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Derek Atkinson Email & Phone Number

Managing Member at FQI Capital Management, LLC
Location: Dallas-Fort Worth Metroplex, United States, United States 7 work roles 2 schools
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Current company
FQI Capital Management, LLC
Role
Managing Member
Location
Dallas-Fort Worth Metroplex, United States, United States

Who is Derek Atkinson? Overview

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Quick answer

Derek Atkinson is listed as Managing Member at FQI Capital Management, LLC, based in Dallas-Fort Worth Metroplex, United States, United States. AeroLeads shows a matched LinkedIn profile for Derek Atkinson.

Derek Atkinson previously worked as Principal Chief Executive Officer at Fqi Capital Management, Llc and Self Employed at Dsa Llc. Derek Atkinson holds Bachelor Of Business Administration - Bba, Finance, General from Texas Christian University.

Profile bio

About Derek Atkinson

CEO at FQI Capital Management LLC. Registered Investment Advisor.

Current workplace

Derek Atkinson's current company

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FQI Capital Management, LLC
Fqi Capital Management, Llc
Managing Member
Texas, United States
7 roles

Derek Atkinson work experience

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

Managing Member

Fqi Capital Management, Llc

Texas, United States

Principal Chief Executive Officer

Current
Fqi Capital Management, Llc

Lantana, TX

FQI Capital Management LLC specializes in the management of individual multi-asset portfolios with an emphasis on the client's objectives, risk mitigation, minimizing investment costs, maximizing tax efficiencies, with state-of-the-art reporting capabilities. FQI engages our clients in a collaborative process – one of true dialogue, honest questions.

Sep 2018 - Present

Self Employed

Dsa Llc

Conducted thorough research and analysis of various investment options to recommend profitable solutions to clients.Collaborated with financial advisors and portfolio managers to develop customized investment strategies for SMA products and ETFs.Presented investment recommendations and insights to clients, ensuring clarity and transparency in all.

Nov 2016 - Dec 2023

Vp Of Institutional Trading

First Financial Equity Corporation

Dallas/Fort Worth Area

Collaborated with the institutional client team to develop customized solutions to meet clients' investment needs.Presented investment strategies and products to clients and provided ongoing support to maintain relationships.

Oct 2015 - Nov 2016

Vp Of Institutional Trading

Aspen Equity Partners Llc

Dallas/Fort Worth Area

Collaborated with the institutional client team to develop customized solutions to meet clients' investment needs.Presented investment strategies and products to clients and provided ongoing support to maintain relationships.

Aug 2012 - Oct 2015

Assistant Portfolio Manager

Forza Capital Management Llc

Bend, Oregon

Conducted thorough market research and analysis to identify potential investment opportunities.Collaborated with senior portfolio managers to develop and implement investment strategies.Monitored and evaluated the performance of investment portfolios and made recommendations for adjustments when necessary. Assisted in the preparation of investment reports.

Jan 2005 - Jan 2015

Assistant Portfolio Manager

Corriente Capital Management, Llc

Conducted in-depth research and analysis on market conditions to identify potential trading opportunities.Utilized technical analysis tools to develop and implement effective trading strategies based on market trends and indicators.Collaborated with senior traders and portfolio managers to develop and execute investment strategies that align with the.

Nov 2002 - Sep 2004
2 education records

Derek Atkinson education

FAQ

Frequently asked questions about Derek Atkinson

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

What company does Derek Atkinson work for?

Derek Atkinson works for FQI Capital Management, LLC.

What is Derek Atkinson's role at FQI Capital Management, LLC?

Derek Atkinson is listed as Managing Member at FQI Capital Management, LLC.

Where is Derek Atkinson based?

Derek Atkinson is based in Dallas-Fort Worth Metroplex, United States, United States while working with FQI Capital Management, LLC.

What companies has Derek Atkinson worked for?

Derek Atkinson has worked for Fqi Capital Management, Llc, Dsa Llc, First Financial Equity Corporation, Aspen Equity Partners Llc, and Forza Capital Management Llc.

How can I contact Derek Atkinson?

You can use AeroLeads to view verified contact signals for Derek Atkinson at FQI Capital Management, LLC, including work email, phone, and LinkedIn data when available.

What schools did Derek Atkinson attend?

Derek Atkinson holds Bachelor Of Business Administration - Bba, Finance, General from Texas Christian University.

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