Derek Peterson began his career in finance with Crowell, Weedon & Co, the largest independent broker-dealer on the West Coast. In his six years there, Derek became a partner and branch supervisor where he was responsible for sales of over $10 Million. Derek was offered an opportunity to build a southern Orange County presence for Wachovia Securities, where he became first Vice President and Branch Manager for its Mission Viejo location. He was instrumental in growing that office from the ground up, into the $15 million dollar office it is today.
After his term at Wachovia, Derek accepted an opportunity for a Senior Vice President position with Morgan Stanley Smith Barney, where he and his team oversaw combined assets of close to $100 Million. In addition, he has also been involved in several public and private equity financings, where he has personally funded several projects from Angel to Mezzanine levels. Derek is a CFP® Professional and holds his Series 7, General Securities Sales Supervisor Series 9 and 10, National Commodity Futures Series 3, Series 65 and California Insurance License. Derek holds a degree in Business Management from Pepperdine University.