Capitalize
Derrick North began their work experience in 2017 as an Intern at Focus Financial, where they provided support to advisors in delivering advice to clients. Derrick prepared financial modeling and advice documents and gathered data and projections. In 2018, they joined a Financial Services Company as a Financial Advisor until 2022. Then, they worked at Fidelity Investments as a High Net Worth Associate from 2022 to 2022. Currently, they are a Customer Service & Operations Associate at Capitalize since May 2023.
Derrick North attended Osseo Senior High School from 2010 to 2014. After that, they enrolled at the University of Minnesota Duluth and pursued a Bachelor of Business Administration (B.B.A.) degree in Finance, completing their studies from 2014 to 2018.
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Capitalize
Capitalize is on a mission to make saving for retirement easy. Their platform helps people digitally locate their old 401k and transfer it seamlessly into a new account at any financial institution – without the paperwork, phone calls, and faxes of the past.