Frank Roe
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Frank Roe Email & Phone Number

Senior Vice President, Sales and Consulting at AssetMark at AssetMark
Location: Greater Chicago Area, United States, United States 6 work roles 1 school
2 work emails found @assetmark.com 4 phones found area 312 and 925 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails · 4 phones

Work email f****@assetmark.com
Direct phone (312) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
AssetMark
Role
Senior Vice President, Sales and Consulting at AssetMark
Location
Greater Chicago Area, United States, United States

Who is Frank Roe? Overview

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Quick answer

Frank Roe is listed as Senior Vice President, Sales and Consulting at AssetMark at AssetMark, based in Greater Chicago Area, United States, United States. AeroLeads shows a work email signal at assetmark.com, phone signal with area code 312, 925, and a matched LinkedIn profile for Frank Roe.

Frank Roe previously worked as Senior Vice President, Sales & Consulting at Assetmark and Vice President, Sales and Consulting at Assetmark. Frank Roe holds Bachelors In Economics, Economics from Denison University.

Company email context

Email format at AssetMark

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{first}.{last}@assetmark.com
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AeroLeads found 2 current-domain work email signals for Frank Roe. Compare company email patterns before reaching out.

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Profile bio

About Frank Roe

Frank manages sales and consulting for AssetMark’s Internal Sales Division, leading teams that produce asset growth and retention by helping financial advisors diversify their clients’ investments via AssetMark’s robust wealth management platform. Together with AssetMark’s National Consultants, Sales Consultants, and Sales Coordinators, Frank supports financial advisors by helping them build and scale their businesses while maintaining the quality of life they desire. Frank has more than 10 years of experience in the investment advisory business. At AssetMark’s predecessor firm, he began as a Sales Consultant supporting Regional Consultants in the field and advisors in various territories before starting his role in sales management in 2010. Prior to AssetMark, Frank worked as a financial advisor helping clients plan to achieve their goals and even spent some time playing arena football. Frank holds a Bachelor of Arts degree in Economics from Denison University. He holds FINRA Series 7, 26, and 66 licenses.

Listed skills include Asset Allocation, Wealth Management, Series 7, Asset Managment, and 27 others.

Current workplace

Frank Roe's current company

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AssetMark
Assetmark
Senior Vice President, Sales and Consulting at AssetMark
Website
assetmark.com
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Company profile
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6 roles

Frank Roe work experience

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

Senior Vice President, Sales & Consulting

Current
Assetmark

Concord, California, US

May 2023 - Present

Vice President, Sales And Consulting

Assetmark

Concord, California, US

Nov 2017 - May 2023

Director, National Consultant Team

Assetmark

Concord, California, US

  • Developed a new National Consulting Team to focus on growing relationships with Financial Advisors. Work closely with departments across the organization to promote a superior advisor/client experience for Advisors we.
  • Provide training and coaching to the sales team to ensure effective re-engagement with financial advisors.
  • Developed distinct sales & marketing campaigns and retention strategis aimed at specific traunches of our advisor base in an effort to increase share of wallet.
  • Use Miller Heiman methodology to promote a joint-venture sales approach to identify desired advisor wins & business results and apply AssetMark’s comprehensive platform to achieve a win-win sale.
Jan 2015 - Nov 2017

Internal Sales Team Leader - East

Assetmark

Concord, California, US

  • As an Internal Sales Team Leader, I provide support, coaching, and mentorship to each member of my team in order for them to reach their full potential while working within their territories. I am my team's primary.
  • Training and questions regarding our Investment platform and Practice Management offerings.
  • Adapting to the different skills which may be needed to make their territories successful.
  • Solving problems experienced with advisors within their territories, their regional teams, and other departments within the firm.
  • Solving problems experienced within the structure of the office.
Sep 2010 - Dec 2014

Internal Consultant

Assetmark

Concord, California, US

The role of the Internal Consultant is to provide unparalleled consultative support to every financial advisor whom you come into contact with, so that you can help each aspect of GWM’s three-tiered value proposition (Investment Management, Practice Management, and Client Relationship Management) fit into their business as simply and effectively as.

Apr 2008 - Sep 2010

Advisor Services Associate

Assetmark

Concord, California, US

I was responsible for handling various problems that advisors encountered each day in respect to paperwork which they must submit as well as helping to facilitate their relationships with the custodians with which they work. I efficiently and meticulously worked to solve issues with the least bother to the advisor and the highest quality of service to.

Jun 2007 - Apr 2008
Team & coworkers

Colleagues at AssetMark

Other employees you can reach at assetmark.com. View company contacts →

SG Shayana Gois Shayana Gois Colleague at AssetmarkSan Francisco Bay Area, United States, United States View → RD Ryan Dubois Ryan Dubois Colleague at AssetmarkPhoenix, Arizona, United States, United States View → NG Nora Gillis Nora Gillis Colleague at AssetmarkUnited States, United States View → PG Padma Ganne Padma Ganne Colleague at AssetmarkAtlanta Metropolitan Area, United States, United States View → LH Levi Hayes Levi Hayes Colleague at AssetmarkPhoenix, Arizona, United States, United States View → RF Ryan Falcheck Ryan Falcheck Colleague at AssetmarkLos Angeles, California, United States, United States View → GV Gretchen Vollmar Gretchen Vollmar Colleague at AssetmarkMetamora, Ohio, United States, United States View → JF Jamie Freeman Jamie Freeman Colleague at AssetmarkGreater Chicago Area, United States View → JA Jose A. Gallegos Jose A. Gallegos Colleague at AssetmarkAlameda, California, United States, United States View → JM Janae Mayfield Janae Mayfield Colleague at AssetmarkUnited States, United States View →
1 education record

Frank Roe education

  • Denison University
    Denison University
    Economics
FAQ

Frequently asked questions about Frank Roe

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

What company does Frank Roe work for?

Frank Roe works for AssetMark.

What is Frank Roe's role at AssetMark?

Frank Roe is listed as Senior Vice President, Sales and Consulting at AssetMark at AssetMark.

What is Frank Roe's email address?

AeroLeads has found 2 work email signals at @assetmark.com for Frank Roe at AssetMark.

What is Frank Roe's phone number?

AeroLeads has found 4 phone signal(s) with area code 312, 925 for Frank Roe at AssetMark.

Where is Frank Roe based?

Frank Roe is based in Greater Chicago Area, United States, United States while working with AssetMark.

What companies has Frank Roe worked for?

Frank Roe has worked for Assetmark.

Who are Frank Roe's colleagues at AssetMark?

Frank Roe's colleagues at AssetMark include Shayana Gois, Ryan Dubois, Nora Gillis, Padma Ganne, and Levi Hayes.

How can I contact Frank Roe?

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

What schools did Frank Roe attend?

Frank Roe holds Bachelors In Economics, Economics from Denison University.

What skills is Frank Roe known for?

Frank Roe is listed with skills including Asset Allocation, Wealth Management, Series 7, Asset Managment, Alternative Investments, Mutual Funds, Investment Advisory, and Investments.

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