Drew Baker Email & Phone Number

Boston, MA, US

• Provided high volume, full-range service to high-net worth clients working with management team
• Extracted data to prepare graphical and data driven client reports for annual and quarterly reviews; created spending analysis utilizing Excel and internal software
• Managed client servicing requests and account maintenance; wire processing, used multiple communication methods to ensure a consistent and exceptional client service experience; tracked client activity through Salesforce

• Provided customized and sophisticated financial reports, data analysis, and product services to ultra-high-net worth clients requiring high degree of confidentiality. Worked directly with management team and senior.
• Organized, cleaned, and transferred historical and current financial data from Excel reports into Addepar, a data aggregation, visualization, and analytics software; member of transition planning team to new client.
• Prepared data driven and graphical financial reports consolidating monthly investment performance analysis, estate finances and expenses for clients’ accounts as well as handled reporting updates of alternative.
• Interacted with clients’ private banking partners and law firms to establish estate, trust, partnership documents and cash plans
• Generated investment portfolio data tracking, reconciled and reviewed cash inflows and outflows; prepared budget and monthly account analyses; monitored capital calls, distributions, and partnership activity
• Executed individual tax returns utilizing ProSystem fx tax software; collaborated in planning and filing of client returns

Boca Raton, Florida

• Worked with management team of Merrill Lynch Wealth Management supporting Director of ‘Boca Tropics’ market
• Worked closely with senior management to execute the BOA Home Grant Program which resulted in closing three lending referrals and several pending in the pipeline; developed a program summary presentation and trained.
• Assisted senior manager in building out the team specialist list for the Market and Financial Advisor Development Program Hiring pipeline
• Created performance reports using Excel for the Boca Tropics area and applied financial acumen and analytical skills to support a variety of additional projects required for management and advisor teams
• Performed weekly intern projects using PowerPoint comparing digital capabilities of various Bank of America products
• Attended investment strategy meetings; volunteered for full day community service project

Waltham, Massachusetts

• Assisted in investment evaluation for the development of Commonwealth’s 3(38) retirement solution by creating Excel spreadsheets and using RPM
• Reconciled extensive amounts of data in Excel to ensure accuracy and identified any mistakes in Commonwealth’s retirement platforms
• First place in “Shark-Tank” Team Competition – team project proposed making a more eco-friendly office that helps the company save money; Presented project to senior management and executives; First intern projected to.

Waltham, Massachusetts

• Provided Excel project support to the Licensing Department
• Contacted financial advisors through phone calls and emails to obtain updated licensing information, input information into Excel and ran reports to submit to management
• Participated in Shark-Tank Team Competition – team project was an app which provided up to the minute marketing information for financial advisors; Team won “Best Company Name” in competition; Met individually with.

Master Of Science - Ms, Applied Analytics

Business/Finance

Activities and Societies: Phi Gamma Delta (FIJI) Co-Chairman Social Committee, Active Member; Club Lacrosse Member • Highest fundraiser in.

Other; Business Analytics

Diploma

Activities and Societies: Varsity Hockey Team Player, Senior Leadership Committee Varsity Baseball Team Player, Varsity Soccer Team.