Derek Alexander

Derek Alexander has extensive experience in the financial services industry, having worked in various roles since 2001. Starting as a Financial Advisor at American Express, responsibilities included analyzing clients' financial status and developing tailored financial plans. Derek then progressed to positions such as Business Acceptance Consultant at MassMutual Financial Group and Manager of Variable Funds Management at Phoenix Life Insurance Company, where strategic recommendations and due diligence methodologies were established. In subsequent roles at MassMutual and Phoenix Life, Derek took on leadership positions, including Head of MMLIS New Business Operations and Investment Operations Director, overseeing investment management and project execution. An educational background includes a Bachelor's degree in Business Administration and Management from Marylhurst University and studies at the University of Houston, contributing to a strong foundation in financial knowledge and management.