Kathy Devine

Kathy Devine has a diverse range of work experience spanning several industries. Kathy started their career in 1989 as a Tax Consultant at Ernst & Young, where they worked until 1991. Kathy then moved on to Harris Corporation, where they served as a Federal Tax Accountant from 1991 to 1993.

Following their time at Harris Corporation, Kathy joined Barnett Bank as a Corporate Development Manager from 1993 to 1997. Kathy then transitioned to Bank of America, where they worked as a Finance Manager for the consumer services division from 1998 to 2003. In this role, they were responsible for financial reporting, forecasting, profitability analysis, and special projects.

After their tenure at Bank of America, Kathy established their own business, Multi Family Wealth Office, in 2003. As the Owner of the Multi-Family Office, they managed a portfolio of 12 high net worth families across the country, overseeing approximately $1.5 billion in assets under management. Kathy'sresponsibilities included managing cash flow, providing consolidated statements of net worth, handling accounting and financial analysis for side businesses, coordinating tax planning, compliance and estate planning.

In 2012, Kathy joined the Tom Coughlin Jay Fund Foundation as a Financial Coach. Kathy'srole involved providing financial assistance to families whose children have cancer, as well as conducting financial seminars, developing budgets, and implementing expense tracking tools.

Most recently, in 2019, Kathy joined Summit Wealth Systems as the Head of Finance and Accounting. Kathy'sresponsibilities in this position include overseeing the financial and accounting functions of the company.

Throughout their career, Kathy has demonstrated expertise in finance, accounting, tax consulting, and managing high net worth clients. Kathy has a strong track record of delivering financial support and guidance to individuals and organizations in various capacities.

Kathy Devine completed their Bachelor of Science degree in Accounting from Florida State University, where they attended from 1985 to 1988. Kathy then pursued their Master of Taxation degree from the UCF College of Business, studying there from 1989 to 1990.