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Derek Oliphant Location
Raleigh, NC, US
Derek Oliphant Work
2025 -now Vice President of Investments and Private Client Advisor at JP Morgan Wealth Management @
2023 -2025 Investment Advisor Representative @
2020 -2023 Financial Professional @
2018 -2019 Financial Professional @
2016 -2018 Laboratory Assistant @
2017 -2017 Summer Intern @ Forney Financial
Derek Oliphant Education
Penn State University
Bachelor of Science (B.S.) (Economics)
2014-2018
Derek Oliphant Skills
Wealth Management Services
Financial Advisory
Client Relations
Microsoft Word
Microsoft Excel
Microsoft PowerPoint
Asset Allocation Strategies
Insurance Strategies
Annuity Strategies
Mutual Fund Strategies
Derek Oliphant Summary
Derek Oliphant, based in Raleigh, NC, US, is currently a Vice President of Investments and Private Client Advisor at JP Morgan Wealth Management at J.P. Morgan Wealth Management. Derek Oliphant brings experience from previous roles at Forthright Capital Partners, Equitable Advisors, AXA Advisors, LLC and Penn State University. Derek Oliphant holds a 2014 - 2018 Bachelor of Science (B.S.) in Economics @ Penn State University. With a robust skill set that includes Wealth Management Services, Financial Advisory, Client Relations, Microsoft Word, Microsoft Excel and more. Derek Oliphant has 3 emails and 1 mobile phone numbers on RocketReach.
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