Predictive Index Profile: Craftsman
A Craftsman is thoughtful, deliberate, and precise, with an eye for managing detail-work and always following through.
CAMELOT PORTFOLIOS, LLC
1700 WOODLANDS DRIVE
MAUMEE, OH 43537
PROFESSIONAL // Frank is a relationship manager with Camelot Portfolios, LLC and serves on the firm’s investment committee.
In his 17 years in the financial services industry, Frank has most recently worked as the chief compliance officer of an RIA and was previously portfolio manager in the trust department of a large super-regional bank.
Frank earned his MBA in Finance from Case Western Reserve University in Cleveland, OH. Frank is advisory licensed (Series 65) and is a Certified Kingdom Advisor.
PASSION // Frank and his family are active members of the Christ The King Parish in Toledo, OH where Frank serves on the parish endowment committee. In addition, Frank serves on the board of trustees of Maria Early Learning Center in Toledo, OH as the board’s treasurer.
PERSONAL // While pursuing his MBA, Frank met his wife Dana who is an in-house litigation defense attorney. They have two children and live in Sylvania, OH. Frank loves to travel, play and coach basketball and follow German soccer.