Marc Frank Email & Phone Number
First Vice President - Wealth Management @ UBS Group AG
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Marc Frank Location
- New York, NY, US
Marc Frank Work
- First Vice President - Wealth Management @ (August 2015 - Present)
- Financial Advisor @ (July 2013 - August 2015)
- Registered Client Service Associate @ (November 2012 - July 2013)
Marc Frank Education
- NYU School of Professional Studies
Certificate in Financial Planning (Financial Planning)
2016 - College for Financial Planning
CRPC™ (Chartered Retirement Planning Counselor™)
2014 - Molloy University
Bachelor of Science (Business Management)
2012
Marc Frank Skills
- Retirement Planning
- Asset Allocation
- Series 7
- Series 66
- CFP®
- CRPC®
- Wealth Management
- Investment Strategies
- Strategic Financial Planning
- Equities
- Fixed Income
- Finance
- Risk Management
- Cfp
- CRPC
Marc Frank Summary
- Marc Frank, based in New York, NY, US, is currently a First Vice President - Wealth Management at UBS Wealth Management. Marc Frank brings experience from previous roles at Morgan Stanley. Marc Frank holds a Certificate in Financial Planning in Financial Planning @ NYU School of Professional Studies. With a robust skill set that includes Retirement Planning, Asset Allocation, Series 7, Series 66, CFP® and more. Marc Frank has 3 emails and 2 mobile phone numbers on RocketReach.
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