Dale Rubin

Dale Rubin

Founding Partner and Chief Investment Officer, Beacon Financial Partners
Cleveland, Ohio, United States

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Work Experience

Beacon Financial Partners

Founding Partner, Chief Investment Officer

2006-12-01 - Present

Cleveland Finacial Group

Senior Planning Advisor

1991-01-01 - 2006-01-01

Morgan Stanley Smith Barney

Account Executive

1985-01-01 - 1991-01-01

Merrill Lynch

Account Executive

1981-05-01 - 1985-01-01

Skills

retirement planning financial planning alternative investments

Languages

English