Frank Monte Email & Phone Number
Chief Compliance Officer
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Frank Monte Location
- Fairport, NY, US
Frank Monte Work
- 2023 -now Chief Compliance Officer @ iPOP Ventures
- 2023 -2023 Sales Manager @ IPOP ventures
- 2019 -2021 Master of Jurisprudence @
- 2009 -2018 Chief Compliance Officer and President and Owner and SEC Regulated @
- 2006 -2018 President and Owner @ The Harbor Financial Group
- 2009 -2015 Hybrid Registered Investment Advisor @ American Portfolios Financial Services, Inc
- 2004 -2009 Registered Representative @ Mutual Service Corporation
- 1981 -2004 Registered Representative | Investment Advisor Representative | District Manager @ Equitable Life Assurance Society /AXA Advisors, LLC
- 1976 -1981 Consultation and Education Specialist @ Hazelton-Nanticoke, PA MH/MR Center
- 1974 -1975 Curriculum Developer @ Liberty NY Central School District
- 1971 -1974 Certified Health Teacher @ Farmingdale NY Central School District
Frank Monte Education
- Loyola University Chicago School of Law
Masters in Jurisprudence, graduated August 14 2021 (Compliance and Enterprise Risk Management)
2021-2021 - Technitrader.com
Online Courses (Trading)
2006-2019 - SUNY Brockport
MS Ed (Education Major Community Health Minor)
1975-1976 - State University of New York College at Cortland
Bachelor's Degree (Secondary Education and Teaching)
1966-1971
Frank Monte Skills
- Investment Advisory
- Securities
- Investment Management
- Retirement Planning
- Alternative Investments
- Insurance
- Strategic Financial Planning
- Mutual Funds
- Investment Strategies
- Investments
- Fine Art
- Asset Allocation
- 401k
- Portfolio Management
- Accounting
- Wealth Management
- Project Management
- Financial Planning
- Marketing
- Process Improvement
- Strategic Financial
Frank Monte Summary
- Frank Monte, based in Fairport, NY, US, is currently a Chief Compliance Officer at iPOP Ventures. Frank Monte brings experience from previous roles at IPOP ventures, Loyola University Chicago School of Law, Harbor Capital Advisory Services, Inc. and The Harbor Financial Group. Frank Monte holds a 2021 - 2021 Masters in Jurisprudence, graduated August 14 2021 in Compliance and Enterprise Risk Management @ Loyola University Chicago School of Law. With a robust skill set that includes Investment Advisory, Securities, Investment Management, Retirement Planning, Alternative Investments and more. Frank Monte has 1 mobile phone numbers on RocketReach.
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