Drew B. Wieder

Operations Manager - Everwise Wealth Management @Everwise Credit Union

Indianapolis, IN, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Feb 2024 — Present

Operations Manager - Everwise Wealth Management @Everwise Credit Union

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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

1978 — 1982

Stockton University

Bachelor’s Degree, Political Science

SKILLS

Mergers & AcquisitionsCustomer Relationship Management (Crm)StrategyMutual FundsRisk ManagementTrainingCustomer SatisfactionCustomer RetentionBusiness Process ImprovementBusiness DevelopmentWealth ManagementStrategic PlanningLeadershipFinancial ServicesCrmSalesforce.comRecruitingCross-Functional Team LeadershipManagementTradingProcess ImprovementSeries 7Executive Management

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)

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