Derek Wilson Email & Phone Number
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Derek Wilson Location
- Orange, CA, US
Derek Wilson Work
- Owner @ (September 2019 - Present)
- Advisory Representative @ (September 2019 - Present)
- Financial Advisor @ (January 2015 - August 2019)
- Financial Specialist @ (March 2011 - January 2015)
- Financial Representative @ (January 2009 - April 2011)
- Manager @ (January 2003 - January 2009)
- Account Executive @ (January 2001 - January 2003)
- Account Executive @ (January 2000 - January 2001)
Derek Wilson Education
- Umeå University 2012-2015
- University of California - Davis
Bachelor Of Science
1995-1999 - Chino High School 1990-1994
Derek Wilson Skills
- Account Management
- Analysis
- Asset Allocation
- Banking
- Budgets
- Business Development
- CLTC
- Data Analysis
- Event Management
- Event Planning
- Financial Advisory
- Financial Modeling
- Financial Services
- Investments
- Leadership
- Life Insurance
- Management
- Marketing
- Microsoft Excel
- Microsoft Office
- Mutual Funds
- PowerPoint
- Public Speaking
- Retirement Planning
- Risk Management
- Sales
- Sales Management
- Series 6
- Series 63
- Strategic Planning
- Strategy
- Underwriting
- Wealth Management
- series 65
Derek Wilson Summary
- Derek Wilson, based in Orange, CA, US, is currently a Owner at Wilson Financial & Insurance Services. Derek Wilson brings experience from previous roles at Lincoln Financial Network, Nationwide Financial Network, Nationwide Financial and Northwestern Mutual. Derek Wilson holds a 2012 - 2015 Umeå University. With a robust skill set that includes Account Management, Analysis, Asset Allocation, Banking, Budgets and more. Derek Wilson has 1 emails and 1 mobile phone numbers on RocketReach.
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