Deals & People
Beacon Group Adds VP of Retirement Sales
Mark Schatzel joins the firm from Lincoln Financial.
Reported by PLANADVISER Staff
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.