Since 2011, Colin Breuvart Drake has been working in Drake Wealth Management 1241, 1241. This person is an experienced Principal and Founder with over 12 years of work experience. According to Colin's CV and work profile, Colin has worked at more than three places with diverse backgrounds and gained different skills. Colin attended school at the College for Financial Planning from 1995 to 1996. Colin Breuvart Drake can be found in Sausalito, California – where the professional is currently located. You can search for this expert's phone and email. We can also provide you detailed contact information upon request.
Name variants:
Collin Drake,
Cole Drake
Last updated Jul 07, 2024
Contact Information
Last Update
Jul 6, 2022
Email
co**@marinfa.com, dr**@aol.com, co**@drakewealth.com
Location
Sausalito, CA
Company
Workplace
Work History
Principal and Founder
Sausalito, CA
Welcome to the Next Evolution in Wealth Management.
from Sep 2011
Lead Advisor
San Rafael, CA
Lead advisor at Marin County's leading wealth management firm specializing in comprehensive, in-depth financial planning and portfolio management.
Sep 2001 — May 2010
Financial Planner
Ney York City
Financial planner, led operations restructuring, served on investment committee for this leading NYC wealth management firm.
1998 — 2001
Education
1995 — 1996
1987 — 1991
Occupations
Professor
School Principal
Executive
Founder
Accountant
Finance and Accounting Specialist
Advisor
School Administrator
Educational Manager
Founding Member
Chief Executive
Accounting Bookkeeper
Bookkeeper
Skills
Comprehensive Wealth Management
Coaching
Portfolio Management
Estate Planning
Insurance
Lifestyle Coaching
Wellbeing
Wealth Management Services
Wealth Management
Wealth
Financial Advisory
Investments
Asset Allocation
Strategic Financial Planning
Asset Managment
Investment Advisory
Investment Banking
Financial Services
Asset Management
Entrepreneurship
Start Ups
Personal Financial Planning
Financial Modeling
Corporate Development
Personal Finance
Risk Management
Finance
Strategy
Equity Research
Financial Planners
Succession Planning
Financial Analysis
Small Business
Retirement
Valuation
Executive Coaching
Capital Markets
Mutual Funds
Equities
Emerging Markets
Management Consulting
Investment Management
Hedge Funds
Private Equity
Due Diligence
Retirement Planning
Investment Strategies
Alternative Investments
High Net Worth Individuals
Securities