Derrick Wilson Email & Phone Number
Outbound Investment Advisor @ Edelman Financial Engines
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Derrick Wilson Location
- Philadelphia, PA, US
Derrick Wilson Work
- 2026 -now Outbound Investment Advisor @
- 2019 -now Financial Advisor @
- 2022 -2026 Tax Resolution Specialist @
- 2018 -2026 Tax Accountant @ Wilson Tax & Planning Services
- 2015 -2018 Trade Administrator @
- 2014 -2015 Retirement Specialist @
- 2011 -2014 Retirement Specialist @
- 2010 -2011 Short Sale Negotiator and Deed in Lieu Specialist @
- 2007 -2010 Office Manager and Paralegal @ KANE & SHORE, LLC
- 2003 -2007 Foreign Exchange Trader @ Selective Capital Management
Derrick Wilson Education
- University Of Maryland Global Campus
Master of Business Administration (Management)
2008-2010 - Fox School of Business at Temple University
Bachelor of Business Administration (Finance)
2000-2002 - Missio Seminary
Master of Divinity
2020 - Temple University
Bachelor of Business Administration (Finance)
Derrick Wilson Skills
- Customer Service
- Marketing Strategy
- Accounting
- Portfolio Management
- Qualified Retirement Plans
- Data Analysis
- Investments
- Risk Management
- Asset Management
- Trading
- Finance
- 401k
- Foreign Exchange
- Options
- Series 7
- Retirement Planning
- Financial Markets
- Mutual Funds
- Tax Preparation
Derrick Wilson Summary
- Derrick Wilson, based in Philadelphia, PA, US, is currently a Outbound Investment Advisor at Edelman Financial Engines. Derrick Wilson brings experience from previous roles at National Life Group, Gusto, Wilson Tax & Planning Services and Vanguard. Derrick Wilson holds a 2008 - 2010 Master of Business Administration in Management @ University Of Maryland Global Campus. With a robust skill set that includes Customer Service, Marketing Strategy, Accounting, Portfolio Management, Qualified Retirement Plans and more. Derrick Wilson has 4 emails and 3 mobile phone numbers on RocketReach.
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