Derek Wilhelm Location
- San Diego, CA, US
Derek Wilhelm Work
- 2020 - now Financial Consultant @
- 2012 - now Senior Financial Consultant @
- 2011 - 2012 Private Client Relationship Manager @
- 2006 - 2011 Associate Financial Consultant @
- 2006 - 2011 Workshop Facilitator @
- 2006 - 2007 Client Service Specialist @
- 2005 - 2006 Sales and Service Representative @
- 2004 - 2005 Financial Advisor @
- 2001 - 2003 Bank Teller @ Belmont National Bank
Derek Wilhelm Education
- Robert Morris University
MBA (General Business )
2005 - 2008 - Ohio University
Bachelor's (Finance)
2000 - 2004 - Ohio University
Bachelor's degree (Finance, General)
2000 - 2004
Derek Wilhelm Skills
- Technical Sales Presentations
- Exchange Traded Funds
- Retirement Planning
- Investments
- Team Building
- Strategic Planning
- Training
- Retirement Plan Consulting
- Financial Services
- Stocks
- Sales Presentations
- Public Speaking
- Technical Presentations
- Investment Strategies
- Phone Sales
- New Clients
- Mutual Funds
- Services
- Research
- Microsoft Office Xp
- Insurance
- Microsoft Excel
- Qualified Retirement Plans
- Investment Management
- Project Management
- Sales Management
- Investment Sales
- Separately Managed Accounts
- Relationship Management
- PowerPoint
- Existing Clients
- Leadership
Derek Wilhelm Summary
- Derek Wilhelm, based in San Diego, CA, US, is currently a Financial Consultant at Charles Schwab. Derek Wilhelm brings experience from previous roles at TD Ameritrade, PNC and Charles Schwab. Derek Wilhelm holds a 2005 - 2008 MBA in General Business @ Robert Morris University. With a robust skill set that includes Technical Sales Presentations, Exchange Traded Funds, Retirement Planning, Investments, Team Building and more. Derek Wilhelm has 3 emails and 1 mobile phone numbers on RocketReach.
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