Mark Drake Email & Phone Number
Vice President, Defined Contribution Investments (DCIO) @ New York Life Investment Management
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Mark Drake Location
- Charlotte, NC, US
Mark Drake Work
- 2018 - now Vice President, Defined Contribution Investments (DCIO) @
- 2012 - 2018 Vice President, Defined Contribution Investments (DCIO) @
- 1999 - 2011 Chief of Staff and Finance Executive @
- 1993 - 1999 Investment Consultant @
Mark Drake Education
- Boston College - Wallace E. Carroll Graduate School of Management
MBA (Finance, General)
1997 - 1999 - Stonehill College
Mark Drake Skills
- Mutual Funds
- Investments
- Retirement Planning
- Series 63
- Fixed Annuities
- Financial Services
- Series 6
- Securities
- Defined Contribution
- Series 7
- Insurance
- Asset Allocation
- Retirement
- FINRA
- 401k
- Business Development
- Business Strategy
- Growth Strategies
- Consulting
- Qualified Retirement Plans
- Research
- Finance
- Portfolio Management
- Strategic Planning
- Investment Management
- Mfs
- Microsoft Excel
- Business Analysis
- Leadership
- Microsoft Word
- Marketing
- Wealth Management
Mark Drake Summary
- Mark Drake, based in Charlotte, NC, US, is currently a Vice President, Defined Contribution Investments (DCIO) at New York Life Investments. Mark Drake brings experience from previous roles at The Hartford and MFS Investment Management. Mark Drake holds a 1997 - 1999 MBA in Finance, General @ Boston College - Wallace E. Carroll Graduate School of Management. With a robust skill set that includes Mutual Funds, Investments, Retirement Planning, Series 63, Fixed Annuities and more. Mark Drake has 1 emails and 1 mobile phone numbers on RocketReach.
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