Deep Enrich
Matt Thomson
Legislative Analyst
610 followers
New York City Metropolitan Area
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About me
Director of Operations & Sales| AllocateRite
Education
University of Denver - Daniels College of Business
2010 - 2012Master of Business Administration - MBA Finance
Boise State University
2005 - 2008Bachelor of Arts - BA Business Administration and Management, General
Experience
United States Senate
Jan 2008 - Jan 2010Legislative Analyst
U.S. Securities and Exchange Commission
Jan 2013 - Jan 2017Financial Analyst
Charles Schwab
Jan 2019 - Jan 2024Operations Manager
Jan 2022 - Jan 2024Trading Specialist | Private Client Services
Jan 2020 - Jan 2022Client Services Associate
Jan 2019 - Jan 2020
AllocateRite
Jan 2024 - nowOperations & Sales Director
Licenses & Certifications
Series 66 - Uniform Combined State Law Examination
FINRADec 2022Series 7 - General Securities Representative
FINRAAug 2021Series 63 - Uniform Securities State Law Exam
FINRAAug 2021
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