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Derek Vance Location
Dayton, OH, US
Derek Vance Work
2014 -now Financial Advisor @
2012 -2014 Financial Associate @
2011 -2012 Financial Advisor @
2009 -2010 Financial Advisor @
2005 -2009 Financial Advisor @ Smith Barney
Derek Vance Education
Wright State University
Bachelor's degree (Organizational Leadership)
2003-2005
Sinclair Community College
Associate's degree (Communication, General)
2000-2003
Derek Vance Skills
Leadership
Series 63
Strategic Financial Planning
Management
Investment Strategies
Project Management
PowerPoint
Finance
Retirement
Series 65
Customer Service
Investment Advisory
Asset Allocation
Series 7
Retirement Planning
Series 31
Wealth Management Services
Accounting
Financial Analysis
Public Speaking
Microsoft Office
Derek Vance Summary
Derek Vance, based in Dayton, OH, US, is currently a Financial Advisor at UBS. Derek Vance brings experience from previous roles at Thrivent Financial for Lutherans, KeyBank, Fifth Third Securities and Smith Barney. Derek Vance holds a 2003 - 2005 Bachelor's degree in Organizational Leadership @ Wright State University. With a robust skill set that includes Leadership, Series 63, Strategic Financial Planning, Management, Investment Strategies and more. Derek Vance has 2 emails and 2 mobile phone numbers on RocketReach.
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