Derek Schwartz Email & Phone Number
Senior Managing Director, Head of Strategic Accounts @ CION Investments
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Derek Schwartz Location
- Philadelphia, PA, US
Derek Schwartz Work
- Senior Managing Director, Head of Strategic Accounts @ (January 2026 - Present)
- Senior Managing Director @ (January 2025 - Present)
- Managing Director @ (March 2017 - February 2025)
- National Sales Manager @ (October 2013 - February 2025)
- Regional Vice President @ (April 2008 - October 2013)
- Western Divisonal Sales Manager @ (January 2007 - April 2008)
- Internal Wholesaler @ (January 2004 - January 2007)
Derek Schwartz Education
- Syracuse University
Communications
1991-1994
Derek Schwartz Skills
- 401k
- 529 Plans
- Asset Allocation
- BDCs
- ETFs
- FINRA
- Fixed Annuities
- Mutual Funds
- Real Estate Investment Trust (REIT)
- Retirement Planning
- Separately Managed Accounts
- Series 24
- Series 6
- Series 63
- Series 65
- Series 7
- Uniform Combined State Law
- Social Media
- Account Management
- Strategy
- Microsoft Office
- Microsoft Excel
- 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 Communications @ Syracuse University. With a robust skill set that includes 401k, 529 Plans, Asset Allocation, BDCs, ETFs and more. Derek Schwartz has 3 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Derek Schwartz?
Find contact details for 700 million professionals.
Others Named Derek Schwartz
Derek Schwartz
Senior Managing Director, Head of Strategic Accounts
Philadelphia, PA, US
Derek Schwartz
Vice President of Sales
Pittsburgh, PA, US
Derek Schwartz
Founder
Palm Beach Gardens, FL, US
Derek Schwartz
Managing Director
Auckland, NZ
Top CION Investments Employees
Daniel Kramer
SVP and Chief Marketing Officer
Medford, NJ, US
Gregory Schill
Senior Managing Director
New York, NY, US
Stephen Roman
Chief Compliance Officer and Counsel
New York, NY, US
Sean Falzon
Vice President - External Wholesaler | FL, GA, AL, MS
Florida, United States
Nathan Newhall
Managing Director, Head of Sales
New York, NY, US
Shane Magrann
Managing Director
New York, NY, US
Patrick Quinn
Head of Business and Legal Affairs, General Counsel
New York, NY, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co