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@wfadvisors.com
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Mitchell Frankel, Crpc® is listed as First Vice President - Investment Officer at Lakeside Wealth Management Group of Wells Fargo Advisors at Wells Fargo Advisors, a with 14520 employees, based in Greater Cleveland, United States. AeroLeads shows a work email signal at wfadvisors.com, phone signal with area code 216, 440, and a matched LinkedIn profile for Mitchell Frankel, Crpc®.
Mitchell Frankel, Crpc® previously worked as First Vice President - Investment Officer at Wells Fargo Advisors and President at Frankel Investment Company. Mitchell Frankel, Crpc® holds B.S.E., Management And Finance from University Of Pennsylvania - Wharton.
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AeroLeads found 1 current-domain work email signal for Mitchell Frankel, Crpc®. Compare company email patterns before reaching out.
I enjoy knowing everyone and helping people make connections. This makes my role as an adviser a natural for me and is an asset to my team and our clients. What do we do?We specialize in helping to preserve the wealth of families and individuals in good times and in bad. By we, I mean my team - Lakeside Wealth Management Group of Wells Fargo Advisors. We work with over 400 households and currently advise on over $850 Million in client assets as of 4/2/24 focusing on the use of independent money managers in order to help our clients succeed.In addition to applicable securities registrations, including Series 7 and 66 registrations, I hold the Chartered Retirement Planning Counselor (CRPC®) professional certification as well as life and variable annuity licenses. We seek opportunities to help entrepreneurs, owners/operators and individuals to manage their wealth. As a Chartered Retirement Planning Counselor (CRPC®), I strive to help each one of my clients plan for a financial future in a way that best meets their individual goals. Whether you are planning your retirement, saving for your children's or grandchildren's education, or looking to preserve your wealth, I am here to help. Please contact me by email at mitchell.frankel@wfadvisors.com or by phone at 216-378-2761. I cannot respond to messages through LinkedIn InMail.This information is intended for use by residents of AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MT, NC, NM, NV, NY, OH, OR, RI, SC, TX, VA, WA and WI only.Branch Address:Wells Fargo Advisors30050 Chagrin Blvd., Suite 150Pepper Pike, Ohio 44124/*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social
Listed skills include Investments, Retirement Planning, Strategic Planning, Securities, and 14 others.
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We believe Lakeside Wealth Management Group of Wells Fargo Advisors - is a team with the experience to handle our clients' needs with skill, confidentiality and proactive service.
Frankel Investment Company, Inc. was a vehicle to help take companies in need of venture capital to the next step. This help would be in the form of personal capital, management expertise and securing of additional outside funds. Projects included 1) Calcol, Inc (CLCL.PK) - pink sheets company which created a pharmaceutical manufacturing and an RC Cola JV in China and 2) Solar Protective Factory, Inc. - an owner of a patent Pending fabric which blocks 99% of UV Rays 3) Ed Wolf Shaker Saab - a New and Used car dealer 4) Crooked River Brewery - Cleveland's premier microbrewery - took over the brewery to take through Chapter 11; successfully raised $700,000 to complete reorganization.
Worked closely with Levin Consulting's senior team (www.levinconsulting.com) to cover rapidly changing business needs of the emerging technology marketplace. Advise clients on technology transfer/licensing, brand licensing, financing, mergers, acquisitions and other strategic and confidential transactions. Also help generate, assess and implement tailored growth-oriented transaction programs for clients. Areas of expertise include sales and divestitures; strategic planning for acquisitions and alliances; focused acquisition program and joint ventures.
Middle market merger and acquisition advisory. Worked on manufacturing and distribution exclusive sale engagements.
Premier microbrewery located in the flats of Cleveland.
Joined the company as President (and 50% owner) on January 1, 1990. As a consulting firm, AscenTech established itself as a premier provider of long distance, data and implementation services to large corporate clients. As a telecommunications auditing service, AscenTech was responsible for a $28,000,000 refund being paid by AT&T. The company was profitable from inception.Areas of responsibilities included day to day operations, implementation planning and finance.
DFT Lighting, Inc (a $70,000,000 division of Genlyte - now a part of Philips Lighting Business Unit). Responsible for all customer service, data processing, telecommunications and warehousing functions.Completed a three year implementation of an ERP system on an IBM AS400.
Distributor of plumbing and electrical supplies.
Other employees you can reach at wellsfargoadvisors.com. View company contacts for 14520 employees →
Mark Chapman
Colleague at Wells Fargo AdvisorsGreater Sacramento, United States
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Daniel O'Brien
Colleague at Wells Fargo AdvisorsFort Mill, South Carolina, United States
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Kyle Radley
Colleague at Wells Fargo AdvisorsWaltham, Massachusetts, United States
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Michael Reuben, Cfa, Cfp(R)
Colleague at Wells Fargo AdvisorsNew York, United States
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Nick Kass, Cfp®
Colleague at Wells Fargo AdvisorsCharleston, South Carolina, United States
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Jackson Schott
Colleague at Wells Fargo AdvisorsRichmond, Virginia, United States
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Willie Lanier
Colleague at Wells Fargo AdvisorsMidlothian, Virginia, United States
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Ryan Trudzinski
Colleague at Wells Fargo AdvisorsUnited States
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Robert Packin
Colleague at Wells Fargo AdvisorsMission Viejo, California, United States
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Paula Howard
Colleague at Wells Fargo AdvisorsSt Louis, Missouri, United States
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Activities and Societies: Beta Gamma Sigma, Sigma Alpha Mu, Summa Cum Laude
Activities and Societies: Football; Swimming; Squash; Tennis; Photographer - US News.
Quick answers generated from the profile data available on this page.
Mitchell Frankel, Crpc® works for Wells Fargo Advisors.
Mitchell Frankel, Crpc® is listed as First Vice President - Investment Officer at Lakeside Wealth Management Group of Wells Fargo Advisors at Wells Fargo Advisors.
AeroLeads has found 1 work email signal at @wfadvisors.com for Mitchell Frankel, Crpc® at Wells Fargo Advisors.
AeroLeads has found 4 phone signal(s) with area code 216, 440 for Mitchell Frankel, Crpc® at Wells Fargo Advisors.
Mitchell Frankel, Crpc® is based in Greater Cleveland, United States while working with Wells Fargo Advisors.
Mitchell Frankel, Crpc® has worked for Wells Fargo Advisors, Frankel Investment Company, Levin M&A Consulting, The Transaction Group, and Crooked River Brewery.
Mitchell Frankel, Crpc®'s colleagues at Wells Fargo Advisors include Mark Chapman, Daniel O'Brien, Kyle Radley, Michael Reuben, Cfa, Cfp(R), and Nick Kass, Cfp®.
You can use AeroLeads to view verified contact signals for Mitchell Frankel, Crpc® at Wells Fargo Advisors, including work email, phone, and LinkedIn data when available.
Mitchell Frankel, Crpc® holds B.S.E., Management And Finance from University Of Pennsylvania - Wharton.
Mitchell Frankel, Crpc® is listed with skills including Investments, Retirement Planning, Strategic Planning, Securities, Retirement, Financial Services, Personal Finance, and Life Insurance.
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