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
- 2024 -now Director of Operations and Client Experience @
- 2022 -2023 Executive Director @
- 2021 -2022 Chief Operating Officer-Trust and Advisory Services @
- 2018 -2021 Senior Vice President, Client Service Manager @
- 2015 -2018 Vice President and Client Support Service Manager @
- 2012 -2015 Vice President and Trust Advisor @
- 2011 -2012 Second Vice President and Associate Relationship Manager @
- 2009 -2011 Trust Officer and Associate Relationship Manager @
- 2008 -2009 Personal Trust Assistant Relationship Manager @
Derric Walker Education
- University of St. Francis
Bachelor of Science (BS) (Organizational Leadership)
- University of St. Francis
Master of Science (MS) (Management)
- University of St. Francis
Master of Business Administration (MBA)
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 Bachelor of Science (BS) in Organizational Leadership @ 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 2 emails and 1 mobile phone numbers on RocketReach.
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