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Tom Frank
Vice President, Investment Services @Bryn Mawr Trust
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WORK HISTORY
Vice President, Investment Services @Bryn Mawr Trust
Devon, PA, US
Represent Wealth Division investment team on matters affecting operations. Work with vendors to maximize use of systems including performance reporting, trading, and Reg-9 account reviews. Oversee Custody department with $1billion in assets under administration.
EDUCATION
Cabrini University
Bachelor of Science (BS), Accounting
SKILLS
ABOUT TOM FRANK
Results oriented Financial Services Professional with more than 20 years of experience in the global financial services industry in both large and small firms working with institutional clients and high net worth individuals. In-depth understanding and fluency in front and back office roles with hands-on experience in Client Service, Portfolio Management, Operations, Compliance, Reporting, and Trading. Expertly translates business needs of multiple departments into clear technical requirements to implement and/or improve mission critical business processes. Known for collaborative leadership style and for calmly and creatively solving a wide variety of operational and client issues. Key strengths and areas of expertise include:• Operating Procedures and Controls, including AML and Cyber Security• Client Reporting and On-Boarding • Transaction Processing • Project Management• Pricing and Valuation• Negotiation Skills• Vendor Management/Risk Management• Leading and Coaching Teams
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