Devon Berta
Sr. Client Services Associate & Client Experience Specialist at Formidable Asset Management
- Role
- Model at Heyman Talent Artist Agency
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
About Devon Berta
Currently a Senior Client Service Associate in the financial industry, I have been with Formidable since 2016. In addition to my role as a CSA, I am also licensed in Life and Health insurance and a Notary Public. I enjoy meeting people of all different backgrounds and industries. Working closely with every financial advisor at the firm and their clients, I serve as a vital resource, helping resolve issues of all complexities and establishing and maintaining new relationships. A former professional ballet dancer, I graduated from the College-Conservatory of Music at the University of Cincinnati. Utilizing my passion for creativity, I also serve as the firm’s Client Experience Specialist, overseeing the corporate gifting and client appreciation initiatives. My dedication to excellence has been essential in the development of the client-relationship experience throughout the years. In my free time, I enjoy hanging out with my family, cooking, and all things creative. When not spending my time in nature, I most likely can be found attempting a DIY project or buying just one more plant.
Experience
Model
Feb 2014 — Present
Education
The School for Creative and Performing Arts
HS Diploma, Ballet/ perfromance arts
2004 — 2008
University of Cincinnati
Bachelors in Fine Arts, Ballet/ Performance Arts
2008 — 2012
University of Cincinnati College-Conservatory of Music (CCM)
Bachelor of Fine Arts - BFA, Ballet/ Performance Arts
2008 — 2012
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