Derek Hernquist Email and Phone Number
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* Investor advocate w/great passion for expanding access to sound advice* Entrepreneurial leader with fondness for fiduciary-driven RIA owners* Solutions-oriented collaborator on leveraging technology for growth* Believer in communication + repeatable processes(Advisor Alpha) as the best behavioral tonic
Aptus Capital Advisors
View- Website:
- aptuscapitaladvisors.com
- Employees:
- 31
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Head Of Advisor ExperienceAptus Capital Advisors Mar 2018 - PresentHelping advisors impact client outcomes and simplify their investment process -
Regional Solution ConsultantAdhesion Wealth Advisor Solutions Inc Jul 2015 - Dec 2017Charlotte, NcOpen architecture Unified Managed Account(UMA) platform for RIAs who seek scalable customization of client investments -
Advisor Solutions SpecialistMotif Investing Jun 2014 - Jun 2015Charlotte, North Carolina AreaHelp Registered Investment Advisors develop more efficient ways to manage client portfolios -
Portfolio ManagerD. Scott Neal, Inc. Jan 2012 - May 2014Charlotte, NcTactical ETF Allocation seeking modest absolute returns with even more modest drawdowns
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Chief Investment OfficerIntegrative Capital, Llc Jul 2009 - Dec 2011Low Drawdown Portfolio Management -
PresidentDjh Capital, Llc Oct 2001 - Dec 2008Hedge Fund Manager for Odyssey Holdings, LP
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Chief Operating OfficerOnline Trading, Inc. 1996 - 2000Coordinated expansion strategy through broker recruitmentCreated brand awareness through daily radio showSupervised customer trading desk Developed proprietary trading desk
Derek Hernquist Skills
Derek Hernquist Education Details
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Finance
Frequently Asked Questions about Derek Hernquist
What company does Derek Hernquist work for?
Derek Hernquist works for Aptus Capital Advisors
What is Derek Hernquist's role at the current company?
Derek Hernquist's current role is Obsessed with helping wealth managers develop confident clients.
What is Derek Hernquist's email address?
Derek Hernquist's email address is dh****@****ail.com
What is Derek Hernquist's direct phone number?
Derek Hernquist's direct phone number is +170471*****
What schools did Derek Hernquist attend?
Derek Hernquist attended University Of Arizona.
What skills is Derek Hernquist known for?
Derek Hernquist has skills like Technical Analysis, Asset Allocation, Portfolio Management, Investment Strategies, Market Breadth, Microsoft Excel, Data Visualization, Investment Management, Financial Services, Customer Relationship Management, Alternative Investments, Tradestation.
Who are Derek Hernquist's colleagues?
Derek Hernquist's colleagues are Brett Wickmann, Matt Mcgowan, Caia, John Luke Tyner, William Graham, Jason Shlensky, James Bai, John Luke Tyner.
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Derek Hernquist
Charlotte, Nc
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