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Tom Frank is listed as Vice President, Investment Services at Bryn Mawr Trust Wealth Management at Bryn Mawr Trust, based in Wayne, Pennsylvania, United States. AeroLeads shows a work email signal at bmtc.com and a matched LinkedIn profile for Tom Frank.
Tom Frank previously worked as Vice President, Investment Services at Bryn Mawr Trust and Vice President, Client Services at Hillview Capital Advisors, Llc. Tom Frank holds Bachelor Of Science (Bs), Accounting from Cabrini University.
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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
Listed skills include Mutual Funds, Asset Management, Client Services, Financial Services, and 16 others.
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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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Tom Frank works for Bryn Mawr Trust.
Tom Frank is listed as Vice President, Investment Services at Bryn Mawr Trust Wealth Management at Bryn Mawr Trust.
AeroLeads has found 1 work email signal at @bmtc.com for Tom Frank at Bryn Mawr Trust.
Tom Frank is based in Wayne, Pennsylvania, United States while working with Bryn Mawr Trust.
Tom Frank has worked for Bryn Mawr Trust, Hillview Capital Advisors, Llc, Morgan Stanley Investment Management, and Sei.
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Tom Frank holds Bachelor Of Science (Bs), Accounting from Cabrini University.
Tom Frank is listed with skills including Mutual Funds, Asset Management, Client Services, Financial Services, Asset Allocation, Alternative Investments, Equities, and Portfolio Management.
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