Drew Nauman Email & Phone Number

Massachusetts, United States

Greater New York City Area

Greater Los Angeles Area

Greater Los Angeles Area

Greater Salt Lake City Area

Greater Salt Lake City Area

● Responsible for opening new accounts and originating loans in compliance with established policies & procedures● Responsible for accurately processing debit and credit transactions in compliance with established policies & procedures, while maintaining an acceptable balancing record● Resolve customer problems either through direct personal action or referral to alternative branch or bank resources● Identify and maximize cross-sell opportunities through exploring customer needs.● Assist customers at the drive-through window● Greet people warmly and direct them to appropriate bank personnel● Handle loan payments and cash checks● Report suspicious activity

Ithaca, New York Area

● Trained new student employees● Supervised all student employees● Performed the duties of receptionist for the building (answering phones,greeting visitors, providing information and aid about the building and itsservices)Cornell United Religious Work (CURW), housed in Anabel Taylor Hall and comprised of twenty-eight affiliated communities, offers programs of worship, study, and social life, as well as opportunities for students to engage in interfaith dialogue.

Bozeman, Montana

● Organized myself and three other interns into an effective sales andmarketing team● Developed a unique marketing strategy for a new launched fixed indexannuity product● Built relationships with professional financial advisors, augmenting theirbusiness with new annuity productsWealthVest Marketing is an advanced financial marketing firm, specializing in high-quality fixed annuities, fixed-indexed annuities and life insurance products. The role of a recruiter within any financial organization plays an essential role in marketing the company and appointing new business. As a team we worked with professional financial advisors throughout the nation discussing retirement planning vehicles and solutions. With thorough training from the industry’s leaders, WealthVest recruiters engage in in-depth financially analytical conversations with the goal to assist and augment producers book of business. An unbiased dialogue with the goal of increasing the predominance of consumer-based solutions is the principle of our company’s recruitment team.WealthVest is unique in providing a proprietary world-class digital marketing platform (Advisor Deck), supported by comprehensive social media marketing, digital marketing coaching by Matt Halloran, the most successful agent radio marketing program created by Hilary Beban, and supported with constant proprietary blogging content – helping to make the best financial advisors even better. WealthVest gives advisors opportunities to work with the best carriers, products and services. WeathVest’s carriers include: Allianz, Genworth, Great American, Forethought Aviva, Lincoln Financial Group, North American, F&G, and Reliance Standard. WealthVest marries highly-rated annuity products with a culture of networking, sharing, coaching and learning – to achieve powerful results.

Washington D.C. Metro Area

● Conducted research on the informal and formal organisations of members ofthe Senate and House of Representatives● Prepared the definitive data­set used by Congress for statistical analysis ofCongressional Member Organisations (caucuses)The Congressional Research Service (CRS) works exclusively for the United States Congress, providing policy and legal analysis to committees and Members of both the House and Senate, regardless of party affiliation. As a legislative branch agency within the Library of Congress, CRS has been a valued and respected resource on Capitol Hill for more than a century.CRS is well-known for analysis that is authoritative, confidential, objective and nonpartisan. Its highest priority is to ensure that Congress has 24/7 access to the nation’s best thinking.

Greater Seattle Area

● Represented the brand by providing customer service and maintaining presentation standards.● Customer facing retail sales and service.

Dartmouth, Ma

Licensed boat captain.