Frank Silverberg Email & Phone Number

New York, Ny, Us

Greater New York City Area

Raised over $3,000 and ran in the New York City Marathon

HOW DO YOU DEFINE WEALTH? I believe that every investor defines wealth in their own way. That is why I insist on serving each client in an individually tailored fashion.As a Private Wealth Manager, my aim is to both serve and educate my clients, helping them meet their present needs and attain future financial goals or dreams. As a Life Insurance Professional I assist my clients in retirement planning and wealth transfer.As a Wealth Management firm with partners having over one hundred years of investing experience Fogel Neale works exclusively with highly successful individuals,dual-income households and families who have become increasingly skeptical of their financial advisors.We see this newfound skepticism as healthy, and strive for total transparency at every stage of our investment process.

• Sourced prospective clients, capitalized on bank referrals, profiled customer needs, referred clients to the appropriate service providers and executed highly customized investment solutions to meet the needs of the client.• Sold securities, annuities, and insurance products to new and established accounts.• Developed new business through leads generated from banking partner and relationship building skills. • Provided prudent and suitable investment recommendations to individual and corporate clients.• Maximized revenues and profits by building strategic client and business partner relationships.

Greater New York City Area

Developed as extensive list of clients by cold-calling and prospecting, combined with attentive and courteous follow up.Presented policies to employees in professional and consultative manner and organized and managed the enrollment process.

Sales of imported textile to woman's apparel manufacturors. Worked for various textile concerns and represented textile mills as a independent rep.

Education record

Studied Law

B.S., Finance, Marketing,Accounting

Activities and Societies: Vice President Junior ClassZeta Beta Tau

High School Diploma, Academic