Becky Drake
Financial Planner at Prudential Advisors
- Role
- Financial Planner at Prudential Advisors
- Location
- South Portland, ME, US
- LinkedIn followers
- 500 followers
About Becky Drake
Life is constantly in motion. Because of the constant movement, financial decisions can…
Experience
Financial Planner
Jan 2018 — Present
Assists in the clarification, understanding and quantification of client’s financial goals and needs.• Assists clients in gathering the information needed to prepare the financial plan.• Creates a financial plan that provides information and strategies to help clients make better informed financial decisions.• Educates clients on strategies for the potential hidden risks that may disrupt their financial plan.• Meets with family members, executors and other advisors to discuss the clients’ financial plan, if desired, for a concerted effort.• Periodically updates the clients’ financial plan, if desired, to help clients make adjustments due to our ever changing environment.
Education
University of Maine
Bachelor of Science (BS)
1992 — 1996
University of Maine
Master of Business Administration (MBA)
1998 — 1999
Skills
- Supermarkets
- Grocery
- Shrinkage
- Inventory Control
- Store Management
- Merchandising
- Loss Prevention
- Retail
- Planograms
- P&L
- Profit
- Inventory Management
- Store Operations
- Visual Merchandising
- Cashiering
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