Dan Baccarini, Cima® Email and Phone Number
Dan Baccarini, Cima® work email
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Dan Baccarini, Cima® personal email
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.
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Managing Director - Sales And MarketingBeacon Capital Management, Inc 2011 - PresentDayton, Oh, UsBuilt 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. -
FounderJ.C. Trident, Inc. 2004 - PresentExecutive 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.
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National Sales ManagerAccessor Capital Management 2003 - 2004UsBuilt 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. -
PresidentThe B & B Group, Inc. Dec 1996 - Jul 2003Based in the St. Louis area but worked nationally.
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Regional Vice President And Marketing DirectorVarious Broker Dealers Sep 1993 - Mar 1996Built a region with over 100 advisors in the Midwest.
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Cid Special AgentUs Army Aug 1988 - Dec 1993Arlington, Virginia, UsInvestigated 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
Dan Baccarini, Cima® Education Details
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SequoiaWholesaler Training -
Sandler Sales TrainingSales Training -
University Of PhoenixGeneral Management -
Miller HeimanLarge Account Management -
Excelsior UniversityPsychology And Sociology -
Los Angeles Pierce CollegePsychology
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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