Derek is a graduate of Colorado State University with a Bachelor’s degree in Business Administration with a focus on Finance and Real Estate. Mr. Eichenwald holds a Retirement and Estate Planning Certificate from the University of Pennsylvania’s Wharton School of Business. He holds the following security licenses Series 7, 66 and 24 registrations and is also licensed to offer life, disability, health, and long term care insurance.
Mr. Eichenwald has enjoyed a long career in financial services. He has worked at some of Wall Street’s largest financial institutions including Raymond James, AXA Equitable, and Salomon Smith Barney. He manages wealth for individuals, corporations and non-profit institutions. Mr. Eichenwald assists clients of Triumph Capital Management on their lifetime financial and strategic goals through sound asset management, risk planning, retirement planning, and advanced estate planning techniques.
Learn More: https://www.triumphcapitalmanagement.com/
Mike Saunders, MBA
Recent episodes from Mike Saunders, MBA (see all)
- Interview with Steven Michael England, President of Capstone Estate Planning, Discussing Fees & Fiduciary Relationship - November 1, 2024
- The Inspired Impact Podcast with Judy Carlson-Interview with Mary Gaul, Founder of Success Magnified, Certified Business Coach - October 29, 2024
- Interview with Steven Michael England,President of Capstone Estate Planning, Discussing Risk and Volatility in Retirement - October 29, 2024