Beaumont Capital Management (BCM)
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.
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Beaumont Capital Management (BCM) Employees
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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