Ron Drake Email
Operations Manager @ Integrate Wealth Management
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Ron Drake Location
- Saint Paul, MN, US
Ron Drake Work
- Operations Manager @ (April 2025 - Present)
- Compliance Operations Manager @ (May 2022 - November 2024)
- Field Support Manager, Sales and Distribution @ (May 2018 - May 2022)
- Lead Customer Experience Trainer @ (October 2016 - May 2018)
- Customer Solutions Coach @ (December 2015 - October 2016)
- Financial Advisor @ (January 2013 - December 2015)
- Teacher - Sixth Grade Social Studies @ (December 2004 - January 2013)
Ron Drake Education
- Excelsior University
Master of Business Administration - MBA (Emphasis in Leadership)
- University of Phoenix
Bachelor of Education (B.Ed.) (Elementary Education and Teaching - University of Phoenix)
Ron Drake Skills
- 401(k) Rollovers
- Accounting
- Agile Methodologies
- Banking
- Business Growth
- Business Process Improvement
- Business Relationship Management
- Change Management
- Coaching
- Compliance Auditing
- Compliance Management
- Conflict Resolution
- Corporate Governance
- Cross-functional Team Leadership
- Customer Escalation Management
- Customer Experience
- Customer Service
- EOS
- Employee Coaching
- Employee Learning & Development
- Employee Training
- Enterprise Risk Management
- Event Planning
- Executive Leadership
- FINRA
- Finance
- Financial Advisory
- Financial Goals
- Financial Oversight
- Financial Performance
- Financial Planning
- Financial Services
- Fixed Annuities
- Instructional Design
- Investment Advisory
- Investments
- Leadership
- Learning Management Systems
- Legal Compliance
- Life Insurance
- Management
- Microsoft Office
- Microsoft Outlook
- Microsoft PowerPoint
- Operational Excellence
- Operational Oversight
- Operational Risk Management
- Operations
- Operations Management
- People Development
- Personal Finance
- Portfolio Management
- Presentation Skills
- Problem Solving
- Project Management
- Quality Improvement
- Regulatory Compliance
- Regulatory Requirements
- Retirement Plan Consulting
- Retirement Planning
- Risk Management
- Sales Administration
- Sales Effectiveness
- Sales Enablement
- Sales Leadership Training
- Sales Trainings
- Sales and Marketing
- Service Delivery
- Service Quality
- Small Business
- Strategic Planning
- Strategic Thinking
- Task Management
- Teaching
- Team Building
- Team Leadership
- Training
- Training & Development
- Wealth Management Services
Ron Drake Summary
- Ron Drake, based in Saint Paul, MN, US, is currently a Operations Manager at Integrate Wealth Management. Ron Drake brings experience from previous roles at Prudential Financial. Ron Drake holds a Master of Business Administration - MBA in Emphasis in Leadership @ Excelsior University. With a robust skill set that includes 401(k) Rollovers, Accounting, Agile Methodologies, Banking, Business Growth and more.
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