Derrick has a strong background in customer and client service and has served in various roles within the insurance and financial industry for more than a decade. As a member of our Client Onboarding team, Derrick assists with all tasks related to new clients, assisting advisors with presentations and materials, and maintenance of databases.
Derrick Clayton

Derrick Clayton
Client Onboarding
Education:
Bachelor’s degree in Business Management from Mount Mercy University