Derek Roy's Location
Boca Raton, FL, US
Derek Roy's Work
- President @ Sentinel Private Wealth
- Regional Consultant @ WealthVest
- Executive Vice-President, Mergers and Acquisitions | advisorRETIRE™, Advisor Succession Planning @ CollaborativeWEALTH®
- Regional Vice President @ Pacific Life
- Senior Investment Consultant @ Rochdale Investment Management
Derek Roy's Education
- North Carolina State University
Bachelor of Science (Business Management)
1993 - 1997
Derek Roy's Skills
- Mutual Funds
- Fixed Annuities
- Variable Annuities
- Long-term Care
- Sales
- Asset Allocation
- Portfolio Management
- Design
- Entrepreneurship
- Business Analysis
Derek Roy's Summary
Derek Roy, based in Boca Raton, FL, US, is currently a President at Sentinel Private Wealth, bringing 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 contributes valuable insights to the industry. Derek Roy has 2 emails and 1 mobile phone number on RocketReach.
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