Frank Hosmer

Experience

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  Merrill Lynch

  Mar 2006 - Nov 2008

  Financial Advisor

  I established and grew a strong client base for a team managing over $250M in assets. As such, I conceived and executed innovative marketing strategies to develop and enhance relationships with new and existing clients.Some of my most significant contributions included:* Regularly presenting engaging and informative Wealth Management seminars to large audiences.* Achieving three-time nomination for Paths of Achievement Champion.

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  JPMorgan Chase & Co.

  Nov 2008 - Jan 2013

  Investment Manager, Vice President

  I recruited, trained, and managed 26 new and existing financial advisors with $1.1B in investments. I also created and implemented enhanced investment training throughout the Northeast Region.Some of my most significant contributions included:* Driving the sales team’s national ranking to soar from 128th in 2008 to 1st by 2012 through outstanding leadership, management, and mentoring.* Outperforming the national average for new hire revenue by leading teams to achieve $20,360 in the first six months.* Surpassing targeted goals and improving sales production in retail branches by fostering and strengthening relationships with senior retail bank partners.* Spearheading numerous successful branch launches and increasing balances by $16M within the first quarter. Show less

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  Santander US

  Feb 2013 - Jun 2014

  Regional Sales Manager, Senior Vice President

  I directed 22 Financial Advisors with $3.5B in deposit balances and recruited / developed 16 new advisors averaging $22K+ after three months. With an emphasis on customer service and satisfaction at all times, our team earned outstanding long-term retention and referrals. I inspired outstanding performance by delivering comprehensive training in sales skills and reporting, product knowledge, operations, and compliance. I also ensured state and federal bank / broker-dealer compliance for advisors and bank employees across 96 branches. Liaising with the Senior Product Specialist, I determined client-specific planning and investment strategies.Some of my most significant contributions included:* Driving 36% revenue increases year over year by mentoring and modeling best practices in effective sales management.* Devising aggressive business plans aligned with investment objectives for network-wide marketing and distribution of investment products and services.* Boosting sales production and exceeding branch goals by cultivating strong relationships with retail bank partners. Show less

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  Waddell & Reed

  Jul 2014 - Jul 2021

  Market Director - Mid-Atlantic Region

  I recruit, train, and lead financial advisors, field leaders, and staff to develop and maintain a high-performing, 102-person team serving the Mid-Atlantic Market, comprised of seven states plus Washington D.C. As such, I deliver exceptional coaching and mentoring to team members in sales skills, product knowledge, operations, and compliance. I also continually optimize training, resources, strengths, and experience to contribute to thriving practices. Leveraging strong business acumen, I devise business plans, marketing and recruitment strategies, and operational budgets to drive ongoing profitability and growth while controlling expenses.Awards and accolades included:* Multiple first quartile year end rankings* # 1 ranked Market Director enterprise-wide based on consistently optimizing Net Promoter Scores.* Qualifying for the Crest Achievement Award and Circle of Champions Award multiple times.The Crest and Circle Awards are presented annually by Waddell & Reed and are based on sales activities. Show less

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  Cetera Investment Services LLC

  Feb 2022 - now

  Regional Vice President of Growth, Central & Southeast Region

  Cetera Investors is a marketing name of Cetera Investment Services. Securities and Insurance Products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC.