Adroit Compliance, LLC
Bailey Drake is a seasoned compliance professional with extensive experience in various roles across multiple organizations. Currently serving as a Compliance Consultant at Adroit Compliance, LLC and Managing Member & Compliance Consultant at Bloom Compliance Consulting, LLC, Drake has a proven track record in compliance and operations, having previously worked as a Compliance Liaison at Forum Financial Management and in various compliance roles at CI BDF Private Wealth. With a strong background in portfolio management and investment operations from positions at Guggenheim Partners and Northern Trust Corporation, Drake holds an MBA in Management and Finance from DePaul Driehaus College of Business and a BA in Political Science and English from Hunter College. Additionally, Drake has completed certifications in Securities Compliance and Project Management.
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Adroit Compliance, LLC
Adroit Compliance, LLC provides customized outsourced compliance services to financial professionals. Our strategy is to work closely with a limited number of clients, to build trust, and to develop solid long-term relationships with those firms. We achieve a comprehensive understanding of each client’s business model and provide customized services based on each client's individualized needs. Outsourcing compliance administration to a dedicated compliance specialist allows financial professionals to focus their resources on serving their clients and growing their business.