Townsend
Trish Frankel is an experienced professional in client services and account management with a diverse background in strategic growth and project execution. Currently serving in client services at Townsend since October 2020, Trish previously held the position of Account Director at Mighty Fudge Studios, where responsibilities included client relationships and identifying growth opportunities. Trish has also held various roles at The Integer Group, including Digital Accounts Operations Manager for Bissell Homecare, overseeing e-commerce strategies and content optimization, along with functions in logistics and as a Senior Account Supervisor for MillerCoors. Trish’s extensive experience in account supervision and operational management has contributed to significant market share growth for major brands. Trish holds a Bachelor’s degree in International Management and German from Simpson College.
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Townsend
Establishing a relationship and engaging a financial advisor on LinkedIn is unlikely. But keep reading! All relationships must start somewhere. Earning your trust takes time. Townsend is not just a RIA firm, it's an all-around retirement experience built from weekly market updates, free educational/social events, quarterly newsletters and even special community volunteer opportunities. In fact, we have numerous clients who have built new relationships through our different events and outside community involvement. People choose Townsend because of our integrity and personalized client service. We work diligently to set achievable retirement expectations and are dedicated to the prudent stewardship of their wealth through our active portfolio management strategy. We also understand time and commitment. I established Townsend in 1990 and have been a Certified Retirement Planning Counselor (CRPC®) since 1986. That's over 30 years of experience specializing in retirement planning and investment management. I am also a well-known financial educator and the author of 2 books: The Master Plan-Retirement for the Best of Your Life, The Road to Retirement - Everything You Need to Know for a Successful Retirement The Road to Retirement 2.0 Questions? Call our office: 303.452.5986 or email TownsendRetirement@TownsendRetirement.com The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience. Please see website for full disclosures www.TownsendRetirement.com