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 1 mobile phone numbers on RocketReach.
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Others Named Devone McLeod
Devone McLeod
Senior Vice President, Financial Advisor
Pompton Lakes, NJ, US
Top Wealth Enhancement Group Employees
Dan Stampf
Chief Product Officer
Laguna Niguel, CA, US
Eric Weiss
Chief Growth Officer
San Francisco, CA, US
Kelly Windorski
Chief Financial Officer
Saint Paul, MN, US
Neil Leonard
SVP, Performance Marketing and Analytics
San Francisco, CA, US
Devone McLeod
Senior Vice President, Financial Advisor
Pompton Lakes, NJ, US
David Carlson
President, Wealth Enhancement Trust Services
Madison, WI, US
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