Product Consultant@ Nationwide Financial
Powell, Ohio, United States
Frank Bertone, AIF®
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The Ohio State University
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FlashIntel GPTFrank Bertone is a highly experienced Business Professional with over 20 years of cross-functional experience in the insurance and financial services industry. He has a diverse technical knowledge in the private and tax exempt segment Retirement Plans industry, as well as successful experience in prospecting, plan design, benchmarking, and fee analysis. Frank has a proven track record in mutual fund evaluation, participant education, fiduciary best practices, sales, relationship management, and project management. He has worked at the City of Powell, Ohio as a City Councilman and Mayor, and at Nationwide Financial as a Regional Retirement Plan Consultant and Product Consultant.
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About
Frank Bertone is a Product Consultant & Trust Officer with Nationwide Financial. Frank is a results oriented business professional with 20+ years of extensive cross-functional experience in the insurance and financial services industry. Diverse technical knowledge in private and tax exempt segment Retirement Plans industry complemented with successful experience in prospecting, plan design, plan benchmarking, fee analysis, mutual fund evaluation, participant education, fiduciary best practices, sales, relationship management and project management.
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Product Consultant
Product Consultant
Financial Services
Frank Bertone, AIF®'s Professional Milestones
- City Councilman (2014-01-01~): Efficiently implemented law and regulations, ensuring compliance and enhancing community engagement through effective implementation.
- Product Consultant (2010-08-01~): Provided strategic guidance and recommendations, driving strategic decision-making across the region.
Education
Economics
1989-1992Skill
Financial Services
Mutual Funds
Insurance
Sales
Retirement
Investments
Series 6
401k
Retirement Planning
Leadership
Analysis
Business Planning
401 Retirement Savings Plans
Relationship Management
Customer Service
Project Management
Business Relationship Management
Cross Functional Team Leadership
Securities
Investment Advisory
Financial Product Development
Qualified Retirement Plans
Certification
Colleagues
Dan Anderson
Product Owner for Strategic Productivity Solutions at Nationwide Financial
Bhumi Muni
Owner
Janie Modd
Senior Consultant | Data Product Owner
Stephanie Reid Taylor
analyst at nationwide financial services and owner taylor reid cleaning services
Steve Distler
owner of football team at nationwide financial
Other Named Frank Bertone, AIF®
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Frank Bertone, AIF®'s social media include: Linkedin,
Frank Bertone, AIF® works for Nationwide Financial
Frank Bertone, AIF®'s role in Nationwide Financial is Product Consultant
Frank Bertone, AIF® works in the industry of Financial Services
Frank Bertone, AIF®'s colleagues are Dan Anderson,Bhumi Muni,Janie Modd
Frank Bertone, AIF®'s latest job experience is Product Consultant at Nationwide Financial
Frank Bertone, AIF®'s latest education in The Ohio State University
