Derek Tam

Senior Business Development Officer and Client Advisor at Boston Private and 3 other companies
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Bio

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.

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