Derek Kleinman, CRPC™
Vice President, Financial Consultant at Charles Schwab
📍 New York, New York, United States
Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.
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Experience
5 Years
Current Role
Vice President, Financial Consultant
Job Level
Senior
Location
New York, New York, United States
Personality Overview
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Priorities
Topics Derek cares about
Strategic Priorities
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Career
Work history
1-2023
Vice President, Financial Consultant
Charles Schwab
5-2021 - 5-2024
Financial Consultant
TD Ameritrade
6-2020 - 5-2021
Business Development Specialist - Financial Consultant Development Academy
TD Ameritrade
6-2018 - 8-2018
Financial Institutions Group Intern
Crystal & Company
In the press
Media appearances
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Education
2016 - 2020
Education details unavailable
Franklin & Marshall College
Education details unavailable
Franklin & Marshall College
Social presence
Other Charles Schwab Employees
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