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.
Listed skills include Recruiting, Sales, Leadership, Management, and 45 others.
