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Greg Dennie
Operations Manager at Beacon Pointe
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Work Experience
Aug 2021 - Present · 3 years and 5 months
Operations Manager
Apr 2024 - Present · 9 months
Senior Client Service Associate
Aug 2021 - Apr 2024 · 2 years and 8 months
Southeastern Louisiana University
Defensive Analyst/Quality Control
Mar 2018 - Dec 2023 · 5 years and 9 months
Company Details
501-1000 Employees
Beacon Pointe Advisors is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation working with institutions, defined contribution plans, individuals and families. We provide full service financial planning and research driven investments allowing our clients to make important and informed strategic decisions. We accept no fees from the investment managers we recommend to our clients, as this ensures our fiduciary duty is upheld and our clients’ best interests are the driving force in our relationship. This page, and any associated posts, have been provided for informational purposes only and should not be considered as investment advice or as a recommendation.
Year Founded
2002
Social Media
Linkedin
Industry
Financial Services
HQ Location
24 Corporate Plaza Drive Suite 150 Newport Beach, California 92660, US
Keywords
Wealth Management and ConsultingPerformance Measurement and Asset AllocatioInvestment Policy Review and DesigInvestment Manager/Fund StructureInvestment Manager SearchInstitutional ConsultingRetirement Plan ServicesEmployee Sponsored Retirement Pl
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