Malinda Top
Senior Strategic Integration Associate at Beacon Pointe Advisors
- Role
- Senior Strategic Integration Associate at Beacon Pointe
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
Experience
Senior Strategic Integration Associate
Nov 2024 — Present
Beacon Pointe is a registered investment advisory firm that takes a comprehensive approach to helping institutions, retirement-sponsored plans, and high-net-worth individuals and families set and meet their financial goals. We focus on full-service financial planning and research-driven investments. Through our allWEALTH® approach, we partner with our clients to help them make the most informed decisions possible on any issues related to their wealth and help clients align their wealth to what matters most.
Education
San Diego City College
Business
2006 — 2008
The University of Texas at Dallas
Finance
2010 — 2012
University of Phoenix
Bachelor of Science (B.S.) in Business Administration
2015 — 2017
Collin College
Business
2009 — 2010
Skills
- Strategic Financial Planning
- Investments
- Retirement Planning
- Equities
- Securities
- Alternative Investments
- Portfolio Management
- Financial Planning
- Financial Services
- Finance
- Asset Allocation
- Due Diligence
- Finra
- Estate Planning
- Risk Management
- Insurance
- Microsoft Office
- Salesforce.com
- Docupace
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