Derrick LaBranche
Wealth Management Associate at Seacoast Wealth Management of Steward Partners- Claim this Profile
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Bio
Credentials
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Uniform Combined State Law Exam (Series 66)
FINRAOct, 2019- Nov, 2024 -
General Securities Representative Exam (Series 7)
FINRAAug, 2019- Nov, 2024 -
Securieties Industry Essentials Exam (SIE)
FINRAApr, 2019- Nov, 2024
Experience
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Seacoast Wealth Management of Steward Partners
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United States
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Financial Services
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1 - 100 Employee
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Wealth Management Associate
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Jul 2022 - Present
Steward Partners Global Advisory is an employee-owned, full-service partnership, catering to family, institutional and multigenerational investors. Our financial advisors deliver comprehensive wealth planning and investment strategy implementation, professional asset services, private banking, institutional consulting, international advisory and business solutions. We pride ourselves on delivering bespoke service with an unwavering commitment to excellence. Securities services are offered through Steward Partners Investment Solutions, LLC (SPIS), registered broker/dealer, Member FINRA/SIPC. Investment advisory services Offered through Steward Partners Investment Advisory (SPIA), registered investment advisory. SPIS and SPIA are affiliates of Steward Partners Global Advisory, LLC. For important disclosure information, please see "Disclosures" page on our website www.stewardpartnersis.com/Disclosures.10.htm Show less
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Columbia Threadneedle Investments, US
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United States
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Financial Services
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700 & Above Employee
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Internal Advisor Consultant
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Aug 2020 - Dec 2021
Supported external partner by conducting research and follow up due diligence for individual meetings and clients. Conducted outbound calls and client meetings to promote Columbia products and campaigns. Enhanced territory pipeline by uncovering leads and developing new relationships. Researched competitor products and fund analysis’ for actionable insights on the phone and in meetings. Supported external partner by conducting research and follow up due diligence for individual meetings and clients. Conducted outbound calls and client meetings to promote Columbia products and campaigns. Enhanced territory pipeline by uncovering leads and developing new relationships. Researched competitor products and fund analysis’ for actionable insights on the phone and in meetings.
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Eaton Vance
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United States
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Investment Management
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400 - 500 Employee
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Sales Support
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May 2019 - Aug 2020
Provided comprehensive product information to advisors and brokers to maintaine positive relationships and positive advisor-to-internal pipeline. Researched daily market activity to ensure up-to-date information on funds and the market as a whole. Created Hypotheticals and Transition Analysis to assist Internals.
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Mutual Funds Services Representative
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Jan 2019 - Aug 2020
Participated in extensive industry and company training for representative role to support shareholders and financial advisors with day-to-day account inquiries, maintenance requests, and problem solving. Mentored new team members by supporting technical questions and assisting with trouble shooting complex items. Balanced off-phone tasks, series exam training, and sales training while keeping a high level of performance.
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Joseph Suozzo's Agency
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Derry, NH
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Finance Intern/Sales Assistant
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Sep 2017 - Dec 2017
Performed daily market research and portfolio analysis for financial services customers. Communicated with clients via telephone and email regarding payments, insurance policies and investments. Utilized valuable communication, customer service, and interpersonal skills to ensure the highest level of customer satisfaction. Used problem-solving skills to assist clients through insurance questions and concerns. Performed daily market research and portfolio analysis for financial services customers. Communicated with clients via telephone and email regarding payments, insurance policies and investments. Utilized valuable communication, customer service, and interpersonal skills to ensure the highest level of customer satisfaction. Used problem-solving skills to assist clients through insurance questions and concerns.
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J&J Landscaping
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Dunbarton NH
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Landscaper/Foreman
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Jun 2017 - Sep 2017
Led small team projects while maintaining J&J's pristine reputation of handwork and beautiful landscapes. Learned how to effectively assign people to different tasks to ensure a swift, diligent job to meet deadlines and material quotas for low costs and high customer satisfaction. Communicated with home owners to develop a professional, open line of communication to fulfill their specific needs. Led small team projects while maintaining J&J's pristine reputation of handwork and beautiful landscapes. Learned how to effectively assign people to different tasks to ensure a swift, diligent job to meet deadlines and material quotas for low costs and high customer satisfaction. Communicated with home owners to develop a professional, open line of communication to fulfill their specific needs.
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University Landscaping
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Bedford, NH
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General Laborer
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May 2015 - Sep 2015
A utility man in a 5-person crew. Quickly developed the skills to survive in a harsh, hardworking environment. Learned to trouble-shoot during jobs due the many roadblocks projects face regularly. A utility man in a 5-person crew. Quickly developed the skills to survive in a harsh, hardworking environment. Learned to trouble-shoot during jobs due the many roadblocks projects face regularly.
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The Common Man Family
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United States
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Hospitality
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1 - 100 Employee
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Expo/Busser
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Aug 2012 - Feb 2014
Organized the outflow of food by making final touches, delivering to tables, and helping odds and ends for other waiters. This required a great knowledge of product and restaraunt layout. Also took care of maintaining the bar such as dirty dishes and glasses to expedite the bartenders services and overall look of the area. Coordinated time as effectively as possible due to the many responsibilities in a large building. Organized the outflow of food by making final touches, delivering to tables, and helping odds and ends for other waiters. This required a great knowledge of product and restaraunt layout. Also took care of maintaining the bar such as dirty dishes and glasses to expedite the bartenders services and overall look of the area. Coordinated time as effectively as possible due to the many responsibilities in a large building.
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Education
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2014 - 2018
Saint Anselm College
Finance, General & Economics -
2016 - 2016
The American University of Rome & Barcelona
Business
Community
