Frank Lequerica

Senior Vice President - Financial Advisor

Role: Senior Vice President - Financial Advisor at RBC Wealth Management
Location: Memphis, TN, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Senior Vice President - Financial Advisor
RBC Wealth Management
Nov 2023 — Present · Memphis, TN, US

Education

University of Tennessee, Knoxville
Economics
2000 — 2004

Skills

Process Improvement
Retirement
Sales Management
Financial Analysis
Customer Service
Series 66
Salesforce.com
Account Management
Cold Calling
Risk Management
Finance
Insurance
Series 7
Direct Sales
Estate Planning
Sales
Portfolio Management

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