Frank joined KB Financial in 2021. His role focuses on the day-to-day management of the investment operations as well as client services. He acts as the firm’s liaison with Charles Schwab and third-party money managers. Frank is also responsible for client reporting.
Frank has over 26 years of experience working in the financial industry. Prior to joining the firm, Frank worked as supervisor of advisory services and project management.
Frank resides in Monroe Township, NJ with his wife and four children. He enjoys reading, movies and spending time with his family especially attending sporting events that his children participate in.