Derek Pleasants Email & Phone Number
Senior Vice President, Client Services @ American Trust Retirement
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Derek Pleasants Location
- Milwaukee, WI, US
Derek Pleasants Work
- Senior Vice President, Client Services @ (January 2021 - Present)
- Senior Relationship Manager @ (October 2020 - January 2021)
- Director Taft-Hartley Services, Vice President @ (March 2018 - April 2020)
- National Director, Taft-Hartley Retirement Plan Services @ (October 2015 - March 2018)
- Relationship Manager, Vice President @ (July 2006 - September 2015)
- Plan Coordination Supervisor, Assistant Vice President @ M&I Institutional Trust Services
- Plan Coordination Supervisor, Assistant Vice President @ M&I Institutional Trust Services (January 2000 - January 2006)
- Relationship Coordinator, Trust Officer @ M&I Institutional Trust Services (January 1999 - January 2000)
- Relationship Coordinator, Trust Officer @ M&I Institutional Trust Services
- Participant Accounting Representative @ M&I Institutional Trust Services (January 1997 - January 1999)
- Participant Accounting Representative @ M&I Institutional Trust Services
- FHLMC Portfolio Analyst @ Fleet Bank
- FHLMC Portfolio Analyst @ Fleet Bank (January 1996 - January 1997)
- Personal Banker @
- Personal Banker @ (January 1993 - January 1996)
Derek Pleasants Education
- University of Wisconsin-Milwaukee - School of Business Administration
Bachelors of Business Administration (Finance and Accounting)
Derek Pleasants Skills
- Business Development
- Business Relationship Management
- Consulting
- Financial Services
- Client Services
- Sales
- Mutual Funds
- Pensions
- Employee Benefits
- Wealth Management
- Investment Management
- Pension Funds
- Retirement
- Investments
- Retirement Planning
- CRM
- Portfolio Management
- Business Planning
- 401k
- Relationship Management
Derek Pleasants Summary
- Derek Pleasants, based in Milwaukee, WI, US, is currently a Senior Vice President, Client Services at American Trust. Derek Pleasants brings experience from previous roles at American Trust, Fifth Third Bank, OneAmerica and BMO Global Asset Management. Derek Pleasants holds a Bachelors of Business Administration in Finance and Accounting @ University of Wisconsin-Milwaukee - School of Business Administration. With a robust skill set that includes Business Development, Business Relationship Management, Consulting, Financial Services, Client Services and more. Derek Pleasants has 1 emails and 1 mobile phone numbers on RocketReach.
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