Derek Peine

Derek Peine Email and Phone Number

Account Manager and Client Advisor @ Morgan Stanley
new york, new york, united states
Derek Peine's Location
American Fork, Utah, United States, United States
Derek Peine's Contact Details

Derek Peine personal email

About Derek Peine

• A Senior Sales and Client Advisor presenting financial solutions and developing relationships earning new business and providing financial guidance. Effective in consultative sales and presenting to high net worth clients. Experience in managing teams and improving processes. Effective in collaborating with teams on projects to bring solutions to clients and internal departments.

Derek Peine's Current Company Details
Morgan Stanley

Morgan Stanley

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Account Manager and Client Advisor
new york, new york, united states
Employees:
78669
Derek Peine Work Experience Details
  • Morgan Stanley
    Client Advisor
    Morgan Stanley Jan 2018 - Present
  • E*Trade
    Financial Consultant
    E*Trade Apr 2016 - Present
    Sandy, Utah
    I currently work with clients to deepen relationships by advising on retirement and investment planning.
  • Merrill Lynch
    Financial Advisor
    Merrill Lynch Jun 2014 - Apr 2016
    Chandler, Az
    Provide holistic solutions for clients regarding their financial planning.
  • Milton Dean Corporation
    President
    Milton Dean Corporation Sep 2012 - Aug 2015
    Owned and operations of retail franchise. Hired and trained management team coaching and training best practices. Inventory management and marketing plans.
  • Ussynthetic Corp.
    Account Manager
    Ussynthetic Corp. Jan 2001 - Sep 2012
    Responsible for key accounts and relationship managementProcess improvement of all areas of the supply chain.Development of cross functional customer team.Contract review

Derek Peine Skills

Financial Advisory Merchandise Shipping Vendors Training And Development Sales Customer Retention Customer Oriented Queen Creek Market Research Finance Merchandising Franchising Uniform Combined State Law Cross Functional Team Leadership Increasing Productivity Product Management Business Information Value Stream Mapping Travel Procurement Merrill Lynch Texas Management Revenue Coaching Inventory Management Science Continuous Improvement Key Performance Indicators Crm Utah Leadership Exceeding Expectations Inventory Accuracy Schools Sears Lean Manufacturing Accounting Human Resources Daily Operations Purchase Orders Profit Customer Relationships Brand Awareness Build Relationships Business Services Key Metrics Engineering Flat Patterning Supervision Branding Inventory Strategies Microsoft Office Loyalty Programs Reducing Costs Operations Management Finra Consolidation Process Control Microsoft Excel Export Training Policy Customer Service Contract Negotiation Business Management Securities License Project Management Milton Reporting Payroll Analysis Campaigns P&l Information Technology Sap Segments Retail Space Accountability Data Analysis Schedules Communication Advertising Erp Strategic Planning Community Development Complementary Stylized Operations Increase Productivity Marketing Lake Homes Level Loading Social Influence Sales Trainings Production Schedules Waterfalls Data Driven Testing Business Process Improvement Facilities Management Process Management Vocational Education Pricing Computer Proficiency Responsibility Internal Audit Highly Accomplished Customer Experience Six Sigma Packaging Regulations Phoenix Sales Process Salt Contract Management Obtain Chandler Google Groups Marketing Materials Collaborating Reduce Costs Investments Process Improvement Materials Arizona Wip Factory Microsoft Word Lead Change Financial Analysis Product Demonstration Key Accounts Product Offerings Customer Engagement Kaizen Supply Chain Delivery Series 7

Derek Peine Education Details

Frequently Asked Questions about Derek Peine

What company does Derek Peine work for?

Derek Peine works for Morgan Stanley

What is Derek Peine's role at the current company?

Derek Peine's current role is Account Manager and Client Advisor.

What is Derek Peine's email address?

Derek Peine's email address is pe****@****ail.com

What schools did Derek Peine attend?

Derek Peine attended Utah Valley University.

What skills is Derek Peine known for?

Derek Peine has skills like Financial Advisory, Merchandise, Shipping, Vendors, Training And Development, Sales, Customer Retention, Customer Oriented, Queen Creek, Market Research, Finance, Merchandising.

Who are Derek Peine's colleagues?

Derek Peine's colleagues are Callaway Rogers, Vandana Talreja, Juan D. Jaramillo, Jay Keranen, Cfp®, Jeffrey Lin, Eric Mallory, Arun S Reddy.

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