Derek Schwartz Location
Philadelphia, PA, US
Derek Schwartz Work
- 2025 - now Senior Managing Director @ CION Investments
- 2017 - 2025 Managing Director @ CION Investments
- 2013 - 2025 National Sales Manager @ CION Investments
- 2008 - 2013 Regional Vice President @ CION Investments
- 2007 - 2008 Western Divisonal Sales Manager @ Legg Mason
- 2004 - 2007 Internal Wholesaler @ Legg Mason
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
Derek Schwartz Summary
Derek Schwartz, based in Philadelphia, PA, US, is currently a Senior Managing Director at CION Investments. Derek Schwartz brings experience from previous roles at CION Investments and Legg Mason. 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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Derek Schwartz
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Derek Schwartz
Senior Managing Director at CION Investments
Philadelphia, PA, US33
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Louis Greco
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32
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Derek Schwartz
Senior Managing Director at CION Investments
Philadelphia, PA, US33
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