Derek Sausa Email & Phone Number
Private Client Investment Advisor - Vice President @ TD PRIVATE CLIENT WEALTH LLC
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Derek Sausa Location
- Bernardsville, NJ, US
Derek Sausa Work
- 2022 -now Private Client Investment Advisor - Vice President @
- 2019 -2022 Financial Advisor - Private Wealth Solutions @
- 2014 -2019 Wealth Relationship Manager @
- 2009 -2014 Licensed Relationship Manager @
- 2006 -2009 Personal Banker @
Derek Sausa Education
- William Paterson University of New Jersey
Bachelor's Degree (Business Management)
2001-2006
Derek Sausa Skills
- Series 7
- Wealth Management
- Financial Services
- Credit
- Financial Planning
- Mortgage Lending
- Portfolio Management
- Retirement Planning
- Investments
- Relationship Management
- Securities Lending
- Real Estate Financing
- Alternative Investments
- Investment Research
- Financial Modeling
- Risk Management
- Equity Solutions
- Real Estate Economics
- Estate Planning
- Real Estate Planning
- Insurance Planning
- Global Economics
- Data Analysis
- International Banking Services
Derek Sausa Summary
- Derek Sausa, based in Bernardsville, NJ, US, is currently a Private Client Investment Advisor - Vice President at TD PRIVATE CLIENT WEALTH LLC. Derek Sausa brings experience from previous roles at Eagle Rock, A Greenberg & Rapp Company, Citi, KeyCorp and Chase. Derek Sausa holds a 2001 - 2006 Bachelor's Degree in Business Management @ William Paterson University of New Jersey. With a robust skill set that includes Series 7, Wealth Management, Financial Services, Credit, Financial Planning and more. Derek Sausa has 1 mobile phone numbers on RocketReach.
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