Co-Founder And Ceo
Smart Bets Coaching Llc
AeroLeads people directory · profile
Marc Beekman Email & Phone Number
Co-Founder and CEO
at
Smart Bets Coaching LLC
1 work email found
@magnusfinancial.com
1 phone found area 866
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Co-Founder and CEO
Location
New York City Metropolitan Area, United States
Company size
Who is Marc Beekman? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Marc Beekman is listed as Co-Founder and CEO at Smart Bets Coaching LLC, a with 18 employees, based in New York City Metropolitan Area, United States. AeroLeads shows a work email signal at magnusfinancial.com, phone signal with area code 866, and a matched LinkedIn profile for Marc Beekman.
Marc Beekman previously worked as Investment Research Associate at Magnus Financial Group Llc and Director of Centralized Financial Planning at Northwestern Mutual. Marc Beekman holds Bs, Business from New York Institute Of Technology-Old Westbury.
Company email context
Email format at Smart Bets Coaching LLC
This section adds company-level context without repeating Marc Beekman's masked contact details.
{first}.{last}@magnusfinancial.com
89% confidence
AeroLeads found 1 current-domain work email signal for Marc Beekman. Compare company email patterns before reaching out.
Profile bio
About Marc Beekman
I am a passionate and purpose driven professional whose goal first and foremost is to impact the lives and deliver Financial Security to as many families as possible. In doing so, I will help these same people avoid the financial planning pitfalls my family endured throughout my life.In doing so, my mission is currently being fulfilled in my current position. Throughout my nearly two decades of experience in the financial services industry, I have held various positions, enabling me to lead, coach and mentor with a thorough and thought provoking process. This allows me to maximize my well rounded experiences in Asset Preservation, Wealth Accumulation, Income Distribution, and Tax Planning. I am well versed in Morningstar, Salesforce, NetX360, Wealthscape, Envestnet, YCharts, eMoney, Aladdin by Blackrock, and Albridge.Additionally, I am an advocate of schools in the Long Island City community and passionate about helping charitable organizations that benefit children.
Listed skills include Investments, Series 63, Mutual Funds, Series 7, and 46 others.
Current workplace
Marc Beekman's current company
Company context helps verify the profile and gives searchers a useful next step.
Smart Bets Coaching Llc
11 roles · 22 years
Marc Beekman work experience
A career timeline built from the work history available for this profile.
Investment Research Associate
Current
Apr 2022 - Present
Director Of Centralized Financial Planning
- Manage Financial Planning Department and Client Relations Center- Created nationally recognized department to promote delivering financial plans- Coach team of 12-15 advisors to implement efficient financial planning practices- 2021 AUM growth of 12-15 advisors 59% greater than agency- Developed & host investment onboarding training curriculum
Jun 2019 - Apr 2022
Investment Analysis Specialist
- Created and updated financial plans for each household to use as a foundation when making suitable investment recommendations consistent with our philosophy- Managed friction costs such as fees, taxes, risk and behavioral finance tendencies to develop strategies to provide efficient portfolios to high net worth clients & small businesses- Attended meetings with prospects and clients to provide rationale of recommendations- Managed Envestnet to maintain all existing accounts on platform- Serviced all accounts both on and off NFS platform- Prepared all investment review kits
Jan 2018 - Jun 2019
Director Of Centralized Financial Planning
- Created nationally recognized department to promote delivering financial planning to clients- Coached team of 12-15 advisors to implement efficient financial planning practices - Developed & hosted investment onboarding training curriculum- Provided consultation for various brokerage, advisory, annuity and insurance solutions- Developed high conviction take over analysis providing investment rationale
Jun 2014 - Jan 2018
Regional Director Of Business Development Covering New England & The Mid-Atlantic Regions
- Recruited existing financial advisors from their current Broker Dealer- Worked with OSJ’s, third party recruiters and cold-called to obtain leads- Conducted face-to face meetings with prospects- Positioned benefits to affiliate with Securities America vs. other Broker Dealers
Jun 2013 - Apr 2014
Financial Advisor
- Consulted with banks clients to understand their financial goals and objectives to best understand how I could build value based relationships- Stayed current on investment and insurance product offerings to help provide most suitable recommendations- Conducted coaching and branch training sessions to acquire bank referrals - Hosted educational seminars for small business owners focused on business valuations leading toward key person and disability protection
Aug 2012 - Jun 2013
Regional Sales Representative
Jun 2011 - Aug 2012
Internal Wholesaler
Aug 2007 - Jun 2011
Internal Wholesaler
Jackson National Life
Feb 2007 - Aug 2007
Licensed Sales Assistant
2005 - 2007
~2 yrs
Team & coworkers
Colleagues at Smart Bets Coaching LLC
Other employees you can reach at magnusfinancial.com. View company contacts for 18 employees →
DJ
Drew J. Collins, Cfa, Mba
Colleague at Smart Bets Coaching LlcNew York City Metropolitan Area, United States
View →
BD
Brett Deutsch
Colleague at Smart Bets Coaching LlcNew York, United States
View →
LS
Louis Sorsaia
Colleague at Smart Bets Coaching LlcNew York, United States
View →
MF
Michael Fleming
Colleague at Smart Bets Coaching LlcDarien, Connecticut, United States
View →
DB
David B. Taylor, Lutcf
Colleague at Smart Bets Coaching LlcNew York City Metropolitan Area, United States
View →
JR
Jonathan Rodriguez
Colleague at Smart Bets Coaching LlcNew York, United States
View →
DH
David Harrison
Colleague at Smart Bets Coaching LlcNew York, United States
View →
SK
Scott Kephart, Crpc®, Cltc®
Colleague at Smart Bets Coaching LlcNew York City Metropolitan Area, United States
View →
SL
Shannel Leow, Cfp®
Colleague at Smart Bets Coaching LlcNew York, United States
View →
SH
Sharon Hayut, Cdfa®
Colleague at Smart Bets Coaching LlcNew York City Metropolitan Area, United States
View →
Drew J. Collins, Cfa, Mba
Colleague at Smart Bets Coaching LlcNew York City Metropolitan Area, United States
View →
BD
Brett Deutsch
Colleague at Smart Bets Coaching LlcNew York, United States
View →
LS
Louis Sorsaia
Colleague at Smart Bets Coaching LlcNew York, United States
View →
MF
Michael Fleming
Colleague at Smart Bets Coaching LlcDarien, Connecticut, United States
View →
DB
David B. Taylor, Lutcf
Colleague at Smart Bets Coaching LlcNew York City Metropolitan Area, United States
View →
JR
Jonathan Rodriguez
Colleague at Smart Bets Coaching LlcNew York, United States
View →
DH
David Harrison
Colleague at Smart Bets Coaching LlcNew York, United States
View →
SK
Scott Kephart, Crpc®, Cltc®
Colleague at Smart Bets Coaching LlcNew York City Metropolitan Area, United States
View →
SL
Shannel Leow, Cfp®
Colleague at Smart Bets Coaching LlcNew York, United States
View →
SH
Sharon Hayut, Cdfa®
Colleague at Smart Bets Coaching LlcNew York City Metropolitan Area, United States
View →
3 education records
Marc Beekman education
Bs, Business
Bs, Business
Regents
Kings Park High School
FAQ
Frequently asked questions about Marc Beekman
Quick answers generated from the profile data available on this page.
What company does Marc Beekman work for?
Marc Beekman works for Smart Bets Coaching LLC.
What is Marc Beekman's role at Smart Bets Coaching LLC?
Marc Beekman is listed as Co-Founder and CEO at Smart Bets Coaching LLC.
What is Marc Beekman's email address?
AeroLeads has found 1 work email signal at @magnusfinancial.com for Marc Beekman at Smart Bets Coaching LLC.
What is Marc Beekman's phone number?
AeroLeads has found 1 phone signal(s) with area code 866 for Marc Beekman at Smart Bets Coaching LLC.
Where is Marc Beekman based?
Marc Beekman is based in New York City Metropolitan Area, United States while working with Smart Bets Coaching LLC.
What companies has Marc Beekman worked for?
Marc Beekman has worked for Smart Bets Coaching Llc, Magnus Financial Group Llc, Northwestern Mutual, Sentinel Financial Solutions, and Securities America Inc..
Who are Marc Beekman's colleagues at Smart Bets Coaching LLC?
Marc Beekman's colleagues at Smart Bets Coaching LLC include Drew J. Collins, Cfa, Mba, Brett Deutsch, Louis Sorsaia, Michael Fleming, and David B. Taylor, Lutcf.
How can I contact Marc Beekman?
You can use AeroLeads to view verified contact signals for Marc Beekman at Smart Bets Coaching LLC, including work email, phone, and LinkedIn data when available.
What schools did Marc Beekman attend?
Marc Beekman holds Bs, Business from New York Institute Of Technology-Old Westbury.
What skills is Marc Beekman known for?
Marc Beekman is listed with skills including Investments, Series 63, Mutual Funds, Series 7, Financial Advisory, Securities, Retirement Planning, and Wealth Management.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Marc Beekman you were looking for.
View similar profiles
