deVere USA Inc.

Description

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

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deVere USA Inc. Employees

Employee
Years
Job
Industry
Ashley Arias Ashley Arias New York, New York Details
Ashley Arias's deVere USA Inc. Experience September 2015 - Present
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

Jan-Michelle Melo Jan-Michelle Melo Miami/Fort Lauderdale Area Details
Jan-Michelle Melo's deVere USA Inc. Experience July 2013 - Present
Job Client Associate at deVere USA Inc.
Industry
Experience
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

Harry Waterton Harry Waterton Smithfield, Rhode Island Details
Harry Waterton's deVere USA Inc. Experience July 2015 - Present
Job Client Associate at deVere USA Inc
Industry Financial Services
Experience
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

Jonathan Hives ASCI & BA (Hons) Jonathan Hives ASCI & BA (Hons) New York, New York Details
Jonathan Hives ASCI & BA (Hons)'s deVere USA Inc. Experience September 2014 - Present
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

Kevin Cassidy McNee Kevin Cassidy McNee Woodbridge, New Jersey Details
Kevin Cassidy McNee's deVere USA Inc. Experience May 2012 - September 2014
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
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

Chi Ly, CFA Chi Ly, CFA Miami/Fort Lauderdale Area Details
Chi Ly, CFA's deVere USA Inc. Experience August 2012 - Present
Job Senior Investment Advisor at deVere USA Inc.
Industry Financial Services
Experience
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

Nathan Tarr BSc (Hons) ACSI Nathan Tarr BSc (Hons) ACSI Miami, Florida Details
Nathan Tarr BSc (Hons) ACSI's deVere USA Inc. Experience September 2015 - Present
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

Andoni Yturralde Andoni Yturralde New York, New York Details
Andoni Yturralde's deVere USA Inc. Experience March 2013 - Present
Job Head of Private Client USA at deVere Group
Industry Financial Services
Experience
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

Fabrice Mercier Fabrice Mercier New York, New York Details
Fabrice Mercier's deVere USA Inc. Experience January 2015 - Present
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