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Derick Edwards

Registration Sales Manager at COMPLY

Derick Edwards is a Registration Sales Manager at COMPLY, based in New York, New York.1 He has experience in the financial services industry, particularly in the Registered Investment Adviser (RIA) sector. His career progression includes:

  1. Currently working as a Registration Sales Manager at Greenboard.1
  2. Previously held the position of Registration Sales Manager at COMPLY.1
  3. Worked at RIA in a Box (acquired by COMPLY in December 2021) in various roles1:
    • Registration Sales Manager (November 2021 - Present)
    • Registration Sales Associate (April 2019 - November 2021)
    • Client Advocate (April 2018 - April 2019)
    • Client Onboarding Coordinator (July 2016 - April 2018)

Derick's responsibilities have included leading the sales process for RIA firm registration, qualifying prospects, conducting technology demonstrations, and consulting on advisors' technology stacks.1 He has expertise in SaaS sales and has become well-versed in the RIA industry.1

His educational background includes attending the University of Pennsylvania.1

Highlights

Jan 8 · comply.com
COMPLY: Compliance Management Platform for Financial Services ...
[PDF] DERRICK EDWARDS - SEC.gov
Jan 1 · bloomberg.com
Comply Technologies Inc - Company Profile and News - Bloomberg

Related Questions

What are Derick Edwards' main responsibilities at COMPLY?
How did Derick Edwards transition from Greenboard to COMPLY?
What specific qualifications does Derick Edwards have in the RIA industry?
How has Derick Edwards' career evolved over the years?
What is the role of RIA in a Box within COMPLY?
Derick Edwards
Derick Edwards, photo 1
Derick Edwards, photo 2
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Location

New York, New York, United States