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Joel Derstine

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Joel Derstine

Vice President, Customer Success | MyVest

Lower Salford Township, Pennsylvania, United States

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Joel Derstine

Summary

Joel Derstine is a seasoned technical leader with over 20 years of experience in developing wealth management applications and technology. As the Vice President of Customer Success at MyVest, he combines his expertise in application development with a strong focus on client solutions. Joel founded Groundwork Solutions, where he successfully implemented scalable wealth management systems, demonstrating his entrepreneurial spirit and commitment to quality. His background includes significant roles at Fiserv Investment Services, where he led application development teams and was recognized for his leadership and technical skills. With advanced degrees in Mathematics and Computer Science, he possesses a solid analytical foundation that complements his technical acumen. Joel is passionate about leveraging technology to enhance client experiences and drive business success. He is known for his ability to bridge the gap between technical and business teams, ensuring that solutions meet both operational and client needs. Outside of work, he likely enjoys exploring emerging technologies and their applications in financial services.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Startup Experience

Joel Derstine

Work Experience

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Vice President, Customer Success at

MyVest

September 2020 - Present

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Senior Director, Client Solutions at

MyVest

January 2020 - September 2020

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Director, Client Integrations at

MyVest

January 2016 - January 2020

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Wealth Management Systems Consultant at

Groundwork Solutions

January 2001 - December 2015

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Application Development at

Fiserv Investment Services

June 1995 - January 2001

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Joel Derstine

Education

University of Chicago, M.S.

January 2001 - January 2002

University of Connecticut, M.S.

January 1993 - January 1995

Messiah University, B.A.

January 1989 - January 1993

Christopher Dock Mennonite High School, High School Diploma

January 1985 - January 1989

Frequently Asked Questions about Joel Derstine

What is Joel Derstine email address?

Joel Derstine's primary email address is *********@myvest.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Joel Derstine work for?

Joel Derstine is a Vice President, Customer Success at MyVest, a company specializing in Prepackaged software.

Where Joel Derstine graduated from?

Joel Derstine holds a degree in Computer Science With Commendation from University of Chicago.

How can I directly contact Joel Derstine?

To contact Joel Derstine directly, you can use the email address *********@myvest.com. Complete contact information is available upon registration with Muraena.

Who is Joel Derstine?

Joel Derstine is a seasoned technical leader with over 20 years of experience in developing wealth management applications and technology. As the Vice President of Customer Success at MyVest, he combines his expertise in application development with a strong focus on client solutions. Joel founded Groundwork Solutions, where he successfully implemented scalable wealth management systems, demonstrating his entrepreneurial spirit and commitment to quality. His background includes significant roles at Fiserv Investment Services, where he led application development teams and was recognized for his leadership and technical skills. With advanced degrees in Mathematics and Computer Science, he possesses a solid analytical foundation that complements his technical acumen. Joel is passionate about leveraging technology to enhance client experiences and drive business success. He is known for his ability to bridge the gap between technical and business teams, ensuring that solutions meet both operational and client needs. Outside of work, he likely enjoys exploring emerging technologies and their applications in financial services.

Joel`s contact details

mail

*********@myvest.com

Colleagues

Rich Zollinger

Vice President

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Josh Moats

Chief Information Officer

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Charlie Haims

Vice President of Marketing

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Mark Worsey

President & Chief Operating Officer

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Cfp Brian Marchiel

Chief Product Officer

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Joanne Pons

VP Engineering

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Mike Everett

Vice President, Business Development

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