deVere USA Inc.
Address: 767 3rd Ave, New York, NY 10017 Hours: Closed ⋅ Opens 8AM Fri Thursday8AM–5PMFriday8AM–5PMSaturdayClosedSundayClosedMonday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (646) 366-5180: Place name: Category: : : Website: : : : Website: https://www.devere-usa.com/ Category: Financial consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of devere USA Inc Posting publicly on the Web Write a review Reviews Be the first to review
deVere USA Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at deVere USA Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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deVere USA Inc. Employees
deVere USA Inc. September 2015 - Present
deVere USA Inc. May 2014 - September 2015
deVere Group October 2013 - May 2014
Smithsonian Channel - Showtime Networks June 2013 - August 2013
Scuole Pubbliche Elementare Ermenegildo Pistelli August 2012 - December 2012
Antiques & Things July 2011 - August 2012
Skills
Customer Service, Management, Microsoft Excel, Business Strategy, Pension Administration, Market Research, Sales, CRM, Marketing, Business Development, Marketing Strategy, Analysis, Team Leadership, Business Analysis, Advertising, Marketing Management, Wealth Management..., Financial Services
Education
Saint John's University - Peter J. Tobin College of Business 2010 — 2014
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Old Mill Senior 2006 — 2010
High School
deVere USA Inc. July 2013 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java
Education
University of Puerto Rico
deVere USA Inc. July 2015 - Present
Bryant University August 2014 - May 2015
Edison Investment Research July 2014 - December 2014
Chestergate Financial Planning Limited August 2014 - August 2014
Bryant University January 2009 - August 2014
Strutt & Parker August 2007 - August 2011
Dunbar Bank plc July 2007 - July 2007
Skills
Bloomberg Terminal, Data Analysis, Stata, Eviews, Research, Teamwork, FactSet, Microsoft Excel, Microsoft Office, Microsoft Word, Social Media, Corporate Events, Customer Service, Public Speaking, PowerPoint, Time Management, Sales, Analysis, Leadership
Education
Bryant University 2011 — 2015
Bachelor of Arts (BA), Economics, Senior
Bryanston School 2004 — 2009
deVere USA Inc. September 2014 - Present
deVere Group August 2011 - August 2014
deVere Group May 2009 - August 2011
deVere Group January 2009 - April 2009
deVere Group January 2008 - January 2009
Skills
Wealth Management, Retirement Planning, Investments, Financial Advisory, Investment Advisory, Portfolio Management, Pensions, Wealth, QROPS, Financial Services, Mutual Funds, Savings, Investment Management, Financial Planners, Estate Planning, Finance, Securities, Strategic Financial..., Wealth Management..., Retirement, Inheritance Tax Planning, High Net Worth..., Asset Management, Financial Risk, Insurance, Investment Strategies, Tax, SIPP, Bonds, Asset Allocation, Alternative Investments, Management, Personal Finance, Critical Illness, Life Insurance, Income Protection, Private Banking
Education
University of Northumbria at Newcastle 2003 — 2007
2:1, Finance & Investment Management - BA Hons
AXA Advisors November 2014 - Present
deVere USA Inc. May 2012 - September 2014
Unicredit March 2011 - December 2011
Network 1 Financial Securities June 2009 - March 2010
Morgan Stanley Smith Barney September 2008 - May 2009
Baseball Austria February 2008 - October 2008
Skills
Portfolio Management, Asset Allocation, Retirement Plan..., Asset Protection, Insurance Planning, Growth Strategies, Income Replacement..., Estate Planning, Gifting Strategies, Client Services, Asset Management, Expatriate Management, Manager Selection, Financial Services, Wealth Management, Financial Analysis, Consulting, Money Management, Cash Flow
Education
Georgetown University - The McDonough School of Business
Brookdale Community College
Florida Atlantic University
Christian Brothers Academy
deVere USA Inc. August 2012 - Present
US Trust - Bank of America Private Wealth Management July 2011 - August 2012
Gibraltar Private Bank and Trust July 2010 - June 2011
Northern Trust October 2007 - July 2010
US Trust, Bank of America September 2000 - October 2007
UBS PaineWebber, Inc July 1994 - September 2000
Education
University of Florida 1990 — 1994
Bachelor's degree, Music Theory and Composition
deVere USA inc September 2015 - Present
deVere USA Inc. January 2015 - Present
deVere and Partners Switzerland SA January 2013 - January 2015
deVere Group 2009 - January 2013
deVere Group 2009 - 2009
Barclays Bank 2001 - 2008
Skills
Pensions, Financial Advisory, Investments, Retirement Planning, Strategic Financial..., Portfolio Management, Wealth Management, Savings, Insurance, Investment Advisory, Management, QROPS, Asset Management, Mutual Funds, Financial Planning, Inheritance Tax Planning, Finance, Business Strategy, Wealth, High Net Worth..., Personal Finance, Sales Management, Estate Planning, Financial Planners, Investment Strategies, Leadership, Wealth Management..., Alternative Investments, Income Protection, Coaching, Negotiation, FX Options, Asset Allocation, Critical Illness, Asset Managment, Management Consulting, Investment Management, Team Motivator, Customer Focus, EURBS, Education Planning, Saving for Education, Relationship Management, Life Insurance
Education
The University of Glamorgan 1996 — 2000
BSc (Hons), Energy & Environmental Technology
Bishop of Llandaff High School
deVere USA Inc. March 2013 - Present
deVere USA Inc. April 2012 - Present
Citigold International November 2009 - July 2011
Merrill Lynch International February 2004 - March 2009
Morgan Stanley Wealth Management June 2002 - February 2004
Skills
Financial Analysis, Portfolio Management, Investments, Wealth Management, Private Banking, Private Client Services, Equities, Fixed Income, Emerging Markets, Alternative Investments, Investment Advisory, Asset Allocation, Structured Products, Expatriate Tax, Series 7, Series 63, Series 65, Series 24, Series 31
Education
The University of Connecticut 1992 — 1997
Bachelor of Science (B.S.), Finance & Economics
deVere USA inc. January 2015 - Present
deVere Group May 2010 - August 2014
SF Assets Management LLC January 2007 - January 2009
The American University of Paris July 2005 - February 2006
Ernst & Young January 2005 - June 2005
Skills
Investments, Portfolio Management, Finance, Wealth Management, Strategic Financial..., Trading, Business Strategy, Financial Advisory, Risk Management, Mandarin, Financial Analysis, Alternative Investments, Financial Planning, Market Research, French, Corporate Finance, Banking, New Business Development, Chinese, Business Development, Asset Management, Valuation, English, Financial Markets, Tax, Financial Modeling, Negotiation, Insurance, Investment Advisory, Asset Managment
Education
Fudan University 2010 — 2010
National Cheng Kung University 2006 — 2009
American University of Paris 2002 — 2005
B.Sc., B.A., Applied Internation Finance, International Economics
University of Utah 2000 — 2002
Judge Memorial 1996 — 2000