Derek Anthony Email & Phone Number
Schwab Wealth Advisory Regional Director - Southern California
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Derek Anthony Location
- San Diego, CA, US
Derek Anthony Work
- 2026 -now Schwab Wealth Advisory Regional Director - Southern California @ Charles Schwab and Co.,Inc.
- 2017 -2026 VP - Branch Manager @
- 2003 -2017 VP – Sr. Financial Consultant @
- 2000 -2002 Sales Training Manager @
- 1999 -1999 Portfolio Consultant @
- 1997 -1999 Stock Broker @
Derek Anthony Education
- University of Arizona
Bachelor of Science (Finance)
1992-1996 - Saint Ignatius College Prepatory
High School
1988-1992
Derek Anthony Skills
- Asset Allocation
- Banking and Credit Management
- Titling and Beneficiary Designations
- Strategy
Derek Anthony Summary
- Derek Anthony, based in San Diego, CA, US, is currently a Schwab Wealth Advisory Regional Director - Southern California at Charles Schwab and Co.,Inc.. Derek Anthony brings experience from previous roles at Charles Schwab. Derek Anthony holds a 1992 - 1996 Bachelor of Science in Finance @ University of Arizona. With a robust skill set that includes Asset Allocation, Banking and Credit Management, Titling and Beneficiary Designations, Strategy and more. Derek Anthony has 1 emails and 1 mobile phone numbers on RocketReach.
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