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Mark Beal Email & Phone Number

Creating Value from Concept to Consumer℠ | Change Management | Authentic Curiosity | Building Collaborated Relationships | Synergist | Orchestrating Results for Key Stakeholders | Customer Experience
Location: Atlanta Metropolitan Area, United States, United States 3 work roles 2 schools
2 work emails found @baerwealth.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 86%

Contact Signals · 2 work emails

Work email m****@baerwealth.com
LinkedIn Profile matched
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Role
Creating Value from Concept to Consumer℠ | Change Management | Authentic Curiosity | Building Collaborated Relationships | Synergist | Orchestrating Results for Key Stakeholders | Customer Experience
Location
Atlanta Metropolitan Area, United States, United States

Who is Mark Beal? Overview

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Quick answer

Mark Beal is listed as Creating Value from Concept to Consumer℠ | Change Management | Authentic Curiosity | Building Collaborated Relationships | Synergist | Orchestrating Results for Key Stakeholders | Customer Experience based in Atlanta Metropolitan Area, United States, United States. AeroLeads shows a work email signal at baerwealth.com and a matched LinkedIn profile for Mark Beal.

Mark Beal previously worked as CEO at Instead Of Flowers, Inc. and Personal Wealth Advisor at Baer Wealth Management. Mark Beal holds Bachelors Of Science, Accounting / Minor, Finance from Clemson University.

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Email format at baerwealth.com

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{first_initial}{last}@baerwealth.com
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Profile bio

About Mark Beal

The secret to business growth and prosperity centers around one thing—people. The employees of your company and the clients who chose to do business with you are the lifeblood of your business. I enjoy working with people and helping simplify and solve complex issues. My journey has afforded me the opportunity to work in key roles across industries including commercial banking, wealth management, advisory, real estate and e-commerce. Today, my focus is on working with companies to connect the dots and bridge the gaps between people, data, financials, and business. An understanding of these factors is vital for existence. Taking that one step further and harmonizing them is key for unlocking growth and profitability. My diverse background has been earned with real world experience by taking chances, serving others, being humble and willing to learn. Above all, my journey thus far is perhaps best defined by the people I’ve worked with and the relationships built. Authentic curiosity about how things work and why has afforded me the opportunity to connect with great people. I believe we all have something in common whether that be a professional overlap, personal interests, goals and challenges, obstacles overcome, a favorite sport or team, family values or anything else.There is massive, unlocked potential in finding that common ground and shared vision. In a business setting, it’s about understanding the needs of all key stakeholders, both internal and external. As a Synergist, I bring a primary focus of the big picture and what is best for the enterprise as a whole, while orchestrating individual teams or components to produce high-performance and quality results. 𝗥𝗲𝗰𝗲𝗻𝘁 𝗔𝗰𝘁𝗶𝘃𝗶𝘁𝗶𝗲𝘀/𝗣𝗿𝗼𝗷𝗲𝗰𝘁𝘀:• Equity owner and CEO of a consumer-packaged goods brand in the gifting space• $7+ million in e-commerce retail and corporate sales• Implemented Entrepreneurial Operating System (EOS) as a blueprint for running the company• Enhanced UX/UI at every level and touchpoint• Re-platformed company website from WooCommerce to Shopify and built out a new technology stack• Created a flywheel marketing ecosystem from top- to bottom-of-funnel including brand messaging, paid media, e-mail retention, and more𝗖𝗼𝗻𝘁𝗮𝗰𝘁 𝗜𝗻𝗳𝗼:Mark Bealbeal.mw@gmail.com(770) 990-3719𝘊𝘳𝘦𝘢𝘵𝘪𝘯𝘨 𝘝𝘢𝘭𝘶𝘦 𝘧𝘳𝘰𝘮 𝘊𝘰𝘯𝘤𝘦𝘱𝘵 𝘵𝘰 𝘊𝘰𝘯𝘴𝘶𝘮𝘦𝘳℠

Listed skills include Financial Analysis, Finance, Credit, Leadership, and 11 others.

3 roles

Mark Beal work experience

A career timeline built from the work history available for this profile.

Ceo

Atlanta, GA, US

  • Formulated and implemented strategy for business transformation and growth across all business units including financial, human capital, materials and raw goods, shipping and logistics, product, marketing, and.
  • Connected people and helped them build relationships through intentional gifting
  • Forged relationships with corporate partners for their employee and client retention strategies
  • Enhanced company goodwill and brand awareness through community involvement and support of non-profit organizations
Jan 2022 - Jun 2024

Personal Wealth Advisor

Marietta, GA, US

  • Identified and delivered client planning needs through a comprehensive approach to their values, objectives and total wealth profile.
  • Served as both Lead Advisor and Support Advisor for 100+ high-net-worth families; managing existing relationships as well as new client acquisition
  • Built and nurtured relationships with Centers of Influence including CPAs, estate planning attorneys, retirement plan administrators, insurance specialists, business advisors, and bankers.
  • Researched and implemented comprehensive cloud-based technology platform to replace a stale, legacy application. This included CRM, reporting, portfolio management, secure file storage, compliance data, billing, client.
Mar 2015 - Jan 2022

Senior Credit Analyst

Greenwood Village, CO, US

  • Managed all credit functions of a portfolio of leveraged telecom/data center/fiber credits with over $500MM in total commitments.
  • Analyzed audited financial statements, 10-K and 10-Q; Recommended risk profile, restrictive covenants and other terms.
  • Member of Center of Excellence responsible for producing and presenting quarterly industry updates to a national audience.
Jun 2011 - Mar 2015
2 education records

Mark Beal education

Bachelors Of Science, Accounting / Minor, Finance

Clemson University

Certified Financial Planner (Cfp) Program

University Of Georgia - Terry College Of Business
FAQ

Frequently asked questions about Mark Beal

Quick answers generated from the profile data available on this page.

What is Mark Beal's role at their current company?

Mark Beal is listed as Creating Value from Concept to Consumer℠ | Change Management | Authentic Curiosity | Building Collaborated Relationships | Synergist | Orchestrating Results for Key Stakeholders | Customer Experience.

What is Mark Beal's email address?

AeroLeads has found 2 work email signals at @baerwealth.com for Mark Beal.

Where is Mark Beal based?

Mark Beal is based in Atlanta Metropolitan Area, United States, United States.

What companies has Mark Beal worked for?

Mark Beal has worked for Instead Of Flowers, Inc., Baer Wealth Management, and Cobank.

How can I contact Mark Beal?

You can use AeroLeads to view verified contact signals for Mark Beal, including work email, phone, and LinkedIn data when available.

What schools did Mark Beal attend?

Mark Beal holds Bachelors Of Science, Accounting / Minor, Finance from Clemson University.

What skills is Mark Beal known for?

Mark Beal is listed with skills including Financial Analysis, Finance, Credit, Leadership, Credit Analysis, Banking, Loans, and Accounting.

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