Shea Perez Devito
Associate - Data & Analytics @Coastal Bridge Advisors
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WORK HISTORY
Associate - Data & Analytics @Coastal Bridge Advisors
Westport, CT, US
Drive firmwide data strategy, positioning Salesforce as the single source of truth across advisory, marketing, compliance, and executive leadership. Translate multisystem operational data into actionable intelligence that supports growth, advisor productivity, and post acquisition integration.
EDUCATION
Olympic College
Pre-Nursing Studies
Preferred College of Nursing-Los Angeles
Practical Nursing, Vocational Nursing and Nursing Assistants
ABOUT SHEA PEREZ DEVITO
Salesforce Admin | Business Analyst | Data & Analytics Nerd 6x Salesforce Certified 17x Superbadges Sales Cloud, Financial Services Cloud, and Experience Cloud What I Do:I bridge the gap between data and decision-making by designing scalable solutions that improve efficiency, automate workflows, and enhance data visibility. How I Deliver Results: Maintain data integrity across Salesforce and third-party systems Automate processes with Salesforce Flows & Conga Orchestrate Lead data migrations, ensuring accuracy and seamless transitions Integrate HubSpot & Salesforce to align marketing and sales My Approach:I make data work for people, not the other way around. Whether it\'s optimizing workflows, automating tasks, or surfacing key insights, I focus on efficiency and impact.🩺 My Background:Before stepping into the tech world, I spent 9 years as a Licensed Practical Nurse, with the final years serving in leadership roles, guiding teams and improving patient care. Problem-solving has always been at the core of what I do, whether in healthcare or business operations.
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