Tom Frank

Tom Frank Email and Phone Number

Vice President, Investment Services at Bryn Mawr Trust Wealth Management @ Bryn Mawr Trust
Tom Frank's Location
Wayne, Pennsylvania, United States, United States
Tom Frank's Contact Details

Tom Frank personal email

n/a
About Tom Frank

Results oriented Financial Services Professional with more than 20 years of experience in the global financial services industry in both large and small firms working with institutional clients and high net worth individuals. In-depth understanding and fluency in front and back office roles with hands-on experience in Client Service, Portfolio Management, Operations, Compliance, Reporting, and Trading. Expertly translates business needs of multiple departments into clear technical requirements to implement and/or improve mission critical business processes. Known for collaborative leadership style and for calmly and creatively solving a wide variety of operational and client issues. Key strengths and areas of expertise include:• Operating Procedures and Controls, including AML and Cyber Security• Client Reporting and On-Boarding • Transaction Processing • Project Management• Pricing and Valuation• Negotiation Skills• Vendor Management/Risk Management• Leading and Coaching Teams

Tom Frank's Current Company Details
Bryn Mawr Trust

Bryn Mawr Trust

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Vice President, Investment Services at Bryn Mawr Trust Wealth Management
Tom Frank Work Experience Details
  • Bryn Mawr Trust
    Vice President, Investment Services
    Bryn Mawr Trust Jul 2015 - Present
    Bryn Mawr, Pa, Us
    Represent Wealth Division investment team on matters affecting operations. Work with vendors to maximize use of systems including performance reporting, trading, and Reg-9 account reviews. Oversee Custody department with $1billion in assets under administration.
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  • Hillview Capital Advisors, Llc
    Vice President, Client Services
    Hillview Capital Advisors, Llc Mar 2004 - 2015
    New York, Ny, Us
    View
  • Morgan Stanley Investment Management
    Senior Associate
    Morgan Stanley Investment Management May 1997 - Mar 2004
    New York, Ny, Us
    View
  • Sei
    International Mutual Fund Accountant And Supervisor
    Sei 1993 - 1997
    Oaks, Pa, Us
    View

Tom Frank Skills

Mutual Funds Asset Management Client Services Financial Services Asset Allocation Alternative Investments Equities Portfolio Management Hedge Funds Securities Investments Trading Fixed Income Management Investment Management Fund Of Funds Relationship Management Middle Office Etfs Fund Administration

Tom Frank Education Details

  • Cabrini University
    Cabrini University
    Accounting

Frequently Asked Questions about Tom Frank

What company does Tom Frank work for?

Tom Frank works for Bryn Mawr Trust

What is Tom Frank's role at the current company?

Tom Frank's current role is Vice President, Investment Services at Bryn Mawr Trust Wealth Management.

What is Tom Frank's email address?

Tom Frank's email address is tf****@****cap.com

What schools did Tom Frank attend?

Tom Frank attended Cabrini University.

What skills is Tom Frank known for?

Tom Frank has skills like Mutual Funds, Asset Management, Client Services, Financial Services, Asset Allocation, Alternative Investments, Equities, Portfolio Management, Hedge Funds, Securities, Investments, Trading.

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