Client Testimonials

Charismatic Leader with Skills to Motivate

Frank is a proven military and corporate leader with exceptional interpersonal skills that give him the ability to relate and communicate with anyone. His best skill is his ability to break down the most complex problems to their simplest forms, and then guide the decision making process at any level of the enterprise while remaining approachable and professional.

Jack Goins

Executive Director

From Intern to Managing Director!

I was fortunate to meet Frank over 15 years ago when I was an investment banking intern. Now I am a Managing Director. His genuine passion for mentoring was evident even then, and he has provided me invaluable perspective, guidance, and encouragement throughout my entire career. Frank has a unique ability to ask insightful questions and provide practical coaching that is both tailored and readily implemented. His energy and enthusiasm for mentoring and connecting people are contagious. I feel so lucky to have met Frank!

Sheila Shaffer

Managing Director

Impact on Military Service Members

Frank immediately makes you feel like part of the team. As a former service member and one of many MBA candidates recruiting for an Investment Banking Associate role at Wells Fargo, Frank made the effort to fly from Charlotte to Nashville for a dinner with eight veterans exploring careers in investment banking. He shared insights into his military career, his experience at Wells Fargo, and his motivations for pursuing a career in the field.

During my summer internship at Wells Fargo, Frank and I stayed connected, speaking regularly each week. His exceptional mentorship and guidance played a significant role in my decision to join Wells Fargo full-time. I feel incredibly fortunate to have met Frank and am grateful to have him as both a mentor and a role model.

George Fletcher

Unmatched ability to motivate those around him

Frank embodies the role of the development officer. He has an unmatched ability to motivate those around him to perform at the highest level. He effortlessly combines his natural charisma with his deeply caring personality. I am incredibly grateful to have known Frank all these years and experience his unwavering kindness and support. The stagecoach will miss him!

Huan Chen

Executive Director, M&A at Wells Fargo

Most selfless, transformative leader on Wall Street

It goes without being said, but Frank is one of, if not the top Veteran name on Wall Street and one of the individuals who really embodies the “pay it forward” mentality in the Veteran community that I plan on emulating as I have been trying to do so since getting medically discharged and had a lot of folks like Frank who took the time to assist and mentor me. I speak for the whole Veteran community and specifically those working on Wall Street when I say that no one cares more thank Frank

Ethan Mead

Investment Banker

Transparent Leader

In a large organization like Wells Fargo it is easy to get lost in the mix given the sheer size of the company, especially at the junior level. However, Frank was always open and available to answer any questions we had, so we could operate with confidence and make the best decisions. It was an absolute pleasure and honor to be a part of his team these last two years.

Spencer Montoya

Associate

Promoting the Making of Minority Execs in America

As the first person in my family to go to college and work for a large financial intuition, I found Frank’s advice to be extremely high impact as he championed the making of minority executives in America and Wall St. Frank equipped me with both soft and hard skills that provided me with the confidence, ability and blueprint to command a room with authority, navigate any unspoken professional rules of the road, and develop myself to be a great finance practitioner.

Guillermo Joel Santos

Associate

Transformative Leadership

Frank is a charismatic and wise leader, but more importantly, a generous mentor and a true class act. He invested in my success, offering invaluable guidance as a junior at our firm. Frank defines success as the harmony between passion, aptitude, and fulfillment, always emphasizing the importance of fulfillment in one’s journey. His mentorship has been a gift, and I am incredibly grateful to have had his guidance early in my career.

Ari Fares

Investment Banking Analyst
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