Derek Lyon Email & Phone Number
Associate Financial Planner @ Jeffrey N. Mehler, CFP LLC
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Derek Lyon Location
- Essex, CT, US
Derek Lyon Work
- Associate Financial Planner @ (March 2025 - Present)
- Senior Fund Accountant @ (December 2023 - March 2025)
- Fund Accountant @ (October 2021 - December 2023)
- Senior Accountant @ (October 2020 - December 2021)
- Fund Accountant @ (February 2019 - October 2020)
- Accounts Receivable Specialist @ (June 2018 - February 2019)
- Accounting Intern @ Hickok & Boardman Insurance Group (May 2017 - May 2018)
Derek Lyon Education
- University of Vermont Grossman School of Business
Bachelor of Science - BS (Accounting)
Derek Lyon Skills
- Accounting
- Comprehensive Planning
- Fund Accounting
- Leadership
- Microsoft Excel
- Microsoft Office
- Portfolio Management
- Retirement Planning
Derek Lyon Summary
- Derek Lyon, based in Essex, CT, US, is currently a Associate Financial Planner at Jeffrey N. Mehler, CFP LLC. Derek Lyon brings experience from previous roles at Aquilance and SS&C Technologies. Derek Lyon holds a Bachelor of Science - BS in Accounting @ University of Vermont Grossman School of Business. With a robust skill set that includes Accounting, Comprehensive Planning, Fund Accounting, Leadership, Microsoft Excel and more. Derek Lyon has 1 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Derek Lyon?
Find contact details for 700 million professionals.
Top Jeffrey N. Mehler, CFP LLC Employees
Derek Lyon
Associate Financial Planner
Essex, CT, US
Chloe Ellinas
Associate Financial Advisor
Essex, CT, US
Max Berger
Wealth Management Operations and Technology Intern
Schenectady, NY, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co