Brian Frack is a highly qualified expert, that works in United Capital Financial Advisers main office of which is in 618. on the position of Wealth Manager from 2018. Brian Frack gained professional experience in more than seven positions at different companies. Brian Frack went to the Boston University and received education from 2014 to 2017. This expert has these professional qualifications: Certified Financial Planner. Newport Beach, California is the city, where this person was known to settle. The professional's phone and email can be accessed through this website by request.
Name variants:
Bryan Frack,
Bryant Frack
Last updated Jul 02, 2024
Contact Information
Last Update
Jul 6, 2022
Location
Newport Beach, CA
Company
United Capital Financial Advisers, Llc
Workplace
Wealth Manager
Work History
Wealth Manager
620 Newport Center Dr SUITE 500, Newport Beach, CA 92660
Advise clients in the areas of investment, tax, retirement, education, insurance and estate planning, taking a holistic view of each client’s financial needs in order to help them gain clari...
from Aug 2018
Relationship Manager
620 Newport Center Dr SUITE 500, Newport Beach, CA 92660
from May 2015
Financial Advisor
200 north Martingale Rd, Schaumburg, IL 60173
Worked with clients to develop a financial plan that took into account all aspects of their personal and financial lives.
Aug 2014 — Mar 2015
Associate Pastor
2000 Las Gallinas Ave, San Rafael, CA 94903
Partnered with families and individuals to assess their lives and guide them in a positive direction. Oversaw the management of a $2M facility and a $500K annual budget.
Aug 2001 — Feb 2014
Technology Instructor and Coordinator
3400 Quadrangle Blvd, Orlando, FL 32817
Managed all computer information systems in a K-12 international school, and instructed faculty and students, ranging from elementary to adults, on information technology.
Aug 1998 — Jun 2001
Research Analyst
Developed business strategies through industry research and analysis in a team-oriented, project-based environment.
Jan 1996 — Jun 1998
Nuclear Submarine Officer
Oversaw the safe operation of the ship and managed departments ranging from 6 to 60 technicians responsible for operating and maintaining engineering equipment on a nuclear powered submarine...
Apr 1991 — May 1995
Education
2014 — 2017
2014 — 2016
2001 — 2004
1986 — 1990
1989 — 1990
1985 — 1989
Occupations
Executive
Manager
Accountant
Finance and Accounting Specialist
Sales Specialist
Relationship Manager
Operations Manager
Accounting Bookkeeper
Bookkeeper
Account Service Manager
Customer Service
Skills
Financial Analysis
Financial Planning
Relationship Building
Advising People
Business Analysis
Budget Management
Public Speaking
Team Management
Project Management
Information Technology
Administration
Wealth Management
Retirement Planning
Insurance Planning
FAQs about Brian Frack
What's the main profession of Brian Frack?
The expert is a Wealth Manager.
What jobs is Brian Frack a professional at?
Brian Frack is a professional such jobs as Executive and Manager.
Where does Brian Frack currently live?
Brian Frack lives in Newport Beach, California.
Where did Brian Frack work?
The professional worked at United Capital Financial Advisers, Llc, United Capital Financial Advisers, Llc.
What education does Brian Frack have?
Brian studied at the Boston University from 2014 to 2017.
What are the certifications of Brian Frack?
This professional received the following certifications: Certified Financial Planner.
Are there any professional industries, that Brian Frack works in?
This person works in Financial Services industry.
Are there any special skills Brian Frack has?
This professional has such skills as Financial Analysis, Financial Planning, Relationship Building, Advising People, Business Analysis, Budget Management, Public Speaking, and Team Management.