sr financial planning analyst at mercer advisors@ Mercer Advisors
Seattle, Washington, United States
Frank Piccolo, CFP®
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Gonzaga University
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Tell me more about Frank Piccolo, CFP®?
FlashIntel GPTFrank Piccolo, CFP(r), is an experienced professional with 8.1 years of work experience. He possesses a wide range of skills including Microsoft Office, research, public speaking, leadership, teamwork, event planning, time management, data analysis, and strategic planning. Currently based in Seattle, Washington, Frank has worked in various roles such as Financial Planning Analyst, Client Associate, Licensed Relationship Manager, Trust & Custody Account Manager Intern, Cash Vault Intern, and Senior Account Manager. He has also gained valuable experience in the banking and financial services industry through internships at reputable institutions such as Mercer Advisors, KeyBank, U.S. Bank, and Washington Trust Bank.
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Emails and Phone Numbers
About
Gonzaga University '18
Work Experience
sr financial planning analyst at mercer advisors
Client Associate
Financial Services
Frank Piccolo, CFP®'s Professional Milestones
- Client Associate (2019-02-01~2021-09-01): Exceeded sales targets, fueling growth and fostering strong client relationships.
- Trust & Custody Account Manager Intern (2017-01-01~2017-08-01): Organized and optimized trust and property accounts to support increased client satisfaction and loyalty.
Education
Economics
2014-2018Skill
Microsoft Office
Microsoft Excel
Microsoft Word
Powerpoint
Research
Public Speaking
Leadership
Teamwork
Event Planning
Time Management
Data Analysis
Strategic Planning
Certification
Colleagues
Martine E. Lellis, CPA, CFP
Chief Talent And Administrative Officer
Gary Foodim
Chief Marketing Officer
Martine E. Lellis, CPA, CFP
Chief Talent And Administrative Officer
Loren Pierson
Chief Operations Officer
Gary Foodim
Chief Marketing Officer
Other Named Frank Piccolo, CFP®
Frequently asked questions
We found 2 Frank Piccolo, CFP®'s email addresses
We found 1 Frank Piccolo, CFP®'s phone numbers
Frank Piccolo, CFP®'s social media include: Linkedin,
Frank Piccolo, CFP® works for Mercer Advisors
Frank Piccolo, CFP®'s role in Mercer Advisors is sr financial planning analyst at mercer advisors
Frank Piccolo, CFP® works in the industry of Financial Services
Frank Piccolo, CFP®'s colleagues are Martine E. Lellis, CPA, CFP,Gary Foodim,Martine E. Lellis, CPA, CFP
Frank Piccolo, CFP®'s latest job experience is sr financial planning analyst at mercer advisors at Mercer Advisors
Frank Piccolo, CFP®'s latest education in Gonzaga University
