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Derek Roe possesses a diverse professional background, currently serving as an Inventory Control Buyer at GWS Tool Group since October 2021. Previous experience includes roles as a Financial Paraplanner at E2 Retirement Consulting LLC and an Administrative Assistant at The Senglaub Financial Group. Derek began a career in finance and banking as a Personal Banker - Small Business Specialist at J.P. Morgan Chase Bank, N.A., and also served as a Financial Representative at Northwestern Mutual - Scher Financial Group. Early career experience includes an internship at SEAL, contributing to a well-rounded skill set in finance and customer service. Derek holds a Bachelor's degree with an emphasis in Financial Planning from the University of Wisconsin-Whitewater.