Devan Schaefer Email and Phone Number
Devan Schaefer work email
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Devan Schaefer personal email
📊 What I Help With: As a Wealth Management Officer at First Bank and Trust, I am dedicated to helping clients achieve their financial goals by delivering personalized wealth management solutions. I focus on growing and protecting their wealth through tailored investment strategies.☎️ My Client Process: I work closely with individuals and families, guiding them through various investment options to ensure financial security. My approach involves understanding each client's unique financial objectives and aligning my services to meet those needs.🎓 My Education: I hold a Master of Science (M.S.) in Economics and a Bachelor of Science (B.S.) in Business Economics from South Dakota State University. Additionally, I passed Level I of the CFA exam in February 2024, providing a strong foundation for delivering investment advice.
South Dakota State University
View- Website:
- bankeasy.com
- Employees:
- 140
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Adjunct InstructorSouth Dakota State UniversityBrookings, Sd, Us -
Wealth Management OfficerFirst Bank & Trust Feb 2023 - PresentBrookings, South Dakota, United StatesEducate clients on current financial markets and products to help them plan and manage their investments to grow and protect their wealth. Provide advice and guidance on investing, trust and estate planning, and retirement. -
Continuous Improvement SpecialistFirst Bank & Trust Aug 2021 - Feb 2023Brookings, South Dakota, United StatesConducted research on optimal ways to approve and implement change through Lean methodology for multiple departments. Constructed reports, analyzed large data sets, and developed solutions. -
Campus AmbassadorFirst Bank & Trust Jan 2022 - May 2022Brookings, South Dakota, United StatesCommunicated exciting career opportunities at First Bank & Trust to talented undergraduate students through large presentations or 1:1 settings. -
Research FellowDakota Institute Oct 2023 - PresentSioux Falls, South Dakota, United StatesAnalyze South Dakota's economy and provide topical and in-depth articles discussing findings for readers. -
Universal Banking InternFirst Bank & Trust May 2021 - Aug 2021Brookings, South Dakota, United StatesLearned first-hand what careers in community banking involve and engage in a rotation through core departments including Retail Banking and Consumer, Business, Ag, and Mortgage Lending. Gained insight into a variety of business units including Insurance and Wealth Management. Presented on multiple topics including inflation, cryptocurrency, and supply shortage.
Devan Schaefer Skills
Devan Schaefer Education Details
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Economics -
Economics
Frequently Asked Questions about Devan Schaefer
What company does Devan Schaefer work for?
Devan Schaefer works for South Dakota State University
What is Devan Schaefer's role at the current company?
Devan Schaefer's current role is Adjunct Instructor.
What is Devan Schaefer's email address?
Devan Schaefer's email address is de****@****asy.com
What schools did Devan Schaefer attend?
Devan Schaefer attended South Dakota State University, South Dakota State University.
What skills is Devan Schaefer known for?
Devan Schaefer has skills like Leadership, Microsoft Word, Student Development, Microsoft Excel, Communication, Mentoring, Tutoring, Written Communication, Finance, Team Leadership, Recruiting, Organization Skills.
Who are Devan Schaefer's colleagues?
Devan Schaefer's colleagues are Michelle Hecht, Abby Flanery, Ryan Lundeen, Sandy Sheehan, Evan Dalsted, Elijah Chisholm, Jessica Harris.
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