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Beau Barnett Email & Phone Number
Sr. Account Manager, Corporate Relations | Sr. Account Manager, Development
at
CFP Board
1 work email found
@hennessyfunds.com
2 phones found area 302
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Sr. Account Manager, Corporate Relations | Sr. Account Manager, Development
Location
Washington, District of Columbia, United States
Who is Beau Barnett? Overview
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Quick answer
Beau Barnett is listed as Sr. Account Manager, Corporate Relations | Sr. Account Manager, Development at CFP Board, based in Washington, District of Columbia, United States. AeroLeads shows a work email signal at hennessyfunds.com, phone signal with area code 302, and a matched LinkedIn profile for Beau Barnett.
Beau Barnett previously worked as Sr. Account Manager, Corporate Relations at Cfp Board and Sales Director at Hennessy Funds. Beau Barnett holds B.A., English And Economics from University Of Delaware.
Company email context
Email format at CFP Board
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{first}@hennessyfunds.com
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AeroLeads found 1 current-domain work email signal for Beau Barnett. Compare company email patterns before reaching out.
Profile bio
About Beau Barnett
I am a driven and energetic Sales Executive with over 20 years of sales and sales management experience in the SMA, UMA, mutual fund, and ETF spaces with an impressive record of success raising assets in the Broker-Dealer, Wirehouse, and RIA channels. I'm also an accomplished and passionate public speaker who has created and delivered numerous value-added presentations in the financial services industry.As a Sales Manager, I take pride in building, developing, enabling, and managing high-performing sales teams and engineering product and channel distribution and communication strategies.I'm also an experienced advisor-centric marketing creator on a variety of topics including markets, investment product, business development and practice management in addition to creating effective training modules for use by financial advisors and their teams.I am Series 7, Series 65, and Series 63 Licensed.I love meeting passionate people both in financial services and from all types of businesses, so let's connect!
Listed skills include Mutual Funds, Investments, Financial Advisory, Wealth Management, and 26 others.
Current workplace
Beau Barnett's current company
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15 roles
Beau Barnett work experience
A career timeline built from the work history available for this profile.
Sr. Account Manager, Corporate Relations
Current
Apr 2024 - Present
Sales Director
May 2022 - Sep 2023
Advisor Relationship Manager
Jan 2021 - May 2022
Associate Wealth Advisor
We are Buckingham Strategic Wealth, a growing organization of advisors, financial specialists and national thought leaders committed to delivering on the promise of true wealth management. As a Registered Investment Advisor, the essence of our approach is based on a pledge to act in the best interest of our clients, including individuals, businesses, trusts, non-profit organizations, health care professionals and retirement plans. We put the power of evidence-based investing and thoughtful, multi-faceted planning to work for our clients, helping them safeguard their financial futures and achieve their most important goals.What I post here is my opinion, not the opinion of my employer.
Sep 2019 - Mar 2020
Vice-President, Regional Director
Represent Loring Ward/BAM as a field representative in the Northeast to recruit, develop, andretain advisory business for the firm in the IBD and RIA marketplace. Engage advisors byconveying the benefits of Loring Ward/BAM’s investment management, practice management,business development, technology, and operational capabilities.
Apr 2018 - Sep 2019
Vice-President, Advisor Relations Development Manager
Advisor Relations Development Manager responsible for building and managing the firm’shybrid wholesaling operations, focusing on growing the firm’s strategist business.
Aug 2016 - Dec 2018
Vice-President, Regional Consultant
Promoted, serviced and retained SSGA advisor business throughout the Mid-Atlantic, focusing onthe SPDR ETF lineup in the Regional BD and IBD markets. Drove sales results via a highvolume of prospecting and advisor meetings as well as presenting at industry and SSGA events.
Aug 2015 - Aug 2016
Regional Director
Aug 2011 - Aug 2015
Vice-President, Senior Regional Director - Mid-Atlantic South Region (Lockwood Advisors)
Beau Barnett worked with financial advisors throughout the Mid-Atlantic South (CT, MD, DC, VA, NC, SC, KY, WV) Region of the country, as well as Puerto Rico, helping them provide fee-based investment solutions for their clients utilizing the Lockwood Advisors offerings.
Jan 2009 - Jul 2011
Assistant Vice-President, Regional Director - Northeastern Region (Lockwood Capital Management)
Beau Barnett worked with financial advisors throughout the Northeastern Region of the country, helping them provide fee-based investment solutions for their clients utilizing the Lockwood Capital Management offering.
Jan 2009 - Dec 2009
Assistant Vice-President, Regional Director - Central Region (Lockwood Capital Management)
Beau Barnett worked with financial advisors throughout the Central Region of the country, helping them provide fee-based investment solutions for their clients utilizing the Lockwood Capital Management offering.
Jan 2007 - Dec 2008
Regional Director - Mid-Atlantic Region (Lockwood Advisors)
Beau Barnett worked as a generalist Regional Director in the Mid-Atlantic Region assisting financial advisors in providing investment solutions to clients using Lockwood's advisory and discretionary programs.
Jan 2005 - Dec 2006
Business Development Associate (Lockwood Advisors)
Nov 2003 - Dec 2004
Financial Advisor
Jul 2002 - Nov 2003
2 education records
Beau Barnett education
B.A., English And Economics
University Of Delaware
Mba, Business, Finance
Drexel University'S Lebow College Of Business
FAQ
Frequently asked questions about Beau Barnett
Quick answers generated from the profile data available on this page.
What company does Beau Barnett work for?
Beau Barnett works for CFP Board.
What is Beau Barnett's role at CFP Board?
Beau Barnett is listed as Sr. Account Manager, Corporate Relations | Sr. Account Manager, Development at CFP Board.
What is Beau Barnett's email address?
AeroLeads has found 1 work email signal at @hennessyfunds.com for Beau Barnett at CFP Board.
What is Beau Barnett's phone number?
AeroLeads has found 2 phone signal(s) with area code 302 for Beau Barnett at CFP Board.
Where is Beau Barnett based?
Beau Barnett is based in Washington, District of Columbia, United States while working with CFP Board.
What companies has Beau Barnett worked for?
Beau Barnett has worked for Cfp Board, Hennessy Funds, Buckingham Strategic Wealth, Loring Ward, and State Street Global Advisors.
How can I contact Beau Barnett?
You can use AeroLeads to view verified contact signals for Beau Barnett at CFP Board, including work email, phone, and LinkedIn data when available.
What schools did Beau Barnett attend?
Beau Barnett holds B.A., English And Economics from University Of Delaware.
What skills is Beau Barnett known for?
Beau Barnett is listed with skills including Mutual Funds, Investments, Financial Advisory, Wealth Management, Asset Management, Asset Allocation, Portfolio Management, and Etfs.
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