Drew Grider, Cfa

Drew Grider, Cfa Email and Phone Number

President at Leelyn Smith @ Leelyn Smith
Drew Grider, Cfa's Location
Greater Chicago Area, United States
Drew Grider, Cfa's Contact Details

Drew Grider, Cfa work email

Drew Grider, Cfa personal email

About Drew Grider, Cfa

I am the President of Leelyn Smith and hold the esteemed Chartered Financial Analyst (CFA) designation. In addition to my analytical skills and extensive background in the financial industry, my biggest strength is the ability to communicate with people and understand their perspective. My current role at Leelyn Smith is an ideal fit for my strengths and experiences. I have a wonderful wife named Rachel, and we are the proud parents of three children - Lilah, Shep and Gracie. We live in Glen Ellyn, IL.Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section. Investment Advice offered through Leelyn Smith, a registered investment advisor. Leelyn Smith is a separate entity from LPL Financial.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial registered representative associated with this page may only discuss and/or transact business with residents of the following states: AL, AR, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, KY, LA, MI, MN, MO, MT, NC, NE, NJ, NV, NY, OH, OK, PA, SC, TN, TX, VA, WI, WV, WY

Drew Grider, Cfa's Current Company Details
Leelyn Smith

Leelyn Smith

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President at Leelyn Smith
Drew Grider, Cfa Work Experience Details
  • Leelyn Smith
    President
    Leelyn Smith Aug 2020 - Present
    Geneva, Illinois, United States
    As the president of Leelyn Smith, I oversee the firm's investment advisors, client services, and operations. I also serve as lead advisor for a select group of clients.
  • The Retirement Network
    President
    The Retirement Network Jan 2012 - Aug 2020
    Geneva, Il
  • The Retirement Network
    Wealth Advisor
    The Retirement Network Aug 2007 - Jan 2012
    Geneva, Il
  • Goodrich
    Financial Analyst
    Goodrich Aug 2001 - Aug 2007
    During my six years as a Financial Analyst at the Goodrich corporate HQ, I had the opportunity to be a key member of several important teams and projects. The most notable roles include:* Mergers/Acquisitions: Full-time member of the 3-person corporate team responsible for $187M avionics business divestiture. Over the course of a very intense year, we successfully teamed with the executive management team at the business unit, outside legal counsel, and an investment banking team to identify potential buyers, lead the negotiations process, and ultimately close the deal with L-3 Communications. I am proud to have been part of such a successful and important corporate team at the company.* Financial Planning: I was the lone financial analyst assigned to the Engines Systems segment President and Controller, and we were responsible for the consolidated forecasting and reporting for the $2B Engines Systems segment. During those 2.5 years, I gained extensive amounts of financial planning and analysis experience and also a great deal of understanding for the aerospace industry.* Enterprise Portal: Analyst assigned to a project team responsible for designing and creating the company's first web portal. This successful 18-month project allowed the company's customers to place orders online across multiple business units for the first time, which was a big step for Goodrich.
  • Indianapolis Colts
    Operations Intern
    Indianapolis Colts May 2000 - Aug 2000
    Indianapolis, Indiana Area
    I was an Operations Intern during the summer before my senior year at Purdue University. It was an amazing experience and a dream come true to be an employee of an NFL team.Brief Summary: The Operations Intern team was responsible for handling logistics for the players, coaches and staff during the annual summer Training Camp that was held at Rose-Hulman IT in Terre Haute, IN. Aside from the daily/weekly team requirements, we were responsible for preparing the team to play a preseason game in Mexico City, Mexico. That involved getting each player a US Passport and the appropriate work visa in addition to all of the other logistics that go into playing an out of town game.

Drew Grider, Cfa Skills

Investments Financial Planning Financial Services Process Improvement Securities Financial Analysis Portfolio Management Retirement Planning Asset Management Finance Financial Advisory Risk Management Due Diligence Budgets Retirement Investment Advisory Hyperion Enterprise Sarbanes Oxley Strategic Financial Planning Asset Managment Hyperion Hfm

Drew Grider, Cfa Education Details

Frequently Asked Questions about Drew Grider, Cfa

What company does Drew Grider, Cfa work for?

Drew Grider, Cfa works for Leelyn Smith

What is Drew Grider, Cfa's role at the current company?

Drew Grider, Cfa's current role is President at Leelyn Smith.

What is Drew Grider, Cfa's email address?

Drew Grider, Cfa's email address is dr****@****ail.com

What is Drew Grider, Cfa's direct phone number?

Drew Grider, Cfa's direct phone number is +163023*****

What schools did Drew Grider, Cfa attend?

Drew Grider, Cfa attended Purdue University - Krannert School Of Management.

What skills is Drew Grider, Cfa known for?

Drew Grider, Cfa has skills like Investments, Financial Planning, Financial Services, Process Improvement, Securities, Financial Analysis, Portfolio Management, Retirement Planning, Asset Management, Finance, Financial Advisory, Risk Management.

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