Ed Drake Email & Phone Number
President, Owner, Chief Family Office Executive @ Compleet Family Office Solutions LLC
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Ed Drake Location
- Austin, TX, US
Ed Drake Work
- 2024 -now President, Owner, Chief Family Office Executive @
- 2017 -2023 Principal - Executive Managing Director Family Office Services @
- 2013 -2017 Managing Director - Strategic Partnerships @
- 2005 -2017 Principal and Regional Director @
- 2005 -2013 Director Private Client Services @
- 1998 -2005 Manager Financial Services @
- 1996 -1998 Manager Financial Services @
- 1991 -1996 Multiple Field and Home Office Leadership Rolls @
Ed Drake Education
- College for Financial Planning
MS (Financial Planning)
1996-2000 - University of Wisconsin-Madison - School of Business
BBA (Finance and Marketing Majors)
1987-1991
Ed Drake Skills
- Business Development
- Tax Planning
- Investments
- Wealth Management
- Retirement
- Wealth
- Retirement Planning
- Tax
- Investment Advisory
- Estate Planning
- Strategic Planning
- Asset Management
- Succession Planning
- Asset Allocation
- Strategic Financial Planning
- Global Wealth Management
- Family Office Leadership
- Advanced Planning Expert
- Accounting
- Portfolio Management
- Financial Management
- Business Planning
- Mergers
- Coaching
- Problem Solving
- Financial Planning
Ed Drake Summary
- Ed Drake, based in Austin, TX, US, is currently a President, Owner, Chief Family Office Executive at Compleet Family Office Solutions LLC. Ed Drake brings experience from previous roles at Baker Tilly US, Hewins Financial | Wipfli Hewins and Wipfli LLP. Ed Drake holds a 1996 - 2000 MS in Financial Planning @ College for Financial Planning. With a robust skill set that includes Business Development, Tax Planning, Investments, Wealth Management, Retirement and more. Ed Drake has 3 emails and 2 mobile phone numbers on RocketReach.
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