Derek Engen Email & Phone Number
Managing Director @ Citizens Private Wealth
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Derek Engen Location
- San Francisco, CA, US
Derek Engen Work
- 2024 -now Managing Director @
- 2023 -2024 Wealth Planner, Associate Director @
- 2018 -2023 Financial Planner, Associate Director @
- 2014 -2018 Supervisor | Income, Fiduciary, Estate and Gift Tax @
Derek Engen Education
- UC Santa Barbara
Bachelor of Arts (B.A.) (Economics and Accounting)
Derek Engen Skills
- Sales
- Teamwork
- Customer Service
- Social Networking
- Leadership
- Team Leadership
- Time Management
- Management
- Sales Operations
- Trend Analysis
- Accounting
- Tax Accounting
- Financial Planning
- High Net Worth Individuals
- Tax Preparation
- Partnership Taxation
- Trust Taxation
- Estate Tax Planning
- Corporate Tax
- Bookkeeping
- Social Media
- Microsoft Excel
- Store Operations
- Retail
- Store Management
- Merchandising
- Loss Prevention
Derek Engen Summary
- Derek Engen, based in San Francisco, CA, US, is currently a Managing Director at Citizens Private Wealth. Derek Engen brings experience from previous roles at J.P. Morgan, First Republic Private Wealth Management and Seiler LLP. Derek Engen holds a Bachelor of Arts (B.A.) in Economics and Accounting @ UC Santa Barbara. With a robust skill set that includes Sales, Teamwork, Customer Service, Social Networking, Leadership and more. Derek Engen has 1 emails and 1 mobile phone numbers on RocketReach.
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Others Named Derek Engen
Derek Engen
Managing Director
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