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Frank Collado

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Frank Collado

Wealth Management Senior Vice President | Insigneo

United States

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Frank Collado

Summary

Frank Collado is a highly experienced Wealth Management Professional with over 24 years in the financial industry, currently serving as Senior Vice President at Insigneo Securities, LLC. He specializes in providing tailored financial solutions for High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients, demonstrating a deep understanding of investment management and estate planning. Frank's career reflects a commitment to excellence, adaptability to market changes, and a passion for leveraging technology to optimize client portfolios. His approach emphasizes building trust and transparency, ensuring that clients feel empowered in their financial decisions. Frank's extensive background includes roles at reputable firms such as Wells Fargo Advisors and Citibank, showcasing his expertise across various financial services. He is dedicated to continuous learning and staying ahead of industry trends, making him a valuable asset in the wealth management sector. Frank's educational foundation includes a Bachelor of Arts in Communications from the State University of New York at Geneseo, which complements his professional skills in client communication and relationship management.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Frank Collado

Work Experience

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Wealth Management Senior Vice President at

Insigneo

August 2021 - Present

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Financial Advisor, Vice President - Investments at Wells Fargo Advisors at

Wells Fargo Advisors

August 2016 - August 2021

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Vice President- Senior Investment Consultant at

Amerant Bank

April 2007 - August 2016

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Financial Analyst at

Citi

May 2004 - March 2007

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Financial Consultant at

American Express

July 2003 - April 2004

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Compliance Consultant at

Morgan Stanley

November 2002 - July 2003

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Securities Trader at

Nathan And Lewis Securities

September 1997 - November 2002

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Frank Collado

Education

State University of New York at Geneseo, Bachelor Of Arts (B.A.)

January 1993 - January 1997

Frequently Asked Questions about Frank Collado

What is Frank Collado email address?

Frank Collado's primary email address is *************@insigneo.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Frank Collado work for?

Frank Collado is a Wealth Management Senior Vice President at Insigneo, a company specializing in Monetary Authorities-Central Bank.

Where Frank Collado graduated from?

Frank Collado holds a degree in Communications from State University of New York at Geneseo.

How can I directly contact Frank Collado?

To contact Frank Collado directly, you can use the email address *************@insigneo.com. Complete contact information is available upon registration with Muraena.

Who is Frank Collado?

Frank Collado is a highly experienced Wealth Management Professional with over 24 years in the financial industry, currently serving as Senior Vice President at Insigneo Securities, LLC. He specializes in providing tailored financial solutions for High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients, demonstrating a deep understanding of investment management and estate planning. Frank's career reflects a commitment to excellence, adaptability to market changes, and a passion for leveraging technology to optimize client portfolios. His approach emphasizes building trust and transparency, ensuring that clients feel empowered in their financial decisions. Frank's extensive background includes roles at reputable firms such as Wells Fargo Advisors and Citibank, showcasing his expertise across various financial services. He is dedicated to continuous learning and staying ahead of industry trends, making him a valuable asset in the wealth management sector. Frank's educational foundation includes a Bachelor of Arts in Communications from the State University of New York at Geneseo, which complements his professional skills in client communication and relationship management.

Frank`s contact details

mail

*************@insigneo.com

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