Frank Bonfiglio Email & Phone Number
Chief Operating Officer and Director of Client Services @ Partners Wealth Management
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Frank Bonfiglio Location
- Naperville, IL, US
Frank Bonfiglio Work
- 2014 -now Chief Operating Officer and Director of Client Services @
- 2007 -2014 Specialist, Sales Operations @
Frank Bonfiglio Education
- Roosevelt University
Bachelor of Applied Science (B.A.Sc.) (Accounting and Finance)
Frank Bonfiglio Skills
- Finance
- Securities
- Risk Management
- Wealth Management
- Investments
- Business Planning
- Insurance
- Investment Management
- Management
- Tax
- Executive Management
- Financial Services
- Sales Operations
- Wealth Management Services
- B2B
- Process Improvement
- Direct Sales
- Sales
- Portfolio Management
- Solution Selling
- Business Strategy
- Leadership
- Training
Frank Bonfiglio Summary
- Frank Bonfiglio, based in Naperville, IL, US, is currently a Chief Operating Officer and Director of Client Services at Partners Wealth Management. Frank Bonfiglio brings experience from previous roles at Canon Solutions America. Frank Bonfiglio holds a Bachelor of Applied Science (B.A.Sc.) in Accounting and Finance @ Roosevelt University. With a robust skill set that includes Finance, Securities, Risk Management, Wealth Management, Investments and more. Frank Bonfiglio has 2 emails and 2 mobile phone numbers on RocketReach.
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