Brendan Frank Email and Phone Number
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As a Home Lending Advisor, I've worked with homebuyers and agents in New England and nationwide for the past 23 years. Contact me today — http://homeloan.chase.com/brendan.frank — to learn more about how I can help you find solutions for your unique mortgage needs. I look forward to hearing from you.
Jpmorgan Chase & Co.
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Senior Home Lending Advisor - Nmls Id #176100Jpmorgan Chase & Co. Mar 2022 - PresentBoston, Massachusetts, United States
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Senior Loan OfficerCitizens Bank Dec 2016 - Mar 2022Greater Boston AreaOriginated purchase and refinance mortgages in 48 states. Responsible for covering the Premier, Private, and Retail Bank Channels.Transactions included: Primary Residence, Investment Properties, Construction, Commercial and Rehab loans, Physician/Doctor Loans, Community Reinvestment Act Programs, and Equity Lines of Credit. -
Director Of Advisor Services (Contract)Shell Capital Management Llc Nov 2015 - Dec 2015Boston, MaShell Capital Management, LLC is the portfolio manager to the ASYMMETRY® Global Tactical separately managed account, a flexible unconstrained investment program that applies active risk management and directional trend systems to a multi-asset universe of world markets. -
Business Development ConsultantEnvestnet, Inc Mar 2013 - Nov 2015Greater Boston AreaEnvestnet | Placemark works with financial institutions and financial advisors to develop and manage sophisticated investment solutions by providing Unified Managed Account programs. Our customized solutions allow financial advisors to deliver superior service to their most demanding high net worth clients. -
Financial Consultant - PartnerThe Spooner Group At Morgan Stanley Jul 2003 - May 2013Boston, MaThe Spooner Group provides discretionary asset management to individuals, families and small businesses. Overseeing assets in excess of $750 million, The Spooner Group designs and implements custom wealth management solutions with an emphasis on financial planning principals.Duties and responsibilities included:- Financial planning and goals-based analysis- Portfolio design and implementation - Traditional and securities-based lending- Security research/analysis/selection- Trading of equity, fixed income, and derivative securities- New client acquisition and marketing- Development and maintenance of strategic partnerships (CPA's, attorneys, separate account managers, 401(k) providers, and third party vendors) -
Financial AdvisorUbs/Paine Webber Aug 2002 - Jun 2003Boston, MaProvided financial services for individuals, families and small businesses. Duties and responsibilities included:- Financial planning- Portfolio management- Lending services- Insurance products
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Loan OfficerCitizens Bank Jun 1999 - Apr 2001Woburn, MaProvided lending services and residential mortgage originations. - Loans included purchase, refinance, and 1035 exchanges- Developed strategic partnerships (Citizens retail bank branches, realtors, attorneys, appraisers, and developers)- Trained loan processors
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Loan OfficerCrowder Mortgage, Llc Apr 1998 - May 1999Boulder, CoProvided lending services and residential mortgage originations. - Loans included purchase, refinance, and 1035 exchanges- Developed strategic partnerships (Citizens retail bank branches, realtors, attorneys, appraisers, and developers)- Trained loan processors -
Executive RecruiterRaymond Karsan Associates Sep 1995 - Mar 1998Woburn, MaExecutive search, recruitment and placement services for clients in the US and abroad.Placements included: Actuaries, Financial Quantitative Analysts, Programmer/Analysts, and Software Architects.Retained and contingency searches.Additional responsibilities included creating and presenting RFP's, competitive compensation research, human resource consulting, and feasibility analyses for staffing plans.
Brendan Frank Skills
Brendan Frank Education Details
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English Language And Literature, General -
Visual And Liberal Arts -
Albany AcademyHigh School Diploma
Frequently Asked Questions about Brendan Frank
What company does Brendan Frank work for?
Brendan Frank works for Jpmorgan Chase & Co.
What is Brendan Frank's role at the current company?
Brendan Frank's current role is Senior Home Lending Advisor J.P. Morgan Chase Bank, N.A. NMLS ID #176100.
What is Brendan Frank's email address?
Brendan Frank's email address is br****@****ase.com
What is Brendan Frank's direct phone number?
Brendan Frank's direct phone number is +161723*****
What schools did Brendan Frank attend?
Brendan Frank attended State University Of New York At Albany, Bennington College, Albany Academy.
What are some of Brendan Frank's interests?
Brendan Frank has interest in Children, Ultramarathons/trail Running.
What skills is Brendan Frank known for?
Brendan Frank has skills like Public Speaking, Strategic Planning, Asset Management, Investments, Research, Portfolio Management, Financial Services, Social Media, Management, Wealth Management, Nonprofits, Finance.
Who are Brendan Frank's colleagues?
Brendan Frank's colleagues are Shubham Goel, Kongkeo Vissapra, Shunmugavel T, Amit , Mba, Amy G., Nicholas Quintana, Reynold Obed.
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Brendan Frank
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