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
- 2021 -now Senior Vice President, Client Services @
- 2020 -2021 Senior Relationship Manager @
- 2018 -2020 Director Taft-Hartley Services, Vice President @
- 2015 -2018 National Director, Taft-Hartley Retirement Plan Services @
- 2006 -2015 Relationship Manager, Vice President @
- now Plan Coordination Supervisor, Assistant Vice President @ M&I Institutional Trust Services
- now Relationship Coordinator, Trust Officer @ M&I Institutional Trust Services
- now Participant Accounting Representative @ M&I Institutional Trust Services
- now FHLMC Portfolio Analyst @ Fleet Bank
- now Personal Banker @
Derek Pleasants Education
- University of Wisconsin-Milwaukee - Lubar School of Business
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 - Lubar School of Business. 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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Derek Pleasants
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