Derek Leonard Email & Phone Number
Financial Advisor and Certified Financial Planner™ @ Morgan Stanley
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Derek Leonard Location
- Kirkland, WA, US
Derek Leonard Work
- Financial Advisor and Certified Financial Planner™ @ (October 2017 - Present)
- Financial Advisor @ Wells Fargo Advisors (January 2014 - January 2017)
- Industry Business Director, Licensing @ (January 2013 - January 2014)
- Research Director, Licensing @ (January 2008 - January 2013)
- Portfolio Manager, Transition Management @ (January 2005 - January 2008)
- Head of Commission Recapture @ (January 2004 - January 2005)
- Manager, Coverage Strategy @ (January 2001 - January 2003)
Derek Leonard Education
- Yale School of Management
MBA (Finance)
1999-2001 - University of Washington, Henry M. Jackson School of International Studies
MA (International studies - (China))
1996-1997 - Occidental College
BA (Diplomacy & World Affairs)
1994-1996
Derek Leonard Skills
- Alternative Investments
- Financial Advisory
- 401k Rollovers
- Tax Efficient Strategies
- Investment Strategies
- Project Management
- Investments
- Risk Management
- Marketing
- Exchange Traded Funds Etf
- Business Development
- Banking
- Wealth Preservation Planning
- Estate Investment Planning
- Multi Generational Planning
- Strategic Planning
- Asset Allocation
- IRA Rollovers
- Insurance
- Retirement Planning
- Exchange Traded Funds
Derek Leonard Summary
- Derek Leonard, based in Kirkland, WA, US, is currently a Financial Advisor and Certified Financial Planner™ at Morgan Stanley. Derek Leonard brings experience from previous roles at Wells Fargo Advisors, Intellectual Ventures and Russell Investments. Derek Leonard holds a 1999 - 2001 MBA in Finance @ Yale School of Management. With a robust skill set that includes Alternative Investments, Financial Advisory, 401k Rollovers, Tax Efficient Strategies, Investment Strategies and more. Derek Leonard has 2 emails and 4 mobile phone numbers on RocketReach.
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