Derek Radcliff Email
ETF External Wholesaler @ Corgi Funds
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Derek Radcliff Location
- Philadelphia, PA, US
Derek Radcliff Work
- ETF External Wholesaler @ (September 2026 - Present)
- Senior Internal Wholesaler @ (April 2026 - August 2026)
- Internal Wholesaler @ (January 2023 - April 2026)
- Sales Consultant @ (September 2022 - January 2023)
- High Net Worth Client Case Representative, Senior Associate @ (September 2020 - September 2022)
- Specialty Flex Operations Associate @ (September 2018 - September 2020)
- Operations Associate @ (May 2016 - September 2018)
Derek Radcliff Education
- Kaplan University
CFP education (College of Financial Planning)
2018-2019 - Temple University - Fox School of Business and Management
Bachelor of Business Administration - BBA (Finance)
2012-2015 - Souderton Area High School
High School Diploma
2007-2011
Derek Radcliff Skills
- Account Management
- Asset Management
- Buffered ETFs
- Business Planning
- Cold Calling
- Communication
- Consultative Selling
- Critical Thinking
- Dynamics
- ETFs
- Factor ETFs
- Finance
- Financial Advisory
- Financial Analysis
- Financial Literacy
- Financial Planning
- Financial Services
- Investment Management
- Investment Products
- Investment Strategies
- Investments
- Leadership
- Microsoft Excel
- Microsoft Office
- Morningstar
- Mutual funds
- Outbound Sales
- Personal Finance
- Presentation Skills
- Presentations
- Problem Solving
- Product Knowledge
- Public Speaking
- Rebalancing
- Relationship Building
- Rules-Based Strategy Driven ETFs
- Sales
- Sales Consulting
- Sales Planning
- Sales Presentations
- Sales Processes
- Sales Strategy
- Salesforce
- Seperately Managed Accounts (SMAs)
- Series 7
- Teamwork
- Territory Management
- Thematic ETFs
- Time Management
- UCITS
- Wholesale
- YCharts
Derek Radcliff Summary
- Derek Radcliff, based in Philadelphia, PA, US, is currently a ETF External Wholesaler at Corgi Invest. Derek Radcliff brings experience from previous roles at Pacer ETFs and Vanguard. Derek Radcliff holds a 2018 - 2019 CFP education in College of Financial Planning @ Kaplan University. With a robust skill set that includes Account Management, Asset Management, Buffered ETFs, Business Planning, Cold Calling and more. Derek Radcliff has 1 emails on RocketReach.
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