Derek S.
About Derek S.
Derek S. is an Equity Research Associate at Jefferies and the Founder of Cider Knoll Holdings Inc., with extensive experience in financial strategy and planning.
Current Roles at Jefferies and Cider Knoll Holdings Inc.
Derek S. currently holds the position of Equity Research Associate at Jefferies, situated in the San Francisco Bay Area. Alongside his role at Jefferies, he is also the Founder of Cider Knoll Holdings Inc., based in Dallas, Texas. His work at Cider Knoll Holdings focuses on management consulting and research-oriented services, where he provides equity research coverage specifically for the Non-Bank Mortgage Originator & Servicer sector.
Professional Experience at Caliber Home Loans, Inc.
Derek S. has an extensive background with Caliber Home Loans, Inc. in Dallas, Texas. He served as Vice President for Financial Strategy & Planning from 2020 to 2021 and as Associate Vice President for Financial Strategy & Planning from 2019 to 2020. Before that, he worked as Associate Vice President for Corporate Strategy & Development from 2018 to 2019. Throughout his tenure, Derek was involved in financial modeling, executive financial reporting, reporting development & automation, and ad-hoc financial analysis.
Role as Research Analyst at Union Square Capital Partners
In 2018, Derek S. worked as a Research Analyst at Union Square Capital Partners, located in the Greater Philadelphia Area. His role spanned three months, where he gained significant experience contributing to research initiatives within the firm.
Experience at Chatham Financial
Derek S. served as an Analyst at Chatham Financial from 2017 to 2018 in the Greater Philadelphia Area. During his nearly year-long tenure, he contributed to the Global Real Estate and Investment Management teams of the global risk management company, enhancing his expertise in financial modeling and analysis.
Educational Background
Derek S. graduated from Penn State University with a Bachelor of Science (B.S.) in Finance. He also attended Rustin High School. His academic background laid the foundation for his career in finance and equity research.