Kathy Devine

Kathy Devine Email and Phone Number

Multi-Family Office, Master's In Taxation, Inactive CPA @ Pivot CPAs
Ponte Vedra Beach, FL, US
Kathy Devine's Location
Ponte Vedra Beach, Florida, United States, United States
Kathy Devine's Contact Details

Kathy Devine personal email

n/a
About Kathy Devine

Kathy Devine is a Multi-Family Office, Master's In Taxation, Inactive CPA at Pivot CPAs. She possess expertise in accounting, financial analysis, financial modeling, close attention to detail, multi tasking and 12 more skills.

Kathy Devine's Current Company Details
Pivot CPAs

Pivot Cpas

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Multi-Family Office, Master's In Taxation, Inactive CPA
Ponte Vedra Beach, FL, US
Website:
PivotCPAs.com
Employees:
70
Kathy Devine Work Experience Details
  • Pivot Cpas
    Pivot Cpas
    Ponte Vedra Beach, Fl, Us
  • Pivot Cpas
    Partner
    Pivot Cpas Jan 2024 - Present
    Ponte Vedra Beach, Fl, Us
    Director of Family Office Services supporting Ultra High Net Worth families with all their family office needs - cash management, estate planning, tax planning, consolidated financial statements and accounting related non operating businesses.
  • Multi Family Wealth Office
    Owner
    Multi Family Wealth Office Jan 2003 - Feb 2024
    Owner of a Multi-Family Office handling 12 high net worth families across the country with approximately $1.5B under management. We manage all personal financial aspects of these families, including managing their cash flow, providing consolidated statements of net worth, handling the accounting and financial analysis for side businesses, coordinating all the tax planning, quarterly estimates and tax compliance as well as coordinating regular review and update of estate planning for all generations.
  • Tom Coughlin Jay Fund Foundation
    Financial Coach
    Tom Coughlin Jay Fund Foundation Jul 2012 - Dec 2017
    Jacksonville Beach, Florida, Us
    The Tom Coughlin Jay Fund Foundation helps families whose children have cancer in the Jacksonville and NY areas. We provide much needed financial assistance in the short term and a have developed a financial literacy program for the long term. As the Financial Coach I provide financial seminars to our families and one on one counseling to develop budgets and implement expense tracking tools. You too can BE THERE for these families, by donating at www.tcjayfund.org.
  • Bank Of America
    Finance Manager
    Bank Of America Jan 1998 - Jun 2003
    Charlotte, Nc, Us
    Finance manager for consumer services divisions of Bank of America. Responsibilities included financial reporting and forecasting, profitability analysis and special projects.
  • Barnett Bank
    Corporate Development Manager
    Barnett Bank Dec 1993 - Dec 1997
    Handled all aspects of mergers and acquisitions including financial modeling, due diligence, board presentations, contract review
  • Harris Corporation
    Federal Tax Accountant
    Harris Corporation Jan 1991 - Dec 1993
    Melbourne, Florida, Us
    Managed the federal tax return for Harris Corporation and its subsidiaries. Completed return, quarterly tax estimates, financial statement information
  • Ernst & Young
    Tax Consultant
    Ernst & Young Jan 1989 - Jan 1991
    London, Gb
    Tax return preparation for individuals and corporations.

Kathy Devine Skills

Accounting Financial Analysis Financial Modeling Close Attention To Detail Multi Tasking Tax Forecasting Financial Reporting Budgets Finance Cash Flow Tax Preparation Management Estate Planning Strategic Planning Mergers And Acquisitions Due Diligence

Kathy Devine Education Details

  • Ucf College Of Business
    Ucf College Of Business
    Masters Of Taxation
  • Florida State University
    Florida State University
    Accounting

Frequently Asked Questions about Kathy Devine

What company does Kathy Devine work for?

Kathy Devine works for Pivot Cpas

What is Kathy Devine's role at the current company?

Kathy Devine's current role is Multi-Family Office, Master's In Taxation, Inactive CPA.

What is Kathy Devine's email address?

Kathy Devine's email address is ka****@****uth.net

What is Kathy Devine's direct phone number?

Kathy Devine's direct phone number is +190447*****

What schools did Kathy Devine attend?

Kathy Devine attended Ucf College Of Business, Florida State University.

What skills is Kathy Devine known for?

Kathy Devine has skills like Accounting, Financial Analysis, Financial Modeling, Close Attention To Detail, Multi Tasking, Tax, Forecasting, Financial Reporting, Budgets, Finance, Cash Flow, Tax Preparation.

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