Frank Bruno, C(k)p®, AI F®
About Frank Bruno, C(k)p®, AI F®
Frank Bruno is the Division Vice President - West at MoneyIntel/Momenta TPA in the United States, with extensive experience in the retirement plan industry and a background in history from UCLA.
Current Position at MoneyIntel/Momenta TPA
Frank Bruno holds the position of Division Vice President - West at MoneyIntel/Momenta TPA in the United States. In this role, he oversees operations and strategy implementation within the Western division. He is responsible for managing sales goals, territory management, and ensuring collaboration between home office and local representatives to drive successful results.
Previous Experience at MassMutual Financial Group
From 2014 to 2020, Frank Bruno served as Divisional Vice President West - Workplace Solutions at MassMutual Financial Group. During his six-year tenure, he focused on developing and managing relationships within the retirement plan market in the Western United States. His role involved deep engagement with key advisers and Third Party Administrators and steering a team towards achieving business objectives in the region.
Roles at John Hancock Life Insurance Company and Union Bank
Frank Bruno worked as Divisional Vice President - Western United States at John Hancock Life Insurance Company from 2012 to 2014. He had a prior role as Senior Vice President - Institutional Retirement Plan Sales at Union Bank from 2008 to 2012 and Senior Vice President - National Sales and Marketing at TruSource, a Union Bank company, from 2004 to 2008. His experience in these roles included significant engagement in retirement plan sales and marketing activities across the Western United States.
Education and Professional Designations
Frank Bruno earned his Bachelor's Degree in History from the University of California, Los Angeles (UCLA). He holds two significant professional designations: Certified 401(k) Professional (C(k)P®) and Accredited Investment Fiduciary (AIF®). These certifications underscore his expertise and commitment to the retirement plan industry, particularly in the areas of fiduciary responsibility and 401(k) plan management.
Comprehensive Knowledge of Retirement Plan Market
Frank Bruno possesses extensive knowledge of the retirement plan market, particularly in the Western United States. He has managed various retirement plan products including mutual funds, CITs, Stable Value products, and managed account solutions. His role has also involved building and managing emerging market sales teams, as well as budget and sales goal management. Bruno is recognized for partnering with home office stakeholders to ensure territory success and for his active engagement in coaching and presenting to clients.