Theodore DeVoll

Financial Planning and Wealth Management Co-op at myCIO Wealth Partners
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Contact Information
us****@****om
(386) 825-5501
Location
Philadelphia, Pennsylvania, United States, US

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Bio

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Credentials

  • Business Analytics
    Cornell University
    Dec, 2022
    - Nov, 2024

Experience

  • myCIO Wealth Partners
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Financial Planning and Wealth Management Co-op
      • Sep 2023 - Present

  • Glenmede
    • United States
    • Financial Services
    • 300 - 400 Employee
    • Tax Co-op
      • Sep 2022 - Apr 2023

      -Scanned and filed tax mail. -Updated clients' grants throughout year on company website. -Crossed checked clients' information across multiple excel documents. -Printed out and mailed tax returns for clients. -Scanned and filed tax mail. -Updated clients' grants throughout year on company website. -Crossed checked clients' information across multiple excel documents. -Printed out and mailed tax returns for clients.

  • Dogfish Head
    • United States
    • Food and Beverage Services
    • 100 - 200 Employee
    • Kitchen Staff
      • Jun 2021 - Sep 2021

      -Responsible for managing a busy dishwashing station. -Assisted waitstaff with food prep. -Accommodated last minute schedule changes. -Put back kitchen equipment to proper location after cleaned. -Cleaned dishwashing station every night before closing. -Responsible for managing a busy dishwashing station. -Assisted waitstaff with food prep. -Accommodated last minute schedule changes. -Put back kitchen equipment to proper location after cleaned. -Cleaned dishwashing station every night before closing.

  • Catholic Charities Diocese of Gary
    • United States
    • Health and Human Services
    • 1 - 100 Employee
    • Camp Counselor
      • Jun 2018 - Jul 2018

      -Oversaw 15-20 1st-6st graders during camp activities. -Helped comfort campers if homesick/not participating in group activities. -Mediated personality conflicts among campers. -Oversaw 15-20 1st-6st graders during camp activities. -Helped comfort campers if homesick/not participating in group activities. -Mediated personality conflicts among campers.

Education

  • Drexel University's LeBow College of Business
    Bachelor of Business Administration - BBA, Finance, General
    2021 - 2026
  • Wilmington Friends School
    High School Diploma
    2017 - 2021

Community

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