Derek Roberts Email & Phone Number
VP - Sr. Wealth Consultant @ Charles Schwab
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Derek Roberts Location
- Texas, United States
Derek Roberts Work
- VP - Sr. Wealth Consultant @ (January 2025 - Present)
- Vice President @ (January 2021 - January 2025)
- Vice President @ (January 2017 - January 2021)
- Vice President @ (January 2015 - January 2016)
- Wealth Advisor Associate @ (January 2013 - January 2015)
Derek Roberts Education
- SMU Cox School of Business
Master of Business Administration - MBA (Finance and Accounting)
- University of Southern California
Bachelor of Arts - BA (Economics)
Derek Roberts Summary
- Derek Roberts, based in Texas, United States, is currently a VP - Sr. Wealth Consultant at Charles Schwab. Derek Roberts brings experience from previous roles at J.P. Morgan Private Bank, JPMorganChase, Bank of the West and Morgan Stanley. Derek Roberts holds a Master of Business Administration - MBA in Finance and Accounting @ SMU Cox School of Business. Derek Roberts has 4 emails and 3 mobile phone numbers on RocketReach.
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