Drew Sandoval, Mba Email & Phone Number

Indianapolis, In, Us

MuleSoft is a highly disruptive technology platform which tackles the largest global IT sector challenge – how to harness the power of their applications through integration. As companies attempt to make the Digital Transformation (connected company) $500B is annually spent on custom integration. This problem is growing given the explosion of data and devices with the simultaneous transformational impacts of Cloud, SaaS, IOT and the API Economy.I work with most financial services companies, including banks, credit unions, insurance companies, asset managers, and PE/VC firms, to help drive their digital transformation initiatives and realize their investment in Mulesoft.

Denver, Colorado, United States

• Excel in training, managing, and motivating top-performing sales representatives who exceed average monthly company-wide revenue • Align with executives and the business development team in acquiring new building partners, marketing strategies and presentation ideas.• Secure a monthly average of 200 new inbound leads • Collaborate with executives in the implementation of sales strategies in order to maximize revenue.• Accountable for creating, monitoring, and analyzing KPI data to improve sales rep performance by encouraging feedback presented in bi-monthly one-on-one meetings.• Assume responsibility for coordinating monthly incentives and office events to improve company culture and motivate employees.

Denver, Colorado, United States

• Recognized for consistently exceeding monthly sales revenue goals• Prospected for and generated leads via apartment search platforms, networking, and referrals• Demonstrated advanced skills in client engagement to effectively promote 150+ apartment buildings within our rental network.• Considered and aligned with Denver apartment and housing market trends to best advise clients• Crafted successful communication and organization structures for implementation across all sales teams and markets.• Conferred with leasing agents and community managers to finalize leases• Arranged and hosted up to ten building tours per day

Denver, Colorado

• Personally manage all Denver office relationships with account sizes ranging from $500k - $80mn• Work closely with our Investment Research, Trust, Insurance, Lending and Banking teams to help our clients gain a clearer picture of their overall wealth goals• Portfolio Management: placing periodic trades via our Smartleaf platform, Investment Policy Statement creation, portfolio allocation/implementation/monitoring, client review meeting preparation and follow-up actions.• Account administration: back-office operations, transfer requests, account opening, account/fee analysis, periodic compliance reviews, assist in audits.• Create and implement processes/systems, portfolio management reports, and presentation material.• Create and present quarterly reviews with clients as well as retirement services clients.• Extensive experience with a large Foundation's pension plan, processing monthly transactions, and assisting in the closing and transfer of plan assets.

Denver, Colorado, United States

Greater Denver Area

• Worked with a Financial Advisor to help better assist his client relationships• Extensive work with Salesforce ensuring all data was updated and their CRM tools were functional• Was finishing my MBA, passed my Life and Health Insurance exams and passed my SIE during this time frame

Denver, Colorado

Became the team lead for the AGA which included the following tasks:• Creating and editing the new website via Wordpress• Managing any inquiries that came in through the contact form• Came up with ideas that would provide members with the best experience, including accreditation, pricing, marketing and experiences• Created brand and marketing material• Created ad campaigns to provide more exposure• Worked closely with several Glamping experts/companies to gain knowledge and insight, including Glamping Hub, Under Canvas, Firelight Camps and KOA• Helped initiate the first Glamping Podcast

Regis University

• Manages and controls video/audio software, game clock, and scoreboard for all current varsity sports as well as uses different social media platforms, such as Facebook, Instagram, Twitter, and Snapchat to market athletic events.

Denver, Co

• Played NCAA DII Volleyball as a libero• Competed in the Elite Eight, 2017• 2x RMAC champion• Awarded RMAC All-Academic Honor Roll 2014, 2015, 2016, 2017, 2018• Dean's List 2017

• Leads meetings with a committee of dedicated student-athletes where we are able to provide insight on the student-athlete experience and offer input on the rules, regulations and policies that affect student-athletes' lives on campus.

Greater Denver Area

• Updated client information using data platforms such as SalesForce and eMoney• Created a variety of asset allocation spreadsheets and charts used for client meetings• Assisted in creating financial planning and estate planning strategies• Worked closely with the Portfolio Manager to ensure all wealth management clients were satisfied

100 Wall St. New York, Ny

• Simulated daily morning macro trading briefs by region with a focus on multiple asset classes• Presented weekly pitches using different investment vehicles to understand changes in the macroeconomic environment• Learned the dynamics of investment strategies, trade execution, and formulating portfolio construction through engaging with traders and strategists within the ETF, Equity Derivative, and Electronic Trading groups• Assisted senior employees with the identification of potential insurance clients by researching company financial data and incorporating report analysis into the internal database

Centennial, Co

Assists in mentoring and training elite 17 year old athletes along with traveling across the region to compete in several challenging tournaments. Helped lead to a third place finish at Nationals in Minneapolis, Minnesota.

Denver, Co

Assists in mentoring and training elite 18 year old athletes along with traveling across the region to compete in several challenging tournaments.

Provided extraordinary customer service for up to 150 customers per night; service included knowing and addressing every member by name, attending to reservations or any questions through the phone, and organizing and arranging events for the board of directors and committees.

Wabash, In

Implemented deadlines concerning multiple community service projects, including volunteering and donating to the local soup kitchen Helping Hands of Wabash County, Inc., Wabash County Historical Museum, Special Olympics, March of Dimes, and the Wabash County Animal Shelter. Scheduled monthly meetings as well as organized the annual meeting at the end of the year; Selected local businesses to host our monthly meetings; Maintained a financial balance while utilizing our budget to greater benefit our local businesses

Master Of Business Administration - Mba, Finance, General, 4.0

Bachelor’S Degree, Business Administration With An Emphasis In Finance And Management, 3.7

Activities and Societies: Volleyball, SAAC, LeaderU, Investment Club