Derek Hernquist

Derek Hernquist Email and Phone Number

Obsessed with helping wealth managers develop confident clients @ Aptus Capital Advisors
265 Young St, Fairhope,Alabama 36532,United States
Derek Hernquist's Location
Charlotte, North Carolina, United States, United States
Derek Hernquist's Contact Details

Derek Hernquist work email

Derek Hernquist personal email

About Derek Hernquist

* 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

Derek Hernquist's Current Company Details
Aptus Capital Advisors

Aptus Capital Advisors

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Obsessed with helping wealth managers develop confident clients
265 Young St, Fairhope,Alabama 36532,United States
Employees:
31
Derek Hernquist Work Experience Details
  • Aptus Capital Advisors
    Head Of Advisor Experience
    Aptus Capital Advisors Mar 2018 - Present
    Helping advisors impact client outcomes and simplify their investment process
  • Adhesion Wealth Advisor Solutions Inc
    Regional Solution Consultant
    Adhesion Wealth Advisor Solutions Inc Jul 2015 - Dec 2017
    Charlotte, Nc
    Open architecture Unified Managed Account(UMA) platform for RIAs who seek scalable customization of client investments
  • Motif Investing
    Advisor Solutions Specialist
    Motif Investing Jun 2014 - Jun 2015
    Charlotte, North Carolina Area
    Help Registered Investment Advisors develop more efficient ways to manage client portfolios
  • D. Scott Neal, Inc.
    Portfolio Manager
    D. Scott Neal, Inc. Jan 2012 - May 2014
    Charlotte, Nc
    Tactical ETF Allocation seeking modest absolute returns with even more modest drawdowns
  • Integrative Capital, Llc
    Chief Investment Officer
    Integrative Capital, Llc Jul 2009 - Dec 2011
    Low Drawdown Portfolio Management
  • Djh Capital, Llc
    President
    Djh Capital, Llc Oct 2001 - Dec 2008
    Hedge Fund Manager for Odyssey Holdings, LP
  • Online Trading, Inc.
    Chief Operating Officer
    Online Trading, Inc. 1996 - 2000
    Coordinated expansion strategy through broker recruitmentCreated brand awareness through daily radio showSupervised customer trading desk Developed proprietary trading desk

Derek Hernquist Skills

Technical Analysis Asset Allocation Portfolio Management Investment Strategies Market Breadth Microsoft Excel Data Visualization Investment Management Financial Services Customer Relationship Management Alternative Investments Tradestation Trading Quantitative Research Investment Education Investment Writing Investments Mutual Funds Asset Management Equities Securities Wealth Management Capital Markets Investment Advisory Financial Markets Business Development Sales Microsoft Office Risk Management

Derek Hernquist Education Details

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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