Derek Mohamed
Mohamed Merola Private Wealth at J.P. Morgan
Wellesley, Massachusetts
About
Company name
Business title
Managing Director, Wealth Manager
Contact
How to contact
derek.mohamed@jpmorgan.com
Professional Profile
Call Me When
A successful entrepreneur or business owner is thinking about a transition or sale and needs to know the implications and best strategy from the personal and family perspective.
Professions
Wealth Manager
Functional Expertise
Cash management
Estate planning
Fiduciary
Financial Modelling
Investments
Lending
Philanthropy
Strategic planning
Tax
Trusts
Exit/Transition Planning
Professional Certification
CPWA (Certified Private Wealth Advisor), CRPC (Certified Retirement Planning Counselor), AAMS (Accredited Asset Management Specialist)
Client Industries
Agriculture/Mining
Business Services
Computer/Electronics
Consumer Services
Education
Energy/Utilities
Financial Services
Government
Health/Pharma/Biotech
Manufacturing
Media and Entertainment
Real Estate/Construction
Retail
Software/Internet
Telecommunications
Transportation/Storage
Travel/Recreation/Leisure
Wholesale/Distribution
Chapter information
Membership
Greater Boston Sponsor
Member since
Member for 7 years
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