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Language:
English
Who can attend? Anyone with the event link can attend
Featured Presenters
Senior Director, Upromise 529 Programs
Derek is the Sr. Director of Upromise 529 Programs at Prodege, LLC. In this role, he is responsible for developing and maintaining relationships with 529 plan providers. Derek’s objective is to demonstrate the benefits of the Upromise service as a complement to all college savers.
Derek is also the President of DeLorenzo Consulting Group, LLC. He created the firm in 2016 and has over 20 years of experience building, administering and distributing financial service products.
Prior to starting his own company, Derek was Senior Vice President, Client Relationship Management at Ascensus College Savings. In that role, he provided oversight of all client-facing activities. Derek’s responsibilities included management of the Relationship Management team, Advisor Sales team, Investment Management team and Marketing team. Ascensus College Savings is part of Ascensus, the largest independent retirement and college savings service provider in the United States.
Prior to joining Ascensus College Savings, Derek held several positions supporting intermediary sold products at John Hancock Financial Services (a division of Manulife Financial). As Director of Operations for the John Hancock Freedom 529, he designed and implemented the operations platform for the advisor-sold, multi-manager 529 plan.
Derek is a graduate of Fairfield University. He is an SEC- and MSRB-registered Municipal Advisor Representative and has previously held FINRA Series 7 and 24 licenses.
Derek is also the President of DeLorenzo Consulting Group, LLC. He created the firm in 2016 and has over 20 years of experience building, administering and distributing financial service products.
Prior to starting his own company, Derek was Senior Vice President, Client Relationship Management at Ascensus College Savings. In that role, he provided oversight of all client-facing activities. Derek’s responsibilities included management of the Relationship Management team, Advisor Sales team, Investment Management team and Marketing team. Ascensus College Savings is part of Ascensus, the largest independent retirement and college savings service provider in the United States.
Prior to joining Ascensus College Savings, Derek held several positions supporting intermediary sold products at John Hancock Financial Services (a division of Manulife Financial). As Director of Operations for the John Hancock Freedom 529, he designed and implemented the operations platform for the advisor-sold, multi-manager 529 plan.
Derek is a graduate of Fairfield University. He is an SEC- and MSRB-registered Municipal Advisor Representative and has previously held FINRA Series 7 and 24 licenses.
