Deals and People June 17, 2015
Beacon Group Adds VP of Retirement Sales
Mark Schatzel joins the firm from Lincoln Financial.
Reported by PLANSPONSOR staff
The
Beacon Group of Companies has hired Mark Schatzel as vice president of
retirement sales, a role in which he will help business owners and executive
staff improve their retirement plans.
Schatzel was previously a wholesaler at Lincoln Financial and The Standard, where he specialized in enhancing small-business retirement plans. Before that, he worked at Vanguard for nearly 10 years as a retirement plan consultant.
He holds Series 6, 7 and 63 securities licenses; an Annuity, Life, Health and Accident Insurance License; the Chartered Retirement Planning Counselor designation from the College for Financial Planning; and the Accredited Investment Fiduciary certification. He graduated summa cum laude from Immaculata University with a degree in financial management.
Schatzel was previously a wholesaler at Lincoln Financial and The Standard, where he specialized in enhancing small-business retirement plans. Before that, he worked at Vanguard for nearly 10 years as a retirement plan consultant.
He holds Series 6, 7 and 63 securities licenses; an Annuity, Life, Health and Accident Insurance License; the Chartered Retirement Planning Counselor designation from the College for Financial Planning; and the Accredited Investment Fiduciary certification. He graduated summa cum laude from Immaculata University with a degree in financial management.