Identifying and engaging prospective strategic customers for which BCM solutions can add value.
Working directly with key accounts to maintain proper service levels and provide customized support.
Liaising sales and marketing, and aiding the development of collateral of current and new products.
National Account Manager
Read Rob's Bio
Rob’s responsibilities include developing and managing key accounts and strategic relationships, and distribution across all intermediary channels including TAMP, Broker-Dealer, Wirehouses and ETF providers.
Rob began his financial career as an analyst at Fidelity Management & Research Company, and later became a trade analyst for Fidelity’s International Equity and FOREX trading desks. Rob earned his B.S. from The University of Vermont in Community Development and Applied Economics, with a minor in Marketing and Advertising. He has over 10 years of financial industry experience and currently holds the Series 65 securities license.
National Retirement Consultant
Read Billy's Bio
William is the National Retirement Consultant for Beaumont Capital Management (BCM). Since joining the firm in early 2015, William has been responsible for sales and business development of BCM’s ETF strategies with a focus on employer sponsored plans. William helps advisors and small business owners to design, develop and implement retirement plans that meet the needs and goals of the company and employees. William is also responsible for establishing and maintaining successful relationships with BCM’s retirement platform partners, TPAs and Record Keepers.
Prior to joining BCM, William spent nine years at John Hancock working with investments and retirement plans. William holds the Series 65 license, the Chartered Retirement Planning Counselor (CRPC) and the Accredited Investment Fiduciary (AIF) designation. He is a 2005 graduate of Trinity College.
William is supported by a team of research analysts and investment committees. The research and investment team employs a quantitative, rules-based investment process to provide upside participation while seeking to minimize losses.