Derek Jones

Derek Jones Email and Phone Number

Financial Advisor helping families plan for retirement and the future @ The Institute for Wealth Management
Derek Jones's Location
Austin, Texas, United States, United States
About Derek Jones

Derek Jones is a Financial Advisor helping families plan for retirement and the future at The Institute for Wealth Management. He possess expertise in integration, strategy, crm, management, leadership and 27 more skills.

Derek Jones's Current Company Details
The Institute for Wealth Management

The Institute For Wealth Management

View
Financial Advisor helping families plan for retirement and the future
Employees:
9
Derek Jones Work Experience Details
  • The Institute For Wealth Management
    Financial Advisor
    The Institute For Wealth Management Mar 2017 - Present
    Austin, Texas Area
  • Concert Wealth Management, Inc.
    Wealth Advisor
    Concert Wealth Management, Inc. Sep 2014 - Mar 2017
    Austin, Texas
    Independent Advisor Representative Chair - Concert Technology Committee
  • Morgan Stanley
    Financial Advisor
    Morgan Stanley Jan 2007 - Sep 2014
    Careful planning is key to achieving your financial goals. Whatever your goals may be — from sending children to college and retiring comfortably to passing your hard-earned estate assets on to loved ones — I will evaluate your situation and help you determine which strategies are right for you. Morgan Stanley's planning services range from a focused review of a particular planning need to the preparation of a comprehensive financial plan which can identify and tailor solutions for your full spectrum of financial goals.
  • Active Power
    Marketing Communications Manager
    Active Power Aug 2002 - Jul 2006
    • Responsible for $1M+ budget• Tradeshow strategy• Manage Internet presence (www.activepower.com)• Sales Literature• Implementation of company-wide CRM solution• Press releases• Responsible for corporate branding policy/strategy• Design and Develop creative for advertising • Coordinate promotional activities with PR agency• Produce multiple tools to facilitate sales processeso CDso Videoso PPT presentations
  • Ibm
    Manager - Web And Multimedia Dev (Tivoli)
    Ibm Mar 1997 - Jul 2002
  • Tivoli Systems
    Manager - Web And Multimedia Development
    Tivoli Systems Mar 1997 - Jul 2002
    • Successfully managed team of 9 software developers in the end-to-end management of Tivoli's intranet (30,000+ pages)• Increased control of Intranet's direction assuring seamless communication of all pertinent information to internal employees worldwide• Developed Process & Procedure Documentation in order to promote uniform development and implementation of content• Authored Website Security Roadmap designed to ensure protection of IBM confidential/sensitive content• Analyzed Tivoli intranet for accessibility to ensure ADA compliance• Implemented advanced HTML technologies to streamline the development process (CSS, SSI, JavaScript)• Managed the Multimedia team, significantly improving work flow utilizing a Project Lead
  • Ibm Tivoli Software
    Systems Administrator
    Ibm Tivoli Software Mar 1997 - Jul 2002
    • Leveraged Tivoli’s User Admin to create Unix and NT accounts company-wide• Created Perl scripts to facilitate the integration of companies involved in mergers/acquisitions• Administered Gandalf ISDN equipment used for remote access by all employees, including administration of hub and bridge/router config to facilitate work-from-home activities• DNS Administration• NT, Notes, and Unix administration

Derek Jones Skills

Integration Strategy Crm Management Leadership Cloud Computing Unix Project Management Security Marketing Communications Enterprise Software Product Management Sales Public Relations Budgets Financial Planning Portfolio Management Budgeting Javascript Perl Customer Relationship Management Recruiting Project Planning Human Resources Html Advertising Investment Portfolio Model Portfolios Options Strategies Web Development Information Technology Technology Integration

Derek Jones Education Details

  • University Of Texas - Austin
    University Of Texas - Austin
    Marketing, General Business

Frequently Asked Questions about Derek Jones

What company does Derek Jones work for?

Derek Jones works for The Institute For Wealth Management

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

Derek Jones's current role is Financial Advisor helping families plan for retirement and the future.

What is Derek Jones's email address?

Derek Jones's email address is de****@****hoo.com

What is Derek Jones's direct phone number?

Derek Jones's direct phone number is +140824*****

What schools did Derek Jones attend?

Derek Jones attended University Of Texas - Austin.

What skills is Derek Jones known for?

Derek Jones has skills like Integration, Strategy, Crm, Management, Leadership, Cloud Computing, Unix, Project Management, Security, Marketing Communications, Enterprise Software, Product Management.

Who are Derek Jones's colleagues?

Derek Jones's colleagues are Nathan Barton, Jeff Jorgensen.

Not the Derek Jones you were looking for?

  • Derek Jones

    Software / Ml Engineer @ Apple
    San Francisco, Ca
    1
    phideltatheta.org
  • Derek Jones

    Cincinnati Metropolitan Area
    5
    regalbeloit.com, darlingii.com, gmail.com, nku.edu, cigna.com
  • Derek Jones

    Bentonville, Ar
    1
    walmartlabs.com
  • Derek Jones

    Senior Associate @ Pwc | Deals Advisory
    Des Moines Metropolitan Area
  • Derek Jones

    Alpharetta, Ga
    5
    clearcareonline.com, griswoldhomecare.com, griswoldspecialcare.com, deputy.com, livtech.com

    6 +611300XXXXXX

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.