Derek Roy Email & Phone Number
President
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Derek Roy Location
- Boca Raton, FL, US
Derek Roy Work
- 2020 -now President @ Sentinel Private Wealth
- 2019 -2019 Regional Consultant @
- 2017 -2018 Executive Vice-President, Mergers and Acquisitions | advisorRETIRE™, Advisor Succession Planning @
- 2012 -2016 Regional Vice President @
- 2008 -2012 Senior Investment Consultant @ Rochdale Investment Management
Derek Roy Education
- North Carolina State University
Bachelor of Science (Business Management)
1993-1997
Derek Roy Skills
- Mutual Funds
- Fixed Annuities
- Variable Annuities
- Long-term Care
- Sales
- Asset Allocation
- Portfolio Management
- Design
- Entrepreneurship
- Business Analysis
- Public Speaking
- Team Management
- Mergers and Acquisitions
- Long Term Care
- Certification
Derek Roy Summary
- Derek Roy, based in Boca Raton, FL, US, is currently a President at Sentinel Private Wealth. Derek Roy brings experience from previous roles at WealthVest, CollaborativeWEALTH®, Pacific Life Insurance Company and Rochdale Investment Management. Derek Roy holds a 1993 - 1997 Bachelor of Science in Business Management @ North Carolina State University. With a robust skill set that includes Mutual Funds, Fixed Annuities, Variable Annuities, Long-term Care, Sales and more. Derek Roy has 1 emails and 3 mobile phone numbers on RocketReach.
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