Derek Doo Email & Phone Number
Managing Partner @ Wealthcare Investment Partners
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Derek Doo Location
- Boston, MA, US
Derek Doo Work
- 2026 -now Finance Committee Member @
- 2020 -now Managing Partner @
- 2022 -now Member Board of Trustees @
- 2022 -now Member of the Board of Advisors - Girard School @
- 2001 -2020 Partner and CFO with AIF, PPC and CPFA @ The Virtus Group
- 2014 -2020 Co-President, Executive Board Member, The Parents’ Council @
- 2001 -2015 Trustee and Advisory Board Member @ Walpole Technology and Innovation Foundation
- 2008 -2015 Finance Committee @ The Hope Club
- 1999 -2001 Senior Manager, Corporate Accounting and Finance @
- 1999 -1999 Senior Manager, Financial Planning and Analysis @
- 1998 -1999 Senior Manager, Financial Reporting and Analysis @ GeoTel Communications
- 1997 -1998 Manager, Financial and Business Analysis @ Interleaf, Inc.
- 1992 -1997 Supervisor @
Derek Doo Education
- Merrimack
Bachelor of Science (Accounting)
- Xaverian Brothers High School
Derek Doo Skills
- 401k
- Qualified Retirement Plans
- Mutual Funds
- Investment Management
- SEC filings
- Strategic Financial Planning
- Due Diligence
- IPO
- Business Strategy
- Hedge Funds
- Alternative Investments
- Private Equity
- Mergers
- Financial Analysis
- Money Management
- Mergers & Acquisitions
- Series 7
- Retirement
- Finance
- Securities
- Retirement Planning
- Series 63
- Series 65
- Financial Advisory
- Pensions
- Asset Management
- Investments
- Investment Advisory
- Investment Strategies
- Portfolio Management
- Wealth Management
- Executive Management
- Financial Planners
- Personal Finance
- Asset Allocation
- Financial Planning
- Leadership
- Business Development
- Microsoft Office
- Design
- Research
- Mergers and Acquisitions
- PPC
- 401k Retirement Savings Plans
- U.S. SEC Filings
- Trading
- 401 Retirement Savings Plans
Derek Doo Summary
- Derek Doo, based in Boston, MA, US, is currently a Managing Partner at WealthCare Investment Partners. Derek Doo brings experience from previous roles at Walpole Country Club, Xaverian Brothers High School, Merrimack College and The Virtus Group. Derek Doo holds a Bachelor of Science in Accounting @ Merrimack. With a robust skill set that includes 401k, Qualified Retirement Plans, Mutual Funds, Investment Management, SEC filings and more. Derek Doo has 2 emails and 1 mobile phone numbers on RocketReach.
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