Devon Gluck, Cfp®, Cima® Email and Phone Number
Maller Wealth Advisors is a preeminent investment management and financial planning firm that offers unbiased advice, services, and solutions as well as an unparalleled client experience. By focusing on investment management and financial planning, our firm helps individuals, families, and business owners grow, preserve, protect, and transfer their financial legacy. To do so, we employ a time-tested approach to identify appropriate opportunities that are specifically tailored to our clients’ personal objectives, needs, and aspirations. Learn more about Maller Wealth Advisors at www.MallerWealthAdvisors.com.
Maller Wealth Advisors, Inc.
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- mallerwealthadvisors.com
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Partner, Financial PlannerMaller Wealth Advisors, Inc. Jan 2023 - PresentHunt Valley, Maryland, United StatesSecurities and investment advisory services offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA. -
Director, Planning And Client ServicesMaller Wealth Advisors, Inc. Jul 2021 - Dec 2022Hunt Valley, Maryland, United States -
Senior Planning AnalystMaller Wealth Advisors, Inc. May 2018 - Jun 2021Hunt Valley, Md -
Associate Client Relationship ManagerMaller Wealth Advisors, Inc. Oct 2016 - May 2018Hunt Valley, Md -
Financial SpecialistGp Strategies Corporation Dec 2013 - Sep 2016Columbia, Md -
Operations Analyst InternCiti Jun 2012 - Aug 2012New Castle• Led a team of three colleagues through a process improvement project that dealt with consolidating 30 complex customer service reports into a single Access database. • Created various weekly analyses for senior management using historical data that helped to improve business processes by minimizing personnel costs based on seasonal head counts. • Initiated one-on-one meetings with executives to gain perspective and experience on managing business relationships with external partners and clients, as well as key insights in the banking and business industry.• Conducted multiple projects delegated by Senior Management in the areas of revenue generating, and cost cutting, and performed analyses that showed effects of growing profits attributed to lower costs within Citigroup. -
InternshipCape Union Mart Jun 2011 - Jul 2011Cape Town Area, South Africa• Partnered with the buyer of the outdoor retail department in the planning, budgeting, and international sourcing of their garments.• Performed internal audit at three retail stores to assess whether they were operating up to company standards.• Assisted in creating cash flow statements for executive management regarding sales figures from the company’s stores throughout South Africa. • Executed over 100 orders for the purchase of inventory from international suppliers using a complex ordering system.• Gained significant exposure to all areas within the company such as marketing, finance, technology, outdoor retail, and shipping.
Devon Gluck, Cfp®, Cima® Education Details
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Finance & Economics
Frequently Asked Questions about Devon Gluck, Cfp®, Cima®
What company does Devon Gluck, Cfp®, Cima® work for?
Devon Gluck, Cfp®, Cima® works for Maller Wealth Advisors, Inc.
What is Devon Gluck, Cfp®, Cima®'s role at the current company?
Devon Gluck, Cfp®, Cima®'s current role is Partner, Financial Planner at Maller Wealth Advisors, Inc..
What schools did Devon Gluck, Cfp®, Cima® attend?
Devon Gluck, Cfp®, Cima® attended University Of Delaware.
Who are Devon Gluck, Cfp®, Cima®'s colleagues?
Devon Gluck, Cfp®, Cima®'s colleagues are Eric Mcintyre, Cfp®, Andreas Biechele, Franz Maller, John Layug, Cfp®, Aep®, Imad Albadah, Peter Maller Mba, Cfp®, Aep®, Braden Kern.
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