Frank Monzon Email & Phone Number
Vice President Commercial and Consumer Lending
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Frank Monzon Location
- New Orleans, LA, US
Frank Monzon Work
- Vice President Commercial and Consumer Lending @ Bank of Louisiana (June 2017 - Present)
- Vice President Commercial Lending @ Bank of Louisiana (June 2017 - January 2026)
- Investment Advisor Representative @ (March 2016 - March 2024)
- Associate Account Representative @ (July 2010 - February 2016)
- Field Representative @ (December 2008 - July 2010)
- Controller @ MBI Hoist & Crane (February 2008 - July 2010)
- Vice President of Commercial Lending @ OMNI BANK now First Horizon Bank (March 2001 - February 2008)
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 Bank of Louisiana, Principal Financial Group, Mutual of America and The Producers Group. 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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