Drew Wilson, CPA
Senior Vice President
Premium Strategies Group

Drew Wilson has been involved in financial analysis and the banking industry since 1993. He was formerly with KPMG Peat Marwick in Memphis. As a Senior Accountant, Drew provided auditing and consulting services to the Financial Services industry, primarily community- to medium-sized banks.

Drew began his investment banking career as an analyst in the Portfolio Strategies Department. In this role, he prepared financial and investment analyses and formulated investment strategies to improve portfolio performance. Drew has authored literature on investment products, portfolio strategies, and regulatory issues and has been published in the Bank Asset/Liability Management periodical. Services that Drew provides his clients that are unique and differentiate him from other investment professionals include:

• Quarterly color graph studies with specific short and long term recommendations for earnings improvement and/or risk reduction
  
• Monthly reporting of projected cashflow ladders including prepay and call feature estimates
  
• Instant notification and well documented explanations of trade opportunities when bonds brought into inventory match a customer’s holdings
  
• Superior analytics prior to trade execution interfacing Bloomberg information with LOTUS spreadsheets to provide concise summaries of the risks and rewards of various investment opportunities
  
• Documentation packets after each trade executed that include a summary of the reasons for the trade as well as all required regulatory supporting documentation.
  

As a Senior Vice President in the Premium Strategies Group, Drew now serves institutional clients nationwide by assisting them in focusing on those products and strategies that fit their needs. His strong accounting and regulatory knowledge coupled with his extensive computer-based analytic capabilities and product expertise enable Drew to provide a superior level of service to his clients.

Drew is a graduate of the University of Alabama and has earned a Bachelor of Science in Commerce and Business Administration degree with a major in Accounting and a minor in Computer Science. He is a Certified Public Accountant (CPA) and a member of the Alabama Society of CPAs. Drew has also completed the National Association of Securities Dealers, Inc. (NASD) licensing and registration programs Series 7 - General Securities Representative, and Series 63 - Uniform Securities Agent State Law, examinations. He and his wife, Anne, reside in Memphis with their son, Griffin, and their daughter, Curry.