About
It was 1993 when Derek commenced his long journey within the financial sector. Almost three decades later, he joined Wealth Enhancement Group in 2022 through the Titus Management acquisition. Over the course of his career, Derek has provided fee-based investment advisory services, traditional brokerage services, in-house market research, as well as management of individual, trust, retirement/qualified, and nonprofit accounts. Derek is a 1993 graduate from the University of the Pacific with a Bachelor of Science degree in Business Administration and concentration of study in Financial Portfolio Management.
Education
- BS - Business Administration, University of the Pacific
Additional licenses and designations
- CA Insurance License #0B30529
Resources from Derek Green
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