Steve Drew
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Steve Drew Email & Phone Number

Chief Operating Officer at McWhinney
Location: West Linn, Oregon, United States 14 work roles 2 schools
1 work email found @sage.com 4 phones found area 503 and 541 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 4 phones

Work email s****@sage.com
Direct phone (503) ***-****
LinkedIn Profile matched
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Current company
Role
Chief Operating Officer
Location
West Linn, Oregon, United States
Company size

Who is Steve Drew? Overview

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Quick answer

Steve Drew is listed as Chief Operating Officer at McWhinney, a company with 209 employees, based in West Linn, Oregon, United States. AeroLeads shows a work email signal at sage.com, phone signal with area code 503, 541, and a matched LinkedIn profile for Steve Drew.

Steve Drew previously worked as SVP of Marketing, Strategy & Technology at Caliber and Member, Board of Directors at Candlelighters For Children With Cancer, Oregon & Sw Washington. Steve Drew holds Mba, Decision And Information Analysis, Strategic Management from Emory University - Goizueta Business School.

Company email context

Email format at McWhinney

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{first}.{last}@sage.com
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AeroLeads found 1 current-domain work email signal for Steve Drew. Compare company email patterns before reaching out.

Profile bio

About Steve Drew

Seasoned executive, product team leader, visionary and system architect with a 25 year history of building companies, departments, B2B+B2C software products, internal applications, business processes and integrated 3rd-party solutions in the FinTech, investment/wealth management, accounting, point-of-sale and payment processing spaces. Over a decade of "Exec Team" experience establishing and refining mission & vision statements, strategic direction, business plans, OKRs and KPIs. A cross-functional “Swiss Army Knife” with experience leading full Agile lifecycle product management, marketing, operations, customer service, IT, and business development, while leveraging a deep business mindset as an MBA focused on data-driven decisions, operating metrics, financial results, consumer demand research, price sensitivity analysis, customer satisfaction, sales pipeline management and process efficiency. A collaborative team leader who creates technical solutions to complex business problems, establishes cross-departmental business processes to promote efficiency and growth, and fosters a culture that drives commitment, results and personal development.

Listed skills include Product Management, Team Leadership, Marketing Research, New Product Launch, and 29 others.

Current workplace

Steve Drew's current company

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McWhinney
Mcwhinney
Chief Operating Officer
West Linn, OR, US
Website
Employees
209
AeroLeads page
14 roles

Steve Drew work experience

A career timeline built from the work history available for this profile.

Chief Operating Officer

West Linn, OR, US

Svp Of Marketing, Strategy & Technology

Current

Scottsdale, AZ, US

Collaborating with the CEO and COO to create and execute a strategic plan that leverages systems and technology to modernize marketing functions into a finely tuned machine that enables Caliber to grow & scale.

Mar 2024 - Present

Member, Board Of Directors

Current

Portland, Oregon, US

  • Non-profit organization supporting a community of 100s of local families per year through the childhood cancer journey.
  • Provide pro bono systems, IT, CRM and marketing automation consulting and operations assistance
  • Negotiated purchase of HubSpot and currently implementing all modules and migrating data
  • Identified & proposed method to streamline business operations from 5 systems to 1 while saving cost
  • Approve annual business plan relative to the budget, and solve business & financial challenges
Jan 2023 - Present

Vp, Marketplace Transformation / Business & Systems Operations

Austin, Texas, US

  • After architecting, defining and delivering the CrowdStreet Marketplace and SaaS product over the company’s first six years as VP of Product, asked by the CEO and Chairman of the Board to serve as an internal.
  • Served as an architectural consultant to the Product team for the previously defined roadmap, and assisted with resolving complex escalations
  • Redesigned the online investment workflow used by investors to submit investment offers, verify accreditation, e-sign documents and fund investments
  • Guided the operational rollout of an investor waiting list process
  • Launched HubSpot CRM, Service Hub & Knowledge Base to power Customer Care, Investor Relations & Marketing
  • Refined the Marketplace investment allocation policy to account for business expansion into fund products and private managed accounts with assets under management
Jan 2020 - Apr 2023

Vp, Product Management & Customer Success

Austin, Texas, US

  • Led the Product, Engineering and Customer Success departments to complete the CrowdStreet Marketplace application and launch the first customers. Leveraged direct feedback from investors and “bullseye” sponsors (AKA.
  • Defined all product requirements and the product roadmap as the sole Product Manager for the company's first four years, then hired and managed the Product Management team
  • Led the Product Development team of 6-18 to achieve full market acceptance and complete a full product release to market after 4.5 years in development.
  • Crafted the five-year vision and three-year roadmap to evolve the product into the future
  • Created and ramped a 6 person Customer Success Team, wrote the implementation “playbook”, instilled a project management methodology, drove growth via best-in-class customer service while implementing 100s of customers
  • Leveraged voice-of-the-customer input from customer engagements to refine the product roadmap
Sep 2015 - Jan 2020

Vp, Product & Marketing ("Founding Team" Executive)

Austin, Texas, US

  • “Founding Team” member leading Product, Engineering and Marketing. Built the core CrowdStreet MVP product from a prototype to achieve market viability while also establishing the CrowdStreet brand within the market..
  • Created the initial business strategy, mission & vision, OKRs and product plan, and evolved all annually for the next 8 years
  • Envisioned, architected, and led the development of all aspects of the CrowdStreet application, including the commercial real estate Marketplace, the investment transaction center, a SaaS product to enable sponsors to.
  • Created and executed the marketing playbook, created banner ads using Adobe Photoshop, created overview videos via Adobe Premiere, and purchased ads via Google AdWords, LinkedIn & AdRoll
  • Tracked ad effectiveness, conversion rates, A/B test results, and website traffic patterns
  • Wrote & placed press releases, applied website changes, and contracted a website redesign
May 2014 - Sep 2015

Vp, Marketing & Business Development

Portland, Oregon, US

  • Identified market expansion opportunities for a payment processing service targeting Homeowner Associations and small service businesses.
  • Pivoted the company from a single market focus (property management) to a multi-market focus, including expansion into two new verticals (lawn care and childcare)
  • Constructed a volume-tiered subscription pricing model based on cost analysis
  • Configured & implemented a marketing automation solution using drip e-marketing, landing pages and lead scoring to generate 100+ warm sales leads per week
  • Refined the corporate strategy, set sales goals, developed product requirements and created the product roadmap
  • Interviewed prospects, evaluated competitors, scored market fit, crafted marketing messages, analyzed costs, established volume pricing, and created launch plans
Feb 2012 - Mar 2014

Director Of Product Management

Newcastle Upon Tyne, GB

  • Spearheaded 3 year, $20M, 50+ person project to define, develop, launch & stabilize Sage Timberline Enterprise, a mid-market accounting solution for service companies and construction contractors.
  • Led a cross-departmental “lead” team of 12 Directors focused on product delivery & launch
  • Created & presented the quarterly roadmaps and product line strategic plans
  • Directed 5 Product Managers to define requirements & user stories across a 45 person engineering team
  • Established scorecards, key goals and KPIs to drive & measure product & delivery targets
  • Partnered with “bullseye” customers to identify product needs & validate designs
Oct 2006 - Feb 2012

Senior Product Manager

Newcastle Upon Tyne, GB

  • Led the research, business plan & launch of Peachtree Quantum as an up-market line-extension to Peachtree Accounting.
  • Created and presented the business plan after conducting a research study to determine feature requirements, demand, price sensitivity, purchase intent and financial potential
  • Wrote product requirements & use cases based on market insights and customer feedback
  • Collaborated with Product Marketing to brainstorm a product name, design packaging, establish price, review collateral, design the web site and establish positioning statements
  • Defined 3-year roadmap using inputs from brainstorming, customer research and user studies
Jan 2005 - Oct 2006

Senior Manager, Operations Lead

Scottsdale, Arizona, US

  • Led a team of support technicians and account managers to deliver 24x7 domestic and international product support & client management for a SaaS ERP solution.
  • Forecasted support call volumes, prioritized cases, analyzed support trends, tracked performance metrics and determined staffing needs
Jan 2004 - Jan 2005

Product Line Lead

Atlanta, Georgia, US

  • Directed a cross-functional product development team of 14 for the financial modules of an ERP suite.
  • Led the vision, strategy, release management and multi-phased roadmap for the product line from initial development to launch and through early-adopter customer implementations
  • Collaborated with large domestic & international customers with $1B+ in revenue including YUM! Brands, BP/Amoco and Chick-fil-a to design unique financial accounting software solutions
Jan 2002 - Jan 2004

Senior Product Manager / Product Manager

Atlanta, Georgia, US

  • Defined point-of-sale solutions and Customer Activated Terminals for quick-service restaurants, gas stations and movie theaters.
  • Composed product roadmaps, crafted product requirements, coordinated development plans, drafted user interfaces, and wrote new product business case justifications
  • Installed and maintained pilot sites for a new product Point-of-Sale and Kitchen Production System, and demoed solutions on sales calls and at trade shows
  • Wrote a business justification to develop a web-based POS management application
  • Recognized as the 1st annual Change Award winner for driving change through innovation
Jun 1998 - Jan 2002

Consumer Business Research Intern

Rochester, New York, US

  • Evaluated the effectiveness of pricing and promotional strategies for film and one-time-use cameras.
  • Developed a multivariate regression-based statistical approach using Nielsen scanner data to model and predict sales volume and isolate the lift attributable to promotions
  • Used model to extract the lift due to a price change to evaluate promotional effectiveness distinct from price
  • Predicted the commoditization of film at Kodak empirically, and summarized findings to senior management
Jun 1997 - Aug 1997

Product Manager / Marketing Research Analyst

Automotive Directions (Acquired By Adp)
  • Assessed customer satisfaction, dealership perceptions, brand switching, and repeat purchase patterns across the automotive industry.
  • Conducted survey research studies and performed statistical analysis
  • Segmented automotive markets and created customer profiles using demographics, psychographics, past purchase behavior, location, and Claritas PRIZM profiles
  • Programmed prospect databases and constructed market share reports in MS Access using DMV data
Jun 1993 - Aug 1996
Team & coworkers

Colleagues at McWhinney

Other employees you can reach at mcwhinney.com. View company contacts for 209 employees →

2 education records

Steve Drew education

Mba, Decision And Information Analysis, Strategic Management

Emory University - Goizueta Business School

Bba, Marketing, Management

University Of Wisconsin-Madison
FAQ

Frequently asked questions about Steve Drew

Quick answers generated from the profile data available on this page.

What company does Steve Drew work for?

Steve Drew works for McWhinney.

What is Steve Drew's role at McWhinney?

Steve Drew is listed as Chief Operating Officer at McWhinney.

What is Steve Drew's email address?

AeroLeads has found 1 work email signal at @sage.com for Steve Drew at McWhinney.

What is Steve Drew's phone number?

AeroLeads has found 4 phone signal(s) with area code 503, 541 for Steve Drew at McWhinney.

Where is Steve Drew based?

Steve Drew is based in West Linn, Oregon, United States while working with McWhinney.

What companies has Steve Drew worked for?

Steve Drew has worked for Mcwhinney, Caliber, Candlelighters For Children With Cancer, Oregon & Sw Washington, Crowdstreet, and Paydici.

Who are Steve Drew's colleagues at McWhinney?

Steve Drew's colleagues at McWhinney include Kelly Knopp, Peter Lauener, Griffin Barlow, Tessi Livingston, and Nicohl Lee.

How can I contact Steve Drew?

You can use AeroLeads to view verified contact signals for Steve Drew at McWhinney, including work email, phone, and LinkedIn data when available.

What schools did Steve Drew attend?

Steve Drew holds Mba, Decision And Information Analysis, Strategic Management from Emory University - Goizueta Business School.

What skills is Steve Drew known for?

Steve Drew is listed with skills including Product Management, Team Leadership, Marketing Research, New Product Launch, Strategic Planning, Roadmap Creation, Software Requirements, and User Stories.

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