Frank Neiderhiser, Cfp® Email & Phone Number

► I am highly effective as a Financial Advisor, Business Leader, and Customer Success advocate with experience in strategic planning, relationship management, account portfolio management, and revenue growth.► My success is driven by my ability to build strategies that are tailored to the financial goals and risk tolerances of each of my clients.SUMMARY► Engaging Registered Investment Advisor possessing a winning blend of business expertise, skill in relationship management, and practical experience. ► Leverages a unique mix of strategic and analytical expertise, consistently exceeding performance goals by aligning the effort of strong teams with organizational objectives. LEADERSHIP HIGHLIGHTS★ Exceptional career marked by a series of promotions to positions of increased influence, authority, and accountability. Retained and transitioned to TD Ameritrade following the acquisition of Scottrade.★ Directs operations at the Wexford branch with $1.2B in assets under management, with authority over three financial advisors and a client services specialist.★ Advises clients regarding investment management solutions and asset management, with a customer base comprising accounts in Wexford and Cranberry, PA, Ohio, West Virginia, Florida, and New York.☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲Specialties: Business Development, Sales, Revenue Growth, Account Management, Financial Services, Client Success, Consultative Sales

Listed skills include Java, C++, Html, Css, and 23 others.