Manager Management

Tracey Alden Devine

*** ******* *** ******

Ponte Vedra, FL 32082

904-***-**** ablrx3@r.postjobfree.com

SUMMARY

Tenured investment professional with success at creating both the strategic

vision and all affiliated research tasks supporting a new investment

solution and product platform, meeting the long term investment objectives

for a fiduciary client base. Via numerous research and analytical

assignments, career has made excellent use of an intense inquisitiveness,

as well as providing an opportunity to demonstrate strong leadership and

educational skills. Excel at developing competence in an ever-evolving

subject matter such as investments, and developing meaningful information

for use with the client. Pursuing a challenging opportunity where wide-

ranging thoughts, as well as in-depth research and product knowledge are

required.

Strategic & Tactical Asset Allocation Strategic Planning

Client Education

Asset Class Research Research Process Development

Written & Oral Communication

Manager Due Diligence Serious Analytical Skills

Senior Leadership

Portfolio Management Problem Solving

Team Collaboration

PROFESSIONAL EXPERIENCE

WACHOVIA BANK

Managing Director, SVP, Investment Strategy & Research, Wealth Management

2004 - 2009

Directed the development and execution of all managed money investment

solutions for Wachovia Wealth Management, the nation's 5th largest wealth

manager ($65+ billion AUM). Emphasis placed on proprietary research

exhibiting discipline and long-term focus.

. Conceived a leading investment solution providing taxable and tax-exempt

clients an award winning investment strategy and managed money platform.

As the engine behind the "Advantage" investment strategy and platform, I

was commended by the President of Wealth Management, President of the

Trust Company and the CIO for directly influencing winning sales and

revenue performance, compliance improvement and most importantly,

measurable increase in client satisfaction and loyalty.

. Formulated an Investment Strategy for Wealth Management division to

include the development of a Client Value Proposition, Investment

Philosophy, as well as the development of a fully diversified Strategic

and Tactical Asset Allocation methodology. New investment strategy

provided sales and service teams a much improved, competitive offering

for our clients.

. Formulated a proprietary Due Diligence Research process supporting a

comprehensive list of money managers. Expanded the investment platform by

incorporating proprietary asset class analysis and money manager due

diligence covering more than 16 distinct asset classes ranging from the

more traditional Investment Grade Fixed Income to Emerging Markets Debt,

International Real Estate, and Timber, resulting in a more distinguished,

institutional investment approach.

. Actively managed discretionary mutual fund model portfolios ($3 billion+

AUM), addressing senior management's desire to provide all clients'

access to Advantage Portfolios' design.

. Hired, led and collaborated with a team of research analysts; via a

shared vision the team most effectively linked day-to-day tasks to the

larger vision. Identifying and tapping into team member's interests,

skills and opinions, built a commitment to the Bank's mission.

. Personally credited by senior management for Wachovia's Wealth Investment

Platform ("Advantage") winning "Platform of The Year" in 2006. Wachovia

Wealth Management was recognized by Private Asset Management, a

publication of Institutional Investor, Inc., as the 2006 Platform

Provider of the Year.

Director of Research, VP, Portfolio Strategies, Trust Division

1997 - 2004

Created a new fiduciary research division and proprietary due diligence

discipline pertaining to the analysis of money managers utilized throughout

fiduciary focused bank channels.

. Addressing the Bank's need to build an open architecture investment

solution, designed a new asset allocation methodology, new manager due

diligence process and new investment policy supporting the analysis of

hedge fund of funds.

. Successfully implemented new investment strategy, to include: contracts

and contractual process supporting business relationships between the

Bank and external money management entities, all collateral materials

utilized internally and with client, operational steps and risk

management oversight.

. Hired, contracted and partnered with leading consultants, in an effort to

maximize their expertise and expense savings (Callan Associates, Wilshire

Associates, Evaluation Associates, LCG Associates and Ivy Asset

Management).

. Commended by Office of the Comptroller of the Currency (OCC) for our

proprietary research processes' comprehensiveness and strict discipline.

Portfolio Manager/Portfolio Manager Associate, AVP, Trust Division 1993 -

1997

Co-managed investment related decisions for 250+ personal trust

relationships.

. Managed clients' asset allocation needs, developing individual investment

policy statements, fulfilling portfolio construction, monitoring and

compliance requirements.

. Assigned the privilege of managing three of the Trust departments highest

profile clients in North Florida due to ability to meet unique research

requirements such as customized searches, comprehensive spreadsheet

analysis.

Investment Officer, Brokerage Division 1987 - 1989

Registered Broker servicing client accounts via comprehensive range of

financial services utilizing brokerage product array.

. Fulfilled all levels of trade execution, to include equities, options,

bonds and funds; created a formal Traders Manual for brokerage division.

MERRILL LYNCH, PIERCE FENNER & SMITH 1985 - 1986

Financial Consultant

Prospected, advised, sold and serviced client accounts, proving full range

of financial services meeting a variety of investment needs.

. Conducted investment strategy seminars for both existing and prospective

clients resulting in new clients.

BLACKSTOCK & COMPANY 1983 - 1985

Institutional Research Associate

Supported institutional research team; firm provided equity research on

Southeastern companies to country's largest mutual fund managers.

. Created and managed annual research summit bringing together CEO and

CFO's of leading and emerging Southeastern companies with senior money

managers from across the country; summits proved financially successful

for firm and Institutional Research Team.

EDUCATION

Florida State College at Jacksonville, Associate in Arts Business

Administration

University of North Florida, Coggin College of Business

Kaplan University, Bachelor of Science Business Administration

Currently Enrolled in CFP Certification Program

BUSINESS ASSOCIATIONS

CFA Institute

CFA Society of Jacksonville

Investment Management Consultants Association

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