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Drew Kulak Email & Phone Number
Account Executive and Partnership Manager
at
insightsoftware
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✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
Account Executive and Partnership Manager
Location
Austin, Texas, United States
Company size
Who is Drew Kulak? Overview
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Quick answer
Drew Kulak is listed as Account Executive and Partnership Manager at insightsoftware, a with 2267 employees, based in Austin, Texas, United States. AeroLeads shows a matched LinkedIn profile for Drew Kulak.
Drew Kulak previously worked as Account Executive & Partnership Manager at Insightsoftware and Vice President of Investor Relations at Aurum Capital Ventures, Inc.. Drew Kulak studied at University Of North Carolina At Charlotte.
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Email format at insightsoftware
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insightsoftware
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Profile bio
About Drew Kulak
I started out with the goal of joining the Special Forces in the United States Military.It was a dream I had growing up and I chased after it with all my drive. After receiving an ROTC scholarship to UNC Charlotte I thought that everything was going to plan and nothing could possibly go pull me off course. Little did I know how wrong I was.Due to some surgeries in High School, I was unable to sift through the red tape and collect the scholarship I was originally counting on. Through the process of figuring out what was next I began the interview process at Apple.Life wasn’t done throwing me around yet, however, and after just under a year at Apple I found myself sitting down for lunch with a long time family friend talking about the world of finance. My curiosity was piqued and I needed to see what that world had to offer. As the journey continued, I moved from Arbor Wealth to Fidelity Investments and from Fidelity to Aurum where I found myself on the tip of the spear in emerging financial markets. I was finally able to take my sales knowledge and financial background to join the Certent team at insightsoftware and am now working to bring software solutions to the Office of the CFO.Today I help to educate both public and private companies on the impact our software can have on their ability to take control of their equity insights instead of being controlled by them. As a part of the insightsoftware team, we seek to not only improve process efficiencies but to really change how the work is done. At the end of the day, it's about the relationships being built and when we onboard new clients, they know that they are truly setting themselves up for scalable success with an intuitive platform paired with top tier services to bring forward the best in class Equity Management solution.
Current workplace
Drew Kulak's current company
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Insightsoftware
8 roles
Drew Kulak work experience
A career timeline built from the work history available for this profile.
Account Executive & Partnership Manager
I work alongside a team of experts to bring the best in class Equity Management software solution to both public and private companies around the world.
Vice President Of Investor Relations
Apr 2021 - Aug 2022
Financial Representative
I moved to Ohio and worked in the East Cleveland Branch office after interviewing for the role virtually. During my time at Fidelity I worked both virtually and in the office to support a team of over 20 advisors at my branch while simultaneously studying for and passing both the SIE and Series 7 exam. I chose to leave Fidelity after being given an opportunity to work in finance at a start up in the crypto sector.
Jun 2020 - Apr 2021
Financial Representative
I am determined to help people achieve their goals. I work to make sure every client has a plan for their future, and to help each individual, family, and business put everything on the table so that we can chart the best course forward. In working with clients, I bring professional relationships to the table with experienced CPAs, Financial Analysts, Attorneys, and many others who all work with the shared desire of figuring out the best solution for each unique situation.I help deal with the pressing issues clients face today while also working to implement a comprehensive strategy on how to tackle an unknown future. As a part of the Arbor Wealth team, we pride ourselves in our knowledge of business & estate planning, trust implementation, life & health insurance, investments, retirement & legacy planning, and many other fields. Our desire is to take advantage of the opportunity afforded to clients while also mitigating their risk.My relationships with clients are built to last a life time and in some cases exceed it. Through the use of my knowledge, my professional partnerships, and the tools at my disposal, I help to bring financial security in the present so my clients may enjoy financial prosperity in the future.
Feb 2019 - Mar 2020
Team Administrator
Aug 2018 - Feb 2019
Technical Specialist
Nov 2017 - Aug 2018
Owner
Beautiful Lawns
May 2011 - Sep 2013
Team & coworkers
Colleagues at insightsoftware
Other employees you can reach at insightsoftware.com. View company contacts for 2267 employees →
JB
John Brooks
Colleague at InsightsoftwareLondon, England, United Kingdom
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JK
Jennifer Kimberl
Colleague at InsightsoftwareWashington, District Of Columbia, United States
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SV
Srija Vummenthala
Colleague at InsightsoftwareHyderabad, Telangana, India
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PS
Preetham Samal
Colleague at InsightsoftwareBengaluru, Karnataka, India
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BS
Brennan Sullivan
Colleague at InsightsoftwareAtlanta, Georgia, United States
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MA
Michelle Ahn
Colleague at InsightsoftwareWashington Dc-Baltimore Area, United States
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RS
Richard Savill
Colleague at InsightsoftwareAuckland, New Zealand
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DV
Dipak Vishwakarma
Colleague at InsightsoftwareVadodara, Gujarat, India
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RK
Romer Kim Corneja
Colleague at InsightsoftwareCainta, Calabarzon, Philippines
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KU
Khadijah Uddin
Colleague at InsightsoftwareMount Prospect, Illinois, United States
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John Brooks
Colleague at InsightsoftwareLondon, England, United Kingdom
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JK
Jennifer Kimberl
Colleague at InsightsoftwareWashington, District Of Columbia, United States
View →
SV
Srija Vummenthala
Colleague at InsightsoftwareHyderabad, Telangana, India
View →
PS
Preetham Samal
Colleague at InsightsoftwareBengaluru, Karnataka, India
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BS
Brennan Sullivan
Colleague at InsightsoftwareAtlanta, Georgia, United States
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MA
Michelle Ahn
Colleague at InsightsoftwareWashington Dc-Baltimore Area, United States
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RS
Richard Savill
Colleague at InsightsoftwareAuckland, New Zealand
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DV
Dipak Vishwakarma
Colleague at InsightsoftwareVadodara, Gujarat, India
View →
RK
Romer Kim Corneja
Colleague at InsightsoftwareCainta, Calabarzon, Philippines
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KU
Khadijah Uddin
Colleague at InsightsoftwareMount Prospect, Illinois, United States
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3 education records
Drew Kulak education
Education record
High School Diploma
Education record
Wymla
FAQ
Frequently asked questions about Drew Kulak
Quick answers generated from the profile data available on this page.
What company does Drew Kulak work for?
Drew Kulak works for insightsoftware.
What is Drew Kulak's role at insightsoftware?
Drew Kulak is listed as Account Executive and Partnership Manager at insightsoftware.
Where is Drew Kulak based?
Drew Kulak is based in Austin, Texas, United States while working with insightsoftware.
What companies has Drew Kulak worked for?
Drew Kulak has worked for Insightsoftware, Aurum Capital Ventures, Inc., Fidelity Investments, Massmutual, and Arbor Wealth Management.
Who are Drew Kulak's colleagues at insightsoftware?
Drew Kulak's colleagues at insightsoftware include John Brooks, Jennifer Kimberl, Srija Vummenthala, Preetham Samal, and Brennan Sullivan.
How can I contact Drew Kulak?
You can use AeroLeads to view verified contact signals for Drew Kulak at insightsoftware, including work email, phone, and LinkedIn data when available.
What schools did Drew Kulak attend?
Drew Kulak studied at University Of North Carolina At Charlotte.
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