Client Operations Analyst
Drew joined True North in 2023 as a Client Operations Analyst. In this role, Drew supports wealth managers by executing critical client service requests. This includes account administration, transactions, and other operating activities.
Drew aspires to gain more knowledge and experience with the financial services industry and enjoys the unique challenges it presents. He is passionate about serving the firm’s client families to help achieve their financial goals.
The firm’s mission is Fulfilling Lives™, and Drew supports this by being detail-oriented and ensuring each client is properly supported.
Drew grew up in San Diego, California before graduating from Baylor University in 2023 with a Bachelor of Business Administration in Finance and Entrepreneurship.
In his spare time, he likes to play golf and sand volleyball, volunteer at church, and go snowboarding.