Associate Financial Consultant @ (November 2020 - January 2022)
Client Relationship Specialist @ (August 2018 - November 2020)
Relationship Banker @ (September 2016 - August 2018)
Investment Specialist @ (September 2015 - September 2016)
Executive Sales Assistant @ (June 2014 - September 2015)
Michael Devito Education
State University of New York Empire State College
Bachelor's degree (Finance, General)
2019-2019
State University of New York College at Oneonta
(Business/Managerial Economics)
2011-2014
Michael Devito Skills
Portfolio Management
Microsoft Office
Microsoft Word
PowerPoint
Social Media
Investments
Social Networking
Risk Management
Asset Management
Finance
Retirement
Financial Analysis
Mutual Funds
Retail
Financial Services
Retirement Planning
Wealth Management
Sales
Financial Planning
Data Entry
Michael Devito Summary
Michael Devito, based in New York, NY, US, is currently a VP - Financial Consultant II at Charles Schwab. Michael Devito brings experience from previous roles at Charles Schwab and JPMorgan Chase & Co.. Michael Devito holds a 2019 - 2019 Bachelor's degree in Finance, General @ State University of New York Empire State College. With a robust skill set that includes Portfolio Management, Microsoft Office, Microsoft Word, PowerPoint, Social Media and more. Michael Devito has 3 emails and 1 mobile phone numbers on RocketReach.
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