Bozeman, Montana (PRWEB) January 28, 2016
WealthVest announced today Frank BonGiorno of Dix Hills, New York, is joining the team as a regional director.
“We are excited to welcome Frank to the WealthVest team,” stated Matt Sawyer, Vice President of Sales at WealthVest. "Frank has a strong, established track record of wholesale experience in the NY and NJ markets, and brings many longstanding relationships with him.”
Frank BonGiorno has served the financial services industry for 20 years, when he began his wholesaling career in 1996 with Dreyfus Service Corporation, where he was promoted to Regional Vice President. Since graduating from the University of Maryland and University College, Bongiorno has held various roles that also include Marketing Director and Investment Advisor.
Over the course of his career, Frank has increased sales revenue by millions of dollars, and increased production with diligent client meetings, product training, and cross-selling partnerships. While working with John Hancock Distributors LLC., he received both the President’s Club and Outstanding Sales Achievement Award 4 years continuously. Frank holds his series 7, 63, 65, 24 – Life and Health license with NY and NJ registration.
Frank lives in New York and spends time volunteering to help build homes for those in need. He hosts fundraising programs and raises awareness for Autism in New York and Maryland. He also likes to cook, play football, ride his motorcycle, and enjoys history education programs.
WealthVest—based in Bozeman, MT and San Francisco, CA—is a financial services marketing and distribution firm specializing in high-quality fixed and fixed index annuities from many high quality insurance companies. For the 10,000+ baby boomers who are retiring daily, retirement is top of mind. Americans have purchased $24.2 trillion in retirement assets to insure their golden years, according to the ICI. WealthVest specializes in the marketing and distribution of these essential building blocks of retirement savings for financial professionals and their clients across the nation.
WealthVest was founded in 2009 by former CEO of American Skandia, Wade Dokken, and former CEO pf Hartford Life Limited, Europe, Lincoln Collins. From the beginning, the company has provided financial professionals with exceptional field and phone support, effective sales training materials, thorough coaching, and the highest quality product.
The company possesses four sales teams: a field wholesaling team dedicated to banks and broker-dealers; a field wholesaling team dedicated to independent broker-dealers; a team dedicated to independent agents and advisors; and a Bozeman based sales and marketing team focused on agents and advisors. WealthVest has relationships with over 130 banks and broker-dealers around the United States, more than 100 committed professionals on its team and over $1 billion in sales to date.