Derek Newman Email & Phone Number
Financial Advisor @ Merrill Lynch
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Derek Newman Location
- Scottsdale, AZ, US
Derek Newman Work
- Financial Advisor @ (October 2015 - Present)
- Financial Advisor @ (August 2007 - July 2012)
- Financial Advisor @ E*Trade at Morgan Stanley (July 2012 - September 2015)
Derek Newman Education
- University of Phoenix
Bachelor's Degree
2009-2011
Derek Newman Skills
- Credit
- Portfolio Management
- Requirements Analysis
- Financial Analysis
- Series 7
- Cloud Computing
- Accounting
- Wealth Management
- Investments
- Asset Managment
- Sales
- Uniform Combined State Law
- Strategic Financial Planning
- Asset Allocation
- Integration
- Retirement Planning
Derek Newman Summary
- Derek Newman, based in Scottsdale, AZ, US, is currently a Financial Advisor at Merrill Lynch Wealth Management. Derek Newman brings experience from previous roles at Merrill Lynch Wealth Management and E*Trade at Morgan Stanley. Derek Newman holds a 2009 - 2011 Bachelor's Degree @ University of Phoenix. With a robust skill set that includes Credit, Portfolio Management, Requirements Analysis, Financial Analysis, Series 7 and more. Derek Newman has 2 emails and 3 mobile phone numbers on RocketReach.
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