Derick Lee Location
- Salt Lake City, UT, US
Derick Lee Work
- 2018 - now Business Owner @ Moosely Maintenance LLC
- 2025 - now Business Analyst @
- 2023 - 2025 Senior BI Systems Analyst @
- 2020 - 2023 Maintenance Analyst Supervisor @
- 2018 - 2019 Operations Analyst @
- 2015 - 2017 Financial Advisor @
- 2014 - 2015 Financial Service Representative @
- 2008 - 2014 Customer Relationship Manager @
Derick Lee Education
- University of Utah
Master of Business Administration - MBA
2020 - 2023 - University of Utah
Master of Science in Business Analytics - MSBA
2020 - 2023 - University of Utah
Bachelor of Science - BS (Business Administration)
2013 - 2014 - Salt Lake Community College
Associate of Science - AS (General Studies)
2011 - 2012
Derick Lee Skills
- Leadership
- U.S. Gaap Reporting
- Customer Relationship Management Crm
- Financial Forecasting
- People Management
- Equity Capital Markets
- Compliance Monitoring
- Data Management
- Financial Planning
- Microsoft PowerPoint
- Portfolio Management
- Capital Markets
- Rebalancing
- Asset Allocation
- Quality Assurance
- Salesforce Management
- Wealth Management Planning
- Equity Research
- Financial Accounting
- Microsoft Office
- Risk Analysis
- Microsoft Excel
- Asset Management
- Bond Markets
- Financial Analysis
- Concur
- Task Management
- Business Management
- Financial Reporting
- KPI
- Investment Management
- Customer Relationship Management
Derick Lee Summary
- Derick Lee, based in Salt Lake City, UT, US, is currently a Business Owner at Moosely Maintenance LLC. Derick Lee brings experience from previous roles at Liberty Safe, Utah Transit Authority and American Express. Derick Lee holds a 2020 - 2023 Master of Business Administration - MBA @ University of Utah. With a robust skill set that includes Leadership, U.S. Gaap Reporting, Customer Relationship Management Crm, Financial Forecasting, People Management and more. Derick Lee has 1 emails and 2 mobile phone numbers on RocketReach.
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