Sign In
Get Clay Free →

Suggestions

    Derick Edwards

    Registration Sales Manager at COMPLY

    Derick Edwards is a dedicated Registration Sales Manager with a special focus on the Registered Investment Adviser (RIA) industry. His expertise lies in guiding advisors through the entire sales process, starting from entity formation to being fully registered. Derick excels in identifying the needs of prospect RIA firms, whether they relate to service, technology, or pricing. He is well-versed in conducting technology training and demonstrations on RIA in a Box's exclusive platform, while also offering consultation on Advisor's technology stack. His background includes experience in Private Equity Investment and financial analysis, making him proficient in discounted cash flow, leveraged buyout, and valuation modeling. Derick is deeply passionate about supporting advisors in expanding their businesses and is committed to making a positive impact in the industry.

    Derick Edwards
    Get intro to Derick
    Add to my network

    Location

    New York, New York, United States