Frank Sweeney Email & Phone Number
CERTIFIED FINANCIAL PLANNER Instructor @ Dalton Education
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Frank Sweeney Location
- West Palm Beach, FL, US
Frank Sweeney Work
- 2016 -now Wealth Advisor @
- 2022 -now CERTIFIED FINANCIAL PLANNER Instructor @
- 2019 -2022 Adjunct Professor Of Finance @ Endicott College MBA Program
- 2004 -2015 Sr. Global Relationship Manager and Sr. National Account Manager @
- 2000 -2004 National Account Manager @
- 1998 -2000 Finance Director - Sales Distribution : Retail and Institutional @
- 1995 -1998 Finance Manager @
- 1993 -1995 Finance Manager @
- 1990 -1993 Senior Financial Analyst @
- 1988 -1989 Accounting Instructor - Financial and Managerial Accounting @
- 1983 -1988 Audit Supervisor @
Frank Sweeney Education
- Boston College
- Boston College Carroll School of Management
- The Wharton School
Frank Sweeney Skills
- Comprehensive Financial Planning
- Risk Management
- Investment Management
- Retirement Income Planning
- Asset Allocation
- Financial Services
- Asset Management
- Separately Managed Accounts
- Alternative Investments
- ETFs
- Sales Management
- Auditing
- Series 63
- Investments
- Science
- Separately Managed
- Mutual Funds
- Series 7
- 401k Plan Consulting
Frank Sweeney Summary
- Frank Sweeney, based in West Palm Beach, FL, US, is currently a CERTIFIED FINANCIAL PLANNER Instructor at Dalton Education. Frank Sweeney brings experience from previous roles at Capital Management Partners, LLC, Endicott College MBA Program, Eaton Vance and Fidelity Investments : Fidelity Advisor Funds. Frank Sweeney holds a Boston College. With a robust skill set that includes Comprehensive Financial Planning, Risk Management, Investment Management, Retirement Income Planning, Asset Allocation and more. Frank Sweeney has 2 emails and 4 mobile phone numbers on RocketReach.
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Top Dalton Education Employees
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Shannon Mahoney
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Molly Pitts
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Chris Freeman
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Christopher Coco
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Mike Mielke
Regional Account Manager
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Logan Bonner
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Garrett Sorensen
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