Grant Lyon Email & Phone Number
Regional Director, Wealth Advisor @ Beacon Pointe
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Grant Lyon Location
- Scottsdale, AZ, US
Grant Lyon Work
- Regional Director, Wealth Advisor @ (January 2022 - Present)
- OpenPlan Lead Advisor @ (June 2020 - December 2021)
- Personal CFO Advisor @ (October 2018 - June 2020)
- Business Development Manager and Advisor @ (January 2015 - September 2018)
- Business Development Executive @ (May 2013 - December 2014)
- Senior Leadership Consultant @ (June 2010 - May 2013)
Grant Lyon Education
- Grand Valley State University
Certificate in Financial Planning (CFP)
2017-2018 - Grand Valley State University
Bachelor of Business Administration (Human Resources/Corporate Finance)
2006-2011
Grant Lyon Skills
- Leadership
- Recruiting
- Public Speaking
- Team Building
- Leadership Development
- Microsoft Office
- Marketing
- Social Media
- Social Networking
- Event Planning
- Communication Skills
- Creative Problem Solving
- Microsoft Word
- Customer Service
- Management
- Salesforce.com Administration
- Sales
- PowerPoint
- Microsoft Excel
- Time Management
- Communication
- Business Development
Grant Lyon Summary
- Grant Lyon, based in Scottsdale, AZ, US, is currently a Regional Director, Wealth Advisor at Beacon Pointe. Grant Lyon brings experience from previous roles at Brighton Jones and Insight Global. Grant Lyon holds a 2017 - 2018 Certificate in Financial Planning (CFP) @ Grand Valley State University. With a robust skill set that includes Leadership, Recruiting, Public Speaking, Team Building, Leadership Development and more. Grant Lyon has 2 emails and 2 mobile phone numbers on RocketReach.
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