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Jeff Frank, CPA, MBA

Jeff Frank, CPA, MBA

Senior Accountant

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  • Timeline

  • About me

    Registered Representative at NYLIFE Securities LLC

  • Education

    • Brockton High School

      -

    • Babson College

      -
      Finance/Investments

    • Babson College - Franklin W. Olin Graduate School of Business

      -
      Master of Business Administration (MBA) Accounting

  • Experience

    • Arthur Young

      Jan 1978 - Jan 1980
      Senior Accountant

    • Commercial Union

      Sept 1980 - Jun 1983
      Audit Manager

    • Boston Financial Data Services

      Jun 1983 - Oct 1987
      Vice President

    • State Street Bank & Trust Co.

      Oct 1987 - Sept 1990
      Vice President, Mutual Fund Operations

    • Boston Financial Data Services

      Sept 1990 - Aug 2000
      Division Vice President

    • State Street Corporation

      Sept 2000 - Jul 2003
      Vice President

    • Captus Ventures LLC

      Jul 2003 - Aug 2004
      Partner/CFO

    • Management Resouces

      Sept 2004 - Sept 2006
      Senior Management Consultant

    • Liberty Mutual Insurance

      Sept 2006 - Nov 2011
      Sr Manager Investment Operations

    • New York Life Insurance Company

      Dec 2012 - now
      Agent

      Agent licensed to sell insurance through New York Life Insurance Company.

  • Licenses & Certifications

    • Certified Public Accountant

      MA