Manager, Reporting & Analytics
Neil is a Manager within Beacon Pointe’s Operations Department. He is responsible for partnering with each of the firm’s partner offices on centralized operations functions including portfolio reporting and analytics, establishment of new client relationships and systems management. Prior to joining Beacon Pointe, Neil worked as a Marketing and Branding Consultant at Teles Properties, a real estate firm based in Southern California. Previously, Neil gained significant experience in sales, marketing and production at Alderbrook Winery, in Sonoma County, California. Neil earned his MBA degree, with a finance specialization, from Pepperdine University. Prior to receiving his MBA, he graduated from Sonoma State University with dual majors – Marketing and Wine Business Management. Neil has a diverse background having worked within database management, marketing consultation, website and graphic production. Neil loves the outdoors, and frequently rides his motorcycle around Orange County, California.