Derek Chungkai Su

Owner, Ben & Jerry's

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Position:

Owner at Ben & Jerry's

Location:

Austin, Texas Area

Industry:

Food & Beverages

Work:

Education:

Financial Advisor

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Location:

Austin, TX

Industry:

Financial Services

Work:

Wells Fargo Advisors 2010 - Aug 2014
Financial Advisor
U.s. Capital Advisors Llc 2010 - Aug 2014
Financial Advisor
Row Strategy Group Llc Jun 2010 - Oct 2010
Partner
Hpl Puresport Jan 2008 - Mar 2010
Director of Finance and Operations
Compasslearning Oct 2006 - Jan 2008
Manager, Sales Operations

Education:

The University of Texas at Austin 1994 - 1996
Master of Business Administration, Masters The University of Texas at Austin 1988 - 1993
Bachelors, Bachelor of Arts, Bachelor of Arts In Business Administration

Skills:

Investments
Retirement Planning
Financial Advisory
Investment Strategies
Marketing Strategy
Risk Management
Mutual Funds
Asset Allocation
401K
Securities
Alternative Investments
Series 7
Finance
Asset Management
Financial Analysis
Financial Services
Business Development
401K Rollovers
Tax Efficient Strategies
Business Succession Planning
Wealth Preservation Planning
Fixed Income Strategies
Estate Investment Planning
Deferred Compensation Plans
Retirement Plan Consulting
Financial Modeling
Portfolio Performance Analysis
Stocks
Bonds
Municipal Bonds
Etfs
Life Insurance
Annuity Sales
Relationship Management
Retirement Savings
Strategic Planning
Marketing
Defined Benefit
Defined Contribution
Unit Investment Trusts
Insurance
Executive Benefit Strategies
Multi Generational Wealth Transfer
Private Placements
Private Equity
Cash Management
Cash Balance

Languages:

Mandarin

Certifications:

Aif®

Derek Su

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Derek Su

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