As Reconciliation Manager, Derek ensures the data reported by Carson Wealth is accurate so advisors can use it effectively in Client Experience Optimizer (C.E.O.). With a background in reconciling various data feeds, he uses his expertise to find efficiencies in the current reconciliation process.
Derek graduated from University of Nebraska – Lincoln with an Economics degree. Prior to joining the Carson Wealth team in 2014, he worked for a back-office portfolio accounting solution firm for over six years.
Derek likes to spend time with family and friends. He is an avid music fan who likes attending live concerts. He also enjoys watching football and Premier League soccer.
Getting to know Derek
Favorite quote: “Imagination is more important than knowledge” – A. Einstein
Favorite book: Brave New World
Something on Derek’s bucket list: Volunteer in Africa