Drew Weinstein

About Drew Weinstein

I’m a strategic operations executive with 20+ years of experience leading complex, high-impact functions across wealth services, data management, and financial platform operations. Throughout my career, I’ve focused on creating scalable infrastructure, reducing operational risk, and aligning day-to-day execution with long-term business goals.What differentiates me is my ability to lead cross-functional, global teams while driving transformation through automation, AI integration, and process redesign. Whether I’m embedding governance controls into platform architecture or mentoring future leaders, I approach every initiative with a focus on quality, compliance, and measurable outcomes.At BNY Pershing, I lead data operations for our wealth platform, with oversight of areas like corporate actions, client reporting, and acquisition feeds. I also serve as the principal supervisory authority across several high-risk functions, ensuring full regulatory compliance and audit readiness. Previously, I led back-office operations and continuous improvement efforts that strengthened performance metrics, built team capacity, and streamlined service delivery across regions.I’m passionate about developing leaders, advancing platform capabilities, and connecting operational excellence with business growth. I’m always open to connecting with others in the industry to share ideas and insights.

Experience

1. Director, Group Lead, Data Management

   BNY Pershing

   Apr 2023 — Present

   Champion an enterprise-wide initiative to embed accountability into data workflows that has yielded a 30% YoY reduction in client-reported issues through sustained analysis, training, and proactive remediation- Guide the mapping and restructuring of platform operations across global teams, as well as the integration of AI and automation technologies that have scaled output and improved exception handling while eliminating hours of manual work per cycle- Cooperate closely with agile delivery teams across product, tech, and RM to ensure roadmap alignment, data integrity standards, and timely delivery of platform enhancements tied to strategic goals- Control all audit-sensitive areas (data research, corporate actions, client performance reporting, acquisition feeds) with precision to verify regulatory readiness and full supervisory compliance under FINRA- Establish an internal control environment that centralized issue triage, ownership, and tracking to provide executive visibility into recurring failure points and improving time-to-resolution- Mentor senior managers through structured coaching engagements, creating talent pipelines, stretch assignments, and advancement frameworks aligned with succession strategy- Direct internal communications across multiple engagement channels, including town halls and strategic briefings, to elevate organizational clarity and morale during change cycles- Partner with compliance and legal teams to proactively assess and respond to new regulatory requirements; incorporate data lineage enhancements to support defensible audit trails- Supervise the integration of acquired data services into the existing wealth platform, encompassing cross-team alignment, client impact mitigation, and stakeholder communications through the transition.

Education

• Saint Joseph's University

  Master's of Business Administration, Management

  2008 — 2011

• York College of Pennsylvania

  Bachelor of Arts (B.A.), Public Relations

  2000 — 2004

Skills

• Six Sigma
• Key Account Development
• Training
• Series 65
• Series 63
• Data Reconciliation
• Business Strategy
• Mutual Funds
• Account Management
• Series 24
• Broker-Dealer
• Project Rollouts
• Operations Management
• Product Development
• Series 7
• Relationship Management
• Investment Advisory Services
• Sma
• Uma
• Mutual Fund Wrap