Derek Su Email & Phone Number
Owner
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Derek Su Location
- Austin, TX, US
Derek Su Work
- Financial Advisor @ (August 2014 - Present)
- Owner @ Brooklyn Pie Company (June 2005 - Present)
- Financial Advisor @ (January 2010 - August 2014)
- Partner @ (June 2010 - October 2010)
- Director of Finance and Operations @ (January 2008 - March 2010)
- Senior Manager Sales Operations @ (October 2006 - January 2008)
- Owner @ (January 2003 - January 2006)
- VP of Business Development @ id5Solutions (March 2000 - March 2002)
- Operations Manager @ Paperless Claims Inc (September 1996 - January 2000)
Derek Su Education
- The University of Texas at Austin
MBA
1994-1996 - The University of Texas at Austin
BA
1988-1993
Derek Su Skills
- Deal Closure
- Customer Satisfaction
- Investments
- Retirement Planning
- Investment Strategies
- 401k Rollovers
- Mutual Funds
- Asset Allocation
- Tax-Efficient Strategies
- Business Succession Planning
- Wealth Preservation Planning
- Financial Advisory
- Fixed Income Strategies
- Estate Investment Planning
- 401k
- Securities
- Deferred Compensation Plans
- Retirement Plan Consulting
- Alternative Investments
- Financial Analysis
- Financial Services
- Financial Modeling
- Portfolio Performance Analysis
- Stocks
- Bonds
- Municipal Bonds
- ETFs
- Life Insurance
- Annuity Sales
- Relationship Management
- Retirement Savings
- Business Development
- Marketing Strategy
- Strategic Planning
- Marketing
- Defined Benefit
- Defined Contribution
- Unit Investment Trusts
- Insurance
- Executive Benefit Strategies
- Multi-generational wealth transfer
- Private Placements
- Private Equity
- Cash Management
- Cash Balance
- Series 7
- Asset Management
- Finance
- Risk Management
- Tax Efficient Strategies
- Multi Generational Wealth Transfer
Derek Su Summary
- Derek Su, based in Austin, TX, US, is currently a Owner at Brooklyn Pie Company. Derek Su brings experience from previous roles at U.S. Capital Advisors LLC, Wells Fargo Advisors, ROW Strategy Group LLC and HPL PureSport. Derek Su holds a 1994 - 1996 MBA @ The University of Texas at Austin. With a robust skill set that includes Deal Closure, Customer Satisfaction, Investments, Retirement Planning, Investment Strategies and more. Derek Su has 3 emails and 2 mobile phone numbers on RocketReach.
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