Team — Beacon Wealth Partners
15 Members
2 Leadership
13 Reps
5 Teams
2 Invitations Pending
Invite a Team Member
Reps see only their own pipeline, cases and revenue planning. Leadership sees the team view across all reps.
Pending Invitations
Team Roster
| Name | Role | Last Active |
|---|---|---|
| Leadership 2 members | ||
| Sarah Jensen | Admin | Today |
| Marcus Bellamy | Leadership | Today |
| Sales 6 members | ||
| Wesley Park | Leadership | Today |
| Sarah Chen | Rep | Yesterday |
| Ana Torres | Rep | 3 days ago |
| David Kim | Rep | Today |
| Jordan Mills | Rep | Yesterday |
| Nicole Alvarez | Rep | Today |
| Service 3 members | ||
| Brian Tate | Rep | Yesterday |
| Emily Donovan | Rep | Today |
| Daniel Hsu | Rep | 4 days ago |
| Marketing 2 members | ||
| James Liu | Rep | 2 days ago |
| Rachel Okafor | Rep | Today |
| Operations 2 members | ||
| Priya Raghavan | Rep | Yesterday |
| Grace Whitfield | Rep | Today |