Derik Mesquita, a Financial Service Representative, received his BA in Business and Economics at Lafayette College. He originally began his career in the Financial Services Industry in 1999 as a Registered Representative with Prudential Financial out of Marlton, NJ. In 2001, Derik decided to move into the Business Banking field, working for Citizens Bank as a Business Development Officer.
In this capacity, he was responsible for prospecting and cultivating new small business opportunities for the bank in the Center City, Philadelphia Area. By 2008, Derik was promoted to a Business Banking Relationship Manager responsible for managing a portfolio of Business clients with annual revenues up to 25 million dollars. November of 2016, he decided to go back into Financial Services Industry, working with Stark Financial Group. At Stark, Derik uses his past business banking acumen to work with small businesses providing both business and personal planning services.
With 14 years of small business banking experience, my goal is to assist business owners and their families in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client. I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: retirement planning, estate strategies, employee benefit and retention services, business continuation strategies, pension design and trust services.