back to top

Our Team: Derek R. Montolio, MBA

back to team

In his role as a Senior Associate, Derek provides a variety of accounting and financial services to JDJ clients, including detailed net worth reporting and analysis of expenses, investment administration and account reconciliation, budgeting and cash flow planning, and tax planning coordination.  Motivated, enthusiastic, and diligent, Derek is an asset to all the client teams of which he is a part.

Prior to joining JDJ, Derek was a Senior Accountant at a regional bank. In this role, his responsibilities included supervising daily general ledger activity and reconciliations and managing daily cash requirements with the Federal Reserve Bank. Additional responsibilities included month-end analysis and reconciliation procedures, maintaining documentation for audit support, verifying compliance documentation for wire transfers, and analyzing variance accounts. Previously, Derek held the position of Staff Accountant at a medical device manufacturer. In addition, Derek worked at a regional, full-service CPA firm where he audited, examined, and compiled GAAP financial statements and prepared tax returns for clients in a wide range of industries.

Derek graduated magna cum laude from Fitchburg State University with a Bachelor of Science degree in Business Administration with a concentration in Accounting. He also earned a Master of Business Administration from Fitchburg State University. Derek is a member of JDJ's Employee Training and Development committee.

 

Contact Us


Questions? Contact us to learn how JDJ can make a difference in your life.

Awards


© 2022 JDJ Family Office Services. All Rights Reserved.
Site design & development: Zoocru