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Tom Frank Location
Wayne, PA, US
Tom Frank Work
2015 -now Vice President, Investment Services @
2004 -2015 Vice President, Client Services @
1997 -2004 Senior Associate @
1993 -1997 International Mutual Fund Accountant and Supervisor @
Tom Frank Education
Cabrini College
Bachelor of Science (BS) (Accounting)
1989-1993
Tom Frank Skills
Client Services
Asset Allocation
Alternative Investments
Hedge Funds
Investment Management
Mutual Funds
Asset Management
Portfolio Management
Securities
Investments
Financial Services
Equities
Fund Of Funds
Relationship Management
Middle Office
ETFs
Trading
Fund Administration
Fixed Income
Management
Microsoft Office
Microsoft Word
Microsoft Excel
Customer Service
Project Management
Research
Tom Frank Summary
Tom Frank, based in Wayne, PA, US, is currently a Vice President, Investment Services at Bryn Mawr Trust. Tom Frank brings experience from previous roles at Hillview Capital Advisors, LLC, Morgan Stanley Investment Management and SEI. Tom Frank holds a 1989 - 1993 Bachelor of Science (BS) in Accounting @ Cabrini College. With a robust skill set that includes Client Services, Asset Allocation, Alternative Investments, Hedge Funds, Investment Management and more. Tom Frank has 4 emails and 1 mobile phone numbers on RocketReach.
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