Frank Coates
Executive in Residence @Dynasty Financial Partners
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WORK HISTORY
Executive in Residence @Dynasty Financial Partners
St Petersburg, FL, US
I am excited and proud to be rejoining Dynasty Financial Partners as an Executive in Residence working with Sam Anderson on special projects. This unique program allows me to leverage my 30+ years of experience in the wealth management industry to support the team driving growth at Dynasty. I am particularly thankful to Shirl Penney for having the vision to allow industry veterans like me continue to contribute to the business while balancing family and philanthropic initiatives that grow in importance as we enter the phase where we want to give back.
EDUCATION
Siena University
B.S., Computer Science
SKILLS
ABOUT FRANK COATES
Founded an information technology company after spending 14 years starting and managing businesses for financial services firms in the investment management industry.My goal is to help client firms work smarter by making technology more effective and easier to use.Specialties: Information Technology, Sales Management, Investment Management, Mutual Fund Governance, Operations
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