Derek Tracz

Vice President Of Business Development at Eaglebrook Advisors

Derek Tracz has a diverse work experience in the financial industry. Derek currently holds the position of Vice President of Business Development at Eaglebrook Advisors, a turnkey asset management platform that offers digital asset solutions for wealth management firms. Prior to this role, Derek worked at Ivy Investments as a Regional Vice President and Senior Regional Internal Wholesaler, where they provided product and market insight to enhance advisors' practices and built lasting relationships with clients. Derek also gained experience at Jackson as a Business Development Consultant, Bank Advisor Internal Wholesaler, Independent Internal Wholesaler, and in their Career Development Program.

Derek Tracz completed a Bachelor of Arts (BA) degree with a major in Economics/Business at The University of Kansas, from the years 2004 to 2008. In addition to their academic achievements, Derek obtained a DACFP Certificate in Blockchain and Digital Assets from the Digital Assets Council of Financial Professionals in September 2021. Derek also holds certifications from FINRA, including Series 7, 65, 6, and 63, although the specific month and year of obtaining these certifications are not specified.

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Timeline

  • Vice President Of Business Development

    May, 2021 - present

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