Dru Holmquist
Full Name
Dru Holmquist
Job Title
Principal
Company
Cutter Associates
Speaker Bio

Dru Holmquist has over 30 years of experience in the financial services industry. He has developed expertise across asset management distribution, investment management, and wealth management technology and operations. Dru is a successful senior leader with a deep track record of collaboration initiation, strategy design, team building, program management, and process innovation. He has conducted strategy programs for CRM, client mastering, client experience data architecture, client reporting, client onboarding, trading, research, and portfolio management capabilities. His knowledge spans the equity, fixed income, municipal, commodity, private debt, private equity, real estate, farmland, agri-business, and timber management sectors, as well as the following vehicle types: Mutual Funds, Closed-end Funds, ETFs, UCITs, UITs, CITs, Institutional & Individual Separate Accounts, SMAs (wrap, dual contract, and models), LPs, 529 Plans, and REITs. Before joining Cutter Associates, Dru served as Managing Director of Technology for Nuveen Advisory Services, the business organization responsible for delivering the investment and asset management expertise of Nuveen. Dru was responsible for all business applications and technology that supported the Sales, Client Service, Marketing, Product, and Fund Administration business teams. He oversaw the deployment of Salesforce as a CRM application, that unified multiple investment manager affiliates by redesigning the lead generation process, sales pipeline stages, sales reporting, distribution analytics, marketing analytics, and client engagement model. In addition, Dru implemented a product and account master and initiated the business case to begin a client master effort. He was the technology leader who owned the business transformation efforts for the advisory services organization. Dru also spent 10 years overseeing technology that supported front-, middle-, and back-office capabilities, and 15 years in various broker-dealer business groups before managing technology solutions for the asset and wealth management space.