Derric Walker Email & Phone Number
Director of Operations and Client Experience @ Heritage Wealth Advisors
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Derric Walker Location
- Phoenix, AZ, US
Derric Walker Work
- Director of Operations and Client Experience @ (March 2024 - Present)
- Executive Director @ (June 2022 - July 2023)
- Chief Operating Officer-Trust and Advisory Services @ (June 2021 - June 2022)
- Senior Vice President, Client Service Manager @ (January 2018 - June 2021)
- Vice President and Client Support Service Manager @ (April 2015 - January 2018)
- Vice President and Trust Advisor @ (December 2012 - April 2015)
- Second Vice President and Associate Relationship Manager @ (December 2011 - December 2012)
- Trust Officer and Associate Relationship Manager @ (December 2009 - December 2011)
- Personal Trust Assistant Relationship Manager @ (May 2008 - December 2009)
Derric Walker Education
- University of St. Francis
Master of Business Administration (MBA)
- University of St. Francis
Bachelor of Science (BS) (Organizational Leadership)
- University of St. Francis
Master of Science (MS) (Management)
Derric Walker Skills
- Emotional Intelligence
- Problem Solving
- Coaching & Mentoring
- Cross-functional Team Leadership
- Business Strategy
- Leadership
- Thinking Skills
- Organization Skills
- Strategy
- Team Management
- Operational Execution
- Operational Excellence
- Project Management
- Strategic Initiatives
- Wealth Management
- Communication
- PowerPoint
- Excel
- Word
- Wealth Management Services
- Banking
- Strategic Planning
- High Net Worth Individuals
- Management
- Risk Management
- Trusts
- CRM
- Asset Management
- Investment Management
- Equities
Derric Walker Summary
- Derric Walker, based in Phoenix, AZ, US, is currently a Director of Operations and Client Experience at Heritage Wealth Advisors. Derric Walker brings experience from previous roles at Morgan Stanley and Northern Trust Corporation. Derric Walker holds a Master of Business Administration (MBA) @ University of St. Francis. With a robust skill set that includes Emotional Intelligence, Problem Solving, Coaching & Mentoring, Cross-functional Team Leadership, Business Strategy and more. Derric Walker has 1 emails and 1 mobile phone numbers on RocketReach.
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