David Frank Location
Cockeysville, MD, US
David Frank Work
- 2013 - now Wealth Management Advisor, Managing Director @ Merrill Lynch
- 2002 - 2013 Vice President @ Morgan Stanley Smith Barney
- 2000 - 2002 Investment Associate @ Deutsche Bank Alex Brown
- 1997 - 2000 Associate @ Legg Mason Wood Walker
David Frank Education
- Loyola University
Master's Degree
1999 - 2001 - Mount Saint Mary's College
Bachelor's Degree
1993 - 1997
David Frank Skills
- Corporate Retirement Plan Management
- Investment Portfolio Management
- Customized Wealth Planning
David Frank Summary
David Frank, based in Cockeysville, MD, US, is currently a Wealth Management Advisor, Managing Director at Merrill Lynch Wealth Management. David Frank brings experience from previous roles at Morgan Stanley Smith Barney, Deutsche Bank Alex Brown and Legg Mason Wood Walker. David Frank holds a 1999 - 2001 Master's Degree @ Loyola University. With a robust skill set that includes Corporate Retirement Plan Management, Investment Portfolio Management, Customized Wealth Planning and more. David Frank has 2 emails and 4 mobile phone numbers on RocketReach.
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