Drake & Associates Employee Directory
Drake & Associates corporate office is located in 20965 Crossroads Cir, Waukesha, Wisconsin, 53186, United States and has 11-50 employees.
Highly Engaged Employeesdrake & associates llc
Employees by Department
Departments
Number of employees
Finance
10
Sales
5
Marketing
2
Operations
1
C-Suite
1
Human Resources
1
Key Employees of Drake & Associates
Drake & Associates Global Presence
| Location | People at location |
| North America | 11-50 |
Index of contact profiles from Drake & Associates
- Director, Advisory Services
- United States , Wisconsin , Waukesha
- Financial Advisor
- United States , Wisconsin , Waukesha
- Director, Wealth Management
- United States , Wisconsin , Waukesha
- Director, Marketing
- United States , Wisconsin , Waukesha
- Lead Financial Advisor
- United States , Wisconsin , Waukesha
- Financial Advisor
- United States , Wisconsin , Waukesha
- Financial Advisor
- United States , Wisconsin , Waukesha
- Client Service Specialist
- United States , Wisconsin , Waukesha
- Financial Advisor
- United States , Wisconsin , Waukesha
- Client Services
- United States , Wisconsin , Waukesha
- Lead Advisor
- United States , Wisconsin , Waukesha
- Financial Advisor
- United States , Wisconsin , Waukesha
- Client Experience Administrator
- United States , Wisconsin , Waukesha
- Relationship Advisor
- United States , Wisconsin , Waukesha
- Recruitment Manager, Human Resources
- United States , Wisconsin , Waukesha
- Customer Service Specialist
- United States , Wisconsin , Waukesha
- Financial Trader
- United States , Wisconsin , Waukesha
- Financial Advisor
- United States , Wisconsin , Waukesha
- Client Service Specialist
- United States , Wisconsin , Waukesha
- Marketing Coordinator
- United States , Wisconsin , Waukesha
- Certified Drone Operator
- United States , Wisconsin , Waukesha
Former Employees at Drake & Associates
Explore people who held key positions, contributed to Drake & Associates's success, and advanced their careers.
Director, Marketing at Duell Financial Strate...
Worked as Brand Manager & Marketing Specialist
at Drake & Associates (2023-2024)
Financial Paraplanner at Augustine Financial
Worked as Financial Paraplanner
at Drake & Associates (2023-2025)
Senior Client Service ... at Larson Financial Holdi...
Worked as Client Service Specialist
at Drake & Associates (2018-2023)
Vice President Private... at Northern Trust
Worked as Director, Client Services
at Drake & Associates (2022-2023)
Investment Client Serv... at Northwestern Mutual
Worked as Director, Client Services
at Drake & Associates (2015-2019)
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People from Similar Companies in the Finance Industry Located in Wisconsin, United States
Frequently Asked Questions Regarding Drake & Associates Employees
Drake & Associates is a wealth management firm specializing in retirement finance planning and financial services, with over 20 years of experience. They focus on helping clients prepare for retirement through personalized financial strategies and educational resources. The firm emphasizes the importance of family and relationships in creating succ... Read More
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