“Our approach provides key asset management solutions for a wide range of investors.”
Anne Drake McMullen, our Executive Vice President of Business Development, brings 20 years of Public Relations experience to the firm. After graduating with a Bachelor’s Degree in Political Science from George Washington University, Anne worked for two Members of Congress and was a lobbyist in Washington, D.C. Later, as a Government Agency Director in Ohio, Anne won national awards prior to accepting the lead for a Statewide Presidential Campaign for the state. In Florida, Anne has been the Finance Chair for a Political Party, headed up a Congressional Campaign and assisted the Dali Museum with the Capital Campaign. Anne serves as Vice Chair & Membership Chair of the St Petersburg Chamber of Commerce; and Treasurer of the St. Pete PAC; in addition she serves as Immediate Past President of The Suncoast Tiger Bay Club. Anne is an active Board member of her Church and an avid baseball fan.
What is a Chartered Financial Analyst (CFA)?
What is a Certified Financial Planner (CFP)?
Thursday, February 05, 2015
Friday, October 10, 2014
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Thursday, May 01, 2014