Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Kevin McDevitt

Laguna Beach

Summary

Dynamic Strategic Account Director with a proven track record at AmericanTCS, excelling in client relationship management and sales strategy development. Achieved 20% average annual sales growth while directing major revenue-generating accounts. Recognized for outstanding collaboration and expertise in retirement plan design, driving significant market share expansion.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Strategic Account Director

AmericanTCS
Pittsburgh
09.2021 - Current
  • Managed key client relationships, ensuring alignment with company goals and customer needs.
  • Developed and implemented regional sales strategies to increase market share in key geographic areas.
  • Surpassed annual sales targets by an average of 20% year to year.
  • Directed the firm's largest revenue-generating client relationship.
  • Nominated as a 2023 Advisor Ally by the National Association of Plan Advisors (NAPA) for outstanding collaboration and support of retirement plan advisors.
  • Recognized as a President's Club winner (2024) for exceeding quota.

Retirement Plan Consultant

LT Trust
Denver
11.2015 - 09.2021
  • Advised plan sponsors on retirement plan design strategies, including safe harbor, profit-sharing, and cash balance plans, to optimize outcomes.
  • Conducted plan benchmarking, comparisons, and design reviews for qualified plans.
  • Facilitated enrollment meetings for retirement plans, educating employees on plan features, investment options, and contribution strategies.

Retirement Representative

Empower Retirement
Denver
12.2014 - 10.2015
  • Serve as a front-line point of contact for 401(k)/403(b) participants, handling 80-120 inquiries per day related to rollovers, loans, and distributions.
  • Educate participants on retirement savings strategies, contributions, and income planning tools.

Education

Bachelor of Arts - Business Adminstration

Fort Lewis College
Durango, CO
05-2010

Skills

  • Client relationship management
  • Sales strategy development
  • Revenue growth
  • Market analysis
  • Retirement plan design
  • Presentation skills

Certification

  • CPFA®

Timeline

Strategic Account Director

AmericanTCS
09.2021 - Current

Retirement Plan Consultant

LT Trust
11.2015 - 09.2021

Retirement Representative

Empower Retirement
12.2014 - 10.2015

Bachelor of Arts - Business Adminstration

Fort Lewis College
Kevin McDevitt