Drew Brown

Vice President, Wealth Management Consulting @CGI

Toronto, ON, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

May 2021 — Present

Vice President, Wealth Management Consulting @CGI

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Toronto, ON, CA

Leading the wealth consulting practice for the Global Wealth & Capital Markets. A team of very experienced and knowledgeable industry experts, helping our clients navigate through the incredible transformation our industry is undertaking. Rolling up our sleeves and putting our vast industry experience to work to help our clients define, design and deliver their business of the future.

EDUCATION

N/A

CFA Institute

Chartered Financial Analyst

N/A

Dalhousie University

BA

SKILLS

Business Process ImprovementAsset ManagementWealth ManagementInvestment StrategiesPortfolio ManagementBankingAsset AllocationMutual FundsRisk ManagementStrategyBusiness AnalysisSecuritiesBusiness ArchitectureBusiness StrategyEquitiesInvestmentsFinancial AnalysisThought LeadershipFinancial ServicesCapital MarketsTeam LeadershipFinancial PlanningFixed IncomeRelationship ManagementInvestment Advisory

ABOUT DREW BROWN

I am an accomplished Wealth executive with a broad set of experience across the industry. I\'m a CFA by background with experience in business strategy, wealth management (including financial planning, portfolio management and investment research), product development and business architecture. I have been particularly effective in helping enable the different sales and client engagement models for the full spectrum of clients from mass affluent to high net worth, optimizing the sales process, cutting costs and growing revenue for the firm and its advisors. I\'ve been recognized for my strong leadership, strategic thinking, cross-functional collaboration and my negotiation and influencing skills. I\'m known for my my deep expertise and understanding of the Wealth industry, my ability to cut through the noise and drive results in a fast paced environment as well as my calm demeanor in crisis.

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Drew Brown — Vice President, Wealth Management Consulting at CGI in Toronto, ON, CA | Unifers