Greater Pacific Solutions

Investment Specialist & Retirement Plan Specialist

Beacon Pointe

Retirement Plan Consultant

Beacon Pointe Advisors is an investment consulting firm that takes a comprehensive approach to helping endowments and foundations, other institutions and retirement-sponsored plans, and high-net-worth individuals set and meet their financial goals. We focus on full service financial planning and research driven investments. We partner with our clients to help them make the most informed decisions possible on any issues related to their wealth.

Associate Investment Consultant

*Manage 25 Institutional client relationships by: preparing monthly and quarterly performance reports, portfolio rebalancing, asset allocation studies, investment policy statements, and ad hoc risk studies for $3.2 billion in AUM.

*Prepare and interpret for accuracy analytical presentations targeting potential and current clients, such as attribution, style analysis, risk analysis, benchmark analysis and long-term trend analysis of results

*Articulated complex performance measurement concepts in response to client inquires and meetings.

*Assist in preparing RFP responses and presentations.

*Explain or present performance measurement concepts in response to client inquires and meetings.

Institutional Analyst

*Provided reports for management to seek more efficient performance systems.

*Collaborated with private client advisors to create investment instructions.

*Regularly created asset allocation reports to assist with the development of both prospective and            existing clients.

*Continually rebalanced client's portfolios per their investment policy statement.

Private Client Analyst Intern

I am licensed to sell insurance in CA.  CA Insurance License Number 2125026. Domiciled in CA.  I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 3435 Wilshire Blvd, Suite 2900, Los Angeles CA 90010 Phone: (310) 689 3300.

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