Mark Drake

Mark Drake Email and Phone Number

Senior Vice President @ Bank of America Private Bank
Atlanta, GA, US
Mark Drake's Location
Atlanta, Georgia, United States, United States
Mark Drake's Contact Details

Mark Drake personal email

n/a

Mark Drake phone numbers

About Mark Drake

Senior Relationship Manager/Client Manager with 19 years experience in the financial services industry. Skilled in the development of strong long-term relationships internally across multiple lines of business and adept at working externally with clients and their staff. Proven ability to meet and exceed sales goals. Areas of expertise include: •Charitable Giving Strategies •Nonprofit Development Counsel •Private/Corporate Foundations •Endowments•Planned Giving•Relationship Management

Mark Drake's Current Company Details
Bank of America Private Bank

Bank Of America Private Bank

View
Senior Vice President
Atlanta, GA, US
Employees:
232061
Mark Drake Work Experience Details
  • Bank Of America Private Bank
    Senior Vice President
    Bank Of America Private Bank
    Atlanta, Ga, Us
  • Bank Of America Private Bank
    Senior Vice President
    Bank Of America Private Bank Jan 2017 - Present
    Atlanta, Georgia
  • U.S. Trust, Bank Of America, N.A.
    Vice President, Senior Philanthropic Manager
    U.S. Trust, Bank Of America, N.A. Feb 2013 - Jan 2017
    Atlanta, Georgia
  • American Cancer Society
    Campaign Development Officer
    American Cancer Society Nov 2010 - Feb 2013
  • Suntrust Bank
    Vice President, Foundation & Endowment Specialty Practice Group
    Suntrust Bank 2005 - Jun 2009
    Managed more than 40 relationships with a combined market value of more than $409 million. Provided counsel to clients seeking grants from SunTrust’s client base of foundations. Assisted and educated client donors with charitable giving strategies by providing information on current legislation and sharing best business practices.• Generated more than $525,000 in new annual revenue (three times the goal) in 2007/2008.• Recognized as “Best of the Best,” a top five producer in 2007/2008.• Served as director and department representative for cross-sell initiatives with Personal Trust and AMA/SunTrust. Worked with Personal Trust representative to examine their client base for potential opportunities for the Foundation and Endowment line of business.• Selected by senior management to represent the Foundation and Endowment line of business in the Children’s Healthcare Executives for Children (E4C) program. • Developed and maintained key institutional trust relationships through sales, client contact and follow-up.
  • Suntrust Bank
    Assistant Vice President, Foundation & Endowment Specialty Practice Group
    Suntrust Bank 2003 - 2005
    Provided counsel to current clients seeking grants from SunTrust’s client base of foundations. Assisted and educated client donors with charitable giving strategies by providing information on current legislation and sharing best business practices.• Served as department chair for retail referral campaign. Completed one year project in three months with 100% employee participation. • Assembled and organized line of business experts to educate our staff as part of SunTrust’s Lunch and Learn program.
  • Suntrust Bank
    Trust Officer, Foundation & Endowment Specialty Practice Group
    Suntrust Bank 2000 - 2003
    Developed and maintained key institutional trust relationships through sales, client contact and follow-up.• Supported relationship managers and served as primary point of contact for clients and their staffs.
  • Suntrust Bank
    Account Manager, Foundation & Endowment Specialty Practice Group
    Suntrust Bank 1998 - 2000
    • Developed and implemented trust and planned giving instruments.
  • Suntrust Bank
    Local Operations Expert (Loe), Private Client Services
    Suntrust Bank 1997 - 1998
    • Appointed by management to represent the Directed Trading unit in the AMTrust conversion project.• Served as liaison between Local Area Expert (LAE) and Directed Trading personnel.• Responsible for pre-conversion troubleshooting and pre- and post-conversion training of six trade analysts.
  • Suntrust Bank
    Directed Trade Analyst, Private Client Services
    Suntrust Bank 1996 - 1998
    • Served as primary contact for external investment managers, brokers and trust administrators concerning trade problems.• Performed daily security trade maintenance of trust accounts• Conducted daily processing and affirmation of trades, providing cash balances, researching trade problems and manually adjusting cash sweep vehicles.
  • Suntrust Bank
    Reorganization Analyst, Private Client Services
    Suntrust Bank 1995 - 1996
    • Analyzed and executed all equity capital changes and reorganizations.• Educated clients on securities actions.• Processed and balanced all cash transactions in department.• Trained and supervised part-time employees responsible for processing proxies.• Voted proxy issues on behalf of SunTrust Bank.

Mark Drake Skills

Non Profits Strategic Planning Business Development Wealth Management Services Business Relationship Management Trusted Advisor Marketing Communications Investments Nonprofits Crm Strategy Leadership Financial Services Asset Management Fundraising Management Portfolio Management Program Management Relationship Management Sales Securities Wealth Management Customer Relationship Management Nonprofit Organizations

Mark Drake Education Details

Frequently Asked Questions about Mark Drake

What company does Mark Drake work for?

Mark Drake works for Bank Of America Private Bank

What is Mark Drake's role at the current company?

Mark Drake's current role is Senior Vice President.

What is Mark Drake's email address?

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What is Mark Drake's direct phone number?

Mark Drake's direct phone number is +167852*****

What schools did Mark Drake attend?

Mark Drake attended Marshall University, University Of North Carolina At Charlotte.

What skills is Mark Drake known for?

Mark Drake has skills like Non Profits, Strategic Planning, Business Development, Wealth Management Services, Business Relationship Management, Trusted Advisor, Marketing Communications, Investments, Nonprofits, Crm, Strategy, Leadership.

Who are Mark Drake's colleagues?

Mark Drake's colleagues are Paul Greene, Julia Prus Hostelley, Vijay Kumar, Eric James, Alexander Potts, Md Haikhal, Saran Ch.

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