Drew’s Story:
Drew works in a hybrid role as an office manager, advisor assistant, and marketing specialist at WealthClarity. His responsibilities include scheduling wholesaler meetings, managing office logistics, handling the WealthClarity website and social media accounts, event planning, creating digital and print literature, processing documents, and transactions, and working directly with clients. In much of his free time, Drew plays bass in and manages his band, Sour Magic. He books shows, works with radio stations and media outlets, runs the band’s social media accounts, and writes songs. Sour Magic has one album out and are currently recording a second.
Professional Experience & Qualifications:
Drew joined the financial industry in 2017, starting as a client services representative at the Waddell & Reed headquarters in Kansas City. In 2019, he moved to Colorado and began working at WealthClarity (then still Waddell & Reed) as an office assistant. Since then, he has taken on many additional duties, filling gaps and driving the team forward through various digital marketing strategies. His qualifications include:
- University of Kansas: Bachelor’s Degree in Psychology with a minor in Eastern Religion (2015)
- Taught English in South Korea post-graduation
Specialties:
Drew specializes in project management, problem-solving, and digital marketing. Any unique or challenging project the office encounters ends up on his desk. He ensures processes are streamlined so that advisors can focus on their clients. Additionally, Drew creates digital and print literature for office use and marketing/events and manages the office website and social media platforms.
Fun Fact:
Drew’s band, Sour Magic has been featured in 303 Magazine, on Indie 102.3, and 88.9 KRFC, and has played at Meow Wolf and the UMS festival in Denver.