Derek Hebert Email & Phone Number
President - Private Wealth Manager @ Prosperity Financial Group, Inc.
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Derek Hebert Location
- California, United States
Derek Hebert Work
- 2025 -now President - Private Wealth Manager @
- 2021 -2025 Private Wealth Manager - Wealth Advisor @
- 2018 -2021 Private Wealth Manager - Financial Planner @
- 2016 -2018 Wealth Advisor @
- 2013 -2016 Senior Relationship Manager- Head of West Coast @
- 2011 -2013 Senior Marketing Analyst- Head of West Coast @
- 2010 -2011 Marketing Analyst @
- 2009 -2010 Senior Private Equity Fund Accountant (Alternative Investment Solutions Group) @
- 2007 -2009 Mutual Fund Accountant @
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
- Business Development
- Research
- Marketing
- Fund Accounting
- Institutional Research
- Institutional Investors
- Asset Management
- Investment Strategies
- Capital
- Investments
- Institutional Investments
- Finance
- Portfolio Management
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 2 emails and 2 mobile phone numbers on RocketReach.
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