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© All Rights Reserved. ApplyBlast.com
Drake & Associates
The Client Experience Specialist at Drake & Associates supports daily office operations and delivers a high-quality client experience, acting as the first point of contact for clients and prospects. The role involves managing phone calls, scheduling, filing systems, and client records to enable Financial Advisors to focus on client service and business growth.
Headquarters
Waukesha, Wisconsin, United States
Company Size
11-50 employees
Founded
2002
Drake & Associates is a wealth management firm specializing in retirement finance planning, led by a team of experienced advisors. They offer personalized retirement and financial planning services to help clients build and manage portfolios, plan retirement income, and pursue broader financial goals. The firm emphasizes long-term strategies and individualized advice to help individuals and families prepare for and navigate retirement.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Drake & Associates.
20% below the average for this role
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