Manager Real Estate

GREGORY E. DEVEAULT

SUMMARY

I am a Client Service specialist with experience in wealth management,

high net and institutional clients, database harmonization, and financial

reporting. I provide sound analysis, world-class support, and measurable

bottom-line results within organizations of all sizes.

EDUCATION

The University of Maine at Orono May 2007

Bachelor of Science Degree in Business Administration Concentration:

Finance Global Economics

GPA: 3.775, Magna Cum Laude

Economic Student Association (ESA)

Student Portfolio Investment Fund (SPIFFY)

WORK EXPERIENCE

Fidelity Investments Merrimack, NH

2009 - 2010

Client Service Manager II

. Provided fundamental support in all phases of client service,

relationship building, and account maintenance

. Researched and initiated corrections of transactions,

discrepancies, and/or account errors

. Resolved client inquiries regarding securities quotes, account balances,

activity, and documentation

. Maintained and strengthened client relationships while maximizing the

level of customer satisfaction

. Prioritized client activities and projects within a team setting

Pine Capital LLC Portland, ME

2007 - 2009

Jr. Financial Analyst

. Gained significant exposure to applicable GAAP, FINRA, IRS, and SEC

regulations

. Assisted in financial reporting, expense budgeting, performance

measurement, and issue resolution

. Identified issues pertaining to the accuracy of financial records

. Contributed on projects related to new business development and

strategic planning

. Executed crucial modeling and analytic support for negotiation and

transactional integration procedures

Bank of America Orono, ME

2006 -

2007

Account Manager II

. Worked closely with customers to create long term debt management

solutions

. Recovered unsecured loan loss at rates exceeding company

projections

. Harmonized and improved upon client static information through

database management

. Tailored solutions for customers based on an understanding of their

specific needs

. Tracked team performance and provided peer to peer coaching on

areas of opportunity

ASAP / Collaborative Media Services LLC Orono, ME

2003 - 2006

Project Leader / Accountant

. Evaluated project budgets and developed strategies to improve efficiency

and profitability

. Coordinated with designers and software engineers to ensure a consistent

final product

. Conducted financial analysis of existing and potential business

opportunities

. Managed the general ledger to ensure firm's solid financial

standing

. Assisted with accounting and finance functions including month-end

close

COMPUTER SKILLS

Microsoft Office Microsoft Outlook Access SAP Business Suite

Bloomberg Pro Streetscape Axys

INTERESTS

Photography Film Sailing Golfing Skiing Cooking Traveling

Real Estate Art & Design

42 MORTON ST 1 NY, NY 10014 *********@*****.*** 207 232

9751

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