deVere Group
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deVere Group Employees
Employee
Years
Job
Industry
Adam Gaczewski Adam Gaczewski's deVere Group Experience April 2013 - Present
Job Field Service Technician
Industry Transportation/Trucking/Railroad
Experience
deVere Group April 2013 - Present
BAE Systems January 2009 - January 2013
Skills
Aerospace, Defence, Security Clearance, Earned Value Management, Systems Engineering, Field Service, Mechanics, DoD, Government Contracting, Defense, Risk Management, Military Experience, Military, Government, Avionics, Army, ITAR, Air Force, Program Management, National Security, Military Operations, Information Assurance, Command, Top Secret, Intelligence, Logistics, Training, Weapons, Force Protection, Intelligence Analysis, Operational Planning, Counterterrorism
Education
Ohio Technical College
auto and diesel tech
deVere Group April 2013 - Present
BAE Systems January 2009 - January 2013
Skills
Aerospace, Defence, Security Clearance, Earned Value Management, Systems Engineering, Field Service, Mechanics, DoD, Government Contracting, Defense, Risk Management, Military Experience, Military, Government, Avionics, Army, ITAR, Air Force, Program Management, National Security, Military Operations, Information Assurance, Command, Top Secret, Intelligence, Logistics, Training, Weapons, Force Protection, Intelligence Analysis, Operational Planning, Counterterrorism
Education
Ohio Technical College
auto and diesel tech
Tatiana Shabashova Tatiana Shabashova's deVere Group Experience June 2011 - February 2012
Job Emerging fashion professional with a background in economics and fashion merchandising, looking for career opportunities
Industry Apparel & Fashion
Experience
The Donna Karan Company, LLC. June 2015 - August 2015
Grand Trade February 2014 - July 2014
Jones Lang LaSalle June 2012 - September 2013
Fashion & Beauty Magazine February 2012 - July 2013
deVere Group June 2011 - February 2012
Radiocomplex LLC January 2010 - January 2011
Skills
Financial Analysis, Microsoft Excel, Budgets, Microsoft Office, Skilled Multi-tasker, Priority Setting, Time Management, Reliability, Marketing
Education
LIM College 2014 — 2015
Master of professional studies, Fashion Merchandising and Retail Management
State University of Management (SUM) 2005 — 2010
Specialist (bachelor) in economics, Accounting, analysis and audit
The Donna Karan Company, LLC. June 2015 - August 2015
Grand Trade February 2014 - July 2014
Jones Lang LaSalle June 2012 - September 2013
Fashion & Beauty Magazine February 2012 - July 2013
deVere Group June 2011 - February 2012
Radiocomplex LLC January 2010 - January 2011
Skills
Financial Analysis, Microsoft Excel, Budgets, Microsoft Office, Skilled Multi-tasker, Priority Setting, Time Management, Reliability, Marketing
Education
LIM College 2014 — 2015
Master of professional studies, Fashion Merchandising and Retail Management
State University of Management (SUM) 2005 — 2010
Specialist (bachelor) in economics, Accounting, analysis and audit
Leslie Goutier Leslie Goutier's deVere Group Experience April 2014 - Present
Job DeVere Group
Industry Financial Services
Experience
deVere Group April 2014 - Present
Interval International January 2014 - Present
Hyundai Motor America April 2013 - January 2014
Skills
Financial Reporting, Underwriting, Small Business Lending, Cash Flow, Financial Planning
Education
Florida International University 2010 — 2014
Finance, Finance, General, 3.2
deVere Group April 2014 - Present
Interval International January 2014 - Present
Hyundai Motor America April 2013 - January 2014
Skills
Financial Reporting, Underwriting, Small Business Lending, Cash Flow, Financial Planning
Education
Florida International University 2010 — 2014
Finance, Finance, General, 3.2
Jermaine Matthews Jermaine Matthews's deVere Group Experience 2014 - February 2015
Job Amalgamated Financial Services
Industry Financial Services
Experience
Amalgamated Bank May 2015 - Present
deVere Group 2014 - February 2015
Cetera Financial Group February 2012 - August 2014
JPMorgan Chase May 2006 - February 2011
Ameriprise Financial Services, Inc. December 2004 - May 2006
Millennium Partners August 2001 - November 2003
Pershing, a BNY Mellon company September 1996 - August 2001
Skills
Wealth Management, Portfolio Management, Risk Assessment, Risk Management, Alternative Investments, Business Planning, College Education..., Private Equity, QROPS, Offshore Services, UK Pension Analysis, Asset Management, Financial Services, Investments, Retirement Planning, Banking
Education
City University of New York-John Jay College of Criminal Justice 2002 — 2006
Bachelor's Degree, International Law and Legal Studies
Bishop Ford Central Catholic HS 1987 — 1991
High School
Amalgamated Bank May 2015 - Present
deVere Group 2014 - February 2015
Cetera Financial Group February 2012 - August 2014
JPMorgan Chase May 2006 - February 2011
Ameriprise Financial Services, Inc. December 2004 - May 2006
Millennium Partners August 2001 - November 2003
Pershing, a BNY Mellon company September 1996 - August 2001
Skills
Wealth Management, Portfolio Management, Risk Assessment, Risk Management, Alternative Investments, Business Planning, College Education..., Private Equity, QROPS, Offshore Services, UK Pension Analysis, Asset Management, Financial Services, Investments, Retirement Planning, Banking
Education
City University of New York-John Jay College of Criminal Justice 2002 — 2006
Bachelor's Degree, International Law and Legal Studies
Bishop Ford Central Catholic HS 1987 — 1991
High School
Timothy Leahey's deVere Group Experience June 2014 - August 2014
Job Capital Markets Summer Intern at Scotiabank
Industry Financial Services
Experience
Stevens Student Managed Investment Fund May 2015 - Present
Stevens Institute of Technology August 2013 - Present
Scotiabank June 2015 - August 2015
deVere Group June 2014 - August 2014
Capital Safety Services June 2013 - August 2013
Skills
Leadership, Bloomberg Terminal, Microsoft Excel, Analytic Solver Platform, PowerPoint, Microsoft Word, QuickBooks, Microsoft Office, Matlab, Finance, Data Analysis, Time Management, Research, Project Management
Education
Stevens Institute of Technology 2013 — 2017
Bachelor of Science (B.S.), Finance, General
Shaker High School 2009 — 2013
High School
Stevens Student Managed Investment Fund May 2015 - Present
Stevens Institute of Technology August 2013 - Present
Scotiabank June 2015 - August 2015
deVere Group June 2014 - August 2014
Capital Safety Services June 2013 - August 2013
Skills
Leadership, Bloomberg Terminal, Microsoft Excel, Analytic Solver Platform, PowerPoint, Microsoft Word, QuickBooks, Microsoft Office, Matlab, Finance, Data Analysis, Time Management, Research, Project Management
Education
Stevens Institute of Technology 2013 — 2017
Bachelor of Science (B.S.), Finance, General
Shaker High School 2009 — 2013
High School
Arpit Patel's deVere Group Experience June 2014 - August 2014
Job Incoming Business Associate at Wellington Management
Industry Financial Services
Experience
Best Buy August 2009 - May 2015
deVere Group June 2014 - August 2014
State Street Bank September 2012 - December 2012
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Written & Oral..., Psychology, Financial Analysis, Assistant Teaching, Academic Advising, Leadership, Financial Modeling, Finance, Analysis, Customer Service, Equities, Financial Services, Investments, Portfolio Management
Education
Isenberg School of Management, UMass Amherst 2011 — 2015
Dual Degree, BBA in Finance, BA in Psychology, Minor in Economics, GPA: 3.961/4.000
Investment Banking Institute 2014 — 2014
Investment Banking, Valuation, Modeling
CAIA Association
Passed Level I of the CAIA Program
CFA Institute
Passed Level I of the CFA Program
Best Buy August 2009 - May 2015
deVere Group June 2014 - August 2014
State Street Bank September 2012 - December 2012
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Written & Oral..., Psychology, Financial Analysis, Assistant Teaching, Academic Advising, Leadership, Financial Modeling, Finance, Analysis, Customer Service, Equities, Financial Services, Investments, Portfolio Management
Education
Isenberg School of Management, UMass Amherst 2011 — 2015
Dual Degree, BBA in Finance, BA in Psychology, Minor in Economics, GPA: 3.961/4.000
Investment Banking Institute 2014 — 2014
Investment Banking, Valuation, Modeling
CAIA Association
Passed Level I of the CAIA Program
CFA Institute
Passed Level I of the CFA Program
Willert Morris Willert Morris's deVere Group Experience September 2013 - Present
Job Senior Investment Advisor
Industry Financial Services
Experience
deVere Group September 2013 - Present
WCM Capital October 2010 - Present
Nova Capital Global Markets April 2012 - October 2012
Nova Capital Global Markets April 2012 - June 2012
Beyond Capital Markets May 2011 - January 2012
Bright Grid Solar Inc October 2010 - January 2011
Merrill Lynch September 2008 - October 2010
MassMutual Financial Group September 2001 - September 2008
Triple Point Technology 2001 - 2003
SS&C TECHNOLOGY January 1998 - January 2001
Skills
Investments, Alternative Investments, Portfolio Management, Equities, Fixed Income, Asset Management, Asset Allocation, Wealth Management, Business Planning, Mutual Funds, Trading, Private Equity, Wealth Management..., Investment Advisory, Risk Management, Finance, Financial Services, Series 7, Emerging Markets, Bonds, Investment Strategies, Options, Financial Advisory, Financial Markets, Asset Managment, Institutional Investors, Customer Relations, Endowments, Sales Process, Cold Calling, Hedge Funds, ETFs, Series 63, Derivatives, Private Wealth..., Hedging, Capital Markets, Institutional, Fund Of Funds, Strategy, Corporate Finance, Financial Risk, Funding, Structured Finance, Investment Banking, Business Development, Valuation, Securities, Relationship Management, Bloomberg
Education
New York University - Leonard N. Stern School of Business 1993 — 1995
MBA
Cornell University 1975 — 1979
B.A.
deVere Group September 2013 - Present
WCM Capital October 2010 - Present
Nova Capital Global Markets April 2012 - October 2012
Nova Capital Global Markets April 2012 - June 2012
Beyond Capital Markets May 2011 - January 2012
Bright Grid Solar Inc October 2010 - January 2011
Merrill Lynch September 2008 - October 2010
MassMutual Financial Group September 2001 - September 2008
Triple Point Technology 2001 - 2003
SS&C TECHNOLOGY January 1998 - January 2001
Skills
Investments, Alternative Investments, Portfolio Management, Equities, Fixed Income, Asset Management, Asset Allocation, Wealth Management, Business Planning, Mutual Funds, Trading, Private Equity, Wealth Management..., Investment Advisory, Risk Management, Finance, Financial Services, Series 7, Emerging Markets, Bonds, Investment Strategies, Options, Financial Advisory, Financial Markets, Asset Managment, Institutional Investors, Customer Relations, Endowments, Sales Process, Cold Calling, Hedge Funds, ETFs, Series 63, Derivatives, Private Wealth..., Hedging, Capital Markets, Institutional, Fund Of Funds, Strategy, Corporate Finance, Financial Risk, Funding, Structured Finance, Investment Banking, Business Development, Valuation, Securities, Relationship Management, Bloomberg
Education
New York University - Leonard N. Stern School of Business 1993 — 1995
MBA
Cornell University 1975 — 1979
B.A.
Eric DiAndrea Eric DiAndrea's deVere Group Experience October 2012 - Present
Job Client Associate at deVere USA
Industry Financial Services
Experience
deVere Group October 2012 - Present
Merrill Lynch May 2011 - August 2011
Island Pump & Tank Corp. May 2007 - August 2010
Skills
Bloomberg Terminal, Bloomberg, Financial Analysis, Investments, Valuation, Strategic Financial..., Fixed Income, Portfolio Management, Equity Research, Alternative Investments, Wealth Management, Corporate Finance
Education
Stevens Institute of Technology 2008 — 2012
BSc, Business and Technology, Concentration in Finance
Manhasset High School 2004 — 2008
deVere Group October 2012 - Present
Merrill Lynch May 2011 - August 2011
Island Pump & Tank Corp. May 2007 - August 2010
Skills
Bloomberg Terminal, Bloomberg, Financial Analysis, Investments, Valuation, Strategic Financial..., Fixed Income, Portfolio Management, Equity Research, Alternative Investments, Wealth Management, Corporate Finance
Education
Stevens Institute of Technology 2008 — 2012
BSc, Business and Technology, Concentration in Finance
Manhasset High School 2004 — 2008
Ben Hadley Ben Hadley's deVere Group Experience September 2014 - Present
Job at deVere (USA) Inc
Industry Financial Services
Experience
deVere Group September 2014 - Present
Globaleye October 2013 - September 2014
HSBC Private Bank March 2011 - September 2013
deVere Group December 2008 - March 2011
Derby City Council April 2008 - August 2008
Skills
Pensions, Wealth Management, Strategic Financial..., Banking, New Business Development, Retirement Planning, Investments
Education
Herriot-Watt University 2010 — 2012
Msc Finance, International Finance
Birmingham City University 2005 — 2008
BA (Hons), Criminology
deVere Group September 2014 - Present
Globaleye October 2013 - September 2014
HSBC Private Bank March 2011 - September 2013
deVere Group December 2008 - March 2011
Derby City Council April 2008 - August 2008
Skills
Pensions, Wealth Management, Strategic Financial..., Banking, New Business Development, Retirement Planning, Investments
Education
Herriot-Watt University 2010 — 2012
Msc Finance, International Finance
Birmingham City University 2005 — 2008
BA (Hons), Criminology
Linde Murphy, CRCP™'s deVere Group Experience December 2010 - February 2011
Job Chief Compliance Officer
Industry Financial Services
Experience
M.E. Allison & Co., Inc. November 2012 - Present
Presidio Financial Services April 2012 - January 2013
n/a May 2011 - March 2012
deVere Group December 2010 - February 2011
Skills
Financial Services, Retirement Planning
Education
University of Pennsylvania - The Wharton School 2014 — 2014
CRCP Executive Education, Certified Regulatory and Compliance Professional
American University 1995 — 1998
Bachelorâs Degree, International Business
M.E. Allison & Co., Inc. November 2012 - Present
Presidio Financial Services April 2012 - January 2013
n/a May 2011 - March 2012
deVere Group December 2010 - February 2011
Skills
Financial Services, Retirement Planning
Education
University of Pennsylvania - The Wharton School 2014 — 2014
CRCP Executive Education, Certified Regulatory and Compliance Professional
American University 1995 — 1998
Bachelorâs Degree, International Business
Anthony D'Amelio Anthony D'Amelio's deVere Group Experience June 2014 - August 2014
Job Commercial Real Estate Sales Intern at Marcus & Millichap
Industry Financial Services
Experience
Marcus & Millichap May 2015 - August 2015
deVere Group June 2014 - August 2014
Skills
Analytics, Sales, Data Mining, Logistics Management, Communication, Marketing Communications, Organization, Online Research, Public Speaking, Finance, Management, Leadership, Social Media, Teamwork, Research, PowerPoint, Microsoft Word, Marketing, Microsoft Office, Investments
Education
University of Connecticut 2013 — 2017
Real Estate and Urban Economics, 3.92/4.0
Holy Cross High School 2009 — 2013
High School
Marcus & Millichap May 2015 - August 2015
deVere Group June 2014 - August 2014
Skills
Analytics, Sales, Data Mining, Logistics Management, Communication, Marketing Communications, Organization, Online Research, Public Speaking, Finance, Management, Leadership, Social Media, Teamwork, Research, PowerPoint, Microsoft Word, Marketing, Microsoft Office, Investments
Education
University of Connecticut 2013 — 2017
Real Estate and Urban Economics, 3.92/4.0
Holy Cross High School 2009 — 2013
High School
Benjamin John Alderson Benjamin John Alderson's deVere Group Experience April 2012 - Present
Job Senior Area Manager at deVere (USA) Inc.
Industry Financial Services
Experience
deVere Group April 2012 - Present
Globaleye January 2011 - April 2012
Globaleye April 2010 - December 2010
Globaleye December 2009 - March 2010
deVere Group April 2008 - November 2009
Thesis Asset Management PLC October 1998 - July 2000
Skills
Wealth Management, Financial Advisory, Pensions, Strategic Financial..., Life Insurance, Wealth Management..., Investment Advisory, Estate Planning, Investments, Financial Services, Finance, Team Leadership, Savings, Retirement, Retirement Planning, Financial Planners, Investment Strategies, Coaching, Sales Management, SIPP, Wealth, Insurance, Financial Markets, Mortgage Lending, Portfolio Management, Motivational training, Leadership Development, Financial Analysis, Succession Planning, Financial Planning, Personal Development, FINRA
Education
Durham University 1995 — 1998
BA, Business Economics, Upper Second Class Honours 2:1
Bacup & Rawtenstall Grammar School 1987 — 1995
Maths, Advanced Maths, Economics, History, Latin, French, Spanish, Chemistry, Biology, Physics
deVere Group April 2012 - Present
Globaleye January 2011 - April 2012
Globaleye April 2010 - December 2010
Globaleye December 2009 - March 2010
deVere Group April 2008 - November 2009
Thesis Asset Management PLC October 1998 - July 2000
Skills
Wealth Management, Financial Advisory, Pensions, Strategic Financial..., Life Insurance, Wealth Management..., Investment Advisory, Estate Planning, Investments, Financial Services, Finance, Team Leadership, Savings, Retirement, Retirement Planning, Financial Planners, Investment Strategies, Coaching, Sales Management, SIPP, Wealth, Insurance, Financial Markets, Mortgage Lending, Portfolio Management, Motivational training, Leadership Development, Financial Analysis, Succession Planning, Financial Planning, Personal Development, FINRA
Education
Durham University 1995 — 1998
BA, Business Economics, Upper Second Class Honours 2:1
Bacup & Rawtenstall Grammar School 1987 — 1995
Maths, Advanced Maths, Economics, History, Latin, French, Spanish, Chemistry, Biology, Physics
Ashley Arias Ashley Arias's deVere Group Experience October 2013 - May 2014
Job Client Associate at deVere USA Inc.
Industry Financial Services
Experience
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. 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
Kevin D. Monaghan Kevin D. Monaghan's deVere Group Experience October 2008 - November 2014
Job Financial Representative at HF Financial
Industry Financial Services
Experience
HF Financial December 2014 - Present
deVere Group October 2008 - November 2014
T. Rowe Price February 2004 - June 2006
Nationwide Provident September 2001 - February 2004
Skills
Wealth Management, Investments, Portfolio Management, Strategic Financial..., Banking, Finance, Insurance, Market Research, Business Strategy, Business Development, New Business Development, Alternative Investments, B2B, Marketing Strategy, Account Management, Spanish, Public Speaking, Bloomberg, Financial Modeling, Research, Negotiation, Life Insurance, Start-ups, Asset Management, Corporate Finance, Series 7, Series 63, Mutual Funds, Financial Analysis, Financial Markets, Financial Advisory, Investment Advisory, Estate Planning, Commodity, Valuation, Financial Planning, Management, Financial Services, Retirement Planning, Disability Insurance
Education
Siena College 1997 — 2001
Bachelor of Science (B.S.), Marketing/Marketing Management, General
Bond University 1999 — 2000
Bachelor of Science (B.S.), International Business
HF Financial December 2014 - Present
deVere Group October 2008 - November 2014
T. Rowe Price February 2004 - June 2006
Nationwide Provident September 2001 - February 2004
Skills
Wealth Management, Investments, Portfolio Management, Strategic Financial..., Banking, Finance, Insurance, Market Research, Business Strategy, Business Development, New Business Development, Alternative Investments, B2B, Marketing Strategy, Account Management, Spanish, Public Speaking, Bloomberg, Financial Modeling, Research, Negotiation, Life Insurance, Start-ups, Asset Management, Corporate Finance, Series 7, Series 63, Mutual Funds, Financial Analysis, Financial Markets, Financial Advisory, Investment Advisory, Estate Planning, Commodity, Valuation, Financial Planning, Management, Financial Services, Retirement Planning, Disability Insurance
Education
Siena College 1997 — 2001
Bachelor of Science (B.S.), Marketing/Marketing Management, General
Bond University 1999 — 2000
Bachelor of Science (B.S.), International Business
Veronika Matveenko Veronika Matveenko's deVere Group Experience January 2011 - April 2011
Job Customer Success Manager at 1Page
Industry Human Resources
Experience
1-Page August 2013 - Present
Mosenergo May 2011 - June 2012
deVere Group January 2011 - April 2011
Skills
Financial Analysis, Financial Reporting, Sales, Marketing Research, Customer Success, Account Management, Business Analysis, Project Management, Event Management, Lead Generation, Pipeline Development, Social Media Marketing, Customer Retention, Quantity Surveying
Education
Hult International Business School
Master's degree, International Business
Московский Государственный Университет Путей Сообщения (МИИТ) / Moscow State University of Transport (MIIT) 2005 — 2010
Specialist, Engineering/Management/Economics, 5
1-Page August 2013 - Present
Mosenergo May 2011 - June 2012
deVere Group January 2011 - April 2011
Skills
Financial Analysis, Financial Reporting, Sales, Marketing Research, Customer Success, Account Management, Business Analysis, Project Management, Event Management, Lead Generation, Pipeline Development, Social Media Marketing, Customer Retention, Quantity Surveying
Education
Hult International Business School
Master's degree, International Business
Московский Государственный Университет Путей Сообщения (МИИТ) / Moscow State University of Transport (MIIT) 2005 — 2010
Specialist, Engineering/Management/Economics, 5
Nick Schoen Nick Schoen's deVere Group Experience June 2013 - December 2013
Job Student at Haverford College
Industry Financial Services
Experience
deVere Group June 2013 - December 2013
Stony Brook University May 2013 - August 2013
Skills
Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Sports, Social Media, Customer Service, Event Planning, Data Analysis, SPSS, Social Networking, Teamwork, Editing, Public Speaking, Research
Education
Haverford College 2010 — 2014
Bachelor's Degree, Psychology, Senior
Huntington High School 2006 — 2010
deVere Group June 2013 - December 2013
Stony Brook University May 2013 - August 2013
Skills
Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Sports, Social Media, Customer Service, Event Planning, Data Analysis, SPSS, Social Networking, Teamwork, Editing, Public Speaking, Research
Education
Haverford College 2010 — 2014
Bachelor's Degree, Psychology, Senior
Huntington High School 2006 — 2010
CASSANDRA BLANCHARD CASSANDRA BLANCHARD's deVere Group Experience April 1999 - February 2005
Job CEO at IKONIKAL, LLC
Industry Marketing and Advertising
Experience
IKONIKAL, LLC April 2011 - Present
HospiScript Services September 2009 - July 2011
ING Insurance and Pensions Hong Kong & Macau February 2005 - July 2006
deVere Group April 1999 - February 2005
Skills
Account Management, E-commerce, Strategic Planning, Trade Shows, Customer Service, Business Development, Recruiting, Social Media Marketing, Marketing, Event Management, Marketing Communications, Lead Generation, Customer Retention, Brand Development, Strategy, Corporate Branding, Direct Marketing, Negotiation, New Business Development, Online Marketing, Social Networking, Budgets, Advertising, Time Management, Strategic Partnerships, Email Marketing, Consulting, Marketing Management, Fundraising, Media Relations, Fulfillment &..., CRM, B2B, Commercial Photography, Portrait Photography, Photoshop, Lightroom
Education
Securities and Futures Commission (SFC) of Hong Kong 2005 — 2006
HKSI Licensing Examination for Securities and Futures Intermediaries, Finance
Nottingham Trent University 1994 — 1998
BA Hons, Photography and Computer Graphics
Merchant Taylors School for Girls 1980 — 1994
Graduate
IKONIKAL, LLC April 2011 - Present
HospiScript Services September 2009 - July 2011
ING Insurance and Pensions Hong Kong & Macau February 2005 - July 2006
deVere Group April 1999 - February 2005
Skills
Account Management, E-commerce, Strategic Planning, Trade Shows, Customer Service, Business Development, Recruiting, Social Media Marketing, Marketing, Event Management, Marketing Communications, Lead Generation, Customer Retention, Brand Development, Strategy, Corporate Branding, Direct Marketing, Negotiation, New Business Development, Online Marketing, Social Networking, Budgets, Advertising, Time Management, Strategic Partnerships, Email Marketing, Consulting, Marketing Management, Fundraising, Media Relations, Fulfillment &..., CRM, B2B, Commercial Photography, Portrait Photography, Photoshop, Lightroom
Education
Securities and Futures Commission (SFC) of Hong Kong 2005 — 2006
HKSI Licensing Examination for Securities and Futures Intermediaries, Finance
Nottingham Trent University 1994 — 1998
BA Hons, Photography and Computer Graphics
Merchant Taylors School for Girls 1980 — 1994
Graduate
Christopher Mosley's deVere Group Experience October 2013 - August 2014
Job Looking for new career opportunities
Industry Financial Services
Experience
Kingston University September 2014 - June 2015
deVere Group October 2013 - August 2014
British educational center September 2013 - October 2013
Willis June 2013 - June 2013
JLT Group June 2012 - July 2012
SBM Offshore June 2011 - September 2011
Skills
Management, Business Development, Finance, Negotiation, Insurance, Direct Marketing, Time Management, Retirement, Administration, Security, Strategic Financial..., Financial Advisory, Portfolio Management, Investments, Retirement Planning, Research, Financial Planning, Customer Service, Teamwork, Analysis, Economics, Data Analysis, Microsoft Office, Strategy
Education
Chartered Insurance Institute 2012 — 2015
Licentiate degree, Insurance
Kingston University 2011 — 2015
Bachelor's degree, International Business with French
Stamford Endowed Schools 2009 — 2011
Kingston University September 2014 - June 2015
deVere Group October 2013 - August 2014
British educational center September 2013 - October 2013
Willis June 2013 - June 2013
JLT Group June 2012 - July 2012
SBM Offshore June 2011 - September 2011
Skills
Management, Business Development, Finance, Negotiation, Insurance, Direct Marketing, Time Management, Retirement, Administration, Security, Strategic Financial..., Financial Advisory, Portfolio Management, Investments, Retirement Planning, Research, Financial Planning, Customer Service, Teamwork, Analysis, Economics, Data Analysis, Microsoft Office, Strategy
Education
Chartered Insurance Institute 2012 — 2015
Licentiate degree, Insurance
Kingston University 2011 — 2015
Bachelor's degree, International Business with French
Stamford Endowed Schools 2009 — 2011
Nupur Nanda Nupur Nanda's deVere Group Experience June 2014 - August 2014
Job Accounting & Finance
Industry Accounting
Experience
deVere Group June 2014 - August 2014
Middlesex University October 2012 - May 2013
Arabian Automobiles (Nissan) September 2011 - October 2011
Ernst & Young June 2011 - July 2011
Skills
Finance, Accounting, Financial Accounting, Financial Statements, General Ledger, Managerial Finance, Bloomberg Terminal, Financial Analysis, International Finance, Accounts Payable, GAAP, Account Reconciliation, Journal Entries, Internal Controls, Investment Management, Accounts Receivable, Financial Reporting, Financial Statement..., Management of Financial..., Corporate Finance, Mergers & Acquisitions, Sarbanes-Oxley Act, QROPS, ETFs, Public Speaking
Education
State University of New York at Buffalo 2013 — 2014
Master of Science (MS), Finance, General
Middlesex University 2010 — 2013
Bachelor of Arts (B.A.), Accounting and Finance, First Class Honors
The Millennium School, Dubai 2008 — 2010
Commerce, Accounts and Business Studies
deVere Group June 2014 - August 2014
Middlesex University October 2012 - May 2013
Arabian Automobiles (Nissan) September 2011 - October 2011
Ernst & Young June 2011 - July 2011
Skills
Finance, Accounting, Financial Accounting, Financial Statements, General Ledger, Managerial Finance, Bloomberg Terminal, Financial Analysis, International Finance, Accounts Payable, GAAP, Account Reconciliation, Journal Entries, Internal Controls, Investment Management, Accounts Receivable, Financial Reporting, Financial Statement..., Management of Financial..., Corporate Finance, Mergers & Acquisitions, Sarbanes-Oxley Act, QROPS, ETFs, Public Speaking
Education
State University of New York at Buffalo 2013 — 2014
Master of Science (MS), Finance, General
Middlesex University 2010 — 2013
Bachelor of Arts (B.A.), Accounting and Finance, First Class Honors
The Millennium School, Dubai 2008 — 2010
Commerce, Accounts and Business Studies
Phillip Eaton's deVere Group Experience April 2007 - August 2007
Job North America Business Development Manager at Meltwater Group
Industry Internet
Experience
Meltwater Group January 2013 - Present
Meltwater Group February 2011 - December 2013
Meltwater Group May 2009 - January 2011
Meltwater Group September 2008 - April 2009
Networkers International September 2007 - August 2008
deVere Group April 2007 - August 2007
NOVA May 2005 - March 2007
Institute for Leisure and Amenity Management (ILAM) July 2004 - May 2005
Skills
SaaS, Lead Generation, Account Management, New Business Development, Social Media Monitoring, Social Media Outreach, Social Media, Social Media Measurement, Digital Marketing, Direct Marketing, Social Media Marketing, Business Development, Strategy, SEM, Management, B2B, Sales
Education
The University of Wolverhampton 2000 — 2004
Marketing & Sports Studies, BA (Hons), 2:1
Meltwater Group January 2013 - Present
Meltwater Group February 2011 - December 2013
Meltwater Group May 2009 - January 2011
Meltwater Group September 2008 - April 2009
Networkers International September 2007 - August 2008
deVere Group April 2007 - August 2007
NOVA May 2005 - March 2007
Institute for Leisure and Amenity Management (ILAM) July 2004 - May 2005
Skills
SaaS, Lead Generation, Account Management, New Business Development, Social Media Monitoring, Social Media Outreach, Social Media, Social Media Measurement, Digital Marketing, Direct Marketing, Social Media Marketing, Business Development, Strategy, SEM, Management, B2B, Sales
Education
The University of Wolverhampton 2000 — 2004
Marketing & Sports Studies, BA (Hons), 2:1
Dalila Karic Dalila Karic's deVere Group Experience November 2013 - September 2014
Job Executive Administrative Assistant at Three Harbors Council Boy Scouts of America
Industry Nonprofit Organization Management
Experience
deVere Group November 2013 - September 2014
AirAba Telecom April 2012 - November 2012
American University Sarajevo May 2011 - September 2011
Skills
International Relations, Diplomacy, English, International..., Research, Public Speaking, Human Resources, Public Policy, Intercultural..., Recruitments, Non-profit..., International Law, NGOs, Administrative..., Economics
Education
Anglo-American University, Prague 2012 — 2013
Bachelor of Arts (B.A.), International Relations and Affairs
American University Sarajevo 2009 — 2012
Bachelor of Science (BS), International Law and Legal Studies
Oconomowoc High School 2005 — 2009
deVere Group November 2013 - September 2014
AirAba Telecom April 2012 - November 2012
American University Sarajevo May 2011 - September 2011
Skills
International Relations, Diplomacy, English, International..., Research, Public Speaking, Human Resources, Public Policy, Intercultural..., Recruitments, Non-profit..., International Law, NGOs, Administrative..., Economics
Education
Anglo-American University, Prague 2012 — 2013
Bachelor of Arts (B.A.), International Relations and Affairs
American University Sarajevo 2009 — 2012
Bachelor of Science (BS), International Law and Legal Studies
Oconomowoc High School 2005 — 2009
Oliver Stahl's deVere Group Experience July 2009 - July 2010
Job Manager/Investor/traveler/film and event production
Industry Hospitality
Experience
AmeriPark June 2010 - Present
AmeriPark 2001 - 2012
deVere Group July 2009 - July 2010
Wall Street English June 2009 - July 2010
AFI August 2008 - December 2008
Temple Bar International February 2007 - June 2007
Z57.COM January 2003 - June 2003
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Outlook, Hospitality, Microsoft Word, Team Building, New Business Development, Research, Negotiation, Strategic Planning
Education
SAN DIEGO STATE UNIVERSITY 2000 — 2003
Bachelors of Science, Business Administration / Information and Decision Systems
San Diego State University-California State University 2000 — 2003
Bachelor of Science, Business administration Information and Decision Systems
East China Normal University
San Diego State University
Bachelors of Science, Business Administration / Information and Decision Systems
Santa Barbara High School
AmeriPark June 2010 - Present
AmeriPark 2001 - 2012
deVere Group July 2009 - July 2010
Wall Street English June 2009 - July 2010
AFI August 2008 - December 2008
Temple Bar International February 2007 - June 2007
Z57.COM January 2003 - June 2003
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Outlook, Hospitality, Microsoft Word, Team Building, New Business Development, Research, Negotiation, Strategic Planning
Education
SAN DIEGO STATE UNIVERSITY 2000 — 2003
Bachelors of Science, Business Administration / Information and Decision Systems
San Diego State University-California State University 2000 — 2003
Bachelor of Science, Business administration Information and Decision Systems
East China Normal University
San Diego State University
Bachelors of Science, Business Administration / Information and Decision Systems
Santa Barbara High School
Jonathan Hives ASCI & BA (Hons) Jonathan Hives ASCI & BA (Hons)'s deVere Group Experience August 2011 - August 2014
Job Senior Investment Advisor
Industry Financial Services
Experience
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
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
Sahil Sethi Sahil Sethi's deVere Group Experience June 2013 - August 2013
Job President at Edge Promotions Inc
Industry Marketing and Advertising
Experience
deVere Group June 2013 - August 2013
Egon Zehnder International January 2013 - May 2013
Florida Alternative Investment Association October 2012 - December 2012
University of Miami June 2012 - October 2012
SM Powergen Enterprises Pvt. Ltd May 2011 - August 2011
Skills
Microsoft Office, Research, Teamwork, Social Media, Customer Service, Public Speaking, International Relations, Analyzer, Marketing Strategy, Corporate Communications, Strategic Thinking, Business Strategy, Building Relationships, Team Building, Highly detail oriented, Proactive self-starter, Fitness, Entrepreneurship, Singer-songwriter, Vocalist, Market Research
Education
New York University 2013 — 2013
Finance. Summer Internship
University of Miami 2009 — 2013
Music Business & Entertainment Industries, Entrepreneurship & Marketing
The American Embassy School 2007 — 2009
International Baccalaureate Diploma
deVere Group June 2013 - August 2013
Egon Zehnder International January 2013 - May 2013
Florida Alternative Investment Association October 2012 - December 2012
University of Miami June 2012 - October 2012
SM Powergen Enterprises Pvt. Ltd May 2011 - August 2011
Skills
Microsoft Office, Research, Teamwork, Social Media, Customer Service, Public Speaking, International Relations, Analyzer, Marketing Strategy, Corporate Communications, Strategic Thinking, Business Strategy, Building Relationships, Team Building, Highly detail oriented, Proactive self-starter, Fitness, Entrepreneurship, Singer-songwriter, Vocalist, Market Research
Education
New York University 2013 — 2013
Finance. Summer Internship
University of Miami 2009 — 2013
Music Business & Entertainment Industries, Entrepreneurship & Marketing
The American Embassy School 2007 — 2009
International Baccalaureate Diploma
Lauren Dirksmeyer's deVere Group Experience June 2013 - August 2013
Job Social Advertising Coordinator at Resolution Media
Industry Marketing and Advertising
Experience
Resolution Media October 2014 - Present
deVere Group June 2013 - August 2013
Rent The Runway August 2012 - May 2013
Langford Market May 2011 - December 2012
Page Parkes Modeling and Acting May 2012 - August 2012
Skills
PowerPoint, Facebook, Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word, Public Speaking, Outlook, Social Media, Social Networking, English, Research, Negotiation, Windows, Strategic Planning, Budgets, HTML, Spanish
Education
Baylor University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, Spanish, 3.98
Resolution Media October 2014 - Present
deVere Group June 2013 - August 2013
Rent The Runway August 2012 - May 2013
Langford Market May 2011 - December 2012
Page Parkes Modeling and Acting May 2012 - August 2012
Skills
PowerPoint, Facebook, Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word, Public Speaking, Outlook, Social Media, Social Networking, English, Research, Negotiation, Windows, Strategic Planning, Budgets, HTML, Spanish
Education
Baylor University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, Spanish, 3.98
Rebecca Feng's deVere Group Experience September 2014 - January 2015
Job Graduate Student at COX Business School, Southern Methodist University
Industry Financial Services
Experience
Qilin Capital Limited March 2015 - May 2015
deVere Group September 2014 - January 2015
Sushic September 2013 - March 2014
Southern Methodist University June 2013 - March 2014
Grant Thornton LLP July 2013 - August 2013
Enjoy Advertisement June 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Financial Analysis, Social Media, Customer Service, Financial Modeling, Research, Accounting, Public Speaking, Leadership, Teamwork, Event Planning, Data Analysis
Education
Southern Methodist University 2015 — 2016
Master’s Degree, Business Analytics
Southern Methodist University 2010 — 2014
Bachelor’s Degree, Economics with Financial Application, 3.63
Southern Methodist University - Cox School of Business 2010 — 2014
Bachelor’s Degree, Finance, General, 3.63
Qilin Capital Limited March 2015 - May 2015
deVere Group September 2014 - January 2015
Sushic September 2013 - March 2014
Southern Methodist University June 2013 - March 2014
Grant Thornton LLP July 2013 - August 2013
Enjoy Advertisement June 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Financial Analysis, Social Media, Customer Service, Financial Modeling, Research, Accounting, Public Speaking, Leadership, Teamwork, Event Planning, Data Analysis
Education
Southern Methodist University 2015 — 2016
Master’s Degree, Business Analytics
Southern Methodist University 2010 — 2014
Bachelor’s Degree, Economics with Financial Application, 3.63
Southern Methodist University - Cox School of Business 2010 — 2014
Bachelor’s Degree, Finance, General, 3.63
Fernando Rodriguez Fernando Rodriguez's deVere Group Experience January 2005 - July 2005
Job Talent Acquisition Consultant
Industry Human Resources
Experience
Pierpoint 2012 - Present
Sabre Travel Network January 2011 - November 2012
Sabre Holdings June 2010 - December 2011
Sabre Holdings March 2007 - May 2010
deVere Group January 2005 - July 2005
Skills
Coaching, Recruiting, Training, Sales, Negotiation, Management, Customer Service, Sales Management, Human Resources, Project Management, Team Leadership, Team Building, Strategic Planning, Leadership Development, Business Strategy, Business Analysis, Microsoft Office, Teamwork, Talent Management, Public Speaking, Microsoft Excel, Strategy
Education
ORT 2007 — 2012
Bachelor's degree Undergraduate, International Relations and Affairs
BIOS Administration. 2007 — 2007
Human resources analyst, Human Resources Management and Services
Oakton Community College
Pierpoint 2012 - Present
Sabre Travel Network January 2011 - November 2012
Sabre Holdings June 2010 - December 2011
Sabre Holdings March 2007 - May 2010
deVere Group January 2005 - July 2005
Skills
Coaching, Recruiting, Training, Sales, Negotiation, Management, Customer Service, Sales Management, Human Resources, Project Management, Team Leadership, Team Building, Strategic Planning, Leadership Development, Business Strategy, Business Analysis, Microsoft Office, Teamwork, Talent Management, Public Speaking, Microsoft Excel, Strategy
Education
ORT 2007 — 2012
Bachelor's degree Undergraduate, International Relations and Affairs
BIOS Administration. 2007 — 2007
Human resources analyst, Human Resources Management and Services
Oakton Community College
Joseph Reeve's deVere Group Experience May 2014 - August 2014
Job Associate at Andersen Tax
Industry Accounting
Experience
Andersen Tax April 2015 - Present
deVere Group May 2014 - August 2014
Strong Oak March 2014 - June 2014
Skills
Financial Accounting, Microsoft Excel, Auditing, Tax, Microsoft Word, Business Analysis, Public Relations, Financial Reporting, Investments, Teamwork
Education
DePaul University 2011 — 2015
DePaul University 2010 — 2015
Bachelor of Science (BS), Accounting
Andersen Tax April 2015 - Present
deVere Group May 2014 - August 2014
Strong Oak March 2014 - June 2014
Skills
Financial Accounting, Microsoft Excel, Auditing, Tax, Microsoft Word, Business Analysis, Public Relations, Financial Reporting, Investments, Teamwork
Education
DePaul University 2011 — 2015
DePaul University 2010 — 2015
Bachelor of Science (BS), Accounting
Jasmine Di Bella Jasmine Di Bella's deVere Group Experience 2014 - August 2014
Job Student at California State University, Fullerton
Industry International Trade and Development
Experience
Agility June 2015 - Present
deVere Group 2014 - August 2014
Assembly District 95 June 2011 - August 2012
Skills
Research, PowerPoint, Teamwork, Microsoft Office, Finance, Customer Service, Time Management, Sales, Microsoft Word, Microsoft Excel, Financial Analysis, Team Leadership, Leadership
Education
California State University-Fullerton 2013 — 2017
International Business, Emphasis in Chinese, Junior
Agility June 2015 - Present
deVere Group 2014 - August 2014
Assembly District 95 June 2011 - August 2012
Skills
Research, PowerPoint, Teamwork, Microsoft Office, Finance, Customer Service, Time Management, Sales, Microsoft Word, Microsoft Excel, Financial Analysis, Team Leadership, Leadership
Education
California State University-Fullerton 2013 — 2017
International Business, Emphasis in Chinese, Junior
Qi Kang's deVere Group Experience June 2015 - July 2015
Job Finance\Marketing Intern at The DeVere Group
Industry Financial Services
Experience
deVere Group June 2015 - July 2015
Indiana University Bloomington Kelley School of Business January 2014 - May 2014
Badminton Team September 2009 - June 2011
Skills
Computer Technology, Business, Informatics, Computer Science, Microsoft Office, Analysis, Microsoft Word, Teamwork, Microsoft Excel
Education
Indiana University Bloomington 2013 — 2017
Bachelor’s Degree, Accounting and Finance, GPA: 3.51
The Putney School 2011 — 2013
High School, GPA: 3.85
deVere Group June 2015 - July 2015
Indiana University Bloomington Kelley School of Business January 2014 - May 2014
Badminton Team September 2009 - June 2011
Skills
Computer Technology, Business, Informatics, Computer Science, Microsoft Office, Analysis, Microsoft Word, Teamwork, Microsoft Excel
Education
Indiana University Bloomington 2013 — 2017
Bachelor’s Degree, Accounting and Finance, GPA: 3.51
The Putney School 2011 — 2013
High School, GPA: 3.85
Caitlin Condon's deVere Group Experience January 2015 - April 2015
Job MSc.Finance Graduate
Industry Financial Services
Experience
deVere Group January 2015 - April 2015
Skills
Teamwork
Education
UCD Michael Smurfit Graduate Business School 2013 — 2014
Master of Science (MSc), Finance
Trinity College, Dublin 2008 — 2013
Bachelor of Arts (B.A.), Philosophy, Politics, Economics, and Sociology
Choate Rosemary Hall 2005 — 2008
deVere Group January 2015 - April 2015
Skills
Teamwork
Education
UCD Michael Smurfit Graduate Business School 2013 — 2014
Master of Science (MSc), Finance
Trinity College, Dublin 2008 — 2013
Bachelor of Arts (B.A.), Philosophy, Politics, Economics, and Sociology
Choate Rosemary Hall 2005 — 2008
Sanjeev Sangha's deVere Group Experience January 2011 - May 2011
Job Account Manager at Landmark Capital Ltd.
Industry Financial Services
Experience
Landmark Capital Ltd. April 2015 - Present
Corona Energy May 2012 - April 2013
deVere Group January 2011 - May 2011
The Carrington Blake Group October 2010 - December 2010
The Beacon Group February 2006 - March 2010
Preferred Mortgages (Lehman Brothers) September 2004 - February 2006
Platform Home Loans March 2003 - September 2004
Halifax October 1995 - July 2000
Skills
Business Development, Mortgage Lending, CRM, Management, New Business Development, Financial Services, Building Relationships, Finance, Banking, Investments, Residential Mortgages, Underwriting, Sales, Negotiation, Dependable Team Player, Customer Service, Customer Retention, Sales Operations, Credit, Loans, Retirement Planning, Lead Generation, Sales Presentations, Roadshows, Deal Closure, Problem Solving, Client Presentation, Computer Proficiency, Strategic Planning, Relationship Management, Mortgage Underwriting, Sales Motivation, Risk Management, Portfolio Management
Education
Real Estate and Mortgage Institute of Canada (REMIC) 2015 — 2015
Mortgage Agent, Licence # M15000929
Chartered Institute for Securities and Investment 2011 — 2011
International Introduction to Investment Award
Liverpool John Moores University 1989 — 1994
BA (Hons), Accountancy & Finance
Brentside High
Lady Margaret Middle School
Landmark Capital Ltd. April 2015 - Present
Corona Energy May 2012 - April 2013
deVere Group January 2011 - May 2011
The Carrington Blake Group October 2010 - December 2010
The Beacon Group February 2006 - March 2010
Preferred Mortgages (Lehman Brothers) September 2004 - February 2006
Platform Home Loans March 2003 - September 2004
Halifax October 1995 - July 2000
Skills
Business Development, Mortgage Lending, CRM, Management, New Business Development, Financial Services, Building Relationships, Finance, Banking, Investments, Residential Mortgages, Underwriting, Sales, Negotiation, Dependable Team Player, Customer Service, Customer Retention, Sales Operations, Credit, Loans, Retirement Planning, Lead Generation, Sales Presentations, Roadshows, Deal Closure, Problem Solving, Client Presentation, Computer Proficiency, Strategic Planning, Relationship Management, Mortgage Underwriting, Sales Motivation, Risk Management, Portfolio Management
Education
Real Estate and Mortgage Institute of Canada (REMIC) 2015 — 2015
Mortgage Agent, Licence # M15000929
Chartered Institute for Securities and Investment 2011 — 2011
International Introduction to Investment Award
Liverpool John Moores University 1989 — 1994
BA (Hons), Accountancy & Finance
Brentside High
Lady Margaret Middle School
Martyn Eeles's deVere Group Experience March 2012 - January 2014
Job Partner at Woodbrook Wealth Management
Industry Financial Services
Experience
Woodbrook Wealth Management November 2014 - Present
Belgravia Wealth Management July 2014 - November 2014
Belgravia Wealth Management January 2014 - July 2014
deVere Group March 2012 - January 2014
deVere Group 2010 - 2012
deVere Group 2008 - 2010
Royal Navy September 2003 - July 2007
Skills
Personal Pensions, Retirement Planning, Financial Advisory, Wealth Management, Strategic Financial..., Investments, Life Insurance, Asset Managment, QROPS, Financial Analysis, Financial Services, Portfolio Management, Asset Management, Pensions, Strategy, Wealth Management..., Investment Advisory, Finance, Savings, Financial Risk, Investment Strategies, Financial Markets, Corporate Finance, Management, Emerging Markets, Risk Management, Banking, Business Planning, Private Equity, Mergers & Acquisitions, Valuation, Financial Modeling, Due Diligence, Investment Banking, Equities, Capital Markets, Structured Finance, Restructuring, Private Banking, Project Finance, Financial Structuring, Credit, Credit Risk, Managerial Finance, Derivatives, Economics, Trading, Business Development, Management Consulting, Financial Planning
Education
The Open University 2013 — 2016
Bachelor's Degree, International Finance
The Open University 2004 — 2008
Banking and Financial Management
St Patricks Comprehensive School 1998 — 2003
High School
Woodbrook Wealth Management November 2014 - Present
Belgravia Wealth Management July 2014 - November 2014
Belgravia Wealth Management January 2014 - July 2014
deVere Group March 2012 - January 2014
deVere Group 2010 - 2012
deVere Group 2008 - 2010
Royal Navy September 2003 - July 2007
Skills
Personal Pensions, Retirement Planning, Financial Advisory, Wealth Management, Strategic Financial..., Investments, Life Insurance, Asset Managment, QROPS, Financial Analysis, Financial Services, Portfolio Management, Asset Management, Pensions, Strategy, Wealth Management..., Investment Advisory, Finance, Savings, Financial Risk, Investment Strategies, Financial Markets, Corporate Finance, Management, Emerging Markets, Risk Management, Banking, Business Planning, Private Equity, Mergers & Acquisitions, Valuation, Financial Modeling, Due Diligence, Investment Banking, Equities, Capital Markets, Structured Finance, Restructuring, Private Banking, Project Finance, Financial Structuring, Credit, Credit Risk, Managerial Finance, Derivatives, Economics, Trading, Business Development, Management Consulting, Financial Planning
Education
The Open University 2013 — 2016
Bachelor's Degree, International Finance
The Open University 2004 — 2008
Banking and Financial Management
St Patricks Comprehensive School 1998 — 2003
High School
David Kelly (柯大卫）'s deVere Group Experience 2011 - 2011
Job Marketing
Industry Marketing and Advertising
Experience
Puma September 2013 - September 2013
34th America's Cup Event Authority June 2013 - September 2013
Active Mind Technology Inc December 2011 - February 2013
NUI Galway Kingfisher Club / Ocean Fitness 2012 - 2012
Volvo Ocean Race Galway 2012 - 2012
EMC Computer Systems April 2011 - August 2011
deVere Group 2011 - 2011
Galway County Council June 2008 - 2011
Skills
Management, Project Management, Research, Market Research, Coaching, Sales, Strategy, Time Management, CRM, Marketing Strategy, Entrepreneurship, Business Strategy, Marketing, Digital Marketing, Event Management, Event Planning, Retail, Social Media Marketing
Education
University College Dublin 2008 — 2012
Commerce and Chinese Studies
Fudan University 2010 — 2011
Chinese Language
Heilongjiang University 2009 — 2009
Intensive Chinese Language course
Puma September 2013 - September 2013
34th America's Cup Event Authority June 2013 - September 2013
Active Mind Technology Inc December 2011 - February 2013
NUI Galway Kingfisher Club / Ocean Fitness 2012 - 2012
Volvo Ocean Race Galway 2012 - 2012
EMC Computer Systems April 2011 - August 2011
deVere Group 2011 - 2011
Galway County Council June 2008 - 2011
Skills
Management, Project Management, Research, Market Research, Coaching, Sales, Strategy, Time Management, CRM, Marketing Strategy, Entrepreneurship, Business Strategy, Marketing, Digital Marketing, Event Management, Event Planning, Retail, Social Media Marketing
Education
University College Dublin 2008 — 2012
Commerce and Chinese Studies
Fudan University 2010 — 2011
Chinese Language
Heilongjiang University 2009 — 2009
Intensive Chinese Language course
MinJoon Choi's deVere Group Experience June 2014 - July 2014
Job Investment Banking Summer Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2015 - July 2015
Rural Sourcing, Inc. September 2014 - December 2014
deVere Group June 2014 - July 2014
H.K. Holdings, Inc August 2013 - August 2013
Stickah January 2013 - April 2013
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, English, Outlook, Windows, Leadership, Minitab, Budgets, Project Planning, Entrepreneurship, Event Planning, Marketing, Finance, Investments, Teamwork, Public Speaking, Research, Social Media
Education
Babson College 2012 — 2016
Bachelor of Science (B.S.) in Business Administration, Finance
Osaka International School 2000 — 2012
High School International Baccalaureate Diploma
J.P. Morgan June 2015 - July 2015
Rural Sourcing, Inc. September 2014 - December 2014
deVere Group June 2014 - July 2014
H.K. Holdings, Inc August 2013 - August 2013
Stickah January 2013 - April 2013
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, English, Outlook, Windows, Leadership, Minitab, Budgets, Project Planning, Entrepreneurship, Event Planning, Marketing, Finance, Investments, Teamwork, Public Speaking, Research, Social Media
Education
Babson College 2012 — 2016
Bachelor of Science (B.S.) in Business Administration, Finance
Osaka International School 2000 — 2012
High School International Baccalaureate Diploma
Arjun Gambhir Arjun Gambhir's deVere Group Experience June 2014 - January 2015
Job Intern at deVere Group
Industry Financial Services
Experience
deVere Group June 2014 - January 2015
Skills
Investments, Public Speaking, Leadership, Data Analysis, Critical Thinking, Finance, Sales, Portfolio Management, Social Media, Microsoft Office, Time Management, Research, Teamwork, Financial Services, Microsoft Word, PowerPoint
Education
The University of Hull 2012 — 2015
Bachelor of Science (BSc), Economics
deVere Group June 2014 - January 2015
Skills
Investments, Public Speaking, Leadership, Data Analysis, Critical Thinking, Finance, Sales, Portfolio Management, Social Media, Microsoft Office, Time Management, Research, Teamwork, Financial Services, Microsoft Word, PowerPoint
Education
The University of Hull 2012 — 2015
Bachelor of Science (BSc), Economics
Oliver Carpenter Oliver Carpenter's deVere Group Experience August 2014 - October 2014
Job Trainee Wealth Advisor at deVere USA
Industry Financial Services
Experience
deVere USA November 2014 - Present
deVere Group August 2014 - October 2014
University of Birmingham Investment Fund January 2013 - April 2014
Alumni Oil September 2013 - September 2013
Voltaire Securities LLP July 2013 - August 2013
Peel Hunt June 2013 - June 2013
J.P. Morgan April 2012 - April 2012
Winterflood Securities July 2010 - July 2010
Education
The University of Birmingham 2011 — 2014
Money, Banking and Finance, Economics
Howard of Effingham 2004 — 2011
deVere USA November 2014 - Present
deVere Group August 2014 - October 2014
University of Birmingham Investment Fund January 2013 - April 2014
Alumni Oil September 2013 - September 2013
Voltaire Securities LLP July 2013 - August 2013
Peel Hunt June 2013 - June 2013
J.P. Morgan April 2012 - April 2012
Winterflood Securities July 2010 - July 2010
Education
The University of Birmingham 2011 — 2014
Money, Banking and Finance, Economics
Howard of Effingham 2004 — 2011
Jacob Peter DeWispelaere's deVere Group Experience June 2014 - August 2014
Job E&O / Cyber Broker at Aon Risk Solutions
Industry Insurance
Experience
Aon Risk Solutions June 2015 - Present
deVere Group June 2014 - August 2014
University of Georgia Men's Lacrosse May 2013 - May 2014
Sandbar Athens June 2012 - May 2014
Skills
Time Management, Microsoft Word, Customer Service, Teamwork, Microsoft Office, PowerPoint, Microsoft Excel, Leadership, Social Media, Research, Photoshop, Public Speaking, Social Networking, Event Planning, Editing, Data Analysis, Social Media Marketing, Risk Management, Fundraising, Budgets, Coaching
Education
The University of Georgia 2011 — 2015
Bachelor of Business Administration (BBA), Risk Management and Insurance
University of Georgia - Terry College of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Risk Management and Insurance
Aon Risk Solutions June 2015 - Present
deVere Group June 2014 - August 2014
University of Georgia Men's Lacrosse May 2013 - May 2014
Sandbar Athens June 2012 - May 2014
Skills
Time Management, Microsoft Word, Customer Service, Teamwork, Microsoft Office, PowerPoint, Microsoft Excel, Leadership, Social Media, Research, Photoshop, Public Speaking, Social Networking, Event Planning, Editing, Data Analysis, Social Media Marketing, Risk Management, Fundraising, Budgets, Coaching
Education
The University of Georgia 2011 — 2015
Bachelor of Business Administration (BBA), Risk Management and Insurance
University of Georgia - Terry College of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Risk Management and Insurance
Richard Remy Richard Remy's deVere Group Experience January 2011 - February 2013
Job Associate Partner at MNCapital Africa Advisors
Industry Investment Banking
Experience
MNCapital Africa Advisors June 2015 - Present
Halcyon Cabot Partners, Ltd February 2013 - May 2015
deVere Group January 2011 - February 2013
Tate & Lyle October 2007 - October 2010
Statoil January 2007 - October 2007
EDF February 2005 - January 2007
Skills
Portfolio Management, Corporate Finance, Asset Management, Investments, Financial Markets, Finance, Capital Raising, Private Equity, Mergers & Acquisitions, Investment Banking, Deal Structures, CRM, Due Diligence, Venture Capital, Project Finance, Equities, Trading
Education
University of London
Diploma, Management with Finance and Accounting
Université Claude Bernard (Lyon I)
Masters, Mechanical Engineering
UFR Nantes Université
Bachelors, Mechanical and Structural Engineering
MNCapital Africa Advisors June 2015 - Present
Halcyon Cabot Partners, Ltd February 2013 - May 2015
deVere Group January 2011 - February 2013
Tate & Lyle October 2007 - October 2010
Statoil January 2007 - October 2007
EDF February 2005 - January 2007
Skills
Portfolio Management, Corporate Finance, Asset Management, Investments, Financial Markets, Finance, Capital Raising, Private Equity, Mergers & Acquisitions, Investment Banking, Deal Structures, CRM, Due Diligence, Venture Capital, Project Finance, Equities, Trading
Education
University of London
Diploma, Management with Finance and Accounting
Université Claude Bernard (Lyon I)
Masters, Mechanical Engineering
UFR Nantes Université
Bachelors, Mechanical and Structural Engineering
Nathan Tarr BSc (Hons) ACSI Nathan Tarr BSc (Hons) ACSI's deVere Group Experience 2009 - January 2013
Job Senior Investment Advisor at deVere USA inc
Industry Financial Services
Experience
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 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
Fabrice Mercier's deVere Group Experience May 2010 - August 2014
Job Senior Investment Advisor at deVere Group
Industry Financial Services
Experience
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
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
Georgina Lyon Roberts, MBA's deVere Group Experience January 2004 - June 2006
Job Flour Life LLC
Industry Food & Beverages
Experience
Christian Service Center for Central Florida August 2012 - November 2012
Kaufman, Englett and Lynd April 2011 - August 2012
Tourico Holidays August 2009 - May 2010
Ypartnership May 2009 - September 2009
The Ritz-Carlton Hotel - Norman's Restaurant May 2008 - September 2008
deVere Group January 2004 - June 2006
deVere Group June 2002 - December 2003
Accor Hotel Novotel Nice Arenas September 2001 - May 2002
Skills
Fluent in French, Event Planning, Public Relations, Sales, Marketing, Customer Service, Customer Retention, Teamwork, Business Development, Credit, Hospitality, Key Performance..., Leadership, New Business Development, Recruiting, Tourism, Philanthropy, Finance
Education
Rollins College - Crummer Graduate School of Business 2008 — 2010
Master of Business Administration (M.B.A.), International Business and Management
Chartered Insurance Institute of London 2003 — 2003
International Certificate for Financial Advisers, Financial Planning and Services
Rollins College 1997 — 2001
Bachelor's degree, International Business and Foreign Languages
Christian Service Center for Central Florida August 2012 - November 2012
Kaufman, Englett and Lynd April 2011 - August 2012
Tourico Holidays August 2009 - May 2010
Ypartnership May 2009 - September 2009
The Ritz-Carlton Hotel - Norman's Restaurant May 2008 - September 2008
deVere Group January 2004 - June 2006
deVere Group June 2002 - December 2003
Accor Hotel Novotel Nice Arenas September 2001 - May 2002
Skills
Fluent in French, Event Planning, Public Relations, Sales, Marketing, Customer Service, Customer Retention, Teamwork, Business Development, Credit, Hospitality, Key Performance..., Leadership, New Business Development, Recruiting, Tourism, Philanthropy, Finance
Education
Rollins College - Crummer Graduate School of Business 2008 — 2010
Master of Business Administration (M.B.A.), International Business and Management
Chartered Insurance Institute of London 2003 — 2003
International Certificate for Financial Advisers, Financial Planning and Services
Rollins College 1997 — 2001
Bachelor's degree, International Business and Foreign Languages
David Fuhriman's deVere Group Experience May 2013 - July 2013
Job Foreign Affairs Specialist
Industry International Affairs
Experience
Middlebury Institute of International Studies at Monterey January 2014 - Present
Odessa Language Study Centre June 2015 - August 2015
American English Center September 2013 - November 2013
deVere Group May 2013 - July 2013
British American Language Center March 2010 - August 2011
American Club of Education, Big Ben Center, Fortune Language Center July 2007 - March 2009
U.S. Army August 1997 - July 2007
U.S. Army September 1989 - April 1992
Skills
Advanced Russian, International Relations, Advanced Arabic, Advanced French, Arabic, Russian, French, English, Multilingual, International Security, Diplomacy, Defense, National Security, Leadership, Policy Analysis, Management, Policy, International..., Political Science, Public Speaking, Research, Foreign Affairs, Security Clearance, Intercultural..., Politics, Government, Counterterrorism, Military, Army, Intelligence Analysis, Intelligence, Foreign Policy, European Union, Proposal Writing, Qualitative Research, Crisis Management, Economics, Counterinsurgency, Political Risk Analysis, Public Policy, Federal Government, Military Operations, Public Diplomacy, Military Experience, Public Affairs, Economic Development, Weapons of Mass..., International Law, NATO, Organizational...
Education
Middlebury Institute of International Studies at Monterey 2015 — 2015
Monterey Institute of International Studies 2014 — 2014
Master of Arts (M.A.), International Policy Studies
The United States Naval Postgraduate School 2012 — 2014
National Security
Monterey Institute of International Studies 2011 — 2013
Master of Arts (MA), Nonproliferation & Terrorism Studies
Brigham Young University
MS, Geography
Brigham Young University
BA, International Relations
Defense Language Institute
Diploma, Modern Standard Arabic & Egyptian dialect
Middlebury Institute of International Studies at Monterey January 2014 - Present
Odessa Language Study Centre June 2015 - August 2015
American English Center September 2013 - November 2013
deVere Group May 2013 - July 2013
British American Language Center March 2010 - August 2011
American Club of Education, Big Ben Center, Fortune Language Center July 2007 - March 2009
U.S. Army August 1997 - July 2007
U.S. Army September 1989 - April 1992
Skills
Advanced Russian, International Relations, Advanced Arabic, Advanced French, Arabic, Russian, French, English, Multilingual, International Security, Diplomacy, Defense, National Security, Leadership, Policy Analysis, Management, Policy, International..., Political Science, Public Speaking, Research, Foreign Affairs, Security Clearance, Intercultural..., Politics, Government, Counterterrorism, Military, Army, Intelligence Analysis, Intelligence, Foreign Policy, European Union, Proposal Writing, Qualitative Research, Crisis Management, Economics, Counterinsurgency, Political Risk Analysis, Public Policy, Federal Government, Military Operations, Public Diplomacy, Military Experience, Public Affairs, Economic Development, Weapons of Mass..., International Law, NATO, Organizational...
Education
Middlebury Institute of International Studies at Monterey 2015 — 2015
Monterey Institute of International Studies 2014 — 2014
Master of Arts (M.A.), International Policy Studies
The United States Naval Postgraduate School 2012 — 2014
National Security
Monterey Institute of International Studies 2011 — 2013
Master of Arts (MA), Nonproliferation & Terrorism Studies
Brigham Young University
MS, Geography
Brigham Young University
BA, International Relations
Defense Language Institute
Diploma, Modern Standard Arabic & Egyptian dialect
Aaron Creamer's deVere Group Experience January 2008 - Present
Job Senior Investment Advisor at deVere Group
Industry Financial Services
Experience
deVere Group January 2008 - Present
Education
University of Portsmouth 1998 — 2001
Business Information Technology
Finra
Series 65
deVere Group January 2008 - Present
Education
University of Portsmouth 1998 — 2001
Business Information Technology
Finra
Series 65
Felicity Rice's deVere Group Experience January 2015 - Present
Job Client Associate at deVere USA Inc.
Industry Financial Services
Experience
deVere Group January 2015 - Present
deVere Group July 2011 - December 2014
deVere Group August 2010 - July 2011
Education
The University of Birmingham 2007 — 2010
2:1 BSc (Hons), Geography
St Bernards Convent Sixth Form 2005 — 2007
St Bernards Convent Grammer School 2000 — 2005
deVere Group January 2015 - Present
deVere Group July 2011 - December 2014
deVere Group August 2010 - July 2011
Education
The University of Birmingham 2007 — 2010
2:1 BSc (Hons), Geography
St Bernards Convent Sixth Form 2005 — 2007
St Bernards Convent Grammer School 2000 — 2005
Zachary Evans's deVere Group Experience October 2013 - Present
Job at deVere Group
Industry Financial Services
Experience
deVere Group October 2013 - Present
Forefront Recruitment September 2011 - October 2013
Skills
Management, Finance, Financial Services, Consulting, Sales, Portfolio Management, Business Strategy, Business Development, Investments, Business Planning
Education
Loughborough University 2008 — 2011
Bachelor's degree, Politcs and Economics
Manchester Grammar School 2001 — 2008
GCSE, AS and A Levels
deVere Group October 2013 - Present
Forefront Recruitment September 2011 - October 2013
Skills
Management, Finance, Financial Services, Consulting, Sales, Portfolio Management, Business Strategy, Business Development, Investments, Business Planning
Education
Loughborough University 2008 — 2011
Bachelor's degree, Politcs and Economics
Manchester Grammar School 2001 — 2008
GCSE, AS and A Levels
Colleen Kwong's deVere Group Experience September 2012 - Present
Job Intern at deVere Group
Industry Investment Management
Experience
deVere Group September 2012 - Present
Skills
Photography, Computer Graphics, Microsoft Office, Languages
Education
University of California, Davis 2009 — 2013
Bachelor of Science (B.S.), Managerial Economics
deVere Group September 2012 - Present
Skills
Photography, Computer Graphics, Microsoft Office, Languages
Education
University of California, Davis 2009 — 2013
Bachelor of Science (B.S.), Managerial Economics
Alex Knox's deVere Group Experience May 2015 - Present
Job President of RhoOmega colony at TKE
Industry Investment Banking
Experience
deVere Group May 2015 - Present
Tau Kappa Epsilon Fraternity February 2012 - Present
deVere Group 2015 - 2015
South Carolina Small Business Chamber of Commerce June 2012 - August 2012
Carolina Callers January 2012 - May 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Google Docs, Office 365, Microsoft Office, Outlook
Education
University of South Carolina-Columbia 2011 — 2015
Bachelor of Science (B.S.), Finance and Marketing
deVere Group May 2015 - Present
Tau Kappa Epsilon Fraternity February 2012 - Present
deVere Group 2015 - 2015
South Carolina Small Business Chamber of Commerce June 2012 - August 2012
Carolina Callers January 2012 - May 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Google Docs, Office 365, Microsoft Office, Outlook
Education
University of South Carolina-Columbia 2011 — 2015
Bachelor of Science (B.S.), Finance and Marketing
Sonny Flynn's deVere Group Experience September 2014 - Present
Job Trainee Wealth Advisor at deVere Group
Industry Financial Services
Experience
deVere Group September 2014 - Present
Arena International Events Group June 2014 - August 2014
Central Markets December 2013 - May 2014
Opt Global FX November 2013 - December 2013
IIS ltd December 2012 - October 2013
Skills
Portfolio Management, Credit, Mutual Funds, Investments, Wealth Management, Retirement Planning, Business Development, Sales, Financial Services, Negotiation
Education
University of Nottingham 2009 — 2012
BA (Hons) American Studies
The John Lyon School 2007 — 2009
A-Levels, English Literature, Drama & Theatre Studies, Biology
The John Lyon School 2002 — 2007
GSCEs
deVere Group September 2014 - Present
Arena International Events Group June 2014 - August 2014
Central Markets December 2013 - May 2014
Opt Global FX November 2013 - December 2013
IIS ltd December 2012 - October 2013
Skills
Portfolio Management, Credit, Mutual Funds, Investments, Wealth Management, Retirement Planning, Business Development, Sales, Financial Services, Negotiation
Education
University of Nottingham 2009 — 2012
BA (Hons) American Studies
The John Lyon School 2007 — 2009
A-Levels, English Literature, Drama & Theatre Studies, Biology
The John Lyon School 2002 — 2007
GSCEs