Derek Jess Email & Phone Number
Shareholder @ Plancorp, LLC
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Derek Jess Location
- St. Louis, MO, US
Derek Jess Work
- 2025 -now Sr. Manager of Advisor Success @
- 2021 -now Shareholder @
- 2021 -2025 Sr. Wealth Manager @
- 2018 -2021 Wealth Manager @
- 2015 -2018 Advisor, Investments and Planning | Raymond James Financial Services @ First National Bank of Colorado
- 2015 -2015 Assistant Branch Manager @ First National Bank of Colorado
- 2013 -2015 Personal Banker @ First National Bank of Colorado
- 2012 -2013 Customer Sales and Service Representative @
Derek Jess Education
- College for Financial Planning
Master of Science - MS (Personal Financial Planning)
2018-2019 - University of Nebraska-Lincoln
Bachelor of Arts (Communication Studies)
2008-2012
Derek Jess Skills
- Home Equity Lines of Credit
- Banking
- University Teaching
- Planning
- Public Speaking
- Sales
- Personal Banking
- Customer Retention
- Portfolio Management
- Customer Satisfaction
- Investments
- Relationship Management
- Mortgage Lending
- Team Leadership
- Strategic Planning
- Financial Services
- Home Equity Loans
- Sales Management
- Social Networking
- Leadership Development
- Consumer Lending
- Employee Training
- Customer Service
- Retail Banking
- Network Marketing
- Loans
Derek Jess Summary
- Derek Jess, based in St. Louis, MO, US, is currently a Shareholder at Plancorp Wealth Management. Derek Jess brings experience from previous roles at Plancorp Wealth Management and First National Bank of Colorado. Derek Jess holds a 2018 - 2019 Master of Science - MS in Personal Financial Planning @ College for Financial Planning. With a robust skill set that includes Home Equity Lines of Credit, Banking, University Teaching, Planning, Public Speaking and more. Derek Jess has 3 emails and 3 mobile phone numbers on RocketReach.
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