Derek A. Roy

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Finance

Consumer Services

Profil

Mr. Roy joined Rochdale in 2008.
In previous positions at Jackson National Life and Kaufman Brothers, he gained extensive high net worth sales and business development experience.
At Capital Strategies, he was a member of the Investment Policy Committee where he developed the firm’s separate account platform and was responsible for the management of individual portfolios.
He has been a featured guest on nationally syndicated radio shows and webinars as well as the Edward Jones satellite broadcast network.
He regularly appeared live on Raleigh’s CBS affiliates WRAL and Fox News to discuss investment and economic topics.
Mr. Roy earned his B.S.
in business management from North Carolina State University.
He is a Level II candidate for the Chartered Financial Analyst designation.

Ehemalige bekannte Positionen von Derek A. Roy

Unternehmen	Position	Ende
Jackson National Life Insurance Co. Jackson National Life Insurance Co. Life/Health InsuranceFinance Jackson National Life Insurance Co. engages in the provision of retirement fund management and life insurance services. Its products include variable and fixed index annuities. The company was founded in 1961 and is headquartered in Lansing, MI.	Corporate Officer/Principal	-
Rochdale Investment Management LLC Rochdale Investment Management LLC Investment ManagersFinance Founded in 1975, Rochdale Investment Management LLC is a registered investment advisor located in New York City. The firm is a subsidiary of City National Rochdale Investments and their ultimate parent is City National Corp. (NYSE: CYN).	Corporate Officer/Principal	-

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Ausbildung von Derek A. Roy

North Carolina State University

Undergraduate Degree

Erfahrungen
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