Derek Tam | Source | Senior Business Development Officer and Client Advisor at Boston Private

In 2007, I completed my Series 7, Series 66, and Life Insurance License. I also obtained my CFP (Cerfitied Financial Planner) in 2009 designation and AWMA (Accredited Wealth Management Advisor) designation in 2008. I pride myself on understanding the complex economic and market environment that is continuously evolving and affecting client portfolios and being able to explain it to clients.