Missy Devlin, CFP®, currently serves as a Financial Planner at Thrive Wealth Management, LLC, since April 2018. With extensive experience in nonprofit leadership, Missy has held multiple roles at Case for Smiles, including Emeritus Board Member, Director of Young Professionals Board, and Vice President, where responsibilities included fostering volunteerism and managing marketing initiatives. Prior to this, Missy worked at SEI as a Product Manager, contributing to both the Practice Management Solutions Team and the Investment Solutions Team, focusing on market research and product development. Educational achievements include a Bachelor of Science in Marketing from the University of Maryland, complemented by studies at Universitat Autònoma de Barcelona and Universitat Pompeu Fabra.
Sign up to view 0 direct reports
Get started
This person is not in any teams