Frank Szymanek Email and Phone Number
Frank Szymanek work email
- Valid
- Valid
- Valid
Frank Szymanek personal email
I am an accomplished, entrepreneurial professional with expertise in asset management and retirement plans working with institutional and wealth management clients. I have produced significant achievements in leadership roles leading to substantial asset and revenue growth. I have also developed considerable thought leadership to transform market brand. I am committed to on-going continuing education.Skills:Consultative Solutions Provider | Executive-Level Relationship Management | Business Development Expertise | Entrepreneurial Leadership | Brand Building Thought Leadership | Commitment to LearningAccomplishments: • Modernized DC retirement plan relationships, including launched multiple employer plans (MEPs) to deliver $.5 billion+ AUM growth• Sold and led RFI and RFP evaluation services for investment advisors, OCIOs, recordkeepers, actuaries and other service providers for institutional and family office clients at approximately $50,000+ per project• Served as expert witness in breach of fiduciary duties litigation• Transformed market brand producing thought leadership pieces, including webinars, videos, white papers, case studies, conference speaker and media quotes• Certifications include CIMA® and CFP®; also passed the Illinois Bar and CPA exams; complete in excess of 40 hours bi-annual continuing education
North Pier Search Consulting
View-
Senior ConsultantNorth Pier Search Consulting Oct 2021 - PresentMarina Del Rey, California, Us• Lead consultant for DC retirement plan relationships facilitating fiduciary governance, investment analysis, recordkeeper oversight, participant education oversight, plan design and fees benchmarking• Lead project manager for fiduciary governance oversight and service provider RFI and RFP evaluations for investment advisors, recordkeepers and actuaries on retirement plans and OCIO managers for foundations / endowments ranging from tens of millions to multi-billion dollars• Projects include evaluation of multiple employer plans (MEPs) and pooled employer plans (PEPs)• Served as expert witness in breach of fiduciary duties litigation
-
Senior ConsultantPlanpilot 2017 - 2021• Lead consultant for DC retirement plan relationships, including MEPs, with $1.5 billion+ in assets under administration, average size $154 million, facilitating fiduciary governance, investment analysis, recordkeeper oversight, participant education, plan design and fees benchmarking• Created role as project manager for service provider due diligence, including coordinated the marketing efforts, developed the evaluation process and reporting, and maintained a 40+ manager database• Transformed market brand by producing dozens of thought leadership pieces on fiduciary best practices, effective OCIO oversight, ESG and custom target date solutions, and participant education effectiveness
-
National Accounts Relationship ManagerNorthern Trust Asset Management 2012 - 2017Chicago, Illinois , Us• Developed and managed 15 key sub-advisory relationships at C-suite level with over $36 billion in AUM • Drove growth in AUM of over 15% (about $5 billion annually) in consecutive years with sub-advised and financial intermediary clients, including new multi-asset class managed account solutions -
Product SpecialistNorthern Trust Asset Management 2011 - 2012Chicago, Illinois , Us• Drove marketing efforts, competitive research, pricing analysis, presentations and proposals supporting over $400 billion in fixed income solutions leading to growth in AUM• Transformed key marketing collateral to better align investment positioning with client needs
-
Client Service - Team LeaderNorthern Trust Asset Management 2007 - 2011Chicago, Illinois , Us• Managed and mentored a 16-person client services team responsible for cultivating over 200 institutional and wealth management client relationships with over $500 billion in AUM in this newly created position• Developed client service best practices that streamlined the relationship management process, reduced errors, and boosted client satisfaction
-
Investment Relationship Manager - Team LeaderNorthern Trust Asset Management 2003 - 2007Chicago, Illinois , Us• Developed and led a new team of 5 charged with institutional client growth and retention• Developed a comprehensive business plan to create a best-in-class sales and service model that generated $5 million of new annual revenue and was matched by other teams
-
Client Portfolio Manager - OcioNorthern Trust Asset Management 1999 - 2003Chicago, Illinois , Us• Managed investment programs, including developed asset allocation strategies, investment solutions selection and oversight, documented in investment policy statements and led portfolio review presentations• Grew and managed over $500 million in AUM of 50 institutional and family office clients in this new role
Frank Szymanek Skills
Frank Szymanek Education Details
-
University Of Illinois Chicago School Of LawLaw -
The Wharton SchoolInvestments And Securities
-
Depaul UniversityFinancial Planning And Services
-
Elmhurst UniversityBachelor Of Science In Economics And Accounting
Frequently Asked Questions about Frank Szymanek
What company does Frank Szymanek work for?
Frank Szymanek works for North Pier Search Consulting
What is Frank Szymanek's role at the current company?
Frank Szymanek's current role is Retirement Plan Consultant | Fiduciary Governance Expertise | Asset Management | Wealth Management | OCIO Specialist | Relationship Management | Business Development.
What is Frank Szymanek's email address?
Frank Szymanek's email address is fr****@****lot.com
What schools did Frank Szymanek attend?
Frank Szymanek attended University Of Illinois Chicago School Of Law, The Wharton School, Depaul University, Elmhurst University.
What skills is Frank Szymanek known for?
Frank Szymanek has skills like Relationship Management, Investments, Asset Management, Asset Allocation, Portfolio Management, Alternative Investments, Product Management, Marketing Management, Team Management, Superior Client Service, Revenue And Profit Growth, Sales.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial