Derek Pleasants

About Derek Pleasants

I am an experienced leader focused on deepening client and advisor relationships, developing high levels of satisfaction, increasing retention and profitability, in the area of retirement plan and financial services. I do this by leading a team that develops meaningful, long-term relationships, focused on plan sponsor and participant outcomes, while providing plan design and technical consulting. I have been successful because of my ability to put myself in the client\'s viewpoint. What’s unique about my approach is my ability to connect clients and advisors with an extensive operational background to provide flexible value added solutions. My strengths include client and advisor relations, business development, strategic business initiatives, and leadership. Experienced in investments, retirement plan administration, custody services, banking, treasury management, and regulatory compliance.

Experience

1. Senior Vice President, Client Services

   American Trust Retirement

   Jan 2021 — Present

   I lead a team of over 70 professionals focused on deepening client and advisor relationships, developing high levels of satisfaction, increasing retention and profitability. Responsible for the development and overall management of the service model for retirement plan clients.

Education

• Lubar College of Business

  Bachelors of Business Administration, Finance and Accounting

Skills

• Defined Contribution
• Business Planning
• Retirement
• Retirement Planning
• Portfolio Management
• Pensions
• Employee Benefits
• Pension Funds
• Wealth Management
• Relationship Management
• Investments
• Mutual Funds
• Defined Benefit
• 401k
• Financial Services
• Crm