Please complete the CAPTCHA to continue
@beaconpointe.com
✓
2 phones found area 214
✓
LinkedIn matched
A concise factual answer block for searchers comparing this professional profile.
Lynette Heil, Cpa is listed as Partner, Finance Director at Beacon Pointe Advisors at Beacon Pointe, a company with 186 employees, based in Dallas-Fort Worth Metroplex, United States, United States. AeroLeads shows a work email signal at beaconpointe.com, phone signal with area code 214, and a matched LinkedIn profile for Lynette Heil, Cpa.
Lynette Heil, Cpa previously worked as Partner, Finance Director at Beacon Pointe and Chief Financial Officer and Chief Compliance Officer at Wealthstreet Investment Advisors, Llc. Lynette Heil, Cpa holds Bba, Accounting from Texas State University.
This section adds company-level context without repeating Lynette Heil, Cpa's masked contact details.
AeroLeads found 1 current-domain work email signal for Lynette Heil, Cpa. Compare company email patterns before reaching out.
Experienced Chief Financial Officer with a demonstrated history of working in multiple industries. Strong finance professional skilled in Internal Audit, Analytical Skills, Accounting, Generally Accepted Accounting Principles (GAAP), Internal Controls and Compliance. Experienced in Project Management, Software Conversions and Start Ups.
Listed skills include Forecasting, Accounting, Analysis, Sec Filings, and 20 others.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
Beacon Pointe is a registered investment advisory firm that takes a comprehensive approach to helping institutions, retirement-sponsored plans, and high-net-worth individuals and families set and meet their financial goals. We focus on full service financial planning and research driven investments. Through our allWEALTH® approach, we partner with our.
Dallas
Responsible for Financial Reporting, Compliance and SEC filings. Oversee client reporting and billing, and manage the office. Project manager for transitioning from legacy Registered Investment Advisor to newly formed entity. Project manager for conversion to Orion portfolio management system.
Dallas/Fort Worth Area
Dallas/Fort Worth Area
Director in the Financial Services and Sarbanes Oxley practice areas. Worked with Private Equity firms acting as interim CFO and leading during critical points in business lifecycle. Served as project manager for SEC filings, Sarbanes Oxley implementations, carve outs and process redesigns.
Developed modeling, and forecasted financing requirements for one of “Dallas Fastest Growing 100 Companies” during start up phase as Controller for Don Mechanic Enterprise.
Served as Controller of Discovery Channel Stores during start up phase, growing from 1-16 stores in 3 years. Developed modeling and forecasting package to secure financing. Assisted with equity recapitalizations and ultimate sale of the company to Discovery Communications Inc.
Other employees you can reach at beaconpointe.com. View company contacts for 186 employees →
Alisa G.
Colleague at Beacon Pointe
Bala-Cynwyd, Pennsylvania, United States, United States
View →
EF
Eric Faber, Mba
Colleague at Beacon Pointe
Greater Orlando, United States
View →
JR
Jake Ratana
Colleague at Beacon Pointe
Irvine, California, United States, United States
View →
AH
Albert Heeg
Colleague at Beacon Pointe
Alameda, California, United States, United States
View →
CC
Chelsea Cavigli
Colleague at Beacon Pointe
Irvine, California, United States, United States
View →
NJ
Naomi Johnson
Colleague at Beacon Pointe
South Glens Falls, New York, United States, United States
View →
SA
Sheryl Austin, Cfp®, Chfc, Clu
Colleague at Beacon Pointe
Greensboro--Winston-Salem--High Point Area, United States
View →
OP
Olivia Phillips
Colleague at Beacon Pointe
Dayton, Ohio, United States, United States
View →
CW
Christina White, Cfp®
Colleague at Beacon Pointe
Columbia, Maryland, United States, United States
View →
JL
Joshua Lustbader
Colleague at Beacon Pointe
Scottsdale, Arizona, United States, United States
View →
Quick answers generated from the profile data available on this page.
Lynette Heil, Cpa works for Beacon Pointe.
Lynette Heil, Cpa is listed as Partner, Finance Director at Beacon Pointe Advisors at Beacon Pointe.
AeroLeads has found 1 work email signal at @beaconpointe.com for Lynette Heil, Cpa at Beacon Pointe.
AeroLeads has found 2 phone signal(s) with area code 214 for Lynette Heil, Cpa at Beacon Pointe.
Lynette Heil, Cpa is based in Dallas-Fort Worth Metroplex, United States, United States while working with Beacon Pointe.
Lynette Heil, Cpa has worked for Beacon Pointe, Wealthstreet Investment Advisors, Llc, Gerald L. Ray & Associates, Ltd., Tatum Llc, and Don Mechanic Enterprises.
Lynette Heil, Cpa's colleagues at Beacon Pointe include Alisa G., Eric Faber, Mba, Jake Ratana, Albert Heeg, and Chelsea Cavigli.
You can use AeroLeads to view verified contact signals for Lynette Heil, Cpa at Beacon Pointe, including work email, phone, and LinkedIn data when available.
Lynette Heil, Cpa holds Bba, Accounting from Texas State University.
Lynette Heil, Cpa is listed with skills including Forecasting, Accounting, Analysis, Sec Filings, Auditing, Finance, Sarbanes Oxley Act, and Start Ups.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contacts