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Years of experience: 9
Investor & VCITPortfolio ManagerBanking OperationsFinanceData Analyst
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Exceptionally trusted; proven professional excellence.
Devon's Career Path
Jan. 2022 -Jul. 2024
Banc of CaliforniaVenture Banking Operations Support & Data Analyst
Durham, North Carolina, United States(Formerly Pacific Western Bank) Developed and maintained, from the ground up, a comprehensive monthly dashboard in Excel using Power Query for integrating multiple data sources, automation, and data transformation as well as VBA to extract other relevant data, supporting the bank’s portfolio of venture capital clients by streamlining operations, ensuring compliance, and tracking departmental ...
Oct. 2021 -Dec. 2021
PNCClient Services Support
Durham, NCProvided phone and chat support to PNC clients dialing into customer support
number or utilizing in-app or website chat function. Performed account maintenance, inquiries, transfers, payments, and more as first
line of support to all PNC clients. Transferred clients to internal partners based on needs both perceived and explicit,
received and documented complaints, and placed holds on checks.
Oct. 2018 -Oct. 2021
First Horizon BankUniversal Banker
Durham, North Carolina, United States(Formerly SunTrust Bank) Responsible for providing an exceptional in-branch client experience by handling every client need from sales to service. Utilizing a needs-based selling approach, provided solutions based on client needs and how they like to conduct their banking. Ensured the client felt welcomed and provided them with a one stop experience in processing transactions and fulfilling t...