Derek Hebert Email & Phone Number
President - Private Wealth Manager @ Prosperity Financial Group, Inc.
Derek Hebert Location
California, United States
Derek Hebert Work
- 2025 - now President - Private Wealth Manager @ Prosperity Financial Group, Inc.
- 2021 - 2025 Private Wealth Manager - Wealth Advisor @ Prosperity Financial Group, Inc.
- 2018 - 2021 Private Wealth Manager - Financial Planner @ Insight Wealth Strategies, LLC
- 2016 - 2018 Wealth Advisor @ EP Wealth Advisors
- 2013 - 2016 Senior Relationship Manager- Head of West Coast @ Brighton House Associates
- 2011 - 2013 Senior Marketing Analyst- Head of West Coast @ Brighton House Associates
- 2010 - 2011 Marketing Analyst @ Brighton House Associates
- 2009 - 2010 Senior Private Equity Fund Accountant (Alternative Investment Solutions Group) @ State Street
- 2007 - 2009 Mutual Fund Accountant @ State Street
Derek Hebert Education
- Santa Clara University
Executive Certificate in Financial Planning
2017 - 2018 - Stonehill College
Business Administration (Finance)
2003 - 2007
Derek Hebert Skills
- Alternative Investments
- Hedge Funds
- Relationship Management
- Private Equity
- Investment Management
- Lead Generation
- Marketing Research
- Fund Of Funds
- CRM
- Real Estate Funds
Derek Hebert Summary
Derek Hebert, based in California, United States, is currently a President - Private Wealth Manager at Prosperity Financial Group, Inc.. Derek Hebert brings experience from previous roles at Prosperity Financial Group, Inc., Insight Wealth Strategies, EP Wealth Advisors and Brighton House Associates. Derek Hebert holds a 2017 - 2018 Executive Certificate in Financial Planning @ Santa Clara University. With a robust skill set that includes Alternative Investments, Hedge Funds, Relationship Management, Private Equity, Investment Management and more. Derek Hebert has 3 emails and 1 mobile phone numbers on RocketReach.
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Top Prosperity Financial Group, Inc. Employees
-
Aams Apma
CEO and Founder at Prosperity Financial Group, Inc.
San Ramon, CA, US12 -
23
-
Chuck Ballweg
Co-Owner at Prosperity Financial Group, Inc.
Danville, CA, US25+ -
Nikki Booth
Owner at Prosperity Financial Group, Inc.
Ocala, FL, US15+ -
Elliot Kallen
Owner at Prosperity Financial Group, Inc.
San Ramon, CA, US35+ -
Corinne Magoon
Administrative Assistant at Prosperity Financial Group, Inc.
California, United States41 -
Janiece Bell
Executive Assistant at Prosperity Financial Group, Inc.
San Leandro, CA, US21
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