Derek Coulter
About Derek Coulter
Derek Coulter is a Senior Manager and High Net Worth Representative at TD Ameritrade in Omaha, Nebraska, with extensive experience in various roles within the company since 2007. He holds a Bachelor's degree in Finance from the University of Nebraska-Lincoln.
Company
Derek Coulter is currently working at TD Ameritrade. He has held several roles within the company, highlighting his extensive experience and dedication in the financial services sector. His tenure at TD Ameritrade includes multiple leadership and analytical positions, showcasing his growth and expertise within the organization.
Title
Derek Coulter holds the title of Senior Manager - High Net Worth Representative at TD Ameritrade. His role involves managing relationships and providing specialized services to high net worth clients. He has been in this role since 2021, positioning him as a key figure in the company's growth and client service strategies in Omaha, Nebraska.
Education and Expertise
Derek Coulter studied Finance at the University of Nebraska-Lincoln, where he earned his Bachelor's degree from 2003 to 2007. His educational background in finance, combined with his extensive hands-on experience, provides a strong foundation for his roles in risk analysis, client services, and asset management.
Professional Background
Derek Coulter's professional journey includes a series of progressively responsible positions at TD Ameritrade. He began as a Registered Representative in 2007 and moved through roles like Active Trader Specialist, Private Client Services Representative, Margin Risk Analyst, Team Manager - Asset Transfer Services, and Team Manager - Private Client Services. Before joining TD Ameritrade, he worked at Union Bank and Trust as a Teller and Client Services Representative and at West Gate Bank as a Customer Service Representative.