Derek Roy
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Derek Roy Email & Phone Number

Sentinel Private Wealth at Sentinel Private Wealth
Location: Boca Raton, Florida, United States 5 work roles 1 school
1 work email found @sagepointfinancial.com 12 phones found area 407, 212, and 919 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 12 phones

Work email d****@sagepointfinancial.com
Direct phone (407) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Sentinel Private Wealth
Role
Sentinel Private Wealth
Location
Boca Raton, Florida, United States

Who is Derek Roy? Overview

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Quick answer

Derek Roy is listed as Sentinel Private Wealth at Sentinel Private Wealth, based in Boca Raton, Florida, United States. AeroLeads shows a work email signal at sagepointfinancial.com, phone signal with area code 407, 212, 919, and a matched LinkedIn profile for Derek Roy.

Derek Roy previously worked as President at Sentinel Private Wealth and Regional Consultant at Wealthvest. Derek Roy holds Bachelor Of Science, Business Management from North Carolina State University.

Company email context

Email format at Sentinel Private Wealth

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{first_initial}{last}@sagepointfinancial.com
86% confidence

AeroLeads found 1 current-domain work email signal for Derek Roy. Compare company email patterns before reaching out.

Profile bio

About Derek Roy

Derek Roy is a Sentinel Private Wealth at Sentinel Private Wealth. He possess expertise in mergers and acquisitions, portfolio management, entrepreneurship, team management, public speaking and 1 more skills.

Listed skills include Mergers And Acquisitions, Portfolio Management, Entrepreneurship, Team Management, and 2 others.

Current workplace

Derek Roy's current company

Company context helps verify the profile and gives searchers a useful next step.

Sentinel Private Wealth
Sentinel Private Wealth
Sentinel Private Wealth
5 roles

Derek Roy work experience

A career timeline built from the work history available for this profile.

President

Current
Sentinel Private Wealth

Boca Raton, FL

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.This communication is strictly intended for individuals residing in the states of AZ, CA, CO, DC, DE, FL, KS, LA.

Jan 2020 - Present

Regional Consultant

Wealthvest
Mar 2019 - Nov 2019

Executive Vice-President, Mergers & Acquisitions | Advisorretire™, Advisor Succession Planning

Collaborativewealth®

Lake Mary, FL

Jan 2017 - Oct 2018

Senior Investment Consultant

Rochdale Investment Management

New York, NY

Jan 2008 - Oct 2012
1 education record

Derek Roy education

FAQ

Frequently asked questions about Derek Roy

Quick answers generated from the profile data available on this page.

What company does Derek Roy work for?

Derek Roy works for Sentinel Private Wealth.

What is Derek Roy's role at Sentinel Private Wealth?

Derek Roy is listed as Sentinel Private Wealth at Sentinel Private Wealth.

What is Derek Roy's email address?

AeroLeads has found 1 work email signal at @sagepointfinancial.com for Derek Roy at Sentinel Private Wealth.

What is Derek Roy's phone number?

AeroLeads has found 12 phone signal(s) with area code 407, 212, 919 for Derek Roy at Sentinel Private Wealth.

Where is Derek Roy based?

Derek Roy is based in Boca Raton, Florida, United States while working with Sentinel Private Wealth.

What companies has Derek Roy worked for?

Derek Roy has worked for Sentinel Private Wealth, Wealthvest, Collaborativewealth®, Pacific Life Insurance Company, and Rochdale Investment Management.

How can I contact Derek Roy?

You can use AeroLeads to view verified contact signals for Derek Roy at Sentinel Private Wealth, including work email, phone, and LinkedIn data when available.

What schools did Derek Roy attend?

Derek Roy holds Bachelor Of Science, Business Management from North Carolina State University.

What skills is Derek Roy known for?

Derek Roy is listed with skills including Mergers And Acquisitions, Portfolio Management, Entrepreneurship, Team Management, Public Speaking, and Business Analysis.

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