Micah Drake
Denver,Colorado
Summary
I am a financial services professional with a proven track record of personal production, leadership and adherence to firm metrics and goals. Entrepreneurial by nature, I take pride in my ability to implement initiatives and deliver results independently as well as in collaborative environments. I'm seen as authentic and open-minded as a mentor and advisor. I thrive in a fast-paced and high energy environment with the ultimate goal of providing a positive impact on colleagues as well as clients.
Overview
19
19
years of professional experience
Work History
Assistant Vice President/Private Client Banker
Chase Bank, NA
02.2021 - Current
- Communicate with leadership to assist with administrative initiatives and decisions and attend weekly branch meetings to support policy changes.
- Allocate work assignments and tasks to comprehensively manage daily workflow and improve efficiency.
- Uphold strict compliance with regulatory agencies and supervisors.
- Identify opportunities to improve business process flows and productivity.
- Demonstrate proficient leadership skills to motivate team members.
- Collaborate with management to develop strategic initiatives and long term goals.
- Monitor industry trends, keeping current on latest changes and competition in industry.
- Increase company growth through collaboration with company partners.
- Mitigate regulatory risks through strict adherence to industry regulations.
Sales Director
Mutual Of Omaha Advisors
07.2018 - 03.2020
- Hired, trained and built high-performing team of sales representatives.
- Developed key partnerships with industry-leading organizations to strengthen professional network and expand future business opportunities.
- Solved complex problems to increase sales effectiveness and streamline business direction.
- Recruit, train and retain both experienced financial advisors and individuals with no financial services experience. This contributed to a 58% increase in division profitability from 2018 to 2019 as well as 15% year-over-year increase in division production.
- Worked in concert with the managing director and regional supervision to support adherence to key performance indicators and metrics as well as aid with implementation of new initiatives (Salesforce integration, Navigator planning software usage, 100% Series 65 Licensed Advisors).
- Provide support to veteran agents and advisors in the areas of investment management and planning while also boosting participation in philanthropic activities.
Financial Advisor
Raymond James Financial Services, Inc
02.2017 - 06.2018
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
Financial Advisor
Edward Jones
12.2012 - 02.2017
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Successfully completed one year Goodknight asset sharing program in seven months prior to assuming responsibility of a competitive office retaining all but $3m of assets.
- Recipient of the Spirit of Partnership and Golden Shovel awards for new asset and new account production while assisting with training programs for newly appointed advisors.
Registered Investment Advisor
Forrest T. Jones & Company
06.2008 - 12.2012
- Monitored, managed and developed investment portfolios in 403(b), 457(b), IRA, Roth IRA and other retirement plan assets.
- Developed and presented detailed analysis of investment performance, portfolio attributes and benchmark composition to evaluate investment strategies.
- Cultivated organizational and individual relationships through high levels of direct communication to maintain customer loyalty.
Agent/Registered Representative
American Family Insurance
07.2005 - 05.2008
- Interviewed clients to better understand insurance and financial positions to recommend appropriate solutions.
- Started scratch agency growing from 0 to approximately 350 policies.
- Identified potential new sources for business through cold calling approximately 25 leads per day.
- Provided high level of service and assistance to clients to obtain new opportunities and repeat business.
Education
Bachelor of Science - Finance
Missouri Western State University
Saint Joseph, MO12.2002
Skills
- Documentation and Recordkeeping
- Problem Solving
- Flexibility
- Communication
- Emotional Intelligence
- Teamwork
- Responsibility
- Project management
- Writing
Timeline
Assistant Vice President/Private Client Banker
Chase Bank, NA
02.2021 - Current
Sales Director
Mutual Of Omaha Advisors
07.2018 - 03.2020
Financial Advisor
Raymond James Financial Services, Inc
02.2017 - 06.2018
Financial Advisor
Edward Jones
12.2012 - 02.2017
Registered Investment Advisor
Forrest T. Jones & Company
06.2008 - 12.2012
Agent/Registered Representative
American Family Insurance
07.2005 - 05.2008
Bachelor of Science - Finance
Missouri Western State University