Drew B. Wieder Email & Phone Number

Helping members and Everwise Wealth Management achieve their goals."Membership has its benefits."

•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.

Mclean, 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.

Indianapolis, 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.

•Created quality assurance, customer experience and performance improvement tools and strategies. •Provide sales/service improvement and call center integration programs.

Westlake, Texas, Us

•Developed cross-enterprise performance improvement, sales and retention metrics to more quickly identify opportunities to improve business development and client retention strategies.

Westlake, 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%.

Westlake, 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.

Westlake, 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.

Westlake, 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

Westlake, 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.

New York, Ny, Us

Acquire, develop and retain new business. Assist clients with investment management decisions.