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
- Private Client Investment Advisor - Vice President @ (August 2022 - Present)
- Financial Advisor - Private Wealth Solutions @ (September 2019 - August 2022)
- Wealth Relationship Manager @ (September 2014 - September 2019)
- Licensed Relationship Manager @ (February 2009 - September 2014)
- Personal Banker @ (October 2006 - February 2009)
Derek Sausa Education
- William Paterson University of New Jersey
Bachelor's Degree (Business Management)
2001-2006
Derek Sausa Skills
- 401k Rollovers
- Alternative Investments
- Asset Based Lending
- Asset Management
- Buy-sell Agreements
- Credit
- Data Analysis
- Equity Solutions
- Estate Planning
- Financial Modeling
- Financial Planning
- Financial Services
- Global Economics
- Hedge Funds
- Insurance Planning
- International Banking Services
- Investment Research
- Investments
- Key Person Protection
- Mortgage Lending
- Multi-generational wealth transfer
- Permanent Life Insurance
- Portfolio Management
- Premium Financing
- Private Equity Funding
- Private Wealth Lending Platform
- Project Management
- Real Estate Economics
- Real Estate Financing
- Real Estate Planning
- Relationship Management
- Retirement Planning
- Risk Management
- Securities Lending
- Series 7
- Small Business
- Succession Planning
- Wealth Management
- Wealth Preservation
- Wealth Preservation Planning
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 401k Rollovers, Alternative Investments, Asset Based Lending, Asset Management, Buy-sell Agreements and more. Derek Sausa has 1 mobile phone numbers on RocketReach.
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