Drew B Wieder

•Directed Retail and Institutional client service organization, all aspects of sales and service process. •Executed key business acquisition, retention and development initiatives with Brok...

•Responsible for all efforts to grow, retain and develop our national organization of 650 independent insurance agents, financial advisors and wealth managers. •Increased annualized revenues...

•Created quality assurance, customer experience and performance improvement tools and strategies. •Provide sales/service improvement and call center integration programs.

•Developed cross-enterprise performance improvement, sales and retention metrics to more quickly identify opportunities to improve business development and client retention strategies.

•Directed the national recruitment and development of 2000 newly registered sales/service representatives. •Introduced Professional Selling Skills (PSS) to all new and existing employees, I...

•Responsible for the documenting and resolving of all customer complaints across all service delivery channels. •Designed and launched call center based service recovery teams to insure that...

•Directly managed seven sales managers, indirectly managing approximately 150 service and trading representatives responsible for asset, retention and product growth with our NY Metro Branch...

•Redesigned job descriptions, incentive structure, performance metrics, team design and training for client service teams. •Decentralized key service functions from HQ and branch locations, ...

•Maintained above average client service survey scores for eight quarters while increasing productivity 18%. •Raised Billion $ + World Trade Center branch service scores from mid 80% to low ...

Acquire, develop and retain new business. Assist clients with investment management decisions.