Derek Warren Email
Senior Financial Advisor @ Envision Financial, a division of First West Credit Union
Derek Warren's Location
Chilliwack, BC, CA
Derek Warren's Work
- Senior Financial Advisor @ Envision Financial, a division of First West Credit Union
- Client Specialist @ Raymond James Ltd.
- Estimator and Project Manager @ BuildWISE Construction
- Financial Sales Representative @ CIBC
- Premium Banker @ HSBC
- Financial Advisor @ Edward Jones
- Management Professional Inside Wireless Sales Specialist @ TELUS
- Management Trainee @ Sport Chek
Derek Warren's Education
- Canadian Securities Institute
Certification (Conduct & Practices Handbook)
2012 - 2013 - Canadian Securities Institute
(Canadian Securities Course)
2012 - 2013
Derek Warren's Skills
- Customer Retention
- Customer Experience
- Solution Selling
- Direct Sales
- Customer Satisfaction
- Sales Process
- Telecommunications
- New Business Development
- Fixed Annuities
- Customer Service
Derek Warren's Summary
Derek Warren, based in Chilliwack, BC, CA, is currently a Senior Financial Advisor at Envision Financial, a division of First West Credit Union, bringing experience from previous roles at Raymond James Ltd., BuildWISE Construction, CIBC and HSBC. Derek Warren holds a 2012 - 2013 Certification in Conduct & Practices Handbook @ Canadian Securities Institute. With a robust skill set that includes Customer Retention, Customer Experience, Solution Selling, Direct Sales, Customer Satisfaction and more, Derek Warren contributes valuable insights to the industry. Derek Warren has 2 emails on RocketReach.
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Top Envision Financial, a division of First West Credit Union Employees
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ViewJake Khattra
Member Services Advisor at Envision Financial, a division of First West Credit Union
Surrey, British Columbia, Canada11 -
ViewMindy Sidhu
Director Retail Banking at Envision Financial, a division of First West Credit Union
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ViewAnkit Bansal
Senior Financial Advisor at Envision Financial, a division of First West Credit Union
Vancouver, British Columbia, Canada31
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