Jackson Frandsen

Jackson Frandsen has a diverse work experience history that spans over several industries. Jackson began their career as an Agent at Aflac in 2009 and later became an Agency Owner at Horace Mann in 2011. In the same year, they also founded Assurance Financial LLC, where they served as the Owner and Managing Principal. During their time at Assurance Financial LLC, they successfully established a multiline insurance agency and mentored and trained agents who went on to run their own successful practices.

In 2011, Frandsen joined Wells Fargo Advisors as a Business Banking Relationship Manager, Commercial Loan Officer, and Assistant Vice President. During this tenure, they managed and developed a portfolio of over 60 Middle Market businesses, originated and underwrote corporate lending and treasury management needs, and built strong relationships with clients.

Following their time at Wells Fargo Advisors, Frandsen worked as a Vice President and Loan Officer at Rock Canyon Bank, where they played a pivotal role in connecting clients with personalized loan products and helping them execute their financial strategies.

Frandsen's career then took him to Wells Fargo Trust Company N.A., where they served as a Business Negotiations Consultant II. In this role, they negotiated and reviewed complex legal documents related to commercial aircraft, rail, and security/debt trust appointments.

Jackson then transitioned to TVPX in 2021, working as a Corporate Trust Consultant and Sales Vice President. During their time at TVPX, Frandsen developed and closed major accounts for ultra-high-net-worth individuals and corporations in the aviation industry through consultative sales approaches and building long-term relationships. Jackson also achieved significant growth in corporate trust accounts and expanded referral relationships with reputable tax, aviation, and business law firms.

Frandsen's work experience also includes roles at FocalPoint, where they served as a Certified Business and Executive Coach. In this position, they provided coaching, consulting, and training services to individuals and organizations, driving revenue growth, improving operations, and developing team culture.

More recently, Frandsen worked at Thriving Business Coaching as the Business Owner, offering comprehensive coaching and consulting services to guide clients through various business challenges.

Currently, Frandsen is employed as a Business Development Consultant at The Institute for Automotive Business Excellence. In this role, they focus on strategic innovation, business growth, and making a positive impact on the automotive industry.

Overall, Frandsen's work experience demonstrates their expertise in various industries, including insurance, finance, coaching, and consulting. Jackson has a proven track record of driving results, building relationships, and effectively managing businesses.

Jackson Frandsen has a diverse education history. Jackson obtained a Bachelor of Science (BS) degree in Personal Financial Planning from Utah Valley University - Woodbury School of Business in 2017. Prior to that, they attended Brigham Young University from 2011 to 2013, where they studied Business/Corporate Communications. In 2010, Jackson briefly attended Westminster University, focusing on Business Administration and Management. Between 2009 and 2016, they pursued a Bachelor of Science (B.S.) degree in Legal Studies at Utah Valley University. Currently, they are working towards a Master of Business Administration (MBA) degree with a specialization in Master of Financial Planning and Analytics at Utah Valley University, starting in 2020.

Outside of formal education, Jackson has obtained various certifications. In 2022, they completed the Team Performance Certificate, Hiring Certification, Predictive Index (PI) Certified Partner, and Talent Optimization Consultant programs offered by The Predictive Index. Jackson also earned an Executive Coach Certification from FocalPoint in 2022. In 2021, they completed the Eliminating Discrimination & Harassment in the Workplace program offered by Trüpp. Furthermore, they acquired certifications such as Running a Profitable Business: Understanding Financial Ratios from LinkedIn in 2016 and Series 65, Series 6, and Series 63 licenses in 2013 and 2012, respectively. Jackson also holds certifications in NMLS from the Nationwide Mortgage Licensing System and Registry (2012), Property and Casualty Insurance from the Utah Insurance Department (2010), Health and Life Insurance from the Utah Insurance Department (2009), and Utah Notary Public from the Utah Lieutenant Governor's Office (2012).

Based on the provided information, it can be deduced that Jackson Frandsen has a strong background in financial planning and related fields, complemented by certifications in team performance, hiring, talent optimization, executive coaching, and various financial activities.