Drew Weinstein Email & Phone Number
Director, Group Lead, Data Management @ BNY Pershing
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Drew Weinstein Location
- Philadelphia, PA, US
Drew Weinstein Work
- 2023 - now Director, Group Lead, Data Management @
- 2015 - 2023 Director, Advisory Operations @
- 2014 - 2015 Head of Quality, Pershing Managed Investments @
- 2013 - 2014 Vice President, Senior Key Account Manager @
- 2010 - 2013 Assistant Vice President, Account Manager @
- 2008 - 2010 Senior Client Service Representative @
- 2007 - 2008 Money Manager Support Specialist @
- 2007 - 2007 Money Manager Data Analyst @
- 2005 - 2007 Mutual Fund Specialist @
Drew Weinstein Education
- St. Joseph's University
Master's of Business Administration (Management)
2008 - 2011 - York College of Pennsylvania
Bachelor of Arts (B.A.) (Public Relations)
2000 - 2004
Drew Weinstein Skills
- Series 24
- Series 7
- Series 63
- Mutual Funds
- Broker-Dealer
- Investment Advisory Services
- SMA
- UMA
- Mutual Fund Wrap
- Relationship Management
- Account Management
- Key Account Development
- Business Strategy
- Series 65
- Six Sigma
- Product Development
- Project Rollouts
- Training
- Operations Management
- Data Reconciliation
- Financial Advisory
- Wealth Management
- Investment Advisory
- Process Improvement
- Analytical Skills
- Finance
- Sales
- Microsoft Office
- Microsoft Excel
- Project Management
- Broker Dealer
- Research
Drew Weinstein Summary
- Drew Weinstein, based in Philadelphia, PA, US, is currently a Director, Group Lead, Data Management at BNY Pershing. Drew Weinstein brings experience from previous roles at BNY Mellon | Pershing and Pershing, a BNY Mellon company. Drew Weinstein holds a 2008 - 2011 Master's of Business Administration in Management @ St. Joseph's University. With a robust skill set that includes Series 24, Series 7, Series 63, Mutual Funds, Broker-Dealer and more. Drew Weinstein has 2 emails and 1 mobile phone numbers on RocketReach.
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