Devon McLain

Studied and completed all required licenses on first attempt while assisting Principal advisor Jason Ferneau in his day-to-day operation, client prospecting, and administrative duties. Once licensed, I cultivated and strengthened relationships with new clients and educated clients on account services and capabilities. Worked with business owners on their 401k plans as well as rebalancing. Also attended due diligence meetings on numerous alternative investment meetings across the United States and United Kingdom due to exclusive relationships cultivated through our Broker Dealer Kingswood US's investment bank.

• Facilitated all of the daily and nightly operations for two very high volume nightlife venues while also assisting 20+ bartenders in two different locations in a given night
• Included working with and accommodating to a wide range of individuals as well as being prepared to go and help at any of the locations in the blink of an eye

• Handled basic teller operations such as deposits, withdrawals, payments, account maintenance and customer service
• Became familiarized with banking operations, regulations, and customer service
• Was educated annually on banking operations through their annual continuing education program
• Served as a great example of how a successful financial institution operates

• Facilitated in the daily operations of a small family owned business
• Created Microsoft Excel spreadsheets to correct & organize years of outdated bookkeeping as well trained the owner in the new more efficient method of bookkeeping
• Served as a great place for my first real world application of school-taught skills as well as learning customer appreciation