Don Frank Email & Phone Number
Senior Financial Planner @ Edelman Financial Engines
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Don Frank Location
- St. Louis, MO, US
Don Frank Work
- 2025 -now Senior Financial Planner @
- 2019 -2025 Regional Vice President @
- 2017 -2018 Director of Client Service @
- 2014 -2017 Vice President @
- 2011 -2014 Director Institutional Sales @
- 2008 -2011 Senior Consultant Relationship Manager @
- 2005 -2008 Director of Business Development @
- 1999 -2005 Regional Director @
- 1998 -1999 Regional Sales Director @ Pilgrim Baxter & Associates, Ltd.
Don Frank Education
- Boston College
Bachelor of Science (Finance)
- St. Joseph's Prep
Don Frank Skills
- Business Development
- Client Services
- Marketing Planning
- Strategy
- Investment Strategies
- Asset Managment
- Investment Management
- Investment Advisory
- Financial Analysis
- Leadership
- Relationship Building
- Critical Thinking
- Creativity Skills
- Client Relations
- Accountable
- Partnerships
- Institutional Investments
- Strategic Alliances
- Initiating Change
- Client Penetration
- Client Retention
- Client Diversification
- Client Acquisition
- Collaborative Leadership
- Adaptable
- Sales
- Clear Communications
- Sales Management
- Sales Process
- Consultative Selling
- Active Listening
- Problem Solving
- Engaging People
- Cross Selling
- Motivating
- Negotiation
- Decision-Making
- Sales Prospecting
- Increasing Revenue
- Marketing
- Target Marketing
- Presentation Skills
- Market Penetration
- Mutual Funds
- Alternative Investments
- Series 7
- Investments
- Portfolio Management
- Asset Allocation
- Asset Management
- Hedge Funds
- Equities
- Fixed Income
- SQL
- Microsoft Excel
- Public Speaking
- Decision Making
Don Frank Summary
- Don Frank, based in St. Louis, MO, US, is currently a Senior Financial Planner at Edelman Financial Engines. Don Frank brings experience from previous roles at Fisher Investments, Kennedy Capital Management, Inc., FS Investments and Victory Capital. Don Frank holds a Bachelor of Science in Finance @ Boston College. With a robust skill set that includes Business Development, Client Services, Marketing Planning, Strategy, Investment Strategies and more. Don Frank has 2 emails and 2 mobile phone numbers on RocketReach.
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