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Frank Dohn, Cfa is listed as Associate Director at Allegro Jet Capital Management, LLC, based in Santa Ana, California, United States. AeroLeads shows a work email signal at wilmingtontrust.com and a matched LinkedIn profile for Frank Dohn, Cfa.
Frank Dohn, Cfa previously worked as First Vice President at East West Bank and Managing Director / Senior Investment Officer at Wilmington Trust Company. Frank Dohn, Cfa holds M.S, Business Administration, Finance from Woodbury University.
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Senior Officer with expertise managing high net worth private and institutional wealth. Strong focus on asset allocation to develop investment portfolios reflecting current economic and market strategies using an open architecture process. Recognized for success in developing new business and relationship management. Strong ability to contribute to any investment policy discussions. Investment focus includes:• Setting asset Allocation Strategy • Strategic Implementation• Investment Reviews • New Business Development• Investment Policy Committee Participant • Relationship Management
Listed skills include Asset Allocation, Investment Strategies, Institutional Investors, Alternative Investments, and 14 others.
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Santa Ana, Ca
Working with the financial community, family offices, and wealthy individuals to finance corporate jet aircraft for charter and ownership purposes.
Develop Advisory investment solutions by providing process and products for HNW clients.
Managed over $450 million in private client investment portfolios for the Western region. Hired and managed three CFA investment advisors for the region. Actively participated in all new business efforts by working closely with the new business development officer as well as outside attorneys and COI's.Identified and monitored suitable outside investment managers for largest relationships.Participated in the new business success of one $100+ million relationship, and with another set of family accounts totaling over $200 million.Remained focused on the $3 - $7 mil target market at Wilmington Trust.Spoke domestically and internationally on asset allocation topics to CFAI societies.Member of the Investment Policy Committee from 2003 through 2006.
Director, Board of Directors for BT California, Inc.Managed senior investment portfolios for the Western Region. Focused on large private clients and foundations with minimum $2 million in size. Oversaw and managed 120 relationships with $350 million total asset base. Actively marketed with Relationship Managers. Rewarded regularly for reflecting good investment performance and new business success.
Managed senior "flagship" trust relationships for high net-worth individuals and charitable foundations, including a California Forbes 400 family. Recognized for sales success consistently being in the upper tier with bonuses reflected on an annual basis.
Managed a portfolio of high net-worth individuals and employee benefit trusts. Heavy responsibility in new business development for high net-worth private clients and employee benefit trust markets. Provided research on several industries. Organized and prepared new marketing materials.
Managed personal and corporate client portfolios. Analyzed and communicated performance results to consultants. Wrote secondary-level research reports from company meetings. Developed new business.
Managed very large (over $200 million) trusts for well-known families and high net-worth individuals, including one Forbes 400 family. Wrote research reports and participated in market strategy and asset allocation meetings.
Municipal bond analyst and trader.
B.S., Finance
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Frank Dohn, Cfa works for Allegro Jet Capital Management, LLC.
Frank Dohn, Cfa is listed as Associate Director at Allegro Jet Capital Management, LLC.
AeroLeads has found 1 work email signal at @wilmingtontrust.com for Frank Dohn, Cfa at Allegro Jet Capital Management, LLC.
Frank Dohn, Cfa is based in Santa Ana, California, United States while working with Allegro Jet Capital Management, LLC.
Frank Dohn, Cfa has worked for Allegro Jet Capital Management, Llc, East West Bank, Wilmington Trust Company, Deutsche Bank, and Bank Of America.
You can use AeroLeads to view verified contact signals for Frank Dohn, Cfa at Allegro Jet Capital Management, LLC, including work email, phone, and LinkedIn data when available.
Frank Dohn, Cfa holds M.S, Business Administration, Finance from Woodbury University.
Frank Dohn, Cfa is listed with skills including Asset Allocation, Investment Strategies, Institutional Investors, Alternative Investments, Fixed Income, Relationship Management, Equity Research, and Economics.
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