Devon Barker Cima® Email & Phone Number

Birmingham, Al , Us

I am a consultant to Financial and Investment Advisors as they navigate the complexities of the multiple solution Annuity world. My goal is to help you serve your clients. I filter through all the product nuances to help you find the best solution for your client. I am proud to offer additional insight in the areas of wealth management, business development, practice management, and client service modeling.Securities and investment advisory services are offered through Osaic Wealth, Inc., broker-dealer, registered investment adviser and member of FINRA and SIPC. Osaic Wealth, Inc. and Highland Capital Brokerage are affiliates. All other entities and/or marketing names, products or services referenced here are independently owned and operated.

Dublin, Oh, Us

I drive firm sales by developing and coaching individual Advisors and teams. I act as a consultant in helping identify any financial blind spots while sharing insight that helps them reach their goals in a scalable way. I am effective at utilizing data, putting processes in place, and organizing what I learn. This enables me to focus my strong communication skills and persuasive nature to sell SMA, Mutual Funds, and Model Portfolios in the most effective manner. I develop, record, and maintain strong, profitable relationships with strategic sales partners based on the effectiveness of the solutions presented.

Atlanta, Ga, Us

I represent OppenheimerFunds as a wealth management and business building Consultant. I take a consultative approach in positioning; Mutual Funds, single and multi factor ETFs, revenue weighted ETFs, Interval Funds and Private Credit investments while assisting in business development, practice management, wealth management and client service modeling.

Lansing, Mi, Us

 I represented the company for the state of Florida and Alabama, giving group presentations regarding the benefits of alternative investments, tax efficiency and annuities.  Variable, fixed and Investment annuity sales support Public speaking and presentation Hold - Series 7,6,63 L&H Licenses.

Washington, District Of Columbia, Us

 Spoke at Senators fundraisers and events to build coalitions and networks  Developed and implemented local media campaigns. Recruit, train, mobilize and manage high-school & college interns. Built accountable and cohesive electoral precinct teams. Multitasking under high pressure situations

Washington, District Of Columbia, Us

 Attend congressional briefings and hearings for legislative Correspondents; summarize findings in official memoranda for the Senator Assisted the Legislative Director; Reported and updated weekly legislative projects.  Assisted Legislative Correspondence staff members through research Lead tours of the Capitol for visiting constituents of the Senator.

Washington, District Of Columbia, Us

 Team leader: Supervised and delegated intern research; reported weekly reports to the Director. Research political developments in European and Latin American regions.  Coordinated with Hispanic political departments and agencies; listened to their relevant issues and discussed how the FP Magazine could address them. Clerical duties within the Foreign Policy and Press offices.

Education record

Education record

Study Abroad

Military Affairs And Education