Adam Frank
Senior Implementation Analyst at Financial Services Company
Based in Portland, United States
7-day free trial · no credit card
Seniority
Staff
Department
Information Technology
Location
Portland
Industry
Investment Management
Company size
2
Contact information
Reveal Adam's email and phone
Direct contact data is gated. Sign up and reveal. You only pay for verified records.
a•••••••@ameriprise.com
Phone
5 credits+1 ••• •••• ••••
You only pay for valid records. Bounced emails and disconnected numbers cost nothing.
Background
About Adam Frank
As an Implementation Analyst for a Financial Services Company (employer undisclosed due to company policy), I am responsible for the successful setup of transfer and startup retirement plans. I communicate with plan sponsors, advisors, brokers, and account managers throughout the implementation process to prepare plan documents, review plan provisions, and coordinate transfer of assets and records. I am a full-time teleworker based out of Portland, Oregon and have more than 10 years of experience in the financial services industry. I am a licensed Series 6 Representative.
Decision-makers
Other people at Financial Services Company
- PPOther
Pranav Pahade
Financial Associate at a Financial Services Company · Other
- AKManager
Abhishek Katale
Senior Associate · Finance & Accounting
- ASStaff
Abhishek Satputale
Research Analyst · Research & Development
- CSVp
Carlan Snipes
Field VP · General Business & Management
- AJStaff
Ashley J. Brenneman
Project Manager, Marketing & Communications · General Business & Management
Build a list of verified contacts at Financial Services Company
Free for 7 days · 50 credits · no card · only pay for verified records.
Reach more buyers like Adam
250M+ professionals with verified email and phone. You only pay for records that actually verify.
7-day trial · no credit card · cancel anytime