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Frank Dyer

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Frank Dyer

Senior Vice President of Wealth Development | Purshe Kaplan Sterling Investments (PKS)

City of Albany, New York, United States

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Frank Dyer

Summary

Frank Dyer is a seasoned financial professional with extensive experience in wealth development and financial advising. Currently serving as the Senior Vice President of Wealth Development at Purshe Kaplan Sterling Investments, he emphasizes the importance of client experience and integrity in financial transitions. His career spans various roles in prominent financial institutions, showcasing his commitment to fostering trust and clarity in complex financial matters. Frank's journey reflects a deep understanding of the financial landscape, particularly in depository banking and wealth management. With a Bachelor's Degree from Siena College, he combines academic knowledge with practical expertise. Frank is passionate about guiding clients through their financial journeys, ensuring independence and informed decision-making. His leadership in the financial sector is marked by a focus on innovative solutions and client-centric strategies. Outside of work, he is likely interested in the evolving dynamics of the financial industry and how they impact client relationships.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Organisational experience

Corporate Experience

Frank Dyer

Work Experience

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Senior Vice President of Wealth Development at

Purshe Kaplan Sterling Investments (PKS)

September 2020 - Present

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Senior Financial Advisor at

Merrill Lynch

November 2018 - September 2020

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Vice President of Wealth Development at

LPL Financial

January 2017 - November 2018

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Complex Manager at

Wells Fargo Advisors

December 2008 - November 2016

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Frank Dyer

Education

Siena College, Bachelor's Degree

January 1973 - January 1977

Frequently Asked Questions about Frank Dyer

What is Frank Dyer email address?

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

What company does Frank Dyer work for?

Frank Dyer is a Senior Vice President of Wealth Development at Purshe Kaplan Sterling Investments (PKS), a company specializing in Functions related to depository banking.

Where Frank Dyer graduated from?

Frank Dyer holds a degree in from Siena College.

How can I directly contact Frank Dyer?

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

Who is Frank Dyer?

Frank Dyer is a seasoned financial professional with extensive experience in wealth development and financial advising. Currently serving as the Senior Vice President of Wealth Development at Purshe Kaplan Sterling Investments, he emphasizes the importance of client experience and integrity in financial transitions. His career spans various roles in prominent financial institutions, showcasing his commitment to fostering trust and clarity in complex financial matters. Frank's journey reflects a deep understanding of the financial landscape, particularly in depository banking and wealth management. With a Bachelor's Degree from Siena College, he combines academic knowledge with practical expertise. Frank is passionate about guiding clients through their financial journeys, ensuring independence and informed decision-making. His leadership in the financial sector is marked by a focus on innovative solutions and client-centric strategies. Outside of work, he is likely interested in the evolving dynamics of the financial industry and how they impact client relationships.

Frank`s contact details

mail

*****@pksinvest.com

Colleagues

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Tracey Bohley

Chief Financial Officer

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