Frank leads the West Region national sales team for SEI’s independent advisor business, helping independent financial advisors grow and streamline their practices.
Previously, Frank was the regional director new advisor relationships for Pennsylvania, New Jersey, and West Virginia, helping to introduce and train financial advisors on SEI Wealth PlatformSM and asset management solutions. Frank joined SEI from Asset Mark Investment Services, where he was a regional consultant.
Frank earned a bachelor of science in business administration from the University of Richmond, and an MBA from Villanova University. Frank holds FINRA Series 7 and 66 licenses.