Derek Schwartz Email & Phone Number
Senior Managing Director, Head of Strategic Accounts @ CION Investments
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Derek Schwartz Location
- Philadelphia, PA, US
Derek Schwartz Work
- 2026 -now Senior Managing Director, Head of Strategic Accounts @
- 2025 -now Senior Managing Director @
- 2017 -2025 Managing Director @
- 2013 -2025 National Sales Manager @
- 2008 -2013 Regional Vice President @
- 2007 -2008 Western Divisonal Sales Manager @
- 2004 -2007 Internal Wholesaler @
Derek Schwartz Education
- Syracuse University
(Communications)
1991-1994
Derek Schwartz Skills
- Separately Managed Accounts
- Series 63
- Series 7
- Series 6
- Mutual Funds
- Series 65
- Uniform Combined State Law
- Series 24
- 529 Plans
- 401k
- FINRA
- Retirement Planning
- ETFs
- Fixed Annuities
- Asset Allocation
- Social Media
- Account Management
- Strategy
- Microsoft Office
- Microsoft Excel
- Bdcs
- Real Estate Investment Trust Reit
- Management
- Real Estate Investment Trust
Derek Schwartz Summary
- Derek Schwartz, based in Philadelphia, PA, US, is currently a Senior Managing Director, Head of Strategic Accounts at CION Investments. Derek Schwartz brings experience from previous roles at CION Investments. Derek Schwartz holds a 1991 - 1994 Syracuse University. With a robust skill set that includes Separately Managed Accounts, Series 63, Series 7, Series 6, Mutual Funds and more. Derek Schwartz has 3 emails and 2 mobile phone numbers on RocketReach.
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