (BCM) Experience December 2014 - Present
Job Regional Consultant with Beaumont Capital Mgt
Industry Investment Management
Experience
Beaumont Capital Management (BCM)   December 2014 - Present
AssetMark  December 2012 - October 2014
MFS Investment Management  December 2006 - August 2012
BlackRock  August 2004 - December 2006
Brinker Capital  September 2002 - July 2004

Skills
Series 63, Series 7, Mutual Funds, Investments, Asset Management, Asset Allocation, Wealth Management, Retirement Planning, Alternative Investments, Financial Services, Portfolio Management, Retirement, Investment Strategies, Investment Advisory

Education
Baylor University   1998 — 2001
BBA, Management & Business Strategy

Abilene Christian University   1996 — 1998
BBA Business Management

William Wise William Wise Greater Boston Area Details
William Wise's Beaumont Capital Management (BCM) Experience February 2015 - Present
Job Beaumont Capital Management
Industry Financial Services
Experience
Beaumont Capital Management (BCM)   February 2015 - Present
John Hancock Investments  November 2010 - February 2015
John Hancock Financial Services  December 2008 - November 2010
John Hancock Financial Services  December 2006 - December 2008

Skills
Sales, Financial Services, Series 63, Retirement Planning, Fixed Annuities

Education
Trinity College-Hartford

Stephanie Reardon Stephanie Reardon Greater Boston Area Details
Stephanie Reardon's Beaumont Capital Management (BCM) Experience March 2015 - Present
Job Executive Assistant at Beaumont Capital Management (BCM)
Industry Health, Wellness and Fitness
Experience
Beaumont Capital Management (BCM)   March 2015 - Present
Get In Shape For Women  April 2014 - Present
Comm. Ave. Associates   February 2008 - September 2013

Skills
Microsoft Office, PowerPoint, Project Management, Microsoft Excel, Social Media, Microsoft Word, Event Planning, Administrative..., Strategic Planning, Market Research

Education
Boston University   2005 — 2009
Bachelor of Science (B.S.), International Relations and Affairs

James Haviland James Haviland Dover, Massachusetts Details
James Haviland's Beaumont Capital Management (BCM) Experience 2015 - Present
Job Intern at Beaumont Capital Management (BCM)
Industry Biotechnology
Experience
Beaumont Capital Management (BCM)   2015 - Present
GreenerU  2013 - 2013

Skills
Search Engine..., Salesforce.com, Google Analytics, Microsoft Office, Microsoft Excel, Leadership, Public Speaking

Education
Rochester Institute of Technology   2014 — 2020
Biomedical Engineering