Deep Enrich
Alex Roth, CFP®
Vehicle service attendant
840 followers
Greater St. Louis
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About me
Advisor at Moneta
Education
Southern Illinois University Edwardsville
2016 - 2020Bachelor's degree Business administration, Finance
Experience
Enterprise Rent-A-Car
Feb 2019 - Jan 2020Vehicle service attendant
Wells Fargo Advisors
Jan 2020 - Mar 2020Next Generation Talent Intern
Moneta Group
Jun 2020 - nowAdvisor
Oct 2023 - nowSenior Client Service Manager
May 2022 - Oct 2023Client Service Manager
Jun 2020 - May 2022
Licenses & Certifications
- View certificate
CERTIFIED FINANCIAL PLANNER™ Professional
CFP BoardAug 2023
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