Drew M.

About Drew M.

I am an experienced thought leader whose knowledge extends to the institutional and retail retirement space, as well as asset management, wealth management and insurance industries. I thoroughly enjoy writing about practice management and investing best practices as a means of optimizing company performance and saver outcomes. My background includes people management, business development, new product development, content management, public speaking, and cross-team partnerships. My strengths include excellent written communication, public speaking, and detail-oriented research. Basketball is a major passion of mine. In addition to my experience in financial services, I am also fortunate enough to write for sports media outlets. In doing so, I have interviewed numerous professional athletes and coaches, received access to multiple professional basketball venues, and attended major NBA events. Strengths: Writing | Leadership | Editing | Sales and Marketing Strategies | Research | Partnerships.

Experience

1. Vice President Research

   Defined Contribution Institutional Investment Association Dciia

   Nov 2025 — Present

Education

• SUNY New Paltz

  Graduate Studies, English

  2006 — 2008

• SUNY Oneonta

  Bachelor of Arts - BA, English Language and Literature, General

Skills

• Data Analysis
• Statistics
• Microsoft Office
• Social Media
• Competitive Analysis
• Customer Experience
• Competitive Intelligence
• Marketing Strategy
• Qualitative Research
• Leadership
• Spss
• Customer Service
• Copy Editing
• Marketing Research
• Microsoft Powerpoint
• Analytics
• Microsoft Word
• Public Speaking
• Blogging
• Management
• Research
• Market Research
• Editing
• Customer Insight
• Report Writing
• Microsoft Excel
• Analysis