Derek Chan Email & Phone Number
Managing Partner @ National Financial Network
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Derek Chan Location
- New York, NY, US
Derek Chan Work
- Managing Partner @ (June 2020 - Present)
- President @ (June 2020 - Present)
- President @ (December 2019 - Present)
- Principal Director @ (June 2020 - July 2022)
- President and CEO @ MassMutual Greater Hudson (July 2016 - January 2020)
- Managing Partner @ (May 2012 - July 2016)
- Senior Vice President - Regional Sales Manager @ (October 2002 - May 2012)
- Vice President - Financial Advisor @ (August 1998 - October 2002)
- Financial Advisor @ (June 1996 - August 1998)
Derek Chan Education
- Binghamton University
BA (Economic / Finance)
1992-1996
Derek Chan Skills
- Securities
- Series 63
- Mutual Funds
- Series 7
- Wealth Management
- Retirement Planning
- Financial Advisory
- Investments
- Leadership
- Insurance
- Training
- Employee Benefits
- Project Management
- Coaching
- Series 65
- Strategic Financial Planning
- Series 24
- Retirement
- Fixed Annuities
- Alternative Investments
- Wealth Management Services
- Asset Allocation
- Portfolio Management
- Investment Advisory
- Team Building
- Public Speaking
- Sales
- Life Insurance
- Microsoft Office
- Marketing
- Customer Service
- Business Strategy
- Management
Derek Chan Summary
- Derek Chan, based in New York, NY, US, is currently a Managing Partner at National Financial Network. Derek Chan brings experience from previous roles at Greater Hudson Financial, Greater Roslyn Association for Chinese Enrichment (GRACE), Guardian Life and MassMutual Greater Hudson. Derek Chan holds a 1992 - 1996 BA in Economic / Finance @ Binghamton University. With a robust skill set that includes Securities, Series 63, Mutual Funds, Series 7, Wealth Management and more. Derek Chan has 4 emails and 2 mobile phone numbers on RocketReach.
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