Drew B. Wieder

About Drew B. Wieder

Drew B. Wieder is a Financial Services professional with extensive experience in leading branch, service/sales contact center and home office strategic and operations teams. I thrive on helping organizations successfully manage growth while improving both their profitability and quality.Specialties: Building and growing profitable customer and employee-centric organizations that can create and sustain measured loyalty, acquisition, retention and development opportunities-Sales/Service relationship management-GIPS Portfolio analysis, reporting & construction-Account Management, recruitment and onboarding-Training: external & internal -Broker Dealer/Custodial & RIA Operations-Branch/Field supervision-Employee/Leadership development-Client satisfaction strategies-Call/Value center leadership & design-FINRA registered:(Series 66)(4,7,9,10,24,53 Inactive 12/2015)

Experience

1. Operations Manager - Everwise Wealth Management

   Everwise Credit Union

   Feb 2024 — Present · Indianapolis, IN, US

   Originally founded in 1931 as Teachers Credit Union, Everwise’s fundamental priority remains the same today as it was then: helping people understand and manage their financial future.Today, Everwise is Indiana’s largest credit union with over 700 employees, more than $5 billion in assets, branches located throughout Indiana and southwest Michigan, and more than members.

Education

• Stockton University

  Bachelor’s Degree, Political Science

  1978 — 1982

Skills

• Mergers & Acquisitions
• Customer Relationship Management (Crm)
• Strategy
• Mutual Funds
• Risk Management
• Training
• Customer Satisfaction
• Customer Retention
• Business Process Improvement
• Business Development
• Wealth Management
• Strategic Planning
• Leadership
• Financial Services
• Crm
• Salesforce.com
• Recruiting
• Cross-Functional Team Leadership
• Management
• Trading
• Process Improvement
• Series 7
• Executive Management