SENIOR WEALTH MANAGER @ (January 2011 - February 2016)
WEALTH MANAGER @ (January 2009 - January 2011)
CERTIFIED FINANCIAL PLANNER @ (August 2006 - January 2009)
SENIOR ADVISOR FOR USAA PRIVATE INVESTMENT MANAGEMENT @ (January 2004 - September 2006)
LIFE SELECT and HIGH NET WORTH RELATIONSHIP MANAGER @ (July 2002 - January 2004)
EXECUTIVE COMMUNICATIONS ANALYST @ (April 2002 - July 2002)
USAA RELATIONSHIP MANAGER @ (July 2000 - April 2002)
FINANCIAL SERVICES ADVISOR FOR LIFE AND INVESTMENT MANAGEMENT COMPANY @ (July 1996 - March 2002)
ADA Patriot Missile 11th Brigade 3 and 43 Alpha Battery @ (January 1993 - January 1995)
Derick Kann Education
University of the Incarnate Word
MBA (Business)
2000-2002
The University of Texas at San Antonio
BBA (Management with International Business Concentration)
1996-2000
Derick Kann Skills
Financial Planning
Personal Financial Planning
Certified Financial Planner
Wealth Management
Wealth Management Services
Index Funds
Investment Strategies
Comprehensive Planning
Estate Planning
Risk Management
Retirement Planning
Investments
Financial Advisory
Retirement
Financial Services
Leadership
Management
Portfolio Management
Derick Kann Summary
Derick Kann, based in Austin, TX, US, is currently a SENIOR VICE PRESIDENT, WEALTH ADVISOR at Index Fund Advisors, Inc.. Derick Kann brings experience from previous roles at USAA. Derick Kann holds a 2000 - 2002 MBA in Business @ University of the Incarnate Word. With a robust skill set that includes Financial Planning, Personal Financial Planning, Certified Financial Planner, Wealth Management, Wealth Management Services and more. Derick Kann has 2 emails and 1 mobile phone numbers on RocketReach.
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