Frank Lessick
Senior Director - Investments at ValMark Financial Group
📍 Akron, Ohio, United States
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.
Read the full overview →Experience
22 Years
Current Role
Senior Director - Investments
Job Level
Senior
Location
Akron, Ohio, United States
Personality Overview
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Priorities
Topics Frank cares 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.
Career
Work history
5-2018
Senior Director - Investments
ValMark Financial Group
5-2012 - 5-2018
Director of Trading
ValMark Financial Group
1-2008 - 5-2012
Director of Advisory Operations
ValMark Financial Group
10-2004 - 11-2007
Operations Supervisor
KeyBanc Capital Markets
6-2003 - 10-2004
Operations Associate
McDonald Investments, Inc.
In the press
Media appearances
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Education
2006 - 2009
MBA
Ashland University
1999 - 2003
BSBA
John Carroll University
Social presence
Other ValMark Financial Group Employees
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