Derrick Demay
President at Kaizen Wealth Management
- Role
- President at Kaizen Wealth Management
- Location
- Charleston, SC, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
Experience
President
Jun 2004 — Present · Charleston, SC, US
We can help you and your family meet personal life goals through proper management of your financial resources by developing and implementing an integrated, coordinated plan for achieving your financial objectives.
Education
Pace University - Lubin School of Business
The Financial Planning Program
University of South Carolina - The Moore School of Business
Bachelor's Degree
NYU School of Professional Studies
Spanish Language and Literature
Skills
- Investment Strategies
- Alternative Investments
- Private Equity
- Equity Research
- Capital Markets
- Series 7
- Fixed Income
- Financial Services
- 401k
- Securities
- Etfs
- Portfolio Management
- Derivatives
- Fixed Annuities
- Finance
- Financial Advisory
- Hedge Funds
- Series 63
- Asset Managment
- Equities
- Valuation
- Options
- Investment Advisory
- Asset Allocation
- Mutual Funds
- Investment Banking
- Financial Planning
- Management
- Asset Management
- Investments
- Insurance
- Financial Modeling
- Retirement
- Strategic Financial Planning
- Wealth Management
- Equity Trading
- Investor Relations
- Investment Management
- Retirement Planning
- Bloomberg
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.