Jeff Rakes, CIMA, CIS
Senior Institutional Consultant, Wells Fargo Advisors
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Jeff Rakes is a senior vice president with Wells Fargo Advisors, and has over thirty-six years experience in institutional consulting, investment research, and corporate finance. Rakes is responsible for marketing support working directly with financial advisors in the field. In addition to marketing, he consults to the firm's key clients on all aspects of investment policy, risk assessment, asset allocation, manager selection, and on-going communication. Rakes develops investment consulting work products and processes for use with key clients. He directly co-consults to seven key institutional clients. Rakes earned a Bachelor of Science degree from Roanoke College and earned the designation of Certified Investment Management Analyst (CIMA) in conjunction with the Investments & Wealth Institute (Formerly IMCA) and The Wharton School of Business. He earned his Certified Investment Strategist (CIS) designation in conjunction with IMCA and The Stern School of Business at New York University. Rakes is Series 66 and 7 licensed. |