Rich Allen Email and Phone Number
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How can you help stop financial losses before they become catastrophic? Mechanically. Unemotionally. Transparently. As a Regional Vice President at Beacon Capital Management, I connect and develop relationships with advisors looking for innovative portfolio management solutions that work to capture gains while limiting losses from today’s market volatility. 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.Visit our website to learn more about our suite of innovative stop loss solutions.
Beacon Capital Management, Inc
View- Website:
- beaconinvesting.com
- Employees:
- 25
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Beacon Capital Management, IncChicago, Il, Us
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Regional Vice PresidentBeacon Capital Management, Inc Jul 2015 - PresentDayton, Oh, UsResponsible for the sales and distribution of separately managed accounts to a multi channel Midwestern territory.
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Regional Vice PresidentNationwide Financial Mar 2010 - Mar 2014Columbus, Ohio, UsResponsible for the sales and marketing of mutual funds, variable, fixed and immediate annuities to my large and established network of financial planners and wire-houses in Northern Illinois, while continually prospecting and developing new relationships.• Sales 130% of goal for 2013. -
Regional Vice PresidentRiversource Annuities Jan 2008 - Apr 2009Marketed and promoted Fixed and Variable Annuities to my large and established network of financial planners and regional broker-dealers associated with financial institutions in the Midwest, while continually prospecting and developing new relationships. - Doubled annual sales, in a very difficult financial services environment, in an Illinois, Wisconsin and Kentucky territory.
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Regional Vice PresidentOhio National Life Apr 2006 - Jan 2008Marketed and promoted variable and fixed annuities to my large and established network of financial planners, regional broker dealers and independent advisors associated with financial institutions in the Midwest.• Increased annual overall sales by an average of 40 % in the Illinois, Iowa and Missouri territory.
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Vice President/Regional Marketing DirectorLincoln Financial Distributors Jan 1998 - Jan 2005Radnor, Pa, UsProvided extensive training on product and sales techniques to financial service professionals in addition to marketing and promoting mutual funds, fixed and variable annuities, variable universal life insurance, and long-term care insurance to financial planners and independent advisors.• Designed the curriculum and presented a variety of seminars.• Top Variable Annuity Wholesaler for multiple years running in the Illinois, Indiana and Wisconsin Territory. -
Regional Vice PresidentPenn Mutual Life Insurance Company Jan 1992 - Jan 1998• Marketed and promoted Fixed and Variable Annuities, Immediate Annuities, Variable Universal Life and Mutual Fund products to Stock Brokers, Financial Planners, and Insurance Agents.• Leading wholesaler charged with mentoring less experienced wholesalers career development.• Developed relationships in an Illinois, Iowa, Kentucky, Michigan, Minnesota, Missouri, and Wisconsin territory.
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Regional Sales DirectorTri-Merica Securities Corporation Jan 1989 - Jan 1992• Marketed, and promoted Mutual Funds and Unit Investment Trusts primarily, as well as other brokerage , insurance and annuity products. • Established, designed and conducted all training modules for regional meetings.• Responsible for the sale of new service subscribers in a multi state territory.• Provided Sales Management for 70 Brokers in 52 separate financial institutions in Illinois, Indiana, Iowa, Minnesota, Texas and Wisconsin
Rich Allen Skills
Rich Allen Education Details
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Depaul UniversityEconomics -
University Wisconsin At MadisonBusiness Administration
Frequently Asked Questions about Rich Allen
What company does Rich Allen work for?
Rich Allen works for Beacon Capital Management, Inc
What is Rich Allen's role at the current company?
Rich Allen's current role is Regional Vice President | Series 7, 24, and 63 Credentials.
What is Rich Allen's email address?
Rich Allen's email address is wh****@****ech.net
What is Rich Allen's direct phone number?
Rich Allen's direct phone number is +177393*****
What schools did Rich Allen attend?
Rich Allen attended Depaul University, University Wisconsin At Madison.
What are some of Rich Allen's interests?
Rich Allen has interest in Exercise, Home Improvement, Reading, Sports, The Arts, Fishing, Home Decoration, Children, Cooking, Electronics.
What skills is Rich Allen known for?
Rich Allen has skills like Sales, Business Acumen, Teamwork, Integrity, Fixed Annuities, Mindset, Mutual Funds, Series 63, Series 7, Retirement Planning, Wealth Management, Asset Allocation.
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