Michael Derby Email & Phone Number
Private Client Advisor @ JPMorgan Chase & Co.
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Michael Derby Location
- Fairfield, CT, US
Michael Derby Work
- 2021 - now Private Client Advisor @
- 2017 - 2021 Vice President-Financial Advisor @
- 2016 - 2017 Financial Advisor @ Opus Advisory Group, LLC
- 2013 - 2016 Senior Vice President @
- 2012 - 2013 Senior Vice President @
- 2008 - 2012 Managing Director @
- 2008 - 2009 Senior Vice President @
- 2002 - 2008 Managing Director -Principal @ Bear Stearns
- 1995 - 1998 Associate @
Michael Derby Education
- Providence College
Bachelor of Science (BS) (marketing)
1989 - 1993 - Archbishop Stepinac H.S. 1985 - 1989
Michael Derby Skills
- Series 7
- Equities
- Series 63
- Trading
- Buy-side
- Sell Side
- Series 24
- Equity Trading
- Capital Markets
- Hedge Funds
- Electronic Trading
- Bloomberg
- Equity Research
- Fixed Income
- Securities
- Trading Systems
- FINRA
- Investments
- Financial Markets
- Financial Services
- Strategic Planning
- Buy Side
- Microsoft Excel
- Marketing
- Project Management
- Wealth Management
- Financial Analysis
- Sales
- Strategy
- Public Speaking
Michael Derby Summary
- Michael Derby, based in Fairfield, CT, US, is currently a Private Client Advisor at JPMorgan. Michael Derby brings experience from previous roles at Citi, Opus Advisory Group, LLC, BB&T Capital Markets and Wolfe Trahan & Co.. Michael Derby holds a 1989 - 1993 Bachelor of Science (BS) in marketing @ Providence College. With a robust skill set that includes Series 7, Equities, Series 63, Trading, Buy-side and more. Michael Derby has 1 emails on RocketReach.
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