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Frank Monzon Location
New Orleans, LA, US
Frank Monzon Work
2017 -now Vice President Commercial and Consumer Lending @ Bank of Louisiana
2016 -2024 Investment Advisor Representative @
2010 -2016 Associate Account Representative @
2008 -2010 Controller @ MBI Hoist & Crane
2001 -2008 Vice President of Commercial Lending @ OMNI BANK now First Horizon Bank
1996 -2001 Assistant Vice President Mortgage Lending @
Frank Monzon Education
University of New Orleans
Bachelor of Science degree (Finance)
1987-1991
Frank Monzon Skills
Asset Allocation
Business Planning
Annuities (Fixed & Variable)
Business Overhead Expense
Disability Income Insurance
Estate Planning
Executive Benefit Strategies
Financial Analysis
Financial Needs Analysis
Income Protection
IRA's (Traditional & ROTH)
Key Person Insurance
Life Insurance
Long Term Care Insurance
Salary Continuation
SEP & SIMPLE IRA's
Supplemental Retirement Income
Survivor Income
Tax-Deferred Savings
Wealth Accumulation
Employee Benefits
Tax Deferred Savings
Financial Planning
Investments
Finance
Deferred Compensation Plans
Wealth Management
Series 6
Retirement Planning
Management
Securities
CRM
Team Building
Business Continuation Strategies
401k
Ira's Traditional and Roth
Defined Contribution
Retirement
Dental Insurance
Series 63
Informal Business Valuation
Customer Service
Sep and Simple Ira's
457 Retirement Plans
Strategic Planning
College Funding Strategies
Variable Annuities
Annuities Fixed and Variable
Portfolio Management
Split Dollar Plans
Coaching
Research
IRAs
403b
Pension Plans
Budgets
Mutual Funds
Pensions
Risk Management
Leadership
Wellness Programs
Fixed Annuities
Annuities
IRA's
Frank Monzon Summary
Frank Monzon, based in New Orleans, LA, US, is currently a Vice President Commercial and Consumer Lending at Bank of Louisiana. Frank Monzon brings experience from previous roles at Principal Financial Group, Mutual of America, MBI Hoist & Crane and OMNI BANK now First Horizon Bank. Frank Monzon holds a 1987 - 1991 Bachelor of Science degree in Finance @ University of New Orleans. With a robust skill set that includes Asset Allocation, Business Planning, Annuities (Fixed & Variable), Business Overhead Expense, Disability Income Insurance and more. Frank Monzon has 2 emails and 3 mobile phone numbers on RocketReach.
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