Derek L.

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.