Principal Advisor - Family Office @ (June 2019 - Present)
Family Office Strategy and Senior Sales Executive @ (February 2025 - October 2025)
Business Development Associate and Project Planning @ (January 2017 - January 2019)
Equity Index Associate, Morgan Stanley Capital International @ (January 2015 - January 2017)
Management Consulting @ (January 2013 - January 2015)
Public Relations Intern @ (January 2008 - January 2008)
Derek Sweet Education
Salisbury School 2009
University of Lynchburg
Bachelor of Arts - BA (Economics)
Salisbury School (High School)
Derek Sweet Skills
Microsoft Office
Microsoft Excel
Microsoft PowerPoint
Social Media
Leadership
Microsoft Word
Investments
Finance
Derek Sweet Summary
Derek Sweet, based in Boston, MA, US, is currently a Director - BD - Asset Managers at Coremont. Derek Sweet brings experience from previous roles at KeyPost Solutions, Ridgeline, Schernecker Property Services, Inc. and MSCI Inc.. Derek Sweet holds a Salisbury School. With a robust skill set that includes Microsoft Office, Microsoft Excel, Microsoft PowerPoint, Social Media, Leadership and more. Derek Sweet has 2 emails and 1 mobile phone numbers on RocketReach.
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