Frank Roe
Denison University
Tell me more about Frank Roe?
Frank Roe is a highly experienced professional with 16.4 years of work experience in asset allocation, wealth management, series 7, asset management, and alternative investments. He currently manages sales and consulting for AssetMark's Internal Sales Division, leading teams that produce asset growth and retention. Frank supports financial advisors by building and scaling their businesses while maintaining the quality of life they desire. With over 10 years of experience in the investment advisory business, he has worked for AssetMark's previous firm, starting as a Sales Consultant and eventually becoming a Financial Advisor. Frank holds a Bachelor of Arts degree in Economics from Denison University.
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About
Frank manages sales and consulting for AssetMark’s Internal Sales Division, leading teams that produce asset growth and retention by helping financial advisors diversify their clients’ investments via AssetMark’s robust wealth management platform. Together with AssetMark’s National Consultants, Sales Consultants, and Sales Coordinators, Frank supports financial advisors by helping them build and scale their businesses while maintaining the quality of life they desire. Frank has more than 10 years of experience in the investment advisory business. At AssetMark’s predecessor firm, he began as a Sales Consultant supporting Regional Consultants in the field and advisors in various territories before starting his role in sales management in 2010. Prior to AssetMark, Frank worked as a financial advisor helping clients plan to achieve their goals and even spent some time playing arena football. Frank holds a Bachelor of Arts degree in Economics from Denison University. He holds FINRA Series 7, 26, and 66 licenses.
...See MoreWork Experience
Senior Vice President Sales And Consulting
Vice President Sales Consulting
Director National Consultant Team
Internal Sales Team Leader
Internal Consultant
Senior Vice President Sales And Consulting
Financial Services
Frank Roe's Professional Milestones
- Senior Vice President Sales And Consulting (2007-06-01~2008-04-01): Developing and implementing strategic sales strategies to drive revenue growth and exceed financial targets.
- Vice President Sales Consulting (2017-11-01~2023-05-01): Expanding client base and achieving record-breaking sales growth through strategic consulting and exceptional marketing strategies.
Education
Economics,
Bachelors
2002-2006Skill
Asset Allocation
Wealth Management
Series 7
Asset Managment
Alternative Investments
Mutual Funds
Investment Advisory
Investments
Securities
Financial Modeling
Portfolio Management
Economics
Equities
Financial Analysis
Strategic Financial Planning
Risk Management
Retirement Planning
Business Strategy
Fixed Income
Investment Management
Finra
Wealth Management Services
Series 24
Salesforce.com
Training
Separately Managed Accounts
Etfs
Investment Strategies
Financial Advisory
Coaching
Asset Management
Certification
Colleagues
Sharda Crouther
chief success officer | business coach | trainer | consultant | social media expert & content queen | owner of simply confident customer service consulting llc
Natalie Wolfsen
Chief Executive Officer
Mukesh (Muk) Mehta
Executive Vice President | Chief Information Officer
Howard Choy
Product Owner
Garrett Eaglin
cspo® | iiba®-cpoa | powering service excellence with customer-obsessed innovation
Other Named Frank Roe
Frequently asked questions
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Frank Roe's social media include: Linkedin,
Frank Roe works for AssetMark
Frank Roe's role in AssetMark is Senior Vice President Sales And Consulting
Frank Roe works in the industry of Financial Services
Frank Roe's colleagues are Sharda Crouther,Natalie Wolfsen,Mukesh (Muk) Mehta
Frank Roe's latest job experience is Senior Vice President Sales And Consulting at AssetMark
Frank Roe's latest education in Denison University