Frank Neiderhiser, Cfp® Email & Phone Number

Cheswick, Pa, Us

100 Bradford Rd Suite 400, Wexford Pa 15090

Wexford, Pa

Wexford, Pennsylvania

★ Responsible for the success of 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 on investment management solutions and asset management, with accounts in Wexford and Cranberry, PA, Ohio, West Virginia, Florida, and New York.★ Consistently meets and exceeds personal and branch goals for asset growth, client retention, and client satisfaction. Tracks… Show more ★ Responsible for the success of 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 on investment management solutions and asset management, with accounts in Wexford and Cranberry, PA, Ohio, West Virginia, Florida, and New York.★ Consistently meets and exceeds personal and branch goals for asset growth, client retention, and client satisfaction. Tracks metrics that include deposits, documentation, new accounts, and asset transfers both inbound and outbound.★ Uses a consultative approach to gain insight into the financial goals and risk tolerance of each account, leading to the development of custom financial strategies.★ Hosts webinars with financial consultants throughout the region to assist in meeting client needs; on a weekly basis, holds a Lunch & Learn session with the team. Coordinates quarterly calls with 250 branch managers to share feedback and best practices to build and sustain strong teams.★ Recipient of the MVP Award in 2018 out of a field of 50 offices, as measured by asset growth, associate development, and customer satisfaction. Additionally, selected as a top performer to attend the Sales Academy in 2017 and 2018.☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲ABOUT TD AMERITRADETD Ameritrade, Inc. provides investment advisory and brokerage services. The Company offers custody, investment management, and financial planning services. Show less

Greater Pittsburgh Area

Company/Organization: TD Ameritrade/ScottradePosition/Title: Branch ManagerLocation: Monroeville, PADates of Employment: 2012 to 2018Description:★ Directed the operations of the Monroeville branch of Scottrade, leading team management and training, growth in assets, and compliance with company policies and industry regulations.★ Selected as one of 25 branch offices authorized to offer guidance solutions directly to clients, reserved for only 5% of… Show more Company/Organization: TD Ameritrade/ScottradePosition/Title: Branch ManagerLocation: Monroeville, PADates of Employment: 2012 to 2018Description:★ Directed the operations of the Monroeville branch of Scottrade, leading team management and training, growth in assets, and compliance with company policies and industry regulations.★ Selected as one of 25 branch offices authorized to offer guidance solutions directly to clients, reserved for only 5% of the Scottrade organization.★ Accepted expanded responsibilities as the Training Branch Manager, mentoring internal promotions and outside hires to assume the leadership of their own branch locations.★ Recognized as one of the Top 100 Branch Managers in 2017 out of 500 Scottrade locations.☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲ABOUT SCOTTRADETD Ameritrade, Inc. provides investment advisory and brokerage services. The Company offers custody, investment management, and financial planning services. Show less

Pa And Fl

★ Responsible for leading client relationship management to drive increased asset growth.. ★ Hosted branch office seminars for clients, to grow skills in short and long-term investing strategies and trading techniques.★ Contributed to the branch winning multiple awards for outstanding client satisfaction, including the 900 Club recognizing the Top 20% of branch locations.☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲ABOUT SCOTTRADEScottrade was a stockbrokerage… Show more ★ Responsible for leading client relationship management to drive increased asset growth.. ★ Hosted branch office seminars for clients, to grow skills in short and long-term investing strategies and trading techniques.★ Contributed to the branch winning multiple awards for outstanding client satisfaction, including the 900 Club recognizing the Top 20% of branch locations.☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲ABOUT SCOTTRADEScottrade was a stockbrokerage firm that operated both online and at branches. In 2017, the company was acquired by TD Ameritrade and Toronto-Dominion Bank. Show less

Bs, Finance

Accounting

Activities and Societies: Kappa Phi Sigma Social Service Fraternity

Certificate, Software Development