About Carrie...
Carrie Fleisher has spent 34 years serving the financial services industry with private-sector roles in executive leadership positions including President, Vice President, Chief Operating Officer, and Chief Risk & Compliance Officer with a focus on broker-dealer and investment adviser regulatory operations, risk and compliance. With knowledge and skills that have been developed and refined while working in executive leadership, business development, operations and compliance at all levels, Carrie is able to interact with her clients to build positive and engaged individuals, families, leaders and teams through meaningful change management and coaching.
Carrie has served the financial services industry as an advocate with the Financial Services Institute and Finseca, formerly The Association for Advanced Life Underwriting (“AALU”), where she served as Chair of the AALU Regulatory Reform Committee and AALU Regulatory Task Force meeting with members of Congress in Washington, DC to discuss important industry topics. Carrie has been a requested speaker at national conferences covering a variety of business topics.
Carrie's broad experience in management and leadership allows her to offer a unique perspective, value, and expertise in supporting her clients in personal financial coaching, financial services and other industry sectors. With a desire to serve with optimism, Carrie views a project or challenge with a passionate attitude of "how to get to yes" in a compliant, efficient, and cost effective way.
President/CEO
Carrie Fleisher
Education
OREGON STATE UNIVERSITY
B.A, Political Science, Cum Laude
About Drew...
Drew Fleisher has spent more than 20 years in the Call Center industry at various levels of management responsibility from Floor Supervisor to Manager of Call Center Operations. Drew's work has included time with some of the nation's largest Business Process Outsourcers (BPOs) and technology companies covering business process improvement, design and implementation in organizations as small as fifteen employees and as large as twelve hundred. Drew's work has involved hands on and phone based technical support of devices ranging from dedicated ebook readers and cellular telephones to Macintosh and Windows based computers, including the latest generation and in many cases next generation hardware and software.
Drew has also been an active member of the vibrant crowdfunding startup community having participated in more than five hundred projects in various roles from mentoring, product testing, design feedback and consulting on advertising and promotion.
Drew's broad range of management and technology expertise has allowed him a unique perspective on the IT, support, recruiting, and business processes needed by a workplace intent on keeping pace with modern technology while maximizing value.
management & operational consultant
Drew Fleisher
Education
PALM BEACH ATLANTIC UNIVERSITY Studied Religion & Philosophy
PORTLAND COMMUNITY COLLEGE
Studied Electronic Print Media & Design
Activities & Affiliations
Owner/Blogger - Fat Boy Heaven - www.fatboyheaven.com
Owner - Old World Whiskey Society - www.oldworldwhiskeysociety.com