Frank Barr
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Frank Barr Email & Phone Number

Senior Associate at Hamilton Lane
Location: Southampton, Pennsylvania, United States 12 work roles 3 schools
1 work email found @ccmg.com 2 phones found area 215 LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email f****@ccmg.com
Direct phone (215) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Hamilton Lane
Role
Senior Associate
Location
Southampton, Pennsylvania, United States
Company size
114 employees

Who is Frank Barr? Overview

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Quick answer

Frank Barr is listed as Senior Associate at Hamilton Lane, a company with 114 employees, based in Southampton, Pennsylvania, United States. AeroLeads shows a work email signal at ccmg.com, phone signal with area code 215, and a matched LinkedIn profile for Frank Barr.

Frank Barr previously worked as Relationship Manager at Clark Capital Management Group and Maitre'D at Spring Mill Country Club. Frank Barr holds Bachelor Of Business Administration (B.B.A.), Finance, And Minor In Marketing from Temple University.

Company email context

Email format at Hamilton Lane

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{first_initial}{last}@ccmg.com
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AeroLeads found 1 current-domain work email signal for Frank Barr. Compare company email patterns before reaching out.

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Profile bio

About Frank Barr

I am currently employed at Clark Capital Management Group as a Relationship Manager. I am a hard working, outgoing employee who tries to bring my positive personality everywhere I go. I believe being honest and down to earth are two of the most important characteristics not just dealing in business but in every aspect of life. I currently hold my Series 7 and 63 and am excited to learn more about the finance industry.

Listed skills include Leadership, Teamwork, Public Speaking, Catering, and 7 others.

Current workplace

Frank Barr's current company

Company context helps verify the profile and gives searchers a useful next step.

Hamilton Lane
Hamilton Lane
Senior Associate
Southampton, PA, US
Website
ccmg.com
Employees
114
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Company profile
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12 roles

Frank Barr work experience

A career timeline built from the work history available for this profile.

Maitre'D

Spring Mill Country Club

Ivyland, Pennsylvania, United States

  • Work with people on the happiest days of their lives (Weddings and Bar/Bat Mitzvah). Make our guests experience memorable and make sure they really enjoy themselves and have a great time.
  • Provide service to guests at a private club of approximately 150 members who use the benefits of the club that include the golf course and restaurant.
  • Cater to 350 guests at each event by providing excellent and speedy service and fulfilling guests’ needs.
  • Manage all tables and monitor the dining room to ensure optimal guest experience.
Jul 2017 - Dec 2022

Advisor Case Representative

Vanguard

Malvern, Pennsylvania, United States

  • Assisting advisors with answering questions on how transfers from other institutions take place, internal processes are completed and complex issues are accomplished.
  • Work directly with clients to be a single point of contact while handling any questions they have with their managed accounts until the problem has been resolved.
  • Handling 175 situations per month in a timely manner and working with other departments and clients to ensure each request is completed in its entirety.
May 2021 - Aug 2022

Brokerage Investment Professional

Vanguard

Malvern, Pennsylvania, United States

  • Analyze clients’ portfolios and educate them on the importance of asset allocation on achieving short and long-term goals.
  • Support investors with processing trades for stocks, mutual funds, ETFs and providing assistance with explaining different securities.
  • Assist with opening a variety of accounts such as trusts, IRAs, and individual brokerage accounts.
  • Provide education about Vanguard’s philosophy on investing and the advantages of diversification.
Aug 2017 - May 2021

Finance Intern

Lincoln Financial Advisors

Cherry Hill, New Jersey

  • Prepared presentations and spreadsheets detailing high net worth clients for a Five Star Wealth Manager.
  • Created and maintained financial models to determine cash flows, asset values and wealth accumulation for clients.
  • Gained knowledge regarding investments, annuities and mutual fund products utilized in the high net worth market.
May 2016 - Sep 2016

Lifeguard

Afc Fitness

Feasterville, PA

Jul 2014 - Aug 2016

Food Server

Dominick'S Pizza Shoppe

Richboro, PA

Aug 2013 - May 2015

Register/Deli/Cook

Blitz'S Markets

Ocean City, New Jersey

Jun 2011 - Aug 2013
Team & coworkers

Colleagues at Hamilton Lane

Other employees you can reach at ccmg.com. View company contacts for 114 employees →

BF Brian Fitzgerald Brian Fitzgerald Colleague at Hamilton Lane Boston, Massachusetts, United States, United States View → HC Helen Campbell Helen Campbell Colleague at Hamilton Lane Philadelphia, Pennsylvania, United States, United States View → RM Rich Moss Rich Moss Colleague at Hamilton Lane Philadelphia, Pennsylvania, United States, United States View → FM Finbar Mcclintock Finbar Mcclintock Colleague at Hamilton Lane Floral Park, New York, United States, United States View → SE Steven Elf Steven Elf Colleague at Hamilton Lane Charlotte, North Carolina, United States, United States View → BS Bonnie Steczynski Bonnie Steczynski Colleague at Hamilton Lane United States, United States View → TM Tyler Marlatt, Cima® Tyler Marlatt, Cima® Colleague at Hamilton Lane Greater Chicago Area, United States View → CC Colene Clark Bittone Colene Clark Bittone Colleague at Hamilton Lane Philadelphia, Pennsylvania, United States, United States View → BS Beverly Smith Beverly Smith Colleague at Hamilton Lane Philadelphia, Pennsylvania, United States, United States View → TT Terence Thompson Terence Thompson Colleague at Hamilton Lane Philadelphia, Pennsylvania, United States, United States View →
3 education records

Frank Barr education

Bachelor Of Business Administration (B.B.A.), Finance, And Minor In Marketing

Temple University

Education record

Council Rock High School South

Received Honor Roll (2013) Voted Best Personality by Class of 2013 Played Lacrosse (2011-2013) and Golf (2011-2012) Member of Latin Club.

FAQ

Frequently asked questions about Frank Barr

Quick answers generated from the profile data available on this page.

What company does Frank Barr work for?

Frank Barr works for Hamilton Lane.

What is Frank Barr's role at Hamilton Lane?

Frank Barr is listed as Senior Associate at Hamilton Lane.

What is Frank Barr's email address?

AeroLeads has found 1 work email signal at @ccmg.com for Frank Barr at Hamilton Lane.

What is Frank Barr's phone number?

AeroLeads has found 2 phone signal(s) with area code 215 for Frank Barr at Hamilton Lane.

Where is Frank Barr based?

Frank Barr is based in Southampton, Pennsylvania, United States while working with Hamilton Lane.

What companies has Frank Barr worked for?

Frank Barr has worked for Hamilton Lane, Clark Capital Management Group, Spring Mill Country Club, Vanguard, and The Professional Sales Organization.

Who are Frank Barr's colleagues at Hamilton Lane?

Frank Barr's colleagues at Hamilton Lane include Brian Fitzgerald, Helen Campbell, Rich Moss, Finbar Mcclintock, and Steven Elf.

How can I contact Frank Barr?

You can use AeroLeads to view verified contact signals for Frank Barr at Hamilton Lane, including work email, phone, and LinkedIn data when available.

What schools did Frank Barr attend?

Frank Barr holds Bachelor Of Business Administration (B.B.A.), Finance, And Minor In Marketing from Temple University.

What skills is Frank Barr known for?

Frank Barr is listed with skills including Leadership, Teamwork, Public Speaking, Catering, Time Management, Spanish, People Skills, and Marketing.

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