About Derek
Derek maintains relationships with clients by answering questions and solving problems. He handles client transactions, such as trades involving buying and selling securities, and performs investment research and analysis. Derek also conducts client meetings and assists with rebalancing their portfolios.
Education and Professional Milestones
-University of New Hampshire – bachelor’s degree in business administration with an option in finance
-Has also held a financial services role for Merrill Lynch
Derek maintains relationships with clients by answering questions and solving problems. He handles client transactions, such as trades involving buying and selling securities, and performs investment research and analysis. Derek also conducts client meetings and assists with rebalancing their portfolios.
Education and Professional Milestones
-University of New Hampshire – bachelor’s degree in business administration with an option in finance
-Has also held a financial services role for Merrill Lynch