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Frank Maggiora

Western Divisional Sales Manager @AssetMark

Austin, TX, US
EMAILS
f••••••••@assetmark.com
MOBILE NUMBERS
+14•••••••07

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WORK HISTORY

Jan 2024 — Present

Western Divisional Sales Manager @AssetMark

Austin, TX, US

EDUCATION

1995 — 1999

UC Santa Barbara

Bachelor of Arts (B.A.), Business Economics

SKILLS

InvestmentsCrmBusiness PlanningOperations ManagementSuperior Client ServiceAsset ManagementFinancial AdvisorySecuritiesCustomer Relationship Management (Crm)Mutual FundsStrategic Financial PlanningRetirement PlanningClient ServicesInvestment ManagementFinancial PlanningNew Business DevelopmentFinanceSales ManagementBusiness DevelopmentPortfolio ManagementWealth ManagementPractice Management

ABOUT FRANK MAGGIORA

For 25 years, I’ve had the opportunity to help independent financial advisors grow…

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