Jeff Drew
Bozeman
Summary
Goal-oriented individual with distinguished experience in the finance and service industries with proven leadership abilities. Expert in increasing productivity and customer satisfaction while driving revenue and sales. Quick to adapt in fast-paced environments and thrive under pressure — with certified bartending training and hands-on experience behind the bar, ready to bring a strong work ethic, sharp multitasking skills, and a customer-first attitude to any bar team.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Internal Sales Director
Empower
10.2021 - 08.2024
Senior Internal Sales Director
Empower
08.2024 - 04.2025
- Promoted to Senior Internal Sales Director in recognition of consistent sales performance, client relationship excellence, and team leadership.
- Led internal sales training sessions and strategy workshops to share proven techniques, increase team confidence, and foster a high-performance sales culture.
- Acted as a key mentor to junior sales associates, offering ongoing coaching, shadowing opportunities, and constructive feedback to accelerate development.
- Delivered persuasive 401(k) and retirement plan presentations tailored to plan sponsors, effectively showcasing Empower’s value proposition and driving new business.
- Developed and executed data-informed campaign strategies using advanced analytics and benchmarking tools to align product offerings with client-specific needs.
- Spearheaded enhancements to Salesforce CRM workflows, collaborating cross-functionally to improve opportunity tracking, pipeline visibility, and sales efficiency.
- Conducted live product demonstrations that elevated product understanding, built trust with prospects, and supported successful onboarding.
- Partnered with leadership to align sales goals with broader company objectives, optimizing client engagement and retention across assigned territories.
Financial Analyst
IBM
01.2020 - 08.2020
- Holding position of Control Book Coordinator building and updating revenue, PTI, GP, and expense analysis charts for the CFO of Power System.
- Analyzing data and working with IBMi CFO to forecast revenues based on variety key metrics.
- Creating Install Base of power hardware boxes, found 10,000 potential clients not currently being targeted by marketing team.
Business Planning Analyst
IBM
08.2020 - 10.2021
- Hold responsibilities that include building dashboards, pulling data using SQL, and leading transformative projects within IBM Systems.
- Continued Install Base project from co-op, integrating data into a self-service dashboard.
- Leading 'GSI' project in order to track sales incentives across IBM Systems.
Bartender
Loose Change Bar
06.2019 - 12.2020
- Provided high-quality bar service in a fast-paced college bar environment, crafting classic cocktails, pouring draft and bottled beers, and maintaining high customer satisfaction during peak hours.
- Managed opening and closing duties including register balancing, restocking, and bar cleanup to ensure smooth daily operations.
- Maintained a clean, organized, and compliant bar area in accordance with local health and safety regulations.
- Delivered exceptional customer experiences by building rapport with regular patrons, handling multiple orders efficiently, and de-escalating occasional high-stress situations with professionalism.
- Worked closely with security and management to monitor alcohol consumption and ensure a safe, enjoyable environment for all guests.
Team Member
Your Pie Pizza
03.2019 - 07.2019
- Served beer and wine directly to customers ensuring proper pours, responsible service, and excellent guest experiences.
- Managed bar and food related inventory, assisting with stock checks and placing supplier orders to maintain proper par levels and product availability.
- Cross-trained in pizza preparation and kitchen operations, supporting the team during busy shifts and ensuring timely food and beverage service.
- Delivered friendly and efficient service in both front- and back-of-house roles, showcasing adaptability and strong multitasking skills in a fast-casual dining environment.
Education
Bachelor of Science - Finance With Accounting Minor
Clemson University
Clemson01-2020
Skills
- Customer service expertise
- Sales expertise
- Task prioritization and Initiative
- Teamwork and collaboration
- Dependable and responsible
- Team management
Certification
FINRA:
- SIE
- Series 6
- Series 63
Timeline
Senior Internal Sales Director
Empower
08.2024 - 04.2025
Internal Sales Director
Empower
10.2021 - 08.2024
Business Planning Analyst
IBM
08.2020 - 10.2021
Financial Analyst
IBM
01.2020 - 08.2020
Bartender
Loose Change Bar
06.2019 - 12.2020
Team Member
Your Pie Pizza
03.2019 - 07.2019
Bachelor of Science - Finance With Accounting Minor
Clemson University
Similar Profiles
Caitlyn DavidsonCaitlyn Davidson
Outbound Associate - PCG Assist at EmpowerOutbound Associate - PCG Assist at Empower
SHAIK WAEEZ PASHASHAIK WAEEZ PASHA
Specialist Processing Money IN at EmpowerSpecialist Processing Money IN at Empower
TYNIKA HOLLOWAYTYNIKA HOLLOWAY
Client Relationship Specialist at EMPOWERClient Relationship Specialist at EMPOWER