Drew B. Wieder work email
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Drew B. Wieder personal email
Drew B. Wieder is a Financial Services professional with extensive experience in leading branch, service/sales contact center and home office strategic and operations teams. I thrive on helping organizations successfully manage growth while improving both their profitability and quality.Specialties: Building and growing profitable customer and employee-centric organizations that can create and sustain measured loyalty, acquisition, retention and development opportunities:-Sales/Service relationship management-GIPS Portfolio analysis, reporting & construction-Account Management, recruitment and onboarding-Training: external & internal -Broker Dealer/Custodial & RIA Operations-Branch/Field supervision-Employee/Leadership development-Client satisfaction strategies-Call/Value center leadership & design-FINRA registered: (Series 66) (4,7,9,10,24,53 Inactive 12/2015)
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Operations ManagerEverwise Credit Union Feb 2024 - PresentHelping members and Everwise Wealth Management achieve their goals."Membership has its benefits." -
Chief Operating Officer & Chief Compliance OfficerProvident Capital Management, Inc. Jun 2014 - Jan 2024•Responsible for all Retail and Institutional Operations and Compliance management and functions.•Executes all Operational functions and tasks; trading, billing, GIPS portfolio accounting, new accounts, client on-boarding, service, third party reporting and marketing.•Maintains all regulatory activities associated with an R.I.A. ; ADV, audit, risk, cyber-security and oversight.
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Vp Client ServicesFoliofn, Inc Feb 2008 - Dec 2013Mclean, Va, Us•Directed Retail and Institutional client service organization, all aspects of sales and service process. •Executed key business acquisition, retention and development initiatives with Broker Dealer, RIA, clearing firms and peer lending organizations.•Primary client advocate, representing the voice of the client in development, design, marketing and operations within an on-line financial service and trading platform. •Institutional Relationship Manager responsible for developing and retaining $75 Million - $1 Billion AUM clients. •Implemented multiple CRM, sales, workflow and document imaging solutions on Salesforce.com. -
Vp/Director Broker Dealer OperationsOneamerica Securities, Inc. Sep 2005 - Feb 2008Indianapolis, In, Us•Responsible for all efforts to grow, retain and develop our national organization of 650 independent insurance agents, financial advisors and wealth managers.•Increased annualized revenues 22% while helping to grow our assets over 70% in two years across all product lines without increasing headcount. •Managed trading and operations to insure compliance with all FINRA and MSRB rules and regulations. •Expanded our RIA business 30% in past year, providing all platform and vendor representation, supervision and oversight. -
Vp Quality ServicesTouchpoint One 2003 - 2005•Created quality assurance, customer experience and performance improvement tools and strategies. •Provide sales/service improvement and call center integration programs.
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Vp Corporate Quality & ControlCharles Schwab & Co., Inc. 2001 - 2003Westlake, Texas, Us•Developed cross-enterprise performance improvement, sales and retention metrics to more quickly identify opportunities to improve business development and client retention strategies. -
Vp Retail Client Services Employee DevelopmentCharles Schwab & Co., Inc. 1999 - 2001Westlake, Texas, Us•Directed the national recruitment and development of 2000 newly registered sales/service representatives. •Introduced Professional Selling Skills (PSS) to all new and existing employees, Improved Series 7 pass results from 76% to 87% and Client satisfaction to 80%.
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Vp Chairman'S Division & Service/Sales SupportCharles Schwab & Co., Inc. 1997 - 1999Westlake, Texas, Us•Responsible for the documenting and resolving of all customer complaints across all service delivery channels.•Designed and launched call center based service recovery teams to insure that service issues would get appropriately escalated and resolved.
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Director National Investor ServicesCharles Schwab & Co., Inc. 1995 - 1997Westlake, Texas, Us•Directly managed seven sales managers, indirectly managing approximately 150 service and trading representatives responsible for asset, retention and product growth with our NY Metro Branch partners.•Launched the first internal “Sales and Advice” team. Established metrics to support ROI, new product launch, advice and ongoing product support and communications.
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Sales & Service ManagerCharles Schwab & Co., Inc. 1993 - 1995Westlake, Texas, Us•Redesigned job descriptions, incentive structure, performance metrics, team design and training for client service teams.•Decentralized key service functions from HQ and branch locations, empowering service center employees
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Sales ManagerCharles Schwab & Co., Inc. 1991 - 1993Westlake, Texas, Us•Maintained above average client service survey scores for eight quarters while increasing productivity 18%.•Raised Billion $ + World Trade Center branch service scores from mid 80% to low 90% while also increasing service levels.
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Financial ConsultantMerrill Lynch 1990 - 1991New York, Ny, UsAcquire, develop and retain new business. Assist clients with investment management decisions.
Drew B. Wieder Skills
Drew B. Wieder Education Details
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Stockton UniversityPolitical Science
Frequently Asked Questions about Drew B. Wieder
What company does Drew B. Wieder work for?
Drew B. Wieder works for Everwise Credit Union
What is Drew B. Wieder's role at the current company?
Drew B. Wieder's current role is Operations Manager.
What is Drew B. Wieder's email address?
Drew B. Wieder's email address is dr****@****ast.net
What schools did Drew B. Wieder attend?
Drew B. Wieder attended Stockton University.
What are some of Drew B. Wieder's interests?
Drew B. Wieder has interest in Children, Economic Empowerment, Civil Rights And Social Action, Environment, Education, Science And Technology, Human Rights, Arts And Culture, Health.
What skills is Drew B. Wieder known for?
Drew B. Wieder has skills like Financial Services, Leadership, Strategy, Management, Crm, Series 7, Mutual Funds, Business Development, Customer Retention, Salesforce.com, Customer Satisfaction, Process Improvement.
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