Assistant Director - Institutional Investments Compliance @ (November 2017 - June 2021)
Assistant Director - Advisory and Trust Services (WMC) @ (January 2015 - November 2017)
Assistant Director - Compliance (MSA) @ (October 2011 - January 2015)
Senior Compliance Officer (MSA) @ (February 2007 - October 2011)
Mutual Fund Product Line Specialist @ (May 2005 - February 2007)
Senior Mutual Fund Specialist @ (May 2004 - May 2005)
Fund Administration Manager @ UMB Fund Services (February 2001 - May 2004)
Senior Financial Analyst @ UMB Fund Services (December 1999 - February 2001)
Financial Analyst @ UMB Fund Services (formerly Sunstone Financial) (January 1998 - December 1999)
Derek Petersen Education
Concordia University-Wisconsin
MBA (Finance)
2002-2004
University of Wisconsin-Madison
BS (Finance)
1993-1997
The American College of Financial Services
Chartered Financial Consultant
Derek Petersen Summary
Derek Petersen, based in Milwaukee, WI, US, is currently a Senior Director - Institutional Investments Compliance at Northwestern Mutual. Derek Petersen brings experience from previous roles at Northwestern Mutual. Derek Petersen holds a 2002 - 2004 MBA in Finance @ Concordia University-Wisconsin. Derek Petersen has 1 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Derek Petersen?
Find contact details for 700 million professionals.