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Shawn Frank

@shawnfrank

Senior accounts manager and underwriter at Roth Wealth Holdings, structuring commercial funding deals from $25K to $2M.

United States
Message

At Roth Wealth Holdings, I structure and underwrite commercial funding transactions from $25K to $2M, including bridge, consolidation, growth capital, and second-position deals. I carry the largest active pipeline on the sales desk.

I own deals from cold outreach and discovery through bank statement analysis, lender negotiation, and closing. I’m trusted with the team’s largest and most complex files, and I’m often the first call when a difficult deal needs to move.

At a private distribution company, I ran day-to-day operations across all five boroughs, managing routing, inventory, cash handling, and a field team. I built the scheduling, dispatch, and customer-retention systems the business ran on.

As an independent bicycle messenger, I rode through hurricanes, nor’easters, and the Sandy blackout, delivering on difficult deadlines. I also built lasting referral relationships with merchants, brokers, and funding partners.

Experience

Work history, roles, and key accomplishments

Education

Degrees, certifications, and relevant coursework

American Academy of Dramatic Arts logoAA

American Academy of Dramatic Arts

Conservatory training, Acting

Conservatory training in Acting.

Nassau Community College logoNC

Nassau Community College

Coursework, English Literature

Coursework in English Literature.

Tech stack

Software and tools used professionally

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