Derek Page Email & Phone Number
Senior Vice President - Investments, Senior Financial Advisor @ Wells Fargo Advisors
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Derek Page Location
- Atlanta, GA, US
Derek Page Work
- 2010 - now Senior Vice President - Investments, Senior Financial Advisor @
- 2000 - 2010 Senior Vice President and Private Client Advisor at US Trust @
Derek Page Education
- Campbell University
Bachelor's Degree in Business Administration (Trust and Investment Management with a minor in Financial Planning)
1991 - 2000 - Campbell University, Lundy Fetterman School of Business
Masters Degree in Business Administration (MBA) (MBA)
1991 - 2000 - Campbell University, Norman Adrian Wiggins School of Law
Juris Doctorate Degree (Law)
1991 - 2000 - Christiansburg High School
Derek Page Skills
- Retirement Planning
- Financial Services
- Risk Management
- Business Succession Planning Strategies
- Investment Planning Strategies
- Wealth Management
- Investments
- Estate Planning
- Wealth Transfer
- Trust Services
- Financial Planning
- Private Banking
- High Net Worth Individuals
- Family Office Services
- Investment Strategies
- Alternative Investments
- Investment Advisory
- Asset Management
- Customized Credit & Mortgages
- Portfolio Management
- Philanthropy
- Asset Protection
- Insurance
- Business Succession Planning
- M&A experience
- Trust Management
- Financial Advisory
- Property & Casualty Insurance
- Estate Administration
- Estate Tax Planning
- Aircraft Finance
- Strategic Financial Planning
- Wealth
- Succession Planning
- Mortgage Lending
- Credit
- Asset Managment
- Mergers & Acquisitions
- Financial Planners
- Banking
- Investment Management
- Sales
- Marketing
- Microsoft Office
- Finance
- Securities
- Property and Casualty Insurance
- Customized Credit and Mortgages
- Mergers and Acquisitions
- Public Speaking
- Microsoft Excel
- Loans
- Leadership
- Wealth Management Strategies
Derek Page Summary
- Derek Page, based in Atlanta, GA, US, is currently a Senior Vice President - Investments, Senior Financial Advisor at Wells Fargo Advisors. Derek Page brings experience from previous roles at U.S. Trust. Derek Page holds a 1991 - 2000 Bachelor's Degree in Business Administration in Trust and Investment Management with a minor in Financial Planning @ Campbell University. With a robust skill set that includes Retirement Planning, Financial Services, Risk Management, Business Succession Planning Strategies, Investment Planning Strategies and more. Derek Page has 1 emails and 2 mobile phone numbers on RocketReach.
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