Derek Tao
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Derek Tao Email & Phone Number

Finance Associate at Fidelity Investments
Location: Boston, Massachusetts, United States 8 work roles 3 schools
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✓ Verified May 2026 3 data sources Profile completeness 86%

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Current company
Role
Finance Associate
Location
Boston, Massachusetts, United States
Company size

Who is Derek Tao? Overview

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Quick answer

Derek Tao is listed as Finance Associate at Fidelity Investments, a company with 83148 employees, based in Boston, Massachusetts, United States. AeroLeads shows a matched LinkedIn profile for Derek Tao.

Derek Tao previously worked as Asset Management Finance Intern at Fidelity Investments and Capital Raise Intern at Twiyo. Derek Tao holds Bachelor Of Science In Business Administration, Finance from Questrom School Of Business, Boston University.

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Fidelity Investments

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Profile bio

About Derek Tao

I am a Senior at Boston University's Questrom School of Business concentrating in Finance with a Minor in Environmental Science. I am analytical, hard working, and a team player with strong interpersonal skills seeking a full time role where I can contribute to the organization.

Current workplace

Derek Tao's current company

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Fidelity Investments
Fidelity Investments
Finance Associate
Boston, MA, US
Website
Employees
83148
AeroLeads page
8 roles

Derek Tao work experience

A career timeline built from the work history available for this profile.

Asset Management Finance Intern

Boston, Massachusetts, United States

Alternative Investments Team (Private equity, private credit, liquid alternatives, real assets, digital assets)

Jun 2024 - Aug 2024

Capital Raise Intern

Sydney, New South Wales, Australia

Financial advisory firm supporting 100+ high-growth ESG centric startups with reporting, structural optimization, financial frameworks, corporate governance, and capital raising (raised $60M+ pre-series to Series A). Supported Cap Raise Manager and CEO/Founder

Mar 2024 - May 2024

Investment Management Intern

San Francisco, California, United States

One of the world's largest independent investment management firms. Manages more than US$1.3 trillion for institutional clients. Participated in selective summer internship program.

Jun 2023 - Aug 2023

Finance Intern

Redwood City, California, United States

Boutique marketing consulting firm of 75+ consultants with active engagements for Fortune 500 technology companies and venture funded Silicon Valley start-ups specializing in product, growth, digital, design, video and communications. Worked on special projects with company CFO.

Jun 2022 - Dec 2022

Research Intern

Blue Water Macro Llc

San Francisco Bay Area

RIA and investment research firm with macro strategy leveraging its proprietary supply and demand liquidity datasets and its machine learning algorithm to determine a daily bull or bear market index. Assisted analyst with data research.

Jun 2022 - Aug 2022

Tennis Instructor

Redwood Shores, California

Led groups of 15+ children with tennis skill development, drills, and games. Provided safe and positive environment at summer camps.

Jun 2019 - Aug 2021

Private Tennis And Basketball Coach

Self-Employed

Belmont, California, United States

Regular weekly clients ages 5-14 years old. Focused on fundamental skill development and positive reinforcement. Coordinated and communicated schedules, and payments with parents.

Jun 2019 - Jul 2021
Team & coworkers

Colleagues at Fidelity Investments

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3 education records

Derek Tao education

Bachelor Of Science In Business Administration, Finance

Activities and Societies: Dean's List. VP Finance, Delta Sigma Pi Business Fraternity. Investment Associate, Finance and Investment Club..

B.S. In Business Administration; Minor In Earth And Environmental Science

Education record

Activities and Societies: Captain, Varsity Tennis. VP of Finance, DECA. Founder/President, Shark Tank Club. President, Chinese Culture.

FAQ

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Quick answers generated from the profile data available on this page.

What company does Derek Tao work for?

Derek Tao works for Fidelity Investments.

What is Derek Tao's role at Fidelity Investments?

Derek Tao is listed as Finance Associate at Fidelity Investments.

Where is Derek Tao based?

Derek Tao is based in Boston, Massachusetts, United States while working with Fidelity Investments.

What companies has Derek Tao worked for?

Derek Tao has worked for Fidelity Investments, Twiyo, Wellington Management, Em Marketing, and Blue Water Macro Llc.

Who are Derek Tao's colleagues at Fidelity Investments?

Derek Tao's colleagues at Fidelity Investments include Michele Combs, Rammohan Badrinath Palladam Sudhinder, Deirdre Gerhardt, Isaac Malafsky, and Cody L. Long, Cfp®.

How can I contact Derek Tao?

You can use AeroLeads to view verified contact signals for Derek Tao at Fidelity Investments, including work email, phone, and LinkedIn data when available.

What schools did Derek Tao attend?

Derek Tao holds Bachelor Of Science In Business Administration, Finance from Questrom School Of Business, Boston University.

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