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DREW PENETON

Financial incentives professional with a passion for logistics

ABOUT ME

DREW PENETON - Financial Incentives & Operations Professional

I’m a problem-solver, Army veteran, public speaker, financial-minded thought partner and strategist; a renegade of bureaucracy who has spent his post-military career:

MANAGING IMPACTFUL PROJECTS
A well-executed project is one that achieves its desired results. I invest the time up front to determine the desired results and define specific, realistic goals for projects by identifying milestones and deadlines to achieve incremental progress. During the project, I leverage the strengths of contributors in their roles, determine budget constraints and measure results against success metrics through project waypoints while identifying opportunities to expand or re-calibrate project parameters and seamlessly pivot as needed.

EXECUTING LONG TERM STRATEGY
I’ve had the privilege of leading companies at several stages of business, whether young, adolescent or mature. At young companies who just focused on getting things done, where absence of role clarity can leave accountability ambiguous, I’ve led efforts to clarify decision rights and align individual efforts with company-level objectives. At companies in adolescence, I’ve developed processes to improve information flows while eliminating redundancies and increasing accountability. At mature companies, I’ve championed process and reporting standards with clear, actionable tools to equip stakeholders with consistent, decision-relevant data necessary to allow them to focus on their core function.

IMPROVING AND SCALING PROCESSES
At early stage companies, I’ve both automated and delegated processes by documenting details during execution and defining clear, actionable steps that can be repeated by team members and leveraged combinations of tools and technology to integrate aspects of a project and reduce execution timelines.

If you’re passionate about the power of technology, creating change in the world and want to inspire others with both thought leadership and meaningful actions, I’d love to connect with you.

SKILLS

ROLES WHERE I EXCEL

Finance
90
Leadership
85
Strategy
85
Accounting
80
Logistics
80
Operations
75

FINANCIAL INCENTIVES & OPERATIONS PROFESSIONAL

Blends academic training in finance and economics with hands-on experience in sales and operations to offer employers processing, reporting, and case management solutions accurately, efficiently, and quickly. Known for providing best-in-class business partnership and communication delivery in a variety of business settings.

EXPERIENCE

WHERE I'VE DEVELOPED MY CAREER

Uber Technologies, Inc.

Operations & Logistics Manager

Directly responsible for driving growth through the optimization of our growing number of partner drivers as it directly correlates to continually improving the rider experience through greater availability while minimizing costs. Data-driven decision making and a rare combination of analytical thinking & interpersonal ability to manage partnerships.

JUN 2015 - PRESENT
NOV 2012 - JUN 2015

Charles Schwab

Corporate & Incentive Compensation Manager

Aligned business goals with sales and incentive-based compensation analytics reporting for 1300+ financial professionals. Partnered with finance, compensation and business intelligence units to manage enhancement projects. Leveraged proprietary CRM system to track rep activity, discover abusive practices and report compliance. Subject Matter Expert in SAP Business Objects, Positive Language & Emotional Intelligence.

Edward Jones

Financial Advisor

Built branch office location by prospecting and developing leads via cold call, community involvement and group seminars. Deepened relationships and creatively engaged clients by exploring needs as a full-service financial advisor while building strong bonds with the community and key referral centers. Designed individually tailored, optimized portfolios using modern portfolio theory.

May 2010 - Oct 2012
May 2007 - May 2010

Walgreens

Marketing Services & Research/Mergers & Acquisitions

Field-based project manager, traveled as corporate office liaison during store transition process, location acquisition surveys and special projects. Responsible for managing complete transition of individual locations to fully operational stores within specified budget and time constraints. Implemented cost-reducing strategy for corporate signage packaging, ordering and delivery procedure. Project lead for seven location acquisition in San Francisco; coordinated schedules of personnel, transportation and local staff to complete project under budget and ahead of schedule. Supervisor during remote acquisition of 20 locations in Puerto Rico.

0
Finance
0
Management
0
Incentives

EDUCATION

QUALIFICATIONS, TRAINING and CREDENTIALS

Master of Accounting and Financial Management

Keller Graduate School of Management

2014 / DEC

GPA: 3.76

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Graduate Certificate in Accounting

Keller Graduate School of Management

2013 / SEP

GPA : 3.59

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Bachelor of Arts in Business Administration

Eastern Washington University

2008 / MAR

GPA : 3.51

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TESTIMONIALS

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