Devone McLeod Email & Phone Number
Senior Vice President, Financial Advisor @ Wealth Enhancement Group
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Devone McLeod Location
- Pompton Lakes, NJ, US
Devone McLeod Work
- 2024 - now Senior Vice President, Financial Advisor @
- 2018 - now Center for Business and Economics Board of Visitors @ Allegheny College
- 2023 - 2024 Vice President, Financial Advisor @
- 2021 - 2023 Financial Advisor @
- 2017 - 2021 Financial Planner @
- 2016 - 2017 Key Private Bank Wealth Liaison, Assistant Vice President @
- 2015 - 2016 Wealth Associate: Key Private Bank @
- 2014 - 2015 Licensed Relationship Manager @
- 2013 - 2014 Management Associate @
Devone McLeod Education
- Villanova University
Master of Taxation - MT (Taxation)
2018 - 2020 - Saint Peter's University
Master of Business Administration (MBA) (Finance)
2016 - 2018 - Bryant University
(Certificate in Financial Planning)
2015 - 2016 - Allegheny College
Bachelor of Arts (B.A.) (Economics)
2009 - 2013 - Saint Anthony High School 2007 - 2009
Devone McLeod Skills
- Public Speaking
- Microsoft Office
- PowerPoint
- Banking
- Finance
- Research
- Customer Service
- Investments
- Management
- Social Media
- Teamwork
- Event Planning
- Microsoft Excel
- Leadership
- Microsoft Word
- Microsoft PowerPoint
- Retail Banking
- Professional Mentoring
Devone McLeod Summary
- Devone McLeod, based in Pompton Lakes, NJ, US, is currently a Senior Vice President, Financial Advisor at Wealth Enhancement. Devone McLeod brings experience from previous roles at Allegheny College, Wealth Enhancement Group and Reby Advisors. Devone McLeod holds a 2018 - 2020 Master of Taxation - MT in Taxation @ Villanova University. With a robust skill set that includes Public Speaking, Microsoft Office, PowerPoint, Banking, Finance and more. Devone McLeod has 2 emails and 2 mobile phone numbers on RocketReach.
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Devone McLeod
Senior Vice President, Financial Advisor
Pompton Lakes, NJ, US
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Devone McLeod
Senior Vice President, Financial Advisor
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Ed Shill
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David Carlson
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Madison, WI, US
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