Derek Pleasants

Derek Pleasants has extensive work experience in the financial industry. Derek is currently employed at American Trust, where they hold the position of Senior Vice President, Managing Director, Client Services. In this role, they lead a team of professionals focused on client and advisor relationships, satisfaction, retention, and profitability. Derek also manages the service model for retirement plan clients.

Before joining American Trust, Derek worked at Fifth Third Bank as the Director of Taft-Hartley Services, Vice President from 2018 to 2020. Prior to that, they were the National Director of Taft-Hartley Retirement Plan Services at OneAmerica from 2015 to 2018, responsible for retirement plan administration and business development for multiemployer defined contribution plans.

Derek also gained experience at BMO Global Asset Management, where they served as a Relationship Manager, Vice President from 2006 to 2015. Derek was responsible for retirement plan administration and business development, including multiemployer defined contribution, defined benefit, health and welfare, and vacation funds.

Before joining BMO, Derek worked at M&I Institutional Trust Services as a Plan Coordination Supervisor, Assistant Vice President, Relationship Coordinator, Trust Officer, and Participant Accounting Representative from 1997 to 2006. Derek also had a role as a FHLMC Portfolio Analyst at Fleet Bank from 1996 to 1997 and as a Personal Banker at M&I Bank from 1993 to 1996.

Derek Pleasants holds a Bachelors of Business Administration degree with a focus on Finance and Accounting from the Lubar College of Business. Additionally, they have obtained certifications in Series 6 and 63 from FINRA. No specific information is available regarding the year or month of obtaining these certifications.