For over five years Frank Mcnamara has been working in different jobs. Recently, Frank Mcnamara worked as a Director in Turner Investment Partners widening experience. Frank graduated from University of Massachusetts, Amherst in 2003 where this professional received all the knowledge. This expert has all necessary knowledge and skills for his job, that's proven by these certifications in Certified Investment Management Analyst(Cima®), Fundamentals of Alternative Investments Certificate, and Series 7. You can find this expert in Washington, DC, where he is located nowadays. SoftwareOfficial has all the info you need to contact Frank Mcnamara, such as this person's phone or email address. Send us the request to get additional info.
Name variants:
Francis Mcnamara,
Franklin Mcnamara
Last updated May 15, 2024
Contact Information
Last Update
Jul 7, 2022
Email
fm**@turnerinvestments.com
Location
Washington, DC
Company
Workplace
Colleagues
Work History
Director
Responsible for wholesaling Mutual Funds, SMAs, and L.P.s across all distribution channels(Wirehouses, Independents, RIAs, Banks, and Family Offices) covering Virginia, Maryland, & Washi...
from Oct 2009
Regional Vice President
Regional Vice President: Wire houses & Regionals Washington, D.C., Maryland, Delaware
Jan 07-Feb 09
Responsible for generating variable annuity sales and building relationships in DC, MD...
Jan 2007 — Feb 2009
Separate Account Specialist
John Hancock Private Client Group
Separate Account Wholesaler: All Distribution Channels
New England & East Coast Oct 05-Jan 07
Drove separate account sales in the northeast for institu...
2005 — 2007
Transfer of Assets Analyst
Transfer of Assets Analyst:
Independent Financial Advisors Oct 04-Oct 05
Facilitated smooth transition for Commonwealth Financial Advisors from their former broker-dealer
ÃÂ÷Acknowled...
Oct 2004 — Oct 2005
Education
2000 — 2003
Occupations
Executive
Director
Accountant
Finance and Accounting Specialist
Regional Vice President
Doctor of Medicine
Operations Manager
Accounting Bookkeeper
Bookkeeper
Vice President
Chief Executive
Skills
Mutual Funds
Series 7
Series 63
Separately Managed Accounts
Investments
Asset Allocation
Alternative Investments
Hedge Funds
Wealth Management
Retirement Planning
Financial Advisory
Series 65
Asset Management
Fixed Income
Investment Advisory
Securities
Banking
Investment Strategies
Investment Management
Strategic Financial Planning
Equities
Fixed Annuities
Financial Planning
Public Speaking
Mlp
Etfs
Series 24
Finra
Reit
Consultative Approach
Rias
Cima
401K
Relationship Management
Portfolio Management
Business Development
FAQs about Frank Mcnamara
What's the main profession of Frank Mcnamara?
Frank Mcnamara is a External Wholesaler.
What are the profession of The expert?
These person's professions are Executive and Director
Where does Frank Mcnamara live?
Washington, DC is the place where Frank Mcnamara currently lives
Does the expert have the email address?
fm**@turnerinvestments.com is The expert's email address.
How many companies did Frank Mcnamara work at?
The professional worked at four jobs.
What education does Frank Mcnamara have?
Frank studied at the University of Massachusetts, Amherst from 2000 to 2003.
What are the certifications of Frank Mcnamara?
The professional received the following certifications: Certified Investment Management Analyst(Cima®), Fundamentals of Alternative Investments Certificate, and Series 7.
Are there any special industries, that Frank Mcnamara works in?
This person works in Financial Services industry.