Frank Roe
Senior Vice President Sales And Consulting@ AssetMark
Greater Chicago Area
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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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Emails and Phone Numbers

@amgen.es
@assetmark.com
@amgen.es
@assetmark.com
@assetmark.com
@assetmark.com
+1 925813****
+1 925786****
+1 312201****
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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.

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Work Experience

1655 Grant Street, 10th Floor, Concord, California, 94520, US

Financial Services

863
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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.
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Education

Denison University
Denison University

Economics,

Bachelors

2002-2006