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Derek Sears Location
Dublin, OH, US
Derek Sears Work
Director of Wealth Management @ (May 2025 - Present)
Director of Wealth Management and Financial Resources @ (March 2021 - May 2025)
Program Manager and Financial Advisor, CUSO Financial Services, L.P. at KEMBA Wealth Management @ (January 2017 - May 2025)
Branch Manager @ (June 2014 - March 2017)
Manager Licensed Annuity Representative @ (July 2012 - June 2014)
Operating Partner and Director of Sales @ Precision Fitness & Wellness (March 2011 - June 2012)
Owner and President @ DES Equipment Service, LLC (January 2008 - June 2012)
Consultant @ Fitness Firm (January 2010 - June 2011)
Service Manager @ (July 2006 - January 2008)
Derek Sears Education
Columbus State Community College
The Ohio State University
Reynoldsburg High School
Derek Sears Skills
Financial Risk
Small Business
Time Management
Customer Experience
Real Estate
Mortgage Lending
Negotiation
Employee Training
Business Development
Change Management
Microsoft Office
Credit Risk
Financial Services
Retail
Budgets
Sales
Customer Service
Credit
Loans
Banking
Management
Team Building
Finance
Investments
Risk Management
Strategic Planning
Training
Financial Analysis
Leadership
Fitness
Strategy
Program Management
Marketing
Derek Sears Summary
Derek Sears, based in Dublin, OH, US, is currently a Director of Wealth Management at LPL Financial. Derek Sears brings experience from previous roles at KEMBA Financial Credit Union, CUSO Financial Services, LP and Huntington National Bank. Derek Sears holds a Columbus State Community College. With a robust skill set that includes Financial Risk, Small Business, Time Management, Customer Experience, Real Estate and more. Derek Sears has 3 emails and 4 mobile phone numbers on RocketReach.
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