Derek Vance Email & Phone Number
Financial Advisor @ UBS Group AG
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Derek Vance Location
- Dayton, OH, US
Derek Vance Work
- Financial Advisor @ (January 2014 - Present)
- Financial Associate @ (September 2012 - January 2014)
- Financial Advisor @ (October 2011 - September 2012)
- Financial Advisor @ (February 2009 - June 2010)
- Financial Advisor @ Smith Barney (November 2005 - January 2009)
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
- Asset Allocation
- Finance
- Investment Advisory
- Investment Strategies
- Retirement
- Retirement Planning
- Series 31
- Series 63
- Series 65
- Series 7
- Strategic Financial Planning
- Wealth Management Services
- Leadership
- Management
- Project Management
- PowerPoint
- Customer Service
- 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 Asset Allocation, Finance, Investment Advisory, Investment Strategies, Retirement and more. Derek Vance has 2 emails and 2 mobile phone numbers on RocketReach.
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