Derek Schwartz Email & Phone Number
Executive Director - Senior Portfolio Manager @ One Capital Management, LLC
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Derek Schwartz Location
- United States
Derek Schwartz Work
- 2025 - now Executive Director - Senior Portfolio Manager @
- 2022 - 2025 Portfolio Manager @
- 2021 - 2022 Senior Associate @
- 2016 - 2021 Senior Investment Analyst @
- 2015 - 2016 NAV Oversight Analyst @
- 2013 - 2015 Investor Service Specialist @
- 2012 - 2013 Liability Representative @
Derek Schwartz Education
- Penn State University
Bachelor's (Finance, Business Law)
2007 - 2011
Derek Schwartz Summary
- Derek Schwartz, based in United States, is currently a Executive Director - Senior Portfolio Manager at One Capital Management, LLC. Derek Schwartz brings experience from previous roles at TIAA, Charles Schwab, Cornerstone Advisors Asset Management, LLC and BlackRock. Derek Schwartz holds a 2007 - 2011 Bachelor's in Finance, Business Law @ Penn State University. Derek Schwartz has 2 emails and 1 mobile phone numbers on RocketReach.
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Top One Capital Management, LLC Employees
Mark Dickamore
Managing Director, Wealth Management
Salt Lake City, UT, US
Steven Cowley
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Brad Barrett
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Sean Righter
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Matt Stephenson
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Walnut Creek, CA, US
Adele Young
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Danville, CA, US
Daniel Kang
Managing Director | Senior Portfolio Manager
Austin, TX, US
Craig Valdes
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San Francisco, CA, US
John Clagett
Managing Director
Fort Collins, CO, US
Jeff Smith
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Nick Gardner
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Don McDonald
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Patrick Bowen
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Mark Miller
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