Dan Baccarini, Cima®

Dan Baccarini, Cima® Email and Phone Number

Managing Director of Beacon Capital Management @ Beacon Capital Management, Inc
Dan Baccarini, Cima®'s Location
Gulf Breeze, Florida, United States, United States
Dan Baccarini, Cima®'s Contact Details

Dan Baccarini, Cima® work email

Dan Baccarini, Cima® personal email

n/a
About Dan Baccarini, Cima®

How can you help stop financial losses before they become catastrophic? Mechanically. Unemotionally. Transparently. At Beacon, we provide advisors with strategies that take the guesswork out of risk mitigation, on the way out of the market and on the way back in. Based on in-depth research, a profound understanding of market history, and black-and-white math, Beacon models are built to minimize losses while clients benefit from market gains.Overseeing all sales, marketing and key account activities for Beacon Capital Management. In this role, Dan been integral in growing the firm from less than $300M to over $4B in AUM. During this time, Beacon Capital has gotten new selling agreements with firms such as LPL, Wells Fargo, Advisors Group and Cetera to name a few. All of this has been accomplished using a very unique distribution model. Dan has been in the financial industry since 1993 beginning as a financial advisor, then building one of the most successful executive search and consulting companies in the financial field. This firm specifically focused on the distribution of financial products and services through the intermediary channels (bd's, RIA's, family offices, etc...). Additionally, he has been a wholesaler, managed wholesalers and developed a national accounts program for both a mutual fund firm and an alternative manager. He understands the distribution of financial products and how to build a solid sales and marketing program. More importantly he knows how to find the right talent to build a first class sales effort.Specialties: Sales management, key accounts, marketing, recruiting, sales training, distribution consulting, pay practices, negotiating, interviewing, financial sales.Dan Baccarini holds the Certified Investment Management Analyst® certification, administered by the Investments & Wealth Institute and taught in conjunction with Yale University.

Dan Baccarini, Cima®'s Current Company Details
Beacon Capital Management, Inc

Beacon Capital Management, Inc

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Managing Director of Beacon Capital Management
Dan Baccarini, Cima® Work Experience Details
  • Beacon Capital Management, Inc
    Managing Director - Sales And Marketing
    Beacon Capital Management, Inc 2011 - Present
    Dayton, Oh, Us
    Built a national distribution effort increasing the number of wholesalers from 2 to 12. Created a key account development program that has increased Beacon's selling group from 3,000 possible advisors to over 50,000. New selling agreements have included firms such as LPL, Wells Fargo, Cetera, OSAIC, and Cambridge to name a few. Sales have increased from around $1M a month to over $70M per month and assets have grown from around $250M to over $4B.
  • J.C. Trident, Inc.
    Founder
    J.C. Trident, Inc. 2004 - Present
    Executive search and consulting firm specializing in aiding asset managers (mutual funds, separate accounts, insurance companies, variable annuity providers, real estate managers, TIC sponsors, alternative managers and REIT's) increase their distribution efforts. This is through either finding them exceptional talent primarily wholesalers and sales managers or through putting together a proven distribution system.
  • Accessor Capital Management
    National Sales Manager
    Accessor Capital Management 2003 - 2004
    Us
    Built a National Sales effort from scratch from zero sales to $6M per month within 6 months exceeding total sales goal. Hired, trained and managed a team of internal and external wholesalers. Increased broker dealer relationships from 20 (less than 500 reps) to 100 (over 30,000 reps) in less than 6 months. Created and implemented a national marketing campaign that touched over 12,000 reps per month. Developed entire sales and marketing system to include an inside sales team, internal operations, external wholesalers and key accounts.
  • The B & B Group, Inc.
    President
    The B & B Group, Inc. Dec 1996 - Jul 2003
    Based in the St. Louis area but worked nationally.
  • Various Broker Dealers
    Regional Vice President And Marketing Director
    Various Broker Dealers Sep 1993 - Mar 1996
    Built a region with over 100 advisors in the Midwest.
  • Us Army
    Cid Special Agent
    Us Army Aug 1988 - Dec 1993
    Arlington, Virginia, Us
    Investigated felony offenses where the Department of Defense had an interest in the case. This included homicides, rapes and drug trafficking. I became a Special Agent in 1990 and prior to that I was an MP stationed in Upstate NY.

Dan Baccarini, Cima® Skills

Recruiting Sales Leadership Management Interviews Mutual Funds Consulting Marketing Selling Investments Financial Services Talent Management Sales Management Executive Search Training Insurance Negotiation Asset Management Financial Advisory Selling Skills Fixed Annuities Business Development Relationship Management Retirement Planning Finance Cold Calling Wealth Management Portfolio Management New Business Development Strategy Alternative Investments Real Estate Interviewing Direct Sales Project Management Asset Managment Start Ups Retirement Social Media Asset Allocation Permanent Placement Securities Banking Time Management Employee Benefits Sales Finance Salesforce.com Asset Sales Presentations

Dan Baccarini, Cima® Education Details

  • Sequoia
    Sequoia
    Wholesaler Training
  • Sandler Sales Training
    Sandler Sales Training
    Sales Training
  • University Of Phoenix
    University Of Phoenix
    General Management
  • Miller Heiman
    Miller Heiman
    Large Account Management
  • Excelsior University
    Excelsior University
    Psychology And Sociology
  • Los Angeles Pierce College
    Los Angeles Pierce College
    Psychology

Frequently Asked Questions about Dan Baccarini, Cima®

What company does Dan Baccarini, Cima® work for?

Dan Baccarini, Cima® works for Beacon Capital Management, Inc

What is Dan Baccarini, Cima®'s role at the current company?

Dan Baccarini, Cima®'s current role is Managing Director of Beacon Capital Management.

What is Dan Baccarini, Cima®'s email address?

Dan Baccarini, Cima®'s email address is ba****@****ing.com

What schools did Dan Baccarini, Cima® attend?

Dan Baccarini, Cima® attended Sequoia, Sandler Sales Training, University Of Phoenix, Miller Heiman, Excelsior University, Los Angeles Pierce College.

What are some of Dan Baccarini, Cima®'s interests?

Dan Baccarini, Cima® has interest in Recruiting Sales Managers, Executive Search And Consulting, Obtaining Selling Agreements, Building Sales Teams, Recruiting Wholesalers, Distribution Consulting, Sales And Marketing Consulting, Sales Training.

What skills is Dan Baccarini, Cima® known for?

Dan Baccarini, Cima® has skills like Recruiting, Sales, Leadership, Management, Interviews, Mutual Funds, Consulting, Marketing, Selling, Investments, Financial Services, Talent Management.

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