Mitchell Lawrence Frankel

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Cleveland, OH
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Cleveland, OH

Other Businesses

STATE OF OHIO REAL ESTATE LICENSE. POA FOR SPOUSE, INVESTMENT RELATED, BEACHWOOD OH, START 11/25/2012, 1 HOUR PER MONTH. TRUSTEE FOR STEP-BROTHER'S TRUST; INV. RELATED; PEPPER PIKE, OH; START 9/24/2015; 1 HR PER MONTH; 1 HR DURING TRADING. COMMUNITY GARDEN ASSOCIATION; NOT INV. RELATED; BEACHWOOD, OH; TRUSTEE; HOA; START 5/2022; 2 HRS PER MONTH; 0 HRS DURING TRADING; DUTIES: ATTEND MEETINGS, REVIEW AND VOTE ON COMPLIANCE WITH DEED RESTRICTIONS, VARIANCE REQUESTS, COMMUNITY EVENTS AND ANNUAL DUES. TRUSTEE FOR BROTHERS TRUST, INV RELATED, PEPPER PIKE, OH, START 11/5/2018, 2 HOURS PER MONTH, 1 HR DURING TRADING. NORTHEAST OHIO CURLING CLUB, INV RELATED, BEACHWOOD, OH, FINANCE COMMITTEE MEMBER, START 9/3/2019, 2 HOURS PER MONTH, 1 HOUR DURING TRADING, ATTENDING MEETINGS, PREPARING BUSINESS PLAN AND FINANCIAL STATEMENTS TO FACILITATE SIGNING A LEASE, RAISING FUNDS FOR BUILDING OUT THE FACILITY, ESTIMATING ANNUAL REVENUE FROM MEMBERSHIP DUES, MEMBERSHIP, PROJECTING COSTS OF UTILITIES, US CURLING ASSOC. DUES, AND EQUIPMENT. JEWISH FEDERATION OF CLEVELAND, INV RELATED, BEACHWOOD, OH, RETIREMENT FUND COMMITTEE MEMBER, START 5/1/2022, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING, ESTABLISHING RETIRMENT PLAN/INVESTMENT ADMINISTRATION POLICIES, REVIEWING ASSET ALLOCATIONS AND INVESTMENTS RECOMMENDATIONS OF THE INVESTMENT ADVISORS. WORLD ORT ; INV RELATED;NEW YORK,NY; EDUCATION; FINANCE COMMITTEE ; START DATE: 08/03/2026; 2 HRS PER MONTH; 2 HRS DURING TRADING;

Exams

• S66 Uniform Combined State Law Examination
  2008-03-20

Other Names

• Mitchell Frankel
• Mitchell Lawrence Rolls