Derek Leonard Email & Phone Number
Financial Advisor and Certified Financial Planner™ @ Morgan Stanley
5 free lookup(s).
Derek Leonard Location
- Kirkland, WA, US
Derek Leonard Work
- 2017 - now Financial Advisor and Certified Financial Planner™ @
- 2014 - 2017 Financial Advisor @ Wells Fargo Advisors
- 2013 - 2014 Industry Business Director, Licensing @
- 2008 - 2013 Research Director, Licensing @
- 2005 - 2008 Portfolio Manager, Transition Management @
- 2004 - 2005 Head of Commission Recapture @
- 2001 - 2003 Manager, Coverage Strategy @
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 3 mobile phone numbers on RocketReach.
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