Justin Devose Email & Phone Number

Lanham, Maryland, United States

Director of Financial Education for Equity Now. In this role, I am esponsible for the management and administration of the Full Circle of Financial Education Program at Equity Now, Inc. which supports Legends Charter School. This includes the implementation and management of the Financial Literacy policies and procedures and curriculum within the school and implements special events for students, parents/guardians, and the community at large, that will encourage, guide, and educate constituents on the different choices available in the areas of Financial Education.

Malvern, Pa

Managed 600+ High Networth Clients (assets exceeding $1 million in Vanguard investment products). Tailored investment guidance to clients' unique financial needs and goals. Collaborated with Senior Financial Advisors to implement customized financial plans, process large dollar investment transactions, and develop lasting client relationships. Responsible for consolidating assets into Vanguard to enhance and deepen client relationships and experience.

Philadelphia, Pa

Identify and help to develop strategic relationships with partners or potential customers via supportive efforts to strengthen existing client relationships and develop new customers and projects in accounts through direct and indirect client contact and prospecting. As part of a boutique consulting agency, I assist in generating proposals and negotiating contracts throughout procurement processes. Work closely with the Marketing Director to implement business development initiatives. Experience with with contracting standards and procurement procedures.

Philadelphia, Pa

Provided counsel to clients regarding HIPPA procedures, prescription drug warnings and potential side effects while exhibiting excellent client service throughout sale processes. Prepared and dispensed prescribed medications to clients, provided sound advice on non-prescription drugs and maintained inventory over-the-counter medications supply orders. Performed various administrative tasks as needed.

Philadephia, Pa

Develop team-building workshops for students with the purpose of strengthening collaboration. Assisted with developing end-of-program mutli-media presentations to the Mid-Atlantic Region Directors. Provided tutoring for various science-based project and assignments. Performed weekly student evaluations to assess progress within the program curriculum.

Bachelor Of Business Administration - Bba, Business Administration And Management, General

Bachelor Of Business Administration - Bba, Finance, General

Activities and Societies: National Financial Educators Council, Project Management Institute, Council for Economic Education,I've been.

Bachelor Of Business Administration - Bba, Finance And Marketing

Activities and Societies: Temple University Alumni Association

Bachelor Of Business Administration - Bba, Finance And Financial Management Services