Verified recordInvestment Management

Drew Wondolowski

Team Lead, Rfp & Reporting at Dodge & Cox

Based in San Francisco, United States

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Seniority

Other

Department

Other

Location

San Francisco

Industry

Investment Management

Company size

505

Contact information

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Email

1 credit

d•••••••@dodgeandcox.com

Phone

5 credits

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Background

About Drew Wondolowski

I am an experienced professional with an established record of data analysis and finance and investing experience. Recognized for demonstrating a natural aptitude for overseeing and executing a wide range of key duties related to finance and investing, as well as for conducting in-depth analysis into data to generate key insights and for establishing and fostering close relationships with clients. Professional focal points include relationship management, team leadership and collaboration, report development, document management, client communications, data-driven decision-making, portfolio management, process improvement, and project management. Delivering superior performance on the latter areas of expertise requires utilization of effective communication and interpersonal skills, as well as business acumen, analytical thinking, and problem-solving to support efficiency and maximum success. Currently, I am the RFP & Reporting Team Lead with Dodge & Cox. Under my leadership, I execute reporting and communication activities by responding to customized RFPs and DDQs, partner with Investment and Operations staff members and Legal and Compliance teams, and lead the creation and completion of RFPs, RFIs, and DDQs for existing clients. I also execute all reporting and new business initiatives across consultant databases, contribute to the creation and development of the firm’s customized reporting processes, and provide support across firm initiatives and projects. Colleagues describe me as a driven, innovative, energetic, precise, down-to-earth, dynamic, and finance expert who can be relied on to offer superior operations that deliver profitable results on time and under budget. I am interested in contacting former colleagues and managers, as well as other professionals in my field. Feel free to contact me through this profile if you wish to connect.

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