2026 -
now Vice President, Investment Management @
2018 -
2026 Senior Director - Investments @
2012 -
2018 Director of Trading @
2008 -
2012 Director of Advisory Operations @
2004 -
2007 Operations Supervisor @
2003 -
2004 Operations Associate @ McDonald Investments, Inc.
Frank Lessick Education
Ashland University
MBA
2006
-
2009
John Carroll University
BSBA (Finance)
1999
-
2003
Frank Lessick Skills
Financial Analysis
Series 7
Retirement Planning
Investments
Mutual Funds
Strategic Financial Planning
Wealth Management
Securities
Portfolio Management
Investment Advisory
Asset Management
Finance
Strategic Planning
Strategy
Project Management
Frank Lessick Summary
Frank Lessick, based in Akron, OH, US, is currently a Vice President, Investment Management at Valmark Financial Group. Frank Lessick brings experience from previous roles at Valmark Financial Group and KeyBanc Capital Markets. Frank Lessick holds a 2006 - 2009 MBA @ Ashland University. With a robust skill set that includes Financial Analysis, Series 7, Retirement Planning, Investments, Mutual Funds and more. Frank Lessick has 3 emails and 1 mobile phone numbers on RocketReach.
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