Derek Caruso

Managing Regional Vice President
at Western & Southern Financial

Derek Caruso is an experienced financial professional currently serving as Managing Regional Vice President at Western & Southern Financial Group since April 2016, where responsibilities include the distribution of life insurance and annuities in multiple states. Prior to this role, Derek held various positions in sales and consulting at PENN Capital Management, where key achievements included driving sales for separately managed accounts and mutual fund products, and at Lincoln Financial Distributors, significantly increasing annual sales and developing relationships with financial advisors. Early in the career, experience includes roles at SEI focusing on business development and internal marketing. Derek holds a Bachelor of Science degree in Finance and Accounting from Albright College.

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