Derek Williams, Cfa, Cfp®

Derek Williams, Cfa, Cfp® Email and Phone Number

Wealth Advisor at Veratis Advisors, Inc. @ Veratis Advisors, Inc.
Derek Williams, Cfa, Cfp®'s Location
Fuquay-Varina, North Carolina, United States, United States
Derek Williams, Cfa, Cfp®'s Contact Details

Derek Williams, Cfa, Cfp® work email

Derek Williams, Cfa, Cfp® personal email

Derek Williams, Cfa, Cfp® phone numbers

About Derek Williams, Cfa, Cfp®

Derek Williams, Cfa, Cfp® is a Wealth Advisor at Veratis Advisors, Inc. at Veratis Advisors, Inc.. He possess expertise in management, public speaking, leadership, research, security and 14 more skills.

Derek Williams, Cfa, Cfp®'s Current Company Details
Veratis Advisors, Inc.

Veratis Advisors, Inc.

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Wealth Advisor at Veratis Advisors, Inc.
Derek Williams, Cfa, Cfp® Work Experience Details
  • Veratis Advisors, Inc.
    Wealth Advisor
    Veratis Advisors, Inc. Jun 2023 - Present
    Cary, Nc, Us
    View
  • Cook Wealth
    Wealth Advisor
    Cook Wealth Oct 2020 - Jun 2023
    Raleigh, North Carolina, Us
    View
  • Cook Wealth
    Associate Wealth Advisor
    Cook Wealth Jan 2019 - Oct 2020
    Raleigh, North Carolina, Us
    View
  • Fidelity Investments
    Workplace Planning Consultant Ii
    Fidelity Investments Oct 2017 - Dec 2018
    Boston, Ma, Us
    View
  • Fidelity Investments
    Workplace Planning & Guidance Consultant 1
    Fidelity Investments Jun 2016 - Oct 2017
    Boston, Ma, Us
    View
  • Fidelity Investments
    Financial Associate
    Fidelity Investments Oct 2015 - Jun 2016
    Boston, Ma, Us
    View
  • Fonville Morisey Realty
    Realtor
    Fonville Morisey Realty Apr 2015 - Dec 2016
    Raleigh, North Carolina, Us
    View
  • Eagle Eye Security Inc.
    Vice President Of Operations
    Eagle Eye Security Inc. Nov 2014 - Oct 2015
    Raleigh, Nc, Us
    View

Derek Williams, Cfa, Cfp® Skills

Management Public Speaking Leadership Research Security Operations Management Teamwork Team Leadership Sales Surveillance Social Networking Event Planning Strategic Planning Firearms Firearms Instruction Crime Prevention Sales Management Customer Retention Customer Service

Derek Williams, Cfa, Cfp® Education Details

  • North Carolina State University
    North Carolina State University
    Criminology

Frequently Asked Questions about Derek Williams, Cfa, Cfp®

What company does Derek Williams, Cfa, Cfp® work for?

Derek Williams, Cfa, Cfp® works for Veratis Advisors, Inc.

What is Derek Williams, Cfa, Cfp®'s role at the current company?

Derek Williams, Cfa, Cfp®'s current role is Wealth Advisor at Veratis Advisors, Inc..

What is Derek Williams, Cfa, Cfp®'s email address?

Derek Williams, Cfa, Cfp®'s email address is dw****@****lth.com

What is Derek Williams, Cfa, Cfp®'s direct phone number?

Derek Williams, Cfa, Cfp®'s direct phone number is +191927*****

What schools did Derek Williams, Cfa, Cfp® attend?

Derek Williams, Cfa, Cfp® attended North Carolina State University.

What are some of Derek Williams, Cfa, Cfp®'s interests?

Derek Williams, Cfa, Cfp® has interest in Politics, Environment.

What skills is Derek Williams, Cfa, Cfp® known for?

Derek Williams, Cfa, Cfp® has skills like Management, Public Speaking, Leadership, Research, Security, Operations Management, Teamwork, Team Leadership, Sales, Surveillance, Social Networking, Event Planning.

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