Derek Jess's Location
St. Louis, MO, US
Derek Jess's Work
- Shareholder @ Plancorp, LLC
- Sr. Wealth Manager @ Plancorp, LLC
- Wealth Manager @ Plancorp, LLC
- Advisor, Investments and Planning | Raymond James Financial Services @ First National Bank of Colorado
- Assistant Branch Manager @ First National Bank of Colorado
- Personal Banker @ First National Bank of Colorado
- Customer Sales and Service Representative @ Wells Fargo
Derek Jess's Education
- University of Nebraska-Lincoln
Bachelor of Arts (Communication Studies)
2008 - 2012 - College for Financial Planning
Master of Science - MS (Personal Financial Planning)
2018 - 2019
Derek Jess's Skills
- Home Equity Lines of Credit
- Banking
- University Teaching
- Planning
- Public Speaking
- Sales
- Personal Banking
- Customer Retention
- Portfolio Management
- Customer Satisfaction
Derek Jess's Summary
Derek Jess, based in St. Louis, MO, US, is currently a Shareholder at Plancorp Wealth Management, bringing experience from previous roles at Plancorp Wealth Management and First National Bank of Colorado. Derek Jess holds a 2008 - 2012 Bachelor of Arts in Communication Studies @ University of Nebraska-Lincoln. With a robust skill set that includes Home Equity Lines of Credit, Banking, University Teaching, Planning, Public Speaking and more, Derek Jess contributes valuable insights to the industry. Derek Jess has 4 emails and 2 mobile phone numbers on RocketReach.
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