Rodney Frank

Experienced executive prepared for a leadership role as the Philanthropy Manager, focusing on a strategic fundraising vision, plan, and implementation. Structuring charitable life insurance gifts, gift annuities, legacy planning, while driving growth in sustainable, reoccurring income-producing assets. Expertise in team collaboration, navigating complex challenges, and delivering impactful results. Skilled in financial management, strategic planning, and stakeholder engagement. Highly adaptable and reliable, excelling in dynamic environments.

I have achieved so many honors in my career, but to save space, I will only illustrate the ones of which I am most proud.

• At Third Party Trade, a Fintech Broker Dealer, I was involved in the startup, fundraising, operations, and regulatory matters. We sold the business to a major technology company in 2019 for 10X what we had invested in the company.
• In 2022, I was the 6th highest producer in life insurance premium at a major life insurance company.
• In 2009 I Qualified for The Million Dollar Round Table Court of the Table Designation. Top 5% of agents world wide.
• 1995 I won a stock picking contest in a local newspaper.
• 1992 I increased my commission by $100,000 and won the Piper Jaffray Presidents Club Award.

• Series 4
• Series 24
• Series 7
• Series 53
• Series 63
• Series 65
• Insurance Life/Health and Property & Casualty