Private Wealth Advisor @ (January 2022 - August 2022)
Senior Private Banker , Senior Vice President @ (December 2018 - December 2021)
Wealth Management Private Banker @ (August 2013 - December 2018)
Regional Bank Private Banker @ (January 2010 - July 2013)
Senior Financial Specialist @ Wachovia Bank N.A. (January 2008 - December 2009)
Financial Specialist @ Wachovia Bank (November 2005 - January 2007)
Robert Devaux Education
Wilbur O. and Ann Powers College of Business at Clemson University
BS Management (Business Management, Economics)
1999-2003
Robert Devaux Skills
High Net Worth
Cash Management
Banking
Holistic Financial
Lines of Credit
Balance Sheet Review
Retirement Planning
Investments
Credit Risk
Custom Credit
Series 66
Wealth Management
High Net Worth Individuals
Credit
Holistic Financial Planning
Private Foundations
Mortgage
Private Banking
Small Business Lending
Loans
Series 7
Robert Devaux Summary
Robert Devaux, based in Atlanta, GA, US, is currently a Senior Custom Credit Banker at Wells Fargo Private Bank. Robert Devaux brings experience from previous roles at Wells Fargo Private Bank and Wells Fargo. Robert Devaux holds a 1999 - 2003 BS Management in Business Management, Economics @ Wilbur O. and Ann Powers College of Business at Clemson University. With a robust skill set that includes High Net Worth, Cash Management, Banking, Holistic Financial, Lines of Credit and more. Robert Devaux has 1 emails and 1 mobile phone numbers on RocketReach.
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