Frank Lessick serves as the Senior Director of Investments at Valmark Financial Group. In this capacity, he is responsible for overseeing investment trading, trade surveillance, and managing the firms relationships with its RIA Member Offices. He holds an MBA from Ashland University and a BSBA in Finance from John Carroll University.
Frank Lessick
Senior Director - Investments at ValMark Financial Group
Akron, Ohio, United States
Overview
Topics They Care About
Investment Trading
His role centrally involves responsibility for all investment trading and trade surveillance for broker-dealer and RIA accounts at Valmark.
RIA Relationship Management
A key part of his responsibilities includes managing the relationships with Valmark's Registered Investment Adviser (RIA) Member Offices.
Portfolio Management
He is involved with products like the TOPS® portfolios and is responsible for creating quarterly performance reports on wealth solutions accounts.
Media Appearances
Frank has no verified media appearances
Work History
5-2018
Senior Director - Investments at ValMark Financial Group
5-2012 - 5-2018
Director of Trading at ValMark Financial Group
1-2008 - 5-2012
Director of Advisory Operations at ValMark Financial Group
10-2004 - 11-2007
Operations Supervisor at KeyBanc Capital Markets
6-2003 - 10-2004
Operations Associate at McDonald Investments, Inc.
Education
2006 - 2009
MBA from Ashland University
1999 - 2003
BSBA from John Carroll University
More Information
Social Presence :
Prographics :
Exp : 22
Location : Akron, Ohio, United States
Job Level : Senior
Designation : Senior Director - Investments at ValMark Financial Group
