Nicholas Derose Email & Phone Number
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Nicholas Derose Location
- Chicago, IL, US
Nicholas Derose Work
- 2023 -now Partner @ DeRose Financial Planning Group
- 2017 -2023 Director of Financial Planning @ DeRose Financial Planning Group
- 2016 -2017 Dermatology Clinician @
- 2013 -2013 Portfolio Management Intern @
- 2012 -2012 Rotational Intern @ Brinker Capital
- 2011 -2011 Financial Planning Assistant @ DeRose Financial Planning Group c/o Osaic Wealth
- 2008 -2011 Practice Manager Assistant @ DeRose Financial Planning Group c/o Osaic Wealth
Nicholas Derose Education
- Midwestern University (IL) 2017-2017
- Loyola University Chicago
Post-Baccalaureate Pre-Medicine (Pre-Medicine/Pre-Medical Studies)
2014-2016 - University of Wisconsin-Madison - School of Business
Bachelor of Business Administration (BBA) (Finance, Investments & Banking and Risk Management & Insurance)
2009-2013 - James Cook University
(Study Abroad Program)
2012-2012
Nicholas Derose Skills
- Research
- Report Writing
- Team Building
- Microsoft Office
- PowerPoint
- Financial Analysis
- Psychotherapy
- Organizational Effectiveness
- Microsoft Excel
- Outstanding time management skills
- Customer Service
- Strategic Financial Planning
- VBA
- Client Service Oriented
- Microsoft Word
Nicholas Derose Summary
- Nicholas Derose, based in Chicago, IL, US, is currently a Partner at DeRose Financial Planning Group. Nicholas Derose brings experience from previous roles at DeRose Financial Planning Group, Advanced Dermatology, LLC, Milliman and Brinker Capital. Nicholas Derose holds a 2017 - 2017 Midwestern University (IL). With a robust skill set that includes Research, Report Writing, Team Building, Microsoft Office, PowerPoint and more.
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