Frank Willis

Frank Willis Email and Phone Number

SVP, Private Advisor @ Rockefeller Capital Management
Los Angeles, CA, US
Frank Willis's Location
Los Angeles, California, United States, United States
Frank Willis's Contact Details

Frank Willis personal email

n/a

Frank Willis phone numbers

About Frank Willis

As a team, we specialize in financial planning and wealth management for both high-net worth individuals, and families, as well as business owners. Our team members have extensive knowledge on exit planning and transition strategies, and are dedicated to providing our clients with personalized solutions that protect and foster their wealth. At Willis Wealth Partners, we understand family dynamics and with the strength and flexibility of the Rockefeller platform, we are able to serve our clients in a nimble and creative yet robust and distinguished manner, leveraging the unparalleled resources available to meet all of our clients' wealth-related needs.

Frank Willis's Current Company Details
Rockefeller Capital Management

Rockefeller Capital Management

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SVP, Private Advisor
Los Angeles, CA, US
Website:
rockco.com
Employees:
491
Frank Willis Work Experience Details
  • Rockefeller Capital Management
    Svp, Private Advisor
    Rockefeller Capital Management
    Los Angeles, Ca, Us
    View
  • Rockefeller Capital Management
    Svp, Private Advisor
    Rockefeller Capital Management Oct 2023 - Present
    Los Angeles, California, United States
    View
  • Wells Fargo Advisors
    Senior Financial Advisor
    Wells Fargo Advisors Mar 2018 - Oct 2023
    Los Angeles, California, United States
    View
  • Merrill Lynch
    Financial Advisor
    Merrill Lynch Jun 2014 - Mar 2018
    Los Angeles, California, United States
    View

Frank Willis Skills

Crm Integration Management Microsoft Sql Server Databases Software Development Project Management Saas Enterprise Software Leadership Programming Solution Selling Cloud Computing Software Project Management Strategic Planning Business Intelligence Erp Customer Relationship Management .net Troubleshooting Mobile Devices Web Applications Requirements Analysis Adobe Campaign Analysis Business Analysis Information Technology Sage Saleslogix Adobe Neolane

Frank Willis Education Details

Frequently Asked Questions about Frank Willis

What company does Frank Willis work for?

Frank Willis works for Rockefeller Capital Management

What is Frank Willis's role at the current company?

Frank Willis's current role is SVP, Private Advisor.

What is Frank Willis's email address?

Frank Willis's email address is br****@****ion.com

What is Frank Willis's direct phone number?

Frank Willis's direct phone number is +150857*****

What schools did Frank Willis attend?

Frank Willis attended University Of Arizona.

What are some of Frank Willis's interests?

Frank Willis has interest in Rugby.

What skills is Frank Willis known for?

Frank Willis has skills like Crm, Integration, Management, Microsoft Sql Server, Databases, Software Development, Project Management, Saas, Enterprise Software, Leadership, Programming, Solution Selling.

Who are Frank Willis's colleagues?

Frank Willis's colleagues are Anusha Muthekepalli, Percy Mason, Se-Awma™, Cadigan Mcneary, Cassandra Minervini, Kyra Mccarthy, George Tsandikos, Christina Falco.

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