Derek Schwartz's Location
Philadelphia, Pennsylvania, United States
Derek Schwartz's Work
- Managing Director @ CION Investments
- National Sales Manager @ CION Investments
- Regional Vice President @ CION Investments
- Western Divisonal Sales Manager @ Legg Mason
- Internal Wholesaler @ Legg Mason
Derek Schwartz's Education
- Syracuse University
Communications
1991 - 1994
Derek Schwartz's Skills
- Separately Managed Accounts
- Series 63
- Series 7
- Series 6
- Mutual Funds
- Series 65
- Uniform Combined State Law
- Series 24
- 529 Plans
- 401k
Derek Schwartz's Summary
Derek Schwartz, based in Philadelphia, Pennsylvania, United States, is currently a Managing Director at CION Investments, bringing experience from previous roles at CION Investments and Legg Mason. Derek Schwartz holds a 1991 - 1994 Communications @ Syracuse University. With a robust skill set that includes Separately Managed Accounts, Series 63, Series 7, Series 6, Mutual Funds and more, Derek Schwartz contributes valuable insights to the industry. Derek Schwartz has 4 emails and 1 mobile phone number on RocketReach.
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