Client Service Manager
Derek is responsible for overseeing the Client Service Team, which provides operational support and day-to-day maintenance of client accounts. Derek joins Francis Financial with prior experience as a Portfolio Associate at Deutsche Bank, providing wealth management support to high net-worth clients. He also served in the U.S. Air Force Reserve, where he actively serves as a Senior Non-commissioned Officer, responsible for readiness, resiliency, and deployment at the 514th Air Mobility Wing. A proactive, multi-tasker at heart, he is passionate about operational process improvement, business efficiency and risk mitigation.