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Frank Roe

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Frank Roe

Senior Vice President, Sales & Consulting | AssetMark

Chicago, Illinois, United States

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Frank Roe

Summary

Frank Roe is a seasoned sales and consulting executive with over a decade of experience in the investment advisory sector. Currently serving as the Senior Vice President at AssetMark, he leads a dynamic team focused on driving asset growth and enhancing client retention through innovative wealth management solutions. Frank's career trajectory showcases his commitment to helping financial advisors optimize their business strategies and improve client outcomes. His background includes a rich blend of sales management and advisory roles, reflecting his deep understanding of the financial services landscape. With a strong academic foundation in economics from Denison University, he is well-equipped to navigate the complexities of asset management. Outside of his professional endeavors, Frank's unique experience as an arena football player adds an interesting dimension to his profile, highlighting his competitive spirit and teamwork skills. He is recognized for his leadership capabilities, having received multiple awards for his contributions to the organization.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Emerging Technologies

Organisational experience

Corporate Experience

Frank Roe

Work Experience

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Senior Vice President, Sales & Consulting at

AssetMark

May 2023 - Present

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Vice President, Sales and Consulting at

AssetMark

November 2017 - May 2023

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Director, National Consultant Team at

AssetMark

January 2015 - November 2017

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Internal Sales Team Leader - East at

AssetMark

September 2010 - December 2014

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Internal Consultant at

AssetMark

April 2008 - September 2010

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Advisor Services Associate at

AssetMark

June 2007 - April 2008

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Frank Roe

Education

Denison University, Bachelors In Economics

January 2002 - January 2006

Frequently Asked Questions about Frank Roe

What is Frank Roe email address?

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

What company does Frank Roe work for?

Frank Roe is a Senior Vice President, Sales & Consulting at AssetMark, a company specializing in Functions related to depository banking.

Where Frank Roe graduated from?

Frank Roe holds a degree in Economics from Denison University.

How can I directly contact Frank Roe?

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

Who is Frank Roe?

Frank Roe is a seasoned sales and consulting executive with over a decade of experience in the investment advisory sector. Currently serving as the Senior Vice President at AssetMark, he leads a dynamic team focused on driving asset growth and enhancing client retention through innovative wealth management solutions. Frank's career trajectory showcases his commitment to helping financial advisors optimize their business strategies and improve client outcomes. His background includes a rich blend of sales management and advisory roles, reflecting his deep understanding of the financial services landscape. With a strong academic foundation in economics from Denison University, he is well-equipped to navigate the complexities of asset management. Outside of his professional endeavors, Frank's unique experience as an arena football player adds an interesting dimension to his profile, highlighting his competitive spirit and teamwork skills. He is recognized for his leadership capabilities, having received multiple awards for his contributions to the organization.

Frank`s contact details

mail

*********@assetmark.com

*********@genworth.com

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