Mitchell Frankel, Crpc® Email and Phone Number
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Mitchell Frankel, Crpc® personal email
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Mitchell Frankel, Crpc® phone numbers
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
Wells Fargo Advisors
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- wellsfargoadvisors.com
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First Vice President - Investment OfficerWells Fargo Advisors Jan 2008 - PresentWe 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.
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PresidentFrankel Investment Company Jul 1994 - Jan 2008Frankel 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.
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Managing DirectorLevin M&A Consulting Jan 2000 - Dec 2007Worked 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.
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Senior ConsultantThe Transaction Group Jan 1999 - Dec 2000Middle market merger and acquisition advisory. Worked on manufacturing and distribution exclusive sale engagements.
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PresidentCrooked River Brewery 1997 - 1998Premier microbrewery located in the flats of Cleveland.
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PresidentAscending Technologies Jan 1990 - Jun 1994Joined 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.
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Vice-President Of AdministrationDft Lighting (A Division Of Genlyte - Now Philips Lighting) Aug 1986 - Dec 1989DFT 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.
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Sales ManagerFrankelite May 1981 - Jul 1986Distributor of plumbing and electrical supplies.
Mitchell Frankel, Crpc® Skills
Mitchell Frankel, Crpc® Education Details
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University Of Pennsylvania - WhartonManagement And Finance -
Laura And Alvin Siegal College Of Judaic StudiesReligious Studies
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Pomona CollegeEconomics
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University School
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Mercer
Frequently Asked Questions about Mitchell Frankel, Crpc®
What company does Mitchell Frankel, Crpc® work for?
Mitchell Frankel, Crpc® works for Wells Fargo Advisors
What is Mitchell Frankel, Crpc®'s role at the current company?
Mitchell Frankel, Crpc®'s current role is First Vice President - Investment Officer at Lakeside Wealth Management Group of Wells Fargo Advisors.
What is Mitchell Frankel, Crpc®'s email address?
Mitchell Frankel, Crpc®'s email address is jo****@****aol.com
What is Mitchell Frankel, Crpc®'s direct phone number?
Mitchell Frankel, Crpc®'s direct phone number is +121649*****
What schools did Mitchell Frankel, Crpc® attend?
Mitchell Frankel, Crpc® attended University Of Pennsylvania - Wharton, Laura And Alvin Siegal College Of Judaic Studies, Pomona College, University School, Mercer.
What skills is Mitchell Frankel, Crpc® known for?
Mitchell Frankel, Crpc® has skills like Investments, Retirement Planning, Strategic Planning, Securities, Retirement, Financial Services, Personal Finance, Life Insurance, Asset Allocation, Investment Strategies, Insurance, Long Term Care Insurance.
Who are Mitchell Frankel, Crpc®'s colleagues?
Mitchell Frankel, Crpc®'s colleagues are Darrel Rogers, David Frankel, Dave Scheibel, Kathy Nesbit, Terri Lane, Dam Fool, Michael Edelson.
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