Jill Rea Email & Phone Number
Wealth Advisor @ Beacon Pointe
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Jill Rea Location
- Larkspur, CA, US
Jill Rea Work
- Wealth Advisor @ (July 2025 - Present)
- Wealth Manager @ (January 2025 - June 2025)
- Co-Founder and Chief Operating Officer @ (January 2021 - December 2022)
- Director of Customer Operations @ (January 2014 - December 2020)
- Co-Founder @ Blujack (January 2012 - January 2013)
- Senior Marketing Manager @ (January 2008 - January 2011)
- Senior Manager, Schwab Advisor Services @ (January 2005 - January 2008)
- Institutional Sales and Client Service @ (January 2000 - December 2005)
- Event Marketing Manager @ (January 1999 - December 2000)
Jill Rea Education
- University of California, Berkeley, Haas School of Business
Master of Business Administration - MBA
- UC Berkeley Extension
Marketing Certificate
- UCLA
Bachelor of Arts - BA
- UC Berkeley Extension
Certificate Program in Personal Financial Planning
Jill Rea Skills
- Operations Management
- Scalability
- Growth Strategies
- Business Process Outsourcing (BPO)
- Sales
- Analytics
- Program Management
- Strategic Planning
- Competitive Analysis
- Start-ups
- Operational Excellence
- Strategy
- Offshore Operations
- Organizational Design
- Onshore Operations
- Change Management
- Data Analysis
- Strategic Partnerships
- Cross-functional Team Leadership
- Management
- Leadership
- Contact Center Management
- Business Growth Strategies
- Customer Service Management
- Team Leadership
- Marketing
- Business Strategy
- Entrepreneurship
- Business Process
- Product Development
- Project Management
- Team Management
- Budgeting
- Start-up Organizations
- Business Management
- Market Research
- Training
- Service-Level Agreements (SLA)
- Vendor Management
- Leveraging Strategic Partnerships
- Data Analytics
- Process Improvement
- Business Process Improvement
- Outsourcing
- Establishing Strategic Partnerships
- E-commerce
- Key Performance Indicators
- DAO
- web3
- Crypto
- Customer Experience
- Customer Acquisition
- Product Marketing
- Sales and Marketing
- Product Strategy
- Customer Relationship Management
- User Experience Design
- Direct Marketing
- Start Ups
- Digital Marketing
- Integrated Marketing
- Online Advertising
- Cross Functional Team Leadership
- Product Management
- Marketing Strategy
- Brand Management
Jill Rea Summary
- Jill Rea, based in Larkspur, CA, US, is currently a Wealth Advisor at Beacon Pointe. Jill Rea brings experience from previous roles at Waypoint Wealth Partners, DwellFi, Minted and Blujack. Jill Rea holds a Master of Business Administration - MBA @ University of California, Berkeley, Haas School of Business. With a robust skill set that includes Operations Management, Scalability, Growth Strategies, Business Process Outsourcing (BPO), Sales and more. Jill Rea has 2 emails and 1 mobile phone numbers on RocketReach.
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