Derek Manning Email & Phone Number
Concierge Solutions Manager @ Robinhood
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Derek Manning Location
- Denver, CO, US
Derek Manning Work
- 2025 -now Concierge Solutions Manager @
- 2022 -2025 Principal | Value Driver | Business Transaction Advisor and Intermediary @
- 2020 -2022 Personal Sabbatical @ Self-employed
- 2014 -2019 President and Owner @ Payroll Vault of Denver 123
- 2011 -2014 VP, Senior Wealth Advisor, CFP® @ CoBiz Wealth Management / Colorado Business Bank - now BOK Financial
- 1999 -2011 Private Wealth Advisor, CFP®, EA @ Manning Financial Group, Inc.
- 1996 -1999 EA (Enrolled Agent), Tax Preparer, Bookkeeper, Financial Advisor @ Robert C Manning PC
- 1993 -1996 General Manager and Owner @ R&D Printing, Inc.
- 1991 -1993 Certified Flight Instructor @ Derek Manning, Flight Instructor
Derek Manning Education
- Metropolitan State College of Denver
Bachelor of Science (Aerospace Science & completed advanced course work in accounting and finance.)
1987-1991
Derek Manning Skills
- Business Valuation
- Business Planning
- Certified Financial Planner
- Sales Effectiveness
- Business Analysis
- Business Intelligence (BI)
- Sales
- Customer Service
- Graphic Design
- Print Design
- Print Production
- Print Production Management
- Income Tax
- Tax Preparation
- Corporate Tax
- Personal Income Tax Returns
- Personal Tax Planning
- Tax
- Sales Tax
- Sales & Use Tax Compliance
- Financial Analysis
- Business Strategy
- Profit Maximization
- Financial Modeling
- Investments
- Series 7
- Retirement
- Wealth
- Small Business
- Finance
- Portfolio Management
- Retirement Planning
- Strategic Financial Planning
- Series 6
- Insurance
- FINRA
- Investment Advisory
- 401k
- Wealth Management
- Estate Planning
- Equities
- Wealth Management Services
- Franchising
- Payroll Administration
- Financial Planning
- Management
- Securities
- Leadership
- 401(k) Retirement Savings Plans
- Strategic Planning
- Trading
- 401k Retirement Savings Plans
- 401 Retirement Savings Plans
Derek Manning Summary
- Derek Manning, based in Denver, CO, US, is currently a Concierge Solutions Manager at Robinhood. Derek Manning brings experience from previous roles at Value Drivers dot Biz, Self-employed, Payroll Vault of Denver 123 and CoBiz Wealth Management / Colorado Business Bank - now BOK Financial. Derek Manning holds a 1987 - 1991 Bachelor of Science in Aerospace Science & completed advanced course work in accounting and finance. @ Metropolitan State College of Denver. With a robust skill set that includes Business Valuation, Business Planning, Certified Financial Planner, Sales Effectiveness, Business Analysis and more. Derek Manning has 3 emails on RocketReach.
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