About Drew

Prior to joining SBI in 2011, Drew worked in the intermediary investment sales world. During that time, he worked his way up the ladder from client service representative to leading and coaching his former company’s sales team on the west coast. At SBI, Drew has served some of the company’s most prestigious accounts as a consultant. For these clients, he successfully executed everything from sales process and lead generation projects to highly technical account segmentation work.

Past Experience

Calamos Investments – Senior Regional Associate

Calamos Investments – Regional Associate

Calamos Investments – Client Services

Vanderbilt University, MBA, Owen Graduate School of Management, Strategy and Finance concentrations
Tulane University, BSM, AB Freeman School of Business, Finance and English Double Major