Derek L. is an accomplished professional with extensive experience in client partnerships and business development within the financial services sector. Currently serving as Senior Manager - Client Partnerships at La Trobe Financial since January 2023, Derek focuses on new business development in the adviser and intermediary channel, contributing to a multi-award-winning Australian credit fund and a US Private Credit fund in collaboration with Morgan Stanley. Previously, at Insignia Financial from July 2018 to December 2022, Derek managed relationships for advice practices that totaled $1.9 billion in funds under management and delivered tailored presentations on multi-asset portfolios. Earlier roles include Business Development Associate at MLC Life Insurance and Analyst at BA Insurance Systems. Derek holds a Diploma of Business Management and a Certificate IV in Business Management from TAFE NSW.
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La Trobe Financial
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Founded in 1952, La Trobe Financial is Australia’s leading credit Asset Manager with offices in Melbourne, Sydney, Shanghai and Hong Kong. They have assisted over 205,000 people achieve their goal of financial independence through property ownership or growing their investments in their Credit Fund.