Financial Advisor
CurrentWorking with serious long-term investors to develop customized wealth & savings strategies, legacy planning, tax optimization, and retirement planning.
Jul 2024 - Present
AeroLeads people directory · profile
Will Frank Email & Phone Number
Financial Advisor | NYU Stern MBA, Finance & Strategy | Entrepreneur with a passion for service and community.
at
Edward Jones
2 work emails found
@icsummits.com
1 phone found area 347
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 86%
Current company
Role
Financial Advisor | NYU Stern MBA, Finance & Strategy | Entrepreneur with a passion for service and community.
Location
New York City Metropolitan Area, United States, United States
Who is Will Frank? Overview
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Quick answer
Will Frank is listed as Financial Advisor | NYU Stern MBA, Finance & Strategy | Entrepreneur with a passion for service and community. at Edward Jones, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a work email signal at icsummits.com, phone signal with area code 347, and a matched LinkedIn profile for Will Frank.
Will Frank previously worked as Financial Advisor at Edward Jones and President, Co-Founder at Ic Summits. Will Frank holds Master Of Business Administration (M.B.A.), Finance, Corporate Finance, And Strategy from Nyu Stern School Of Business.
Company email context
Email format at Edward Jones
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{first}.{last}@icsummits.com
89% confidence
AeroLeads found 2 current-domain work email signals for Will Frank. Compare company email patterns before reaching out.
Profile bio
About Will Frank
I help professionals, business owners and long-term investors grow, preserve, and transition their wealth. Together, my clients and I work closely to build a personalized vision for the future and an actionable path to get there. By tailoring every aspect of a financial strategy to their long-term goals, I help individuals and families prepare for the unexpected, and better ensure that they, their families, and future generations can lead better lives on their own terms/*********/For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.
Current workplace
Will Frank's current company
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4 roles
Will Frank work experience
A career timeline built from the work history available for this profile.
President, Co-Founder
Trade Show/Expo startup that expanded B2B business development channels that were previously limited due to cost, geography, and industry tradition; Provided enterprise clients with precise new market access using delocalized, large trade shows for senior executives in the Marketing & Advertising, Retail & eCommerce, and Financial Services industries;
May 2015 - Dec 2020
Head Of Global Hedge Fund Coverage
Inc5000 startup organizing capital-raising and investor due diligence conferences in Latin America, Europe, and the USA; developed investment opportunities previously unrecognized and undiscovered for institutional LPs, especially important for Latin American pension funds and family offices; generated reported ~4 billion USD in new capital allocations to.
Feb 2011 - Apr 2015
Executive Assistant To The President
The American Hospital In Tbilisi
Tbilisi-based liaison to strategic partners in government, industry, and civil society, including:- US Senate and US House of Representatives- US State Dept., USAID, and USTDA- US Embassy Georgia- Georgian Ministry of Health & Tourism- Georgian Ministry of Economy- Georgian Strategic Research Center- American Chamber of Commerce in Georgia
Sep 2009 - Sep 2010
3 education records
Will Frank education
Master Of Business Administration (M.B.A.), Finance, Corporate Finance, And Strategy
Nyu Stern School Of Business
Bachelor Of Arts (B.A.), Philosophy
University Of Massachusetts Amherst
British Politics & International Law
University Of Oxford
FAQ
Frequently asked questions about Will Frank
Quick answers generated from the profile data available on this page.
What company does Will Frank work for?
Will Frank works for Edward Jones.
What is Will Frank's role at Edward Jones?
Will Frank is listed as Financial Advisor | NYU Stern MBA, Finance & Strategy | Entrepreneur with a passion for service and community. at Edward Jones.
What is Will Frank's email address?
AeroLeads has found 2 work email signals at @icsummits.com for Will Frank at Edward Jones.
What is Will Frank's phone number?
AeroLeads has found 1 phone signal(s) with area code 347 for Will Frank at Edward Jones.
Where is Will Frank based?
Will Frank is based in New York City Metropolitan Area, United States, United States while working with Edward Jones.
What companies has Will Frank worked for?
Will Frank has worked for Edward Jones, Ic Summits, Markets Group Llc., and The American Hospital In Tbilisi.
How can I contact Will Frank?
You can use AeroLeads to view verified contact signals for Will Frank at Edward Jones, including work email, phone, and LinkedIn data when available.
What schools did Will Frank attend?
Will Frank holds Master Of Business Administration (M.B.A.), Finance, Corporate Finance, And Strategy from Nyu Stern School Of Business.
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