Derek has been in the financial services industry for over 24 years, his passion is to grow the organization to be the premier financial services firm in the communities we serve. His career began as a financial advisor at Morgan Stanley, then moving on to become a Vice President of Investments at UBS. He began his management career with HSBC as a Senior Vice President of Wealth Management before becoming the Managing Partner of MetLife City Hall / General Agent of MassMutual Greater Hudson managing over 100 financial advisors throughout New York and New Jersey.
He continues to fulfill his passion for the business by joining Guardian as a Managing Partner of National Financial Network. Throughout his career, he has had a keen focus on delivering comprehensive solutions to clients’ financial needs in a professional and ethical manner. Derek provides best in class products and services for insurance and wealth management, enabling clients to achieve their financial goals.
Derek is actively involved in his local community and industry organizations. He works closely with nonprofit organizations such as Tzu Chi Foundation, Alzheimer’s Association, Junior Achievement, Chinese-American Planning Council and many local hospitals to give back to his communities. Derek is also a member of the steering committee for the Flushing Business Improvement District (BID) and the founder of Roslyn GRACE and the Greater Hudson Foundation.
Professionally, Derek is a member of AALU, GAMA International, MDRT, and AAIFPA to continue learning from his peers in the financial services industry. Personally, Derek resides in Long Island with his family and enjoys spending time outside with his wife and their two boys.
Registered Representative of Park Avenue Securities and General Agent of Guardian.