Drew Baker

Experience

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  Efficient Capital Management LLC

  Jul 2009 - Sept 2009

  Graphic Design Intern

  This internship provided hands-on experience in financial marketing and brand development, culminating in a rebranding exercise that influenced the company’s visual direction.• Developed a mock rebrand proposal, later influencing company-wide branding decisions.• Assisted in formatting and updating investor communications, refining design accuracy.

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  Taylor University

  Jan 2010 - May 2010

  Student Art Director

  As project lead for our graduating class’s portfolio showcase event, I managed branding, budgeting, logistics, and marketing efforts, ensuring a successful exhibition.• Led the design and execution of the senior thesis and portfolio showcase event.• Managed a team of students, coordinating responsibilities across print, web, and promotional materials.

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  Efficient Capital Management LLC

  Jul 2010 - Feb 2011

  Graphic Designer

  As part of a brand transition initiative, I collaborated with an external agency to modernize Efficient Capital’s brand identity, ensuring consistency across investor-facing materials.• Implemented brand identity updates, applying new design standards across all reports.• Converted financial presentations into modern templates, improving efficiency in investor communications.• Designed event collateral for global financial conferences, strengthening brand recognition.

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  Performance Trust Capital Partners

  Feb 2011 - Jun 2012

  Graphic Designer

  I supported advisor education initiatives by designing sales materials, event presentations, and investor reports, ensuring visual clarity and accessibility.• Updated and standardized financial education materials, improving readability for advisors.• Refined document styling, creating cross-platform design consistency across Microsoft and Adobe tools.• Contributed to advisor training events, providing design support for presentations attended by 20-100+ professionals.

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  PTAM (PT Asset Management, LLC)

  Jun 2012 - Apr 2016

  Lead Graphic Designer

  As the sole designer, I led the complete rebrand of PTAM, modernizing investor communications and streamlining financial reporting for executive presentations.• Designed and maintained investor-facing fact sheets, white papers, and presentations.• Led branding initiatives, establishing PTAM’s updated visual identity across financial products.• Optimized board report workflows, reducing update times and improving content accuracy.• Collaborated with C-level executives, ensuring marketing materials aligned with investment strategy. Show less

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  Envisionit

  Apr 2016 - Jul 2016

  Interaction Designer

  At this digital agency, I contributed to user journey mapping, UX updates, and digital design projects for major clients, gaining invaluable hands-on UI/UX experience.• Participated in user journey mapping for Notion, improving digital experience flows.• Assisted in UI/UX updates for client-facing websites, refining usability and engagement.• Collaborated on the Skylanding project for Yoko Ono, supporting interactive public installations.

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  Verb DB

  Sept 2016 - Dec 2016

  Senior Designer

  As a contract designer, I contributed to internal communications and social media marketing for clients like BP Amoco, ensuring consistency and brand alignment.• Designed HTML-based email templates for internal corporate communications.• Created social media marketing assets, strengthening engagement and long-term brand presence.• Gained hands-on experience in a small agency setting, collaborating across multiple disciplines.

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  Ozinga

  Dec 2016 - Jul 2017

  Lead Graphic Designer

  I led in-house design operations, transitioning projects previously outsourced to agencies, ensuring cost-effectiveness and streamlined execution. I also played a key role in planning corporate anniversary events, overseeing branding, AV, and presentation materials.• Optimized in-house design workflows, eliminating reliance on external agencies.• Designed sales materials, infographics, and corporate branding, ensuring consistency across departments.• Collaborated with vendors and satellite offices, aligning print and digital marketing initiatives.• Coordinated design efforts for Ozinga’s milestone anniversary event, overseeing branding and logistics. Show less

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  First Trust

  Aug 2017 - now

  I lead UI/UX initiatives for sales-driven applications, optimizing the user experience for financial professionals. One of my key projects has been redesigning Sales Overview, an internal reporting hub, by simplifying navigation, updating UI frameworks, and integrating Tailwind CSS for improved efficiency.• Optimized advisor-facing reports, improving financial data accessibility for executive decision-making.• Introduced Tailwind CSS into the development process, reducing design inconsistencies and accelerating project timelines.• Bridged communication gaps between developers, stakeholders, and product managers, ensuring alignment on project goals.• Led weekly UI strategy sessions, mentoring developers on user experience best practices. Show less In this role, I specialized in HTML/CSS email development and financial marketing collateral, ensuring brand consistency and message clarity across high-volume campaigns. Managing our in-house email service provider (ESP), I streamlined workflows for over 500+ marketing campaigns, improving efficiency and automation.• Developed and coded HTML/CSS email campaigns, increasing engagement and email deliverability.• Managed in-house ESP operations, overseeing automation, segmentation, and performance tracking.• Introduced streamlined workflows, reducing email production turnaround time and increasing campaign efficiency.• Advocated for email rendering improvements, enhancing design consistency across Outlook and mobile platforms.• Designed and maintained Structured Investments marketing materials, collaborating with product stakeholders. Show less I supported ETF, UIT, and Structured Investment marketing, designing reports, white papers, and sales collateral to assist financial advisors. My work ensured brand consistency, efficiency, and accessibility in financial communications.• Developed standardized templates for fact sheets and white papers, reducing production time.• Updated and enhanced investor-facing reports, ensuring clarity and brand alignment.• Partnered with portfolio managers to refine product commentaries and sales presentations.• Provided mentorship to junior designers, guiding them in financial industry design standards. Show less

  • Visual & UX Designer

    Nov 2021 - now

  • Senior Graphic Designer & HTML Specialist

    Aug 2020 - Nov 2021

  • Senior Graphic Designer & Marketing Specialist

    Aug 2017 - Aug 2020