Frank Salb Email & Phone Number
Chief Investment Officer @ United Capital Financial Advisors, LLC
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Frank Salb Location
- Kansas City, MO, US
Frank Salb Work
- Chief Investment Officer @ (November 2023 - Present)
- Partner and Director of Investments @ (January 2022 - November 2023)
- VP - Director of Investments @ (May 2010 - December 2021)
- Senior Institutional Strategies Analyst @ (September 2008 - May 2010)
- Senior Investment Reporting Analyst @ (June 2008 - September 2008)
- Senior Financial Analyst @ (August 2004 - June 2008)
- Financial Representative @ (June 2002 - August 2004)
Frank Salb Education
- Kansas State University
B.S.B.A. (Finance, Economics)
2000-2004
Frank Salb Skills
- Asset Allocation
- Due Diligence
- Asset Management
- Investments
- Defined Benefit
- Pensions
- Investment Strategies
- Mutual Funds
- Series 7
- Investment Advisory
- Retirement Services
- Risk Management
- Portfolio Management
- Bloomberg
- Financial Analysis
- Retirement Planning
- Capital Markets
- Asset Managment
- Retirement
- Finance
- Business Analysis
- Social Media
- Management
- Editing
- Customer Service
- Microsoft Office
Frank Salb Summary
- Frank Salb, based in Kansas City, MO, US, is currently a Chief Investment Officer at United Capital Financial Advisors, LLC. Frank Salb brings experience from previous roles at Creative Planning, Lockton Companies and American Century Investments. Frank Salb holds a 2000 - 2004 B.S.B.A. in Finance, Economics @ Kansas State University. With a robust skill set that includes Asset Allocation, Due Diligence, Asset Management, Investments, Defined Benefit and more. Frank Salb has 1 emails and 3 mobile phone numbers on RocketReach.
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