Case Design
With more than two decades of comprehensive experience in the financial services industry, Derek plays an integral part in case design and development as a member of the Solutions Team. His vast capabilities encompass a profound understanding of multiple software programs, financial condition modeling, and portfolio analysis. This multifaceted knowledge is passed on to clients so they can make well-informed decisions and feel confident about their financial future.
Investment advice offered through Integrated Financial Partners, doing business as Ovisto™ Wealth Management LLC, a registered investment advisor.
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