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/
Recent episodes from Mike Saunders, MBA (see all)
- Interview with Randy Crabtree, Co-Founder and Partner of Tri-Merit Specialty Tax Professionals - October 20, 2021
- Episode #15-Alternative Learning Options for Children of Entrepreneurs: Charity Muhammad of Planting Pure Seeds Academy - October 19, 2021
- Episode 184-Andrea d’Agostini’s Five-Step Process to Help Your Business Grow-Building My Legacy with Lois Sonstegard, PHD - October 19, 2021